October Lunch & Learn Program

Is your data scattered or stored in multiple locations? Does it take time to gather crucial information when preparing a proposal or determining who you should connect/re-connect with? If you’re struggling to get your data to work for you so you can determine which projects are lucrative, prepare better proposals and/or to market your firm this is the lunch & learn for you.

Learning outcomes from this session include:

• The value in having a Client Relationship Management (CRM) system and how it can assist firms in Business Development and Marketing
• How CRM system assists firms with pursuits
• Business Development Experience – mobile application, pipeline management, reporting
• Marketing Experience – project database, personnel database, proposal automation (project sheets and resumes)
• Proposal cycle from beginning to end
  

Jeff Meadows
Director-Enterprise Accounts for the AEC Division, Unanet

Jeff has been working in the AEC space for over seven years and has extensive experience in helping firms drive profitability through developing a streamlined BD and Marketing process. He has a deep passion for the industry and has worked with BD/Marketing leaders and executives from hundreds of AEC firms including Balfour Beatty, Swinerton Builders, JE Dunn, and Tighe & Bond— helping them achieve the ultimate goal of building a better world.

CPSM Program: Receive 1 CEU

Domains covered (highlighted below):

• Domain 1 - Research
• Domain 2 - Planning
• Domain 3 - Client & Business Development
• Domain 4 - Proposals
• Domain 5 - Promotional Activity
• Domain 6 - Management 

 * Lunch will not be provided. This program is a Lunch & Learn and will be presented both in-person at the Swinerton office and virtually (Zoom). Please bring your lunch to enjoy during the presentation. 

**Cancellation/No-Show Policy:  If you are unable to attend, you may 1) transfer your ticket to another member of your firm or 2) notify SMPS Hawaii 48 hours prior to the event so we can refund you.  NO REFUNDS will be issued after the event has taken place.

Please contact [email protected] for any cancellation/transfer requests.

2023-2024 Sponsorship Opportunities Available! Contact [email protected]

Mahalo to our sponsors:

Platinum Sponsors

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