The Kate Phelps Report - a sales and marketing report that actually helps you make better decisions

The Kate Phelps Report is a package of sales and marketing reports that extracts a ton of data from your CRM and provides you with one easy-to-read report that's chock-full of valuable data and analysis. More than 50 senior living communities around the country get The Kate Phelps Report on a weekly or monthly basis.

Every report we build is customized to your needs, so if you see something you like, but want to make some changes, that works for us!
 
 

"Why would I pay someone to create reports for me? We can do that in-house, Kate."

That's a great question. We know most companies have very talented folks in their marketing department, people who are motivated, hard-working and who often have commendable Excel skills. So why hire Kate and her team?

For four reasons:


Our reports are full of information you can't get from your CRM.
They include the conversion rates you're used to analyzing and the graphs you're used to seeing, calculated the way you think they should be calculated. Plus, you'll have access to industry benchmarks from more than 60 CCRCs so you can really understand how you compare to your peers.

We're never too busy to produce accurate reports.
In your sales offices, sales are the team's #1 priority; reports might end up taking a back seat. When our team produces your reports, your sales team can devote more energy to the sales process and forget about reporting. You're going to get reliable reports every week, regardless of what the sales team has going on.

CRMs are what we do, all day, every day.
If you need to analyze your database but there isn't a standard report that gives you what you want, we can help you figure out the best way to get the data out of your CRM in a format that makes sense.

As an unbiased, third party,
our only  job is to make sure your reports are accurate and full of key data that will help you make better-informed decisions.

If you just want to pull some basic numbers from your CRM, we'll show you how to do that. You don't need our reports for that. If you want to understand what those numbers mean, how they compare to your competitors, and want a certifiable data-junkie to bounce ideas around with, TRS can help.

Report Delivery Options
You're never stuck in a contract - change your plan at any time!

Plan
Weekly Delivery
Monthly Delivery
Quarterly Delivery
Monthly Fee
Support Hours Incl per Month
Additional Support billed at
Delivery of Comparison to Benchmark file
 1
  Yes
 Yes
 Yes
 $1,350
 6
 $100/hr
 4x/year
 2
 Yes
 Yes
 $975
 3
 $125/hr
4x/year
 3
 Yes
 
 
 $825
 0.5
 $150/hr
1x/year
 4
 
 Yes
 $650
 2
 $100/hr
2x/year
 5
 
 Yes
 
 $525
 0.25
 $150/hr
1x/year
 6
 
 
 Yes
 $2,600/yr
 0.25
  $150/hr
1x/year

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