What People are Saying about Kate and her Team
“I’ve found Kate's reports to be an invaluable tool for monitoring marketing activity at CCRCs. The information is concise, accurate and standardized - which eliminates the all-too-common frustration of searching for missing pieces of data or deciphering overloaded spreadsheets.” - Heather Sarock, former Senior Vice President, Sovereign Bank
"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." - Frank Birge, Owner, LeadTech Consulting
"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, Owner of CCRC Consulting
"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. - Bobby Sumner, Principal, Retirement DYNAMICS