Thank you for reviewing our services, we hope you consider CKearney Consulting for all your Client Relationship Management (CRM) and Social Media Management (SMM) needs. Below are the packages as well as the single services we offer. 

We would be honored to be your Trusted Partner to work with your team. Learn about the benefits of partnering with CKC. Contact us here to book a quick 15 minute discovery call. We are excited to learn about your needs and how we can assist you so your firm can achieve your CRM and SMM goals and objectives.
Client Relationship Management (CRM)
We have three packages that cover your CRM needs from contributing advice as to how to maintain your system, sharing best practices, providing on-call support to implementing or maintaining your CRM for you. No matter where you are in the journey of utilizing your system, we are here to help.

Beyond guidance, we can take on the role of Overall Firm Administrator and integrate into your firm becoming an extension of your staff. As an extended employee, your team members have direct access to the CKC project manager for all questions, requests and changes necessary for users to effectively use the system.

  • CRM Advisor Support
  • CRM Hands-On Support
  • CRM Overall Firm Administrator (OFA)

Social Media Management (SMM)
Similarly we have three packages to cover your social media needs from guidance to content creation and platform maintenance. Our team provides best practices for content in each platform, as well as weekly monitoring. Again, no matter where you are in the social media journey, we are ready to assist you.

As an extension of your staff, we are avialable to fully manage everything social media related for your firm. This includes 
reviewing and editing content and graphics for each platform, we can create content if needed. We perform monthly analytics and custom reporting to evaluate social media performance so neccessary adjustments can be made to the strategy and/or posting schedules

  • SMM Advisor Support
  • SMM Hands-On Support
  • SMM Full Management

We are confident whatever your CRM/SMM challenges are we have the solution. Reach out today to make CKC your trusted partner!
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Services included in the CRM and SMM packages
CRM Details
SMM Details
Book Your Discovery Call
Speaking Engagements
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.
Bring Courtney to Your Area
CRM Single Services
  1. API Services
    API Services
    Connection to other systems can improve a CRM & we're able to assist.
  2. CRM Evaluation
    CRM Evaluation
    Searching for a CRM system? Need help evaluating platforms?
  3. CRM Implementation
    CRM Implementation
    Would you like to have a customized and personal implementation?
  4. Proposal Automation
    Proposal Automation
    Scared to automate? Let us help tackle the project & remove the fear.
  5. Data Clean-Up & Import
    Data Clean-Up & Import
    What's the most important part of a successful CRM? Clean data!
  6. CRM Training
    CRM Training
    Enjoy personalized training & documentation by industry experts.
Other Single Services
  1. Managing Director
  2. Managing Director
  3. Managing Director
  4. Managing Director