CRM Events Coming to Your Area
Known for her love of data, Courtney brings her marketing skills and years of experience to a technical world of databases, processes and numbers. She is a CRM thought leader; writing white papers, leading roundtables and giving presentations at local and national conferences.

Courtney provides CRM presentations and workshops nationwide for the A/E/C industry. She speaks at national, regional and local events for the Society of Marketing Professionals (SMPS) as well as private presentations tailored specifically for firms that request her expertise.
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Most Popular Topics
  1. What to Know about CRM
    Dive into the world of CRM from evaluation, implementation, to long-term management. A successful CRM incorporates all departments through effective communication and an outlined process. As is true with all technology, it should work for us not put us to work for it. Learn how a proper CRM system can be the solution for interdepartmental collaboration and increased efficiency.
  2. Proposal Automation
    The data-gathering process can make or break your sanity, creativity and proposal success unless you have a tool or method of organizing your firm’s critical data. Regardless of your current software stack, this session will help you understand how automation works, the process needed and the best practices involved. If you’re struggling to get your CRM working to make better submittals, this session is for you.
  3. Cosential Optimization
    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 to best use the system.​ Build a customized dashboard that impacts your firm, learn how to maximize the use of workflows, as well as, how to maintain and protect your data integrity.
  4. Building a Virtual Environment
    Having a virtual team is no longer a thing for other industries. It is becoming more popular amongst our AEC community. Not only are business owners looking for more efficient ways to operate but focus has also shifted to retaining top talent. Our people is what differentiates us from our competitors!
Past Experience
National CRM Users Group: Monthly Facilitation
CRM & Cosential Optimization Workshop in Chicago
SMPS Houston: What to know about CRM?
SMPS Build Business: Mind Exchange: CRM Roundtable
CRM & Cosential Optimization Workshop in Minneapolis 
SMPS Learning Lab Webinar: Proposal Automation: What it Means & How to Get Started
SMPS Fort Worth: Develop a Client Retention Plan: How to Keep Clients Coming Back for More
SMPS Southwestern Regional Conference: What’s All the Buzz About CRM? 
ELEVATE Workshop     
SMPS Build Business: Streamlining Proposals & BD Processes with Cosential
Cosential WOW Conference: A Day in the Life of a Cosential Marketer
Cosential WOW Conference: Beyond Implementation: Training, Communication, Data Integrity
Cosential WOW Conference: Roundtable Leader: Implementation 2.0
SMPS Fort Worth Summer Bootcamp: Illustrator 
Cosential WOW Conference: Roundtable Leader: Re-envisioning Cosential 
Cosential Training for KBE Building Corporation
SMPS Fort Worth Toolbox Series: Evaluating ROI 
2-Day Cosential Summit with Seven Construction Companies 
Cosential WOW Conference: Panelist 
Cosential WOW Conference – Roundtable Leader: Communication & Training Strategies 
SMPS Fort Worth Education Program: Data Management 
Cosential WOW Conference – Roundtable Leader: Increasing CRM User Adoption