For four years, I have been running my own consulting business working exclusively with the senior living industry. I have used REPS extensively for 7+ years, trained sales teams to use the program, and am the database administrator for many of my clients. Because MDI Achieve no longer builds customized reports, they give out my name when a client calls looking for customization.
“Kate is the best in the business when it comes to assessing, reporting, organizing and managing REPS. She is the guru!”
- Tina McLeod, Senior Marketing Consultant and Principal, Retirement DYNAMICS, Inc.
"Kate Phelps saves my sales and marketing team valuable time…lots of it. Not only does John Knox Village get great information and accurate reports, we save more than two hours of team member’s time for each hour we pay Taylor Reporting Solutions. Personally, I probably saved ten hours with her assistance preparing our annual marketing plan."
- Mark Olson, Director of Sales and Marketing, John Knox Village
"I really enjoy working with Kate Phelps because I know she will do EXACTLY what she says, EXACTLY when she says she'll do it!"
- James Kelly, Vice President of Sales and Marketing, Love & Company, Inc.
"Kate is simply masterful at creating reports to capture the data we need for reporting to various stakeholders in the communities with which we work. She has taken complex tasks and distilled them into a simple format. And, she does this all with a smile on her face and an eye toward great customer service. I highly recommend using her services to link the data in REPS into a single meaningful report."
- Teresa Mize, former Sales and Marketing Specialist, Love and Company
and current Director of Marketing at The Cedars of Chapel Hill
“Kate was referred to me by a trusted colleague in Minnesota. She developed a tracking worksheet for them that pulled data from REPS and we were looking for a way to do the same thing. When I think about the work Kate did, I think about the saying ‘Feed a man to fish and he’ll eat for a day. Teach a man to fish and he’ll eat for a lifetime.’ Kate could have done the work and charged us every time we needed an update, but instead, she taught me how to use key date rules in REPS and pivot tables to create the worksheet that would work for us. I really appreciate Kate's expertise, responsiveness and help to meet our needs over the long term.”
- Christine Tremain, Vice President of Marketing and Development, Wesley Homes
"I've found Kate's reports to be an invaluable tool for monitoring marketing activity. They allow me to quickly review key performance indicators for individual marketing situations and compare current results with historic trends. The information is concise, accurate and standardized, which eliminates the all-too-common frustration of searching for missing data or deciphering overloaded spreadsheets. I've known Kate for the past six years and continue to be impressed with her integrity and attention to detail. She is a joy to work with!"
- Heather Sarock Zoeller, former Senior Vice President, Sovereign Bank
and current owner of CCRC Consulting
"Fortunately, because of Kate’s advanced Excel knowledge and ability to fully understand the range of needs throughout our company, she was able to design a new reporting system that solved [our data-analysis] problems at a fraction of the cost [of other quotes]. ... Historical data is now stored and presented in a way that allows us to monitor trends and make decisions based on the facts, not the stories we hear from the field. ... RLS was very fortunate to have Kate embrace the project and commit to delivering high-quality results."
"Kate provides a great product and service by taking the pressure off the marketing assistant to produce weekly reports from REPS that are accurate and timely. Reports are dashboard style and can be shared with regional sales and marketing team members as well as operations team members. Kate is very willing to customize depending on the organization's needs, all while being dedicated to insuring accuracy and readability. She is an integral, albeit remote member, of every marketing team we have."
- Sharon Jessup, former Vice President Marketing, Presby's Inspired Life
and current Regional Marketing and Sales Director at Life Care Services
"Lead tracking systems are often underestimated for the power they can bring to a sales force, but if no one is looking at key metrics, why bother at all? Kate will help you determine what metrics are important and then create custom reports that are easily understood by sales staff, operators and investors alike to bring clarity to actual results of your marketing efforts. Kate is a whiz at REPS and unlike most analysts, she completely understands the sales cycle in senior living, is a great communicator and just plain fun to work with. I have worked with Kate for a couple of years now and recommend her to any company currently using a lead tracking system but under utilizing the data. Let Kate create a powerful management tool for your company!"
- Katie Csobaji, former Senior Vice President, Rittenhouse Senior Living
"I have worked with Kate Phelps for two years and I can personally attest to the enormous value her activity reports bring to the marketing effort. Her reports are comprehensive, clear and easy to read. For me, the reports have become an essential tool for monitoring sales and marketing productivity; sales coaching (they point clearly to weak areas) and forecasting. Kate is very hands on, bright and a sheer joy to work with."
- Martha Brennan, Marketing Consultant, Retirement DYNAMICS
"I've worked with over 75 senior living communities during the past 26 years and Kate's reports are the best I've seen in the industry. They are well-designed and provide useful information and details that are easy to understand by all levels of management. At a glance, I get a thorough understanding of all marketing activity levels - what's working, lead generation, categories of all leads, etc. allowing us to analyze trends over the history of the project. This information empowers management and marketing leadership to encourage continued progress or the need to make changes. Kate's reports allow me to approach decisions based on the numbers, not just hearsay. They are a vital asset to any community."
"I worked with Kate Phelps at Retirement Living Services for 2 years. We worked closely together developing reports that were needed but not built into our lead management software, REPS. Kate's knowledge of Excel is unsurpassed. Her creative and analytical skills are second to none and I highly recommend Kate's services to any community on REPS that needs custom-designed reports.The value of her services will greatly outweigh the investment."