Learn 7 tips to maintain clean marketing contacts for your AEC firm on an ongoing basis, rather than just once per year at holiday card time.
Spring Cleaning Your Marketing Drive: 5 Tips for Staying Organized
Tired of searching for files on your marketing drive? 🤔 Learn tips and strategies for cleaning up and organizing your drive in this episode of Marketers Take Flight podcast. 🎧
Steal My 2-Step Proposal Close-Out Process
Learn how to streamline your proposal close-out process and save time for your team with this latest podcast episode. Listen now to steal my 2-step proposal close-out process.
Set Up Your AEC Project Description System
In this special Spring Cleaning episode of the Marketers Take Flight podcast, discover the importance of maintaining and updating project information in the AEC industry. Learn different project update methods, a case study of a successful site visit program, and strategies for automating your project update process. With or without a CRM system, this episode offers valuable insights and tips to keep your data organized and your firm competitive. Tune in and enhance your AEC project description system today!
Set Up Your AEC Resume Update System
Learn how to set up an efficient and effective resume update process for your AEC firm in this episode. From determining the frequency of updates to automating the process, Lindsay Diven shares practical tips and a case study of a firm that established a monthly update system based on work anniversaries. Plus, discover how to set up a resume information management system without a CRM or database. Tune in now to streamline your resume management and save time.
Clean Up Your Approach to Gather Resume Details for New AEC Employees
In this episode I kick off a brand new spring cleaning series by diving into the process of gathering and maintaining employee resume information for AEC marketing departments. I provide actionable advice on how to use existing systems and work with HR partners to collect crucial information from new hires. I also share a case study from my previous firm, where we developed a three-phase process for gathering information from new hires, and also provides useful tools for collecting data on an ongoing basis.
Clean Up Your Marketing Department’s Digital Clutter
Do you have a go-to person in your firm when you need to find an old picture? Maybe there’s that drive with all the images labeled IMG? Organizing your digital clutter might be the next step for your firm. Learn about how a digital asset management (DAM) system can make your department more efficient.
The ONE Marketing Tool That Saves Time & Improves Consistency
This one tool can provide your staff and new hires the ability to easily access the marketing information you need, when you need it the most at that proposal crunch time. It sounds so simplistic, but many marketing departments don’t have one. Perryn Olson is going to share how by creating a marketing department handbook has saved his team time, helped with onboarding, and elevated the department status with in the firm.
How to Organize Your AEC Proposal Content Creation Process
With all the moving parts that go into getting the first proposal draft ready, it can be hard to know exactly what to work on first. And, you probably have a few proposals going on at the same time with varying deadlines. This episode shares best practices on how to approach the order in which you develop your proposal content.
Using CRM Data for Better Proposals
Learn about the four pillars of data collection and auditing: training, collection, auditing, and reporting. And hear about examples of how CRM data is being used effectively to make intelligent decisions and prepare effective proposals.