I have had the pleasure of participating in a couple of Carol's CRM workshops. Over the past two years, I have been able to continuously implement these strategies, which have allowed me to "get to know" my clients. Maintaining client contact through thank you cards, anniversary cards, and holiday cards, were just some of the basics. We also had the opportunity to look a little deeper into different CRM software and how each can help in easing the implementation process. Carol helped me in understanding how important it is to create a customer profile as well as a client retention program. She was even willing to do follow up consultations after the workshop. We have maintained contact over the years and she is always willing to offer her services. I believe the tools I've learned from Carol have not only helped grow my business/clientele, but will be pertinent many years from now.
Elisa Jones
Investment Advisor/Managing Partner
Clearview Financial Group, LLC
I used to track all of my sales leads on a clipboard. After hearing what Carol had to say about creating a customer retention strategy, I asked her to set up ACT!, a contact management system.
We ran a report of my top 20% revenue generating customers. This report reminded me to follow up on a pending proposal that I had forgotten about... I sold the deal! That one activity made me a believer and now I spend more time talking to those customers that offer the most revenue potential.
Don Calverly
CEO
Markwell, Inc.
We first met Carol when she was Member Relations Director for Nashville’s City Club. At that time, she shared with us her ambition to become an independent marketing consultant. Later, when we needed help in developing a professional proposal and presentation for a potential client, we called on her for help. Not only was she responsive to our request, she quickly educated herself about our business and its unique market challenges. Her creativity and marketing savvy proved to be invaluable while we worked on the proposal. That experience proved to us that Carol was not only talented, but reliable and could set and meet deadlines. We have since called on her to help with a number of projects including our table top display for trade shows, marketing material including brochures, business cards and hand-outs. Also, she edited and published a “how to” manual we distributed to our clients and which we continue to share with potential clients as a key component of our marketing presentation. We are a small company and must be confident that our very limited marketing dollars are expended in the most effective and productive way. Carol always exceeds our expectations not only in her understanding of our needs, her productivity and performance, but also in her sensitivity to our budget concerns.
In summary, we know Carol is talented, committed and reliable. Her commitment is obvious through her work and performance, but most importantly, the many relationships she has developed and maintains. It is an honor to recommend her.
Tony Hollingsworth
President and CEO
Anesthesia Business Solutions, Inc.
