Relationship Structure
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Relationship Flexibility
- Needs: Match relationship level to goals, activity, support
- Options: Select exclusive, non-exclusive representation
- Scope: Define services, roles, conditions, boundaries
- Relationships: Identify bureau, agency, speaker, partner roles
- Alignment: Positioning, fees, markets, booking direction
- Resources: Access services, networks, campaigns, support
- Coordination: Detailed, timely, closed loop communications
- Review: Evaluate activity, support, results, changing priorities
- Adjustment: Modify participation as career, event needs evolve
- Growth: Deepen relationship, mutual value, measured results
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Exclusivity
- Representation: Centralize inquiries, bookings, growth
- Direction: Align career, topics, fees, markets, bookings
- Volume: Increase inquiries, bookings, fees, momentum
- Priority: Focus services, positioning, marketing, bookings
- Efficiency: Align schedules, workflows, goals, arrangements
- Access: Expand clients, markets, networks, opportunities
- Centralize: Strategy, resources, campaigns, relationships
- Growth: Build visibility, demand, value, momentum, career
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Non Exclusivity
- Channels: Separate bureau, direct, agency opportunities
- Routing: Manage opportunities through originating channel
- Disclosure: Identify source, overlaps, holds, bookings
- Admin: Self manage inquiries, agreements, logistics, bookings
- Conflicts: Apply hold, client, speaker preference policies
- Campaigns: Multi-speaker focus, limited individual promotion
- Fees: Maintain accurate/consistent pricing across channels
- Review: Evaluate activity, results, multi representation value
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Bureau Responsibilities
- Positioning: Align expertise, topics, fees with demand
- Markets: Develop audiences, sectors, client demand
- Placement: Position speakers across searches, proposals
- Negotiation: Protect value, improve booking probability
- Management: Coordinate bookings, administration, handoffs
- Clients: Maintain service, history, relationship continuity
- Intelligence: Apply booking, search, client, market insights
- Growth: Convert results into positioning, bookings, demand
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Speaker Responsibilities
- Profile: Maintain current assets, updates ongoing
- Response: Advance inquiries, decisions, approvals promptly
- Disclosure: Share conflicts, outside activity, overlaps early
- Preparation: Meetings, customization, logistics, requirements
- Delivery: Presentation, customization, goals, networking
- Participation: Contribute to campaigns, updates, bookings
- Protection: Relationships, holds, agreements, confidentiality
- Improvement: Apply feedback, results, strategy, future activity
Relationship Operations
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Relationship Intake
- Source: Confirm inquiry, referral, client origin
- History: Review contacts, bookings, introductions, activity
- Ownership: Identify bureau, speaker, agency relationship
- Status: Confirm inquiry, hold, booking stage
- Fit: Assess client, event, speaker alignment
- Routing: Assign communication, decision pathway
- Priority: Identify urgency, deadlines, required actions
- Coordination: Align parties, responsibilities, next steps
- Records: Maintain source, status, decisions, changes
- Progression: Advance activity, correct channel, close contact
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Bureau-Sourced Relationships
- Source: Bureau website, marketing, outreach, channels
- Introduction: Client introduced through bureau agents
- History: Previous bureau bookings, relationships, events
- Referrals: Contacts, clients, speakers, partners, networks
- Partners: SBC relationships with bureaus, agencies, managers
- Stewardship: Preserve relationship history, future opportunity
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Speaker-Sourced Relationships
- Source: Speaker website, marketing, outreach, channels
- Introduction: Client introduced through speaker network
- History: Previous direct bookings, relationships, events
- Referrals: Introduced through clients, colleagues, partners
- Partners: Speaker relationships with agencies, managers
- Stewardship: Preserve relationship, history, opportunity
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Booking Coordination
- Source: Confirm relationship, inquiry origin
- Timely: Prompt, detailed, intentional communications
- Pathways: Communication, follow up, decision, approval
- Alignment: Coordinate availability, fees, travel, conditions
- Decisions: Resolve conflicts, holds, changes, approvals
- Closed Loop: Attention to detail, current updates, informed
- Records: Maintain decisions, approvals, revisions, history
- Handoff: Transfer details clearly, accurately, easy to read
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Booking Administration
- Roles: Establish admin, service, follow up approach
- Information: Secure client, speaker, event details
- Approvals: Request permissions, changes, financial decisions
- Documents: Maintain agreements, forms, records, revisions
- Financial: Coordinate invoicing, collections, payments
- Requirements: Track travel, logistics, event obligations
- Tracking: Monitor outstanding actions, deadlines
- Completion: Close requirements before event handoff
Partnership Management
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Shared Expectations
- Roles: Define responsibilities, support, expectations
- Standards: Service, communication, professional requirements
- Priorities: Identify urgent activity, decisions, needs
- Response: Set inquiry, decision, approval expectations
- Timelines: Confirm deadlines, holds, deliverables
- Availability: Maintain schedules, conflicts, commitments
- Fees: Establish pricing, flexibility, taxes, travel
- Information: Maintain complete, current, usable details
- Authority: Clarify approvals, exceptions, decision rights
- Accountability: Own commitments, completion, results
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Communications
- Channels: Agreed contacts, systems, methods
- Context: Provide history, priorities, requirements
- Priority: Separate urgent decisions, routine communication
- Updates: Share changes, risks, developments early
- Decisions: Confirm approvals, commitments, changes
- Escalation: Route unresolved issues, appropriate support
- Confirmation: Close responsibility, deadline, action loops
- Closure: Record outcomes, resolutions, next steps
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Shared Services & Outcomes
- Needs: Identify support, priorities, requirements
- Resources: Apply bureau, speaker capabilities strategically
- Integration: Connect marketing, bookings, events, service
- Expertise: Apply teams, specialists, professional support
- Systems: Maintain data, tools, processes, access
- Networks: Apply relationships, knowledge, market access
- Measurement: Evaluate service, efficiency, booking value
- Optimization: Shift resources, stronger results
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Execution & Delivery
- Actions: Convert decisions, clear next steps
- Ownership: Assign responsibilities, owners, accountability
- Sequence: Order actions, dependencies, priorities
- Deadlines: Set completion dates, milestones, urgency
- Handoffs: Transfer context, details, responsibilities accurately
- Tracking: Monitor status, commitments, outstanding actions
- Escalation: Address delays, risks, unresolved decisions early
- Completion: Confirm responsibilities, requirements, closure
- Learning: Identify strengths, failures, improvements
- Consistency: Apply lessons, standards, future execution
Relationship Management
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Building Relationships
- Connection: Maintain meaningful contact beyond bookings
- Understanding: Learn goals, work styles, priorities, expectations
- Context: Share business, market, career developments
- Trust: Build confidence, actions, execution
- Intelligence: Exchange client, speaker, market knowledge
- Ideas: Bring booking potential, strategies, connections forward
- Feedback: Surface observations, concerns, growth areas
- Solutions: Address challenges, shared problem-solving
- Support: Identify highest-value contributions, resources
- Foundation: Build shared knowledge, confidence, history
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Maintaining Relationships
- Cadence: Maintain purposeful meetings, updates, contact
- Priorities: Keep goals, expectations, needs current
- Responsiveness: Remain accessible, required decisions
- Engagement: Participate beyond immediate booking activity
- Adaptation: Adjust support, changing circumstances
- Feedback: Exchange observations, needs, improvements
- Recognition: Acknowledge contributions, progress, results
- Continuity: Preserve relationship knowledge, people, time
- Investment: Apply resources, stronger outcomes
- Momentum: Prevent inactive, transactional relationships
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Relationship Progression
- Baseline: Assess activity, value, relationship strength
- Gaps: Identify weaknesses limiting results
- Priorities: Select highest-value improvement areas
- Depth: Increase trust, knowledge, access, collaboration
- Scope: Expand support, demonstrated value
- Ownership: Increase responsibility, growing confidence
- Investment: Apply resources, productive activity
- Evolution: Advance relationship level, measured results
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Measurement & Success
- Metrics: Define indicators, relationship priorities
- Activity: Strong communication, participation, activity
- Bookings: Assess inquiries, conversions, repeat activity
- Service: Evaluate responsiveness, accuracy, execution
- Relationships: Monitor continuity, referrals, trust
- Participation: Measure contribution, shared initiatives
- Value: Compare resources invested, outcomes created
- Action: Convert findings, priorities, changes, next steps
Relationship Alignment
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Confidence & Confidentiality
- Confidence: Build trust, reliable decisions, execution
- Privacy: Protect speaker, client, event information
- Access: Limit sensitive information, appropriate parties
- Consent: Confirm authority before restricted sharing
- Security: Safeguard records, documents, systems, credentials
- Sensitivity: Recognize commercial, personal, relationship risks
- Judgment: Consider purpose, audience, consequences
- Response: Address confidentiality concerns immediately
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Close Working Relationship
- Access: Maintain dependable communication, availability
- Context: Share relevant facts, history, requirements
- Alignment: Keep priorities, expectations, direction synchronized
- Candour: Raise concerns, constraints, differences directly
- Respect: Honour roles, expertise, boundaries, schedules
- Decisions: Close approval, responsibility, change loops
- Solutions: Solve problems jointly, avoid blame
- Support: Apply complementary strengths, expertise
- Adaptation: Adjust working methods, evolving needs
- Continuity: Preserve knowledge, trust, momentum
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Representation Alignment
- Relationships: Identify active representation relationships
- Sources: Record introductions, referrals, client origins
- Roles: Clarify relationship, booking management
- Pricing: Coordinate fees, discounts, commissions, exceptions
- Positioning: Aligned expertise, fees, value with market
- Disclosure: Share direct, bureau, agency activity
- Conflicts: Resolve overlap before bookings advance
- Commitments: Recognize holds, agreements, obligations
- Coordination: Align communication, representation parties
- Review: Reassess alignment, activity, relationship changes
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Operating Boundaries
- Authority: Respect decision rights, responsibilities
- Functions: Use established channels, agents, pathways
- Clients: Protect history, contacts, relationship roles
- Commitments: Deliver promises, inform holds, bookings
- Representation: Coordinate before committing
- Information: Share appropriate, authorized details
- Decisions: Avoid unilateral actions, shared interests
- Escalation: Clarify uncertainty before proceeding
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Relationship Integrity
- Purpose: Keep relationship goals, shared value first
- Understanding: Seek context, facts before conclusions
- Empathy: Consider perspectives, pressures, circumstances
- Integrity: Protect trust, fairness, relationship interests
- Professionalism: Maintain standards, respect, judgment
- Conduct: Act responsibly, consistently, transparently
- Correction: Address errors, restore alignment promptly
- Improvement: Apply feedback, lessons, better practices
Relationship Protection
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Protecting Shared Interest
- Origins: Preserve sources, relationship, contact history
- Clients: Protect contacts, history, relationship roles
- Pricing: Maintain fee consistency, market value
- Policy: Commit to holds, agreements, approved terms
- Privacy: Safeguard bureau, client, speaker information
- Interests: Balance speaker, client, bureau priorities
- Decisions: Consider shared impact before action
- Records: Maintain history, decisions, obligations
- Coordination: Material changes, risks, commitments
- Continuity: Preserve trust, value, relationship stability
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Reputation & Professionalism
- Teamwork: Agent-speaker alignment priority
- Protection: Protect speaker, agent interests all times
- Unity: Present coordinated, consistent professional tone
- Trust: Share facts, concerns, commitments openly
- Respect: Roles, expertise, boundaries, impact, outcomes
- Support: Back each other during challenges
- Alignment: Resolve differences privately, preserve unity
- Judgment: Consider shared impact before action
- Accountability: Own actions, decisions, outcomes
- Reputation: Protect speaker, agent, client credibility
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Assessment & Resolution
- Notice: Raise concerns early, directly
- Facts: Confirm history, actions, commitments, impact
- Context: Clarify circumstances, expectations, perspectives
- Assumptions: Separate facts, interpretations, conclusions
- Risk: Assess relationship, financial, operational exposure
- Options: Identify practical, balanced resolution paths
- Decision: Confirm course, ownership, timing
- Closure: Verify actions, resolution, restored alignment
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Recovery & Improvement
- Repair: Address trust, service, relationship impacts
- Actions: Complete corrective commitments, responsibilities
- Monitoring: Confirm solutions, intended results
- Learning: Identify causes, lessons, missed signals
- Process: Improve systems, communication, responsibilities
- Prevention: Add safeguards, reduce recurrence
- Confidence: Rebuild reliability, consistent execution
- Improvement: Apply lessons, stronger future practices
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Continuity & Celebration
- Recognition: Acknowledge contributions, effort, results
- Milestones: Mark bookings, growth, achievements, progress
- Appreciation: Recognize speaker, bureau, client contributions
- Celebration: Reinforce success, trust, shared pride
- Proof: Capture results, feedback, relationship value
- Momentum: Build engagement, demand, shared energy
- Renewal: Reconfirm priorities, support, next phase
- Continuity: Preserve trust, history, shared value