CKearney Consulting

CKearney Consulting CKC can get you in gear and put your CRM in motion!

We are approachable data nerds offering evaluation, implementation, on-call support, and training to maintain and improve firms’ CRM and data systems as well as their proposal automation, data analytics, and so much more. CKearney Consulting (CKC) is a small, woman-owned business based in the DFW area providing companies with insight into Customer Relationship Management (CRM) systems and processes.

05/28/2026

The eye test is a fast, simple way to gauge the impact of your data stories. Close your eyes, open them again. What jumps out at you? Can you see the story right away?

If not, try this:
✏️ write the story into the header
🎨 add color cues
🧹 delete any clutter

What's your favorite way to make your data story pop?

Tuesday, May 26, Courtney Kearney will be at Stoke in downtown Denton, TX to talk about client relationship management. ...
05/19/2026

Tuesday, May 26, Courtney Kearney will be at Stoke in downtown Denton, TX to talk about client relationship management.

The Coffee + Convo meetups are a fantastic resource for entrepreneurs to have a cup of coffee, hear from experts, and talk to their peers. Check out Stoke for more information.

05/18/2026

Congratulations to Courtney Kearney, FSMPS, CPSM, for being named a 2026 Fellow of the Society for Marketing Professional Services (SMPS). 🎉 🙌

The privilege of having those letters after her name wasn't gained overnight. Fellows are recognized for the highest level of leadership and impact in AEC marketing and business development. Courtney has worked for years in the industry as a marketer, a CRM guru, a data nerd, a mentor and a leader. We couldn't be prouder!

Today, CKearney Consulting is proud and grateful to celebrate 10 years of CRM and data.  🎉 🔟We wouldn’t be here without ...
05/17/2026

Today, CKearney Consulting is proud and grateful to celebrate 10 years of CRM and data. 🎉 🔟

We wouldn’t be here without our amazing community. THANK YOU! We want to celebrate with all of you!

Here's how:

🎉 We'll be sharing fun, anniversary-themed content all year long. If you don’t get our emails, you should: https://bit.ly/47C4Pbi

🎉 Save the date: On April 20, 2027 we will conclude the year with a virtual happy hour.

🎉 We’re doing a video series about CKC, Courtney Kearney, or general data nerdiness. If you’d like to be interviewed, comment below.

The   is getting ready to celebrate a decade of CRM and data. As a part of the anniversary, we're conducting a series of...
05/14/2026

The is getting ready to celebrate a decade of CRM and data. As a part of the anniversary, we're conducting a series of interviews about Courtney, CKC, and general data nerdiness. Do you have a story or memory to share? Let us know in the comments or send us a message. We'd love to interview you!

Today's the day! The   on the numbers that run your AEC firm is Thursday, May 7, at 1:30 p.m. central. There's still tim...
05/07/2026

Today's the day! The on the numbers that run your AEC firm is Thursday, May 7, at 1:30 p.m. central. There's still time to grab a seat! https://bit.ly/48wctEN

 , don't fear the financials! If you're a firm leader (or an aspiring one!), you want to be familiar with the numbers th...
05/05/2026

, don't fear the financials! If you're a firm leader (or an aspiring one!), you want to be familiar with the numbers that run your firm. Join us for the on Thursday, May 7, 1:30-2 pm central.

Everyone is welcome to this online, free event. Reserve your seat here >> https://bit.ly/48wctEN

Are you an AEC professional who wants to move into leadership? Or a current leader who wants to better understand the fi...
04/30/2026

Are you an AEC professional who wants to move into leadership? Or a current leader who wants to better understand the financial side of your firm? The is for you >> Thursday, May 7 @ 1:30 p.m. central

Strong AEC leaders understand the numbers behind the business. From reading a P&L statement to tracking the right KPIs, financial insight helps leaders make smarter decisions about growth, staffing, and strategy.

In this webinar, we’ll break down the financial fundamentals every AEC leader should understand, including:

▶️ How to read and interpret a P&L statement
▶️ The accounting language firm leaders need to know
▶️ Key performance indicators that reveal firm health
▶️ How financial metrics influence operational and strategic decisions

If you’re a firm leader (or an aspiring one!) join this free CKC webinar to gain the financial insight and practical tools that help AEC firms make better decisions and grow stronger.

How is the relationship between accounting and CRM at your firm? Do you wish it could be more of a partnership?CRM exper...
04/27/2026

How is the relationship between accounting and CRM at your firm? Do you wish it could be more of a partnership?

CRM expert Courtney Kearney recently interviewed two data nerds from the other side of the equation -- Mary Boyd, President of Outsourced Accounting Services (OAS), and Tim Cowher, Director of Business Development at OAS.

They talked about creating a data loop between CRM and accounting, and why collaboration is so important. Read more: https://bit.ly/4sUKxBL

04/26/2026

Happy birthday to Valerie Delafosse, our BD manager extraordinaire! 🎉 Hope your day is filled with family, fun, and plenty of celebration.

What a great  ! Courtney Kearney was thrilled to be a part of it. Some of her favorite moments:🌟 Awesome presentations f...
04/23/2026

What a great ! Courtney Kearney was thrilled to be a part of it.

Some of her favorite moments:

🌟 Awesome presentations from some of our amazing clients
📊 Introducing the Unanet CRM product roadmap and announcing CKC's new solution ( - stay tuned for more!)
😎 Catching up with old friends (and new!) at the Coastal Cantina Celebration and the Poolside Social

Already looking forward to May 2027 in Denver, CO!

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Corinth, TX

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