Geting Setup (Start Here)

Let’s assume you’ve just started a Free Trial and are inside the platform for the first time.

If you haven’t started a trial, click here. It takes 2 minutes and there’s no credit card required.

Getting Setup

In this article, we’re going to:

1) setup your bio
2) create your email signature
3) connect your email

Our AI generates outreach that’s custom for you. Getting your bio and email signature set gives the AI the info it needs to do just that.

In fact, the emails the system writes for you are created from 2 sources:

Your background AND the event opportunity itself.

Step 1 — Update Your Speaker Profile

First, head to Settings (Gear Icon) → My Profile

You’ll see your Professional Bio.

Make sure it is up to date and reflects your background.

Keep it short and focused.

Tip: Our AI may have filled this in for you already. If it looks good as-is, you're set. If anything's off or outdated, make a few tweaks — or paste in some text from your website.

Step 2 — Update your email signature

Next, head to Settings → Email Signature.

Scroll down and fill out the signature fields.

You can include things like a link to your speaker reel, past clients and even a testimonial.

At the top of the email signature setup page, you’ll see a Live Preview of the signature.

As you’re filling out the signature fields, you can periodically scroll up and see your updates populate in the live preview.

Click Save when done.

Tip: Your signature feeds the personalization too. For example, if you’re doing outreach to a University, and your signature contains a University in the “Past Clients” line, the AI may mention that in the email it writes.

Step 3 — Connect your Email

In SpeakerDrive, outreach is sent through the platform via your Gmail email that you connect.

To connect your email, go to:

Settings (gear icon) → Integrations → Integrations

Then click, “Connect Gmail Account” (the blue button).

When you send outreach, the emails will appear in your Sent folder. And when a prospect replies, you’ll see that in your inbox as well, just like it always does in your regular day to day.

Tip 1: After you click the blue button, a Gmail window will pop up. In that pop up, you must check any unchecked boxes. If you don’t, the connection will not work - and you’ll need to redo the process.

Tip 2: Your email may get disconnected from time to time. This normal, and the fix is simple: just re-connect your email following the steps above.

You’re Ready To Start Outreach

Congrats, that’s the full setup process.

Let’s go to the next step.

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