Start Your Fiesta Early at ELEVATE 2019
Back by popular demand, Shaffer Creative and CKearney Consulting have partnered together for ELEVATE 2019.
A/E/C firms have increased their marketing results by choosing Cosential as their CRM (Customer Relationship Management) system. Join us for ELEVATE 2019 to optimize Cosential and your InDesign templates for increased efficiency and results.
Session 1 Cosential Optimization 9 a.m. – 12 p.m.
- Led by Courtney Kearney, CPSM and Amy Amaya, CPSM
- Lunch included and served 12 – 12:30 p.m.
Session 2 Publisher Module 12:30 – 3:30 p.m.
- Led by Courtney Kearney, CPSM and Julie Shaffer, CPSM
- Lunch included and served 12 – 12:30 p.m.
Location
- The Westin Riverwalk
- 420 W. Market St.
- San Antonio, TX 78205
Rates
- $250 per session or $450 for both sessions
- Limited seating on a first come, first serve basis
Client Discount
- Discounts for CKC and Shaffer Creative Clients
- $25 discount for one session
- $50 discount for both sessions
About Session 1
Dive into Cosential and discover tips, best practices, and uses of the system to optimize operations. In this three-hour training, participants will review the core functionality of Cosential including a complete picture of how to best track your firm’s connections, interactions and history with clients.
The world of CRM is vast and complex, attend this session for a high-level look at the strategies, processes and management it takes to experience success optimizing and using Cosential. This session is beneficial for those currently in or completing implementation, for those in maintenance mode or looking to revamp, refresh or re-implement. Basically everyone will gain insights and value from attending.
Learning Objectives:
- Enhance your use of each of Cosential’s core modules
- Build a customized home page dashboard that impacts your firm
- Maximize the use of workflows for efficient communication
- Learn how to maintain and protect your data integrity
- Obtain best practices and valuable tips to improve your experience
- Review new features and how to best capitalize them
About Session 2
Cosential’s Publisher module makes it easy to prepare targeted and accurate proposals, qualifications statements, resumes, project profiles, project lists, government forms, and other marketing collateral. Using the Publisher module eliminates hours spent tracking down resumes, project lists, and other details which can instead be spent perfecting your winning materials. When your project, personnel, marketing, and financial data is kept current and accurate in Cosential you simply select the information you wish to include and let Cosential do the rest.
During this three-hour, hands-on workshop, we will walk you through how to create templates in both Word and InDesign. We will troubleshoot any issues that might arise ensuring you leave with working templates and samples in your account.
*Previous attendees found it useful to bring a laptop loaded with a current version of the document(s) you wish to create templates for in the Publisher module.
About the Speakers
Julie Shaffer, CPSM – Owner of Shaffer Creative
As an award-winning marketing and graphics design consultant, Julie’s specialty is conceptualization, design, and orchestration of marketing campaigns that effectively reinforce and build brand imaging through graphic design, marketing collateral, proposals, and presentations for professional service organizations.
Courtney Kearney, CPSM – Founder and Owner of CKearney Consulting
As a wife, mom & data-loving marketer, Courtney brings her marketing skills, education and experience to the technical world of databases, processes and numbers. She is a CRM thought leader within the A/E/C industry; has spoken at numerous events, facilitated round-table discussions, led webinars and presented at both regional and national conferences.
Amy Amaya, CPSM – Project Manager at CKearney Consulting
Proactive, determined and an efficiency advocate Amy is excited to take her Cosential knowledge as OFA managing her firm’s FDC to a support role facilitating client’s FDC experience. She’s driven, productive and devoted to quality.