Helping Life Plan Communities use data to identify and obliterate sales challenges
Taylor Reporting Solutions, LLC
Helping CCRCs use data to shorten sales cycles and convert leads more efficiently
Hi! I'm Kate Phelps, president of Taylor Reporting Solutions. If you know me, you know there are a few things that I get super excited about: one is digging through mountains of data to find the stuff that really matters, and the other is customizing CRMs so they actually make your jobs easier.
My team and I combine those two passions to give retirement communities CRM programs that totally
rock and reports that are chock-full of super insightful data about their sales
and marketing efforts.
Anyone can help you count calls... But we'll give you the tools to help you figure out which data will actually impact your bottom line and help you figure out what to do about it. We'll put the numbers into perspective and simplify the
spreadsheets you’re already using to make sure you're focusing on the key
We'll also make it easy for you to compare yourself against industry
benchmarks and to present that information to the people you report to.
adore Kate and we are huge fans of her work!!! She is certainly a most valuable
partner to us and to Lenbrook. She is one of the reasons that a bond holder
said that marketing is no longer a "black box" to him! I don't know
what I would have done without Kate!