Operations, technology, coaching and growth services
You are busy. Easier implementation is here.
Every service works the same way: we agree on the outcome, I do the building and the training, and you stay focused on running the business.
Based in Chicago, working with clients anywhere.
Services
How I help
CRM Optimization
Your CRM is more than a digital file cabinet
- Consumer engaging website
- Turn your contact network into a conversational retention and referral system
- Custom ‘new lead’ to ‘closed’ messaging
- Sphere campaigns that resonate
- Customer success strategy for every lifecycle stage
- Dashboard task lists, customized
- Designed for easy social media strategy
Coaching, Training, Support
Your success partner. Company, group, 1:1
- New tech stack company rollout
- Personal technology trainer
- M&A installation and onboarding
- Engagement artist
- Listing and lead generation
- Value proposition articulation
- Business strategy, marketing mix
Growth
Mergers, acquisitions and recruiting
Management, activities, onboarding, transition, and technology engagement support.
- Recruiting activities that work
- Who to call and what to say
- Leverage production data for impactful conversations
- CRM outreach and automations
Marketing Strategy
Content, graphics and outreach that tell your story
Brand stories that resonate, custom graphics, and an outreach plan across social, email and web.
Marketing strategy
The big picture
One change can be the one thing that changes everything.
Q&A
Questions about working together
How does working with Be What It Takes work?
Every service works the same way: we agree on the outcome, I do the building and the training, and you stay focused on running the business.
What does technology and CRM optimization include?
Technology and CRM optimization turns your tools into systems your team actually uses, from website design and optimization to a CRM that follows up for you.
- Website design and optimization, connected to your CRM
- Technology initiation, transition, enablement, integration and optimization across many platforms
- Your contact network turned into a conversational retention and referral system
- Custom “new lead” to “closed” messaging and sphere campaigns that resonate
- A customer success strategy for every lifecycle stage
- Customized dashboard task lists and outreach that feeds your social media plan
What coaching, training and support do I offer?
I'm a hands-on success partner for a whole company, a group or one person, covering technology adoption, listing and lead generation, and business strategy.
- New tech stack rollouts, company-wide
- Personal technology training
- M&A installation and onboarding
- Engagement and adoption support
- Listing and lead generation coaching
- Value proposition articulation
- Business strategy and marketing mix
How do I help businesses grow through recruiting and acquisitions?
I run the activities that turn growth plans into results: recruiting outreach, the conversations themselves, and onboarding and technology transition after a merger or acquisition.
- Recruiting activities that work
- Who to call and what to say
- Production data used to open better conversations
- CRM outreach and recruiting automations
