Architecture, Engineering andConstruction firms have increased their Marketing results by choosing Cosential as their CRM (Customer Relationship Management) system. Attend these sessions to optimize Cosential and your InDesign templates for increased efficiency and results.

**If you are not in the San Antonio area or  not attending the SMPS Southern Regional Conference and would like this workshop brought to your firm or your area, please click here to contact us.
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
The Westin Riverwalk
$250 per session or
$450 for both sessions
Limited seating on a first come, first serve basis

420 W. Market St.
San Antonio, TX 78205
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
Project 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.
Sessions available Monday, January 28th or Tuesday, January 29th
Secure Your Session Now!
SMPS SRC​​​
Southern Regional Conference​
Julie's Session | Visualize Your Content | Thursday, January 31st 11:00am – 12:15pm 

We live in a visual world. According to research compiled by 3M Corporation, visuals are processed 60,000 times faster than text. And since 65% of people are visual learners (according to the Social Science Research Network), one of the best ways to communicate your firm’s messages is through visual content. Yet, when we respond to RFQs and RFPs, we tend to submit text-heavy documents and expect our readers to digest the content. As marketers, we need to make our submittals stand out from the competition through easy-to-understand visuals. In this session, we will learn the basic structure of infographics, discuss the tools to visualize data, and explore ways to turn your firm’s messages into compelling graphic elements.
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Courtney's Session | Automation the Marketing Game Changer | Thursday, January 31st 2:15pm – 3:30pm

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.
Julie's Session | Digital Lab: InDesign | Thursday, January 31st 3:45pm – 5:00pm

Many of you—I’m talking to you, marketing coordinators—were thrown into developing proposals and figuring out how to use InDesign within the constraints of unrealistic deadlines and workloads. You feel like you have wasted countless hours manually formatting submittals with design inconsistencies and alignment issues, but who has time to figure it out and find a solution? Julie Shaffer, CPSM, an Adobe Certified Expert in InDesign CC, will demonstrate her favorite quick tips for expediting your workflow and making proposal development more efficient and consistent. Bring your laptop for this session to get hands-on learning with sample files for scripts, styles, and GREP as well as hidden features and tips for easier layout and design.