ABOUT CHERYL
Retention Strategist
Customer Relationship Management Expert
Innovator Since Birth
Best Selling Author
Entrepreneur
Cheryl brings a rare blend of empathy, transparency, and operational clarity to the work of CRM + retention.
She helps businesses strengthen B2B partnerships, attract better-fit leads, and design customer lifecycle strategies that keep the right customers coming back—consistently and profitably.
Her work is fueled by lived experience and a deep commitment to helping entrepreneurs grow sustainably—while staying true to your mission. If you’re feeling a gap between your Marketing, Sales, Customer Service, and internal operations, Cheryl builds the bridge: aligning your CRM so every touchpoint is intentional, measurable, and aligned with what your customers expect.
20 years rooted in Client Centered Care.
20 years in executive leadership crafting customer solutions.
A grounded, human approach to CRM strategy: creating systems that protect your time, elevate your customer experience, and turn relationships into reliable revenue.
Services That Meet You Where You Are
Whether you want a strategic reset, full-service execution, hands-on training, or a keynote that lights the room up—Cheryl Your CRM Expert is here!
CRM doesn’t have to be overwhelming. Pick one lane and we’ll make it simple: strategic consulting, done-for-you support, skill-building training, or a session that realigns the whole team.
Consulting
Strategic guidance for when you need clarity, direction, and a plan. We assess what’s working and what’s missing—then create a prioritized roadmap to improve process, data, adoption, and outcomes. Perfect if you want to lead the build internally but want expert eyes and a proven framework.
This service is best suited for large corporations or companies that have at least one point person representing/working within your company in the following departments: Sales, Customer Service, Operations and Marketing.
Agency Client
We design, configure, and optimize your CRM foundation—lifecycle stages, pipelines, automations, reporting, and integrations—so your system supports the customer journey end-to-end and runs consistently without relying on memory or you being on the “hamster-wheel” 24/7.
For small businesses who want it built for them and want an expert to continue to coach their team on retention development through CRM solutions.
CRM Training
Premium coaching & training that turns your CRM into a tool your team actually uses. We build confidence around your workflows—lead capture, pipeline, onboarding, support, renewals—so your people know exactly what to do, when to do it, and how to keep the data clean to trust your implementation of it.
Best suited for Executives leading teams, Solo Entrepreneurs, Strategic Account teams, Field Sales teams, Complex Sales teams, Commercial Sales agents, Service-based Providers and Professional Service Providers.
Speaking Engagements
High-impact talks that reframe CRM from “software” into a business operating system—company culture, decision intelligence, and intentional continuity. Expect real-world examples, memorable frameworks, and relatable takeaways that your audience can apply immediately.
Pick the level of support that fits your stage, your team, and your goals.
CLIENT TESTIMONIALS
Working with Cheryl has been a total game-changer for me. She is warm, patient, and has deep expertise that’s helped me finally get a handle on my prospecting and client retention systems. I was unsure about where to even start, and now I have so much more clarity about where my business stands from a marketing perspective. Cheryl sees the bigger picture—even when I can’t—and I trust her guidance completely.
Millie G.
I was paying for ads, drowning in orders and was on my second website re-vamp when I met Cheryl. I had no idea the impact a CRM and pipelines could have to organize us. She showed me that majority of our first time buyers weren't returning and where I could fix it. Cheryl taught us how to track our sales channels. Now I understand exactly what my departments should be doing when it comes to winning back customers.
Sarah P.
They took our ideas and turned them into captivating visuals that have significantly boosted our online engagement.
JOHN DOE
Public Figures
What sets them apart is not just their design skills but their commitment to deadlines and open communication throughout the project.
JANE DOE
Public Figures
Cheryl' CRM Impact
The Cheryl CRM Expert Impact is what happens when your CRM becomes more than software—it becomes how your business operates. It shapes how your team works together, how decisions get made, and provides consistency across engagement at every stage.
Company Culture
A strong CRM builds habits of ownership, clarity, and follow-through—so everyone works from the same vision, mission and standards.
Decision Intelligence
Your CRM turns activity into shared truth—clean definitions, better signals, and confident next steps.
A detailed CRM protects context through handoffs and transitions—so customers feel known and guided.
Intentional Continuity
Delivers beyond-standard care by aligning support to the customer’s current stage—anticipating needs, honoring expectations, and strengthening satisfaction over time.
FAQS
What is Customer Relationship Management?
Customer Relationship Management is a standard term for the Strategy + Processes + Tools a business uses to manage interactions with current customers, inactive customers and leads across the full lifecycle.
Marketing → Sales → Service → Retention
What is Customer Relations?
Customer Relations is the function and practice of building, maintaining, and improving a company’s relationship with its customers through the way it communicates, supports, resolves issues, and creates ongoing satisfaction and loyalty across the customer lifecycle.
What is a CRM Solution?
CRM Solution is the configuration + framework + implementation used by your company to solve a problem or consistently achieve an outcome.
It involves platforms, apps, integrations—used to manage and improve customer relationships across the entire customer lifecycle.
Customer Data Management
Staff & Outsourced Contractors
Sales Tools
Marketing Tools
Service/Support Tools
Automation
Reporting/Analytics
AI
Operational Tools
SOP/Training
What is a CRM Platform?
A CRM Platform is software product that your business can use to:
→ Lead Capture & Intake,
→ Pipeline Management,
→ Contact Account Management & Communication Tracking,
→ Onboarding Management,
→ Customer Service & Support,
→ Renewals & Retention Tracking.
Updates to Your Inbox
From time to time, we’d love to send you helpful content, behind-the-scenes updates, and info about CRM solutions.