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
Confessions of a CRM Expert
Real CRM truths. No fluff. No affiliate links. Delivered straight to your inbox—real-world strategies and the truths most “experts” won’t say out loud.
Solving your CRM headaches.
Stress-free retention strategies & channel management that turn relationships into reliable revenue.
A grounded, human approach to CRM & retention.
Cheryl brings a rare blend of empathy, transparency, and operational clarity to the work of CRM + retention. She helps businesses strengthen partnerships, attract better-fit leads, and design 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 their mission. If you feel a gap between Marketing, Sales, Service, and operations, Cheryl builds the bridge—aligning your CRM so every touchpoint is intentional, measurable, and aligned with what your customers expect.
Read Cheryl's StoryServices that meet you where you are
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 build a prioritized roadmap for process, data, adoption, and outcomes.
Best for larger companies with point people across Sales, Service, Operations & Marketing.
Apply for Consulting →Agency Client
We design, configure, and optimize your CRM foundation—lifecycle stages, pipelines, automations, reporting, and integrations—so your system supports the full customer journey without you on the hamster wheel 24/7.
Best for small businesses who want it built for them, plus retention coaching for their team.
Apply as an Agency Client →CRM Training
Premium coaching & training that turns your CRM into a tool your team actually uses—lead capture, pipeline, onboarding, support, renewals—so people know exactly what to do, when, and how to keep the data clean.
Best for executives leading teams, solo entrepreneurs, and service-based providers.
Inquire About Training →Speaking Engagements
High-impact talks that reframe CRM from "software" into a business operating system—company culture, decision intelligence, and intentional continuity—with memorable frameworks audiences apply immediately.
Best for conferences, summits, and team off-sites ready to be lit up.
Book Cheryl to Speak →When your CRM becomes how your business operates
It shapes how your team works together, how decisions get made, and brings consistency to every stage of engagement.
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 you can trust.
Intentional Continuity
Care that aligns to the customer's current stage—anticipating needs, honoring expectations, and strengthening satisfaction over time.
Real Results. Real Relationships.
Working with Cheryl has been a total game-changer. She's warm, patient, and has deep expertise that helped me finally get a handle on my prospecting and client retention systems. Cheryl sees the bigger picture—even when I can't—and I trust her guidance completely.
I was paying for ads, drowning in orders, on my second website re-vamp when I met Cheryl. She showed me most of our first-time buyers weren't returning—and where to fix it. Now I understand exactly what my departments should be doing to win customers back.
FAQs
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Confessions of a CRM Expert
Real CRM truths, straight to your inbox. Bonus: get on the waitlist for “Kicking Ass with CRM”—a free 30-minute weekly session starting Fall 2026 when you subscribe.