Marketing and Automation Expertise for Business and Professional Practice
Transform Your Business
trusted - resillient - scalable - profitable
Trusted relationships are at the core of sustainable business growth. These relationship once existed only through in-person connection and were limited by our individual capacity. CRM and automation technology have transformed how we initiate and sustain trust. Well designed custom automation will empower you to:
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Expand your client base, knowing they will all be well-served.
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Onboard team members, knowing they will deliver your service your way
- Grow revenue, quality and profitability, simultaneously
- Focus on the work that brings you greatest fullfillment
- Maximize the value and transferrability of your business, as you look toward the future
Successfully implementing custom automation for a mature business is no small leap. I bring a unique combination of great listening skills, stellar business instinct, deep marketing and business automation technology knowledge, and the hands-on experience to implement these tools effectively for your business.
Areas of Expertise
Strategy
As your collaborative partner, we will understand your
current opportunities and challenges, define your goals, and craft a strategy and action plan to reach them.
Automation
Helping your firm identify opportuties for CRM and automation, choose the right tool(s), and
customize them to optimize your business processes.
TaxDome
Working with tax preparers and bookkeepers to deploy and customize TaxDome
practice automation to match the way you work, bringing efficiency and ease to your operations, while fostering strong client relationships.
Cathy Campaigne, Founder
As a CRM/Marketing consultant, Cathy brings two decades of experience growing resilient, impactful relationships and operations through CRM and marketing automation. She is expert in strategy development, implementation and training. Throughout each engagement, she bridges the differences among leaders, practitioners and enabling technology to form a foundation of mutual understanding and purpose that will underpin successful adoption.
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