Gericare helps older adults and their families find the resources needed to meet the challenges of aging.My wife, Judy, founded Gericare in 1998. I worked for her full time as Business Manager, 9/2008 - 12/2009. After Judy’s death in 2020, I continued to manage Gericare.

I founded SalesDynamix with my daughter after both us had spent considerable time in Sales Management and recognized the disconnect between traditional sales and marketing. After a few years, we broaden our offerings to include Marketing and rebranded as B2B Dynamix. A talented salesperson is an incredible asset, but has a very different skillset than a great prospector and lead nurturer. Traditional marketing does a great job generating inquiries, but an inquiry is far from a qualified sales opportunity. That is the gap B2B Dynamix fills. We have the talented, dedicated prospectors to qualify and nurture, developing inquiries into qualified opportunities. Sometimes we cold call, sometimes we do the phone follow-up part of mail and email programs, and sometimes we are the first to follow-up on inquiries. Regardless, we do the tedious prospecting and follow-up so that your sales people can focus on proposing and closing sales.Sometimes closing the gap requires additional market research - developing more accurate buyer personas, profiling a list to develop a more targeted prospect list or Voice of the Customer interviews. We do these as standalone programs or as integrated parts of a prospecting program.We design a program that integrates with your current sales and marketing strategies to get your target customer talking to you. Our system pairs a talented team with innovative technology and a comprehensive, customized program to ensure that we create a pitch that resonates with your target customers.In 2019 we rebranded to become Capstone Calling while maintaining all of our offerings and focus.If you’re ready to see more qualified leads that result in more appointments for your sales team, increase the efficiency of your team, and strategically integrate prospecting with your existing marketing and sales strategies, call Cate Phillips today at 414-455-6255 or send an email to cate@CapstoneCalling.com

Marquette Energy Analytics premier product is GasDay, which generates highly accurate natural gas demand forecasts over an eight-day period, allowing Local Distribution Companies (LDC) sufficient time to plan gas supply for the week. Reliable estimates of natural gas use avoids excess supply or shortages of natural gas distribution, making GasDay a valuable product.In addition to GasDay, Marquette Energy Analytics also delivers other products and custom studies to the Natural Gas Industry and other energy industries.

Directed Sales, Marketing and Project Management Functions• Hired, trained and managed sales team.• Managed major accounts.• Developed sales tools for needs analysis, qualifying, proposing and closing sales.• Managed project to re-branded firm including new logo, signage, literature and website.• Managed public relations and advertising firms and programs.• Developed project management methodology, trained and managed project managers.• Completed business analysis for an Opportunity Tracking and Sales Reporting System.• Directed design and build-out our first retail Design Center including opening programs.• All of the above resulted in a 68% increase in revenue over two years.

As an accredited facilitator, led a three-person team in delivering Sales, Account Management and Executive Level Selling workshops to senior sales people and management of SBC Communications Inc. (Currently AT&T). Recruited to ProAct for this one-year contract with SBC.

Director, Commercial Marketing, CSM Services, 2003 to 2004Directed sales support, channel and promotion support programs for a $382M global product and service business that included Asset Management, Customer Support and Training units.• Launched Commercial Marketing Department including hiring an entire staff, development of commercial programs and development of fiscal year Commercial Plan.Business Manager, Asset Management Services - Americas, 2001 to 2003Managed Sales and Field Operations for $162M product and services business in the Americas.• Increased top-tier services revenue by 143% in 2002 by simplifying sales process, improving sales management, replacing lower performing sales people and improving field operations.• Developed and implemented successful recovery plan for Brazilian Asset Management business. Recovered 42% decline in revenue in two quarters and continued with sustained growth.• Implemented new field management model by hiring complete staff and establishing management processes that led to the best performance within the Services Division.

Managed five practices, Web Development, IT Engineering, Enterprise Server, Training and Lotus Notes, delivering solutions to firms from mid-size to the Fortune 50.• Managed major accounts including Johnson Controls and S. C. Johnson.• Complete P&L business management of $23M, 147 person consulting practice.• Managed Sales and sales pursuits of major projects.• Executive management of projects including a wide variety of website developments, business applications, systems migrations and upgrades.• Over two year period, increased revenue by 97% and operating income by 121% while managing the transition from client-server to internet-based applications technology.

Director, Managed Services, 1996 to 1998Directed project sales and delivery for IT and software engineering project services.• Developed project practice that grew to revenue of $20M from 42 concurrent projects, ranging from 1,000 to 79,000 hours, for customers in US, Europe and Middle East.• Developed project management methodology and Project Office resulting in reducing project over-runs from 48% to 7% and increasing net margin from –32% to +18%.Technical Resource Manager, 1994 to 1996Managed Software Engineering Consulting Practice• Doubled Software Engineering practice to 142 consultants while maintaining utilization of 93%, increasing billing rate by 7% and decreasing cost by 12% by changing skill mix.Senior Account Manager, 1992 to 1994, also 2007 - 2008Managed Major Accounts including GE Medical Systems• Developed and implemented account plan resulting in revenue increase of $1.4M.Project Manager, 1991 to 1992Delivered sales support and managed Engineering and IT systems development projectsSoftware Engineer, Team Leader, 1989 to 1991

Directed Engineering Department that performed electrical and embedded software product design, manufacturing support, and PCB layout. Wrote proposals and closed engineering project sales. Managed client relationships and engineering projects. Software engineer for numerous projects• Developed medical and industrial embedded control software systems. • Integrated outside mechanical design and marketing teams that delivered completed products, ready for manufacturing and distribution.

General Management including Sales, Marketing, Engineering, Purchasing, Quality and Manufacturing for two products, each with bills of materials of over 300 components. • Designed product with more features and reliability at half the price of competitors.• Start-up year sales of $1.1M with earnings of $120,000. • More than doubled sales and profits in second year with a peak of 44 employees. • Developed and implemented sales plan resulting in 28 dealers throughout US and Canada.• Software engineer