Coffee + Convo with Courtney Kearney

This low-key morning meetup is designed to make a big impact on your business tool-kit. Start with a quick intro, dive into a topic or guiding question, and tap into insights from both the mentor and peers. Each session is unique, reflecting the expertise of our mentors and the needs of attendees. This Coffee + Convo will be about what you need to know about client relationship management: Nurturing client relationships is vital to any business. Regardless of what system you use, maybe it’s CRM software or sticky notes and email folders, there are best practices you can apply now so that you can track and manage your client relationship data and make data-driven decisions. When you understand your unique business processes, you’ll know which CRM system and technology are the right fit for you. About Courtney Kearney: As owner of CKearney Consulting, Courtney Kearney, CPSM leads a team of approachable data nerds dedicated to helping AEC firms get the most out of their CRM and data. Her firm provides services ranging from evaluation and implementation to on-call support, training, and system integration. Known for her passion for data, Courtney is a respected thought leader, author, and public speaker—always focused on making data more accessible and actionable.