Katie Keith-Thompson Email & Phone Number

Truckee, California, United States

Customer Onboarding & Relationship Management Expert: Successfully onboarded new customers via diverse channels and nurtured relationships, boosting retention.Personalized Training: Conducted tailored 1:1 Zoom sessions, empowering users with product knowledge.Industry-Specific Lead Generation: Supported clients across varied sectors, optimizing PropertyRadar for their unique needs.Innovative Webinar Development: Spearheaded webinar series creation, driving engagement and brand visibility.Strategic Product Integration: Integrated new features seamlessly, collaborating with teams to enhance offerings.

United States

As an Onboarding Specialist at PropertyRadar, I spearhead the crucial task of ensuring every new customer's transition onto our platform is smooth, intuitive, and insightful. Onboarding isn't just a series of steps for us—it's an immersive experience that sets the tone for every interaction a customer has with our platform.By mapping out the customer journey, I've transformed the onboarding process, turning sign-ups into captivating introductions to the world of property data. Our platform is nationally recognized for its extensive property and owner information, empowering an array of professionals, from Residential Realtors to Commercial Leasing experts, Investors, and those in the Mortgage & Lending domain. My mission is to ensure that every one of these professionals feels equipped, informed, and inspired from day one, unlocking the true potential of enhanced public-records data.

North Lake Tahoe, Ca

As a Property Manager, I orchestrate the seamless operations of both short-term and long-term properties, ensuring they meet the highest standards of hospitality and maintenance. My role encompasses an array of responsibilities, from scheduling routine tasks like cleaning, spa servicing, and snow removal, to handling unforeseen maintenance needs. Beyond the tangible, I also delve into the strategic aspects of property management. This includes conducting regular inventories, optimizing pricing based on market dynamics, and providing unparalleled guest support, guaranteeing a superior guest experience every time.

California

Integrate Sales Funnel Process and CRM Solutions. Develop strategic acquisition and Business Retention planning. Organize Employee Tasks and Define RolesHelp with all communication templates from Cold Calling, Email, and Marketing.

Oakland, Ca

Managed events, Created Content, and Managed social media. Created Brand knowledge for Sales Training. Organized Promos and Events. Hired and trained Brand Ambassadors. Integrated a CRM and Sales funnel to keep workflow organized. Organized, Planned, and Attended trade shows in and out of the United States. Expanded the brand by binding on the principles of higher connectivity between the product, the farmer, and the consumer.

San Francisco

Developed acquisition & and Onboarding processes for new clients that generated aminimum perpetual month-over-month growth rate of 55%.Trained and managed six employees to provide premium-level customer service.Built a strategic process for client retention keeping average churn rate below 5%.Integrated numerous process-based functions for business flow, such as automated messaging, a chatbot integration, and bringing on additional growth of Attorneys to the platform (Courtbuddy)

Sebastopol, Ca

Maintained Current Clientele & Perform inbound/outbound sales to various businesses and individuals on behalf of Allstate Insurance. Focused on Commercial Business and Portfolio GrowthActivated a phase-out process

Monterey, Ca

Implement comprehensive digital CRM solution. Develop customized workflow processes to optimize customer support, sales outreach, and onsite efficiency. Establish business growth metrics.Activate social marketing presence.Provide motivational support and coaching.Assist in Hiring New Employees.Organized office work flow.

Salt Lake City, Ut

Managed sales funnel with over 5,000 existing clientsServiced existing accounts. Implemented comprehensive digital CRM solutions. Managed and trained new staff membersCreated employee handbook for Outreach, Follow-up, Sales and Retaining clients.Created marketing strategies to grow business. Created templates for sales outreach programsFocused on Customer Retention, Customer Loyalty and Provided excellent customer service. Prospect inbound/outbound sales calls and door-to-door prospecting to various businesses and individuals on behalf of Allstate Insurance.Overlooked annual goals in order to keep business growth and goals on track.