Marketing automation is a game changer! All our efforts in marketing should be focused on two things: winning and keeping clients. Automating what we do as marketers frees up our time and money to do those things better. Streamlining processes, automating repetitive and manual tasks and jumping off the hamster wheel is what automation is all about.
We will dive into what automating marketing really looks like and how to do it successfully following specific phases. Participants in this hands-on workshop will not only learn why they should automate, they will leave wanting to automate!
Every attendee will gain tangible action items to take back to the office that will increase productivity, boost efficiency and allow them the chance to spend time on the things that really matter and make them amazing marketers.
Chaz Ross-Munro, CPSM, Cosential
Chaz Ross-Munro, CPSM has been a professional services marketer for more than 12 years. Chaz is an Implementation Specialist at Cosential, where she provides comprehensive CRM and Proposal Automation solutions for some of the world’s best A/E/C firms.
Chaz recently published Sink or Swim Faster! Making a Splash Your First Year Marketing for Professional Service to help onboard new marketers. In addition to her CPSM certification, she holds a CF APMP through the Association of Proposal Management Professionals. In her free time, Chaz can be found at the dog park with her husband and two fur babies, Harley and Goose.
Courtney Kearney, CPSM, CKearney Consulting
Known for her love of data, Courtney Kearney, CPSM brings her marketing skills, education and 18 years of experience to a technical world of databases, processes and numbers. She is the founder and owner of CKearney Consulting (CKC) and a CRM thought leader; writing white papers, leading roundtables and giving presentations at local and national conferences. CKC is proud to provide CRM system evaluation, implementation, support, training, proposal automation, data analytics and API integration services.
In March of 2018, Courtney launched a second business, Collaborative Coalition, providing quality consultants, small business owners and micropreneurs a trusted space to collaborate while also providing companies a place to find high quality people to meet their needs from design, proposal production, coaching, interview prep, etc.
Courtney has served in several leadership roles in SMPS Fort Worth including the role of President. She enjoys spending time with her firefighter husband and two amazing daughters.