Wednesday, February 27, 2019 | Fort Worth, TX
If you are among the Architecture, Engineering and Construction firms that have increased their marketing results by choosing Cosential as their CRM (Customer Relationship Management) system, plan to attend these sessions to optimize Cosential and your InDesign templates for increased efficiency and results.
Session 1 Cosential Optimization 9am - 12pm
Led by Courtney Kearney, CPSM & Amy Amaya, CPSM
Lunch included and served 12-12:30pm
Session 2 Publisher Module 12:30 - 3:30pm
Led by Courtney Kearney, CPSM & Julie Shaffer, CPSM
Lunch included and served 12-12:30pm
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.
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
Register for Both Sessions and SAVE!
Details
Location
Rates
Teague Nall and Perkins, Inc. (TNP)
$250 per session or
$450 for both sessions
Limited seating on a first come, first serve basis

5237 N. Riverside Drive | Suite 100
Fort Worth, Texas 76137
Discounts for CKC and Shaffer Creative Clients
$25 discount for one session 
$50 discount for both sessions 
Register Now!
Instructors
Courtney Kearney, CPSM
Founder & Owner​
Amy Amaya, CPSM
Operations Manager​
Julie Shaffer, CPSM
Owner, Consultant & Designer

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.


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As a marketing and graphics design consultant with 18 years of experience, Julie 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.

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As a wife, mom & data-loving M\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.

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One-on-One Sessions
Need focused time with Courtney?
Customized, On-Site Cosential Training 
Ckearney Consulting is offering on-site training sessions customized to how your firm uses Cosential. Topics are determined by you; typical topics cover CRM 101, OFA (Overall Firm Administrator) features, a targeted session for BD/Marketing or a session to dive-deep into a specific feature like dashboards, opportunities/pursuits, reporting or contact management.
On-Site CRM Overview or Expert Advising for Leadership
Courtney is available to spend time on-site with your leadership or decision makers, if you need an outside, subject matter expert to assist with getting the final buy-in for a CRM system. She is available to do a "non-sales pitch" overview of your CRM system of choice from a user's point of view.
Secure Your Session Now!