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 metrics.

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.

We 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!

- Felecia Sveda, Vice President, Marketing, Lenbrook

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