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Lindsay Diven, CPSM

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Marketers Take FlightMarketers Take Flight153: Should You Stay or Go? Knowing When to Leave Your Firm with Michelle Hubbard, CPSMAEC Marketing Maverick, Michelle Hubbard, CPSM, shares her bold career decision, including how she knew it was time to leave her firm after 12 years. She opens up about her journey rising through the ranks and making that leap to a new firm.Some key highlights from the episode are:Recognizing the right moment for a career shiftThe power of networking and mentorship in climbing the corporate ladderBalancing high stakes roles with a fulfilling personal lifeKey strategies for navigating new leadership landscapesIf you’re plotting your next big move or just need a push to sh...2024-10-0132 minMarketers Take FlightMarketers Take Flight151: Marketing Role Change After Firm Acquisition, AEC Marketing Maverick: Cathy Huthison, CPSMHear from my first AEC Marketing Maverick, Cathy Huthison, CPSM, the Associate VP and Director of Digital Marketing at Salas O’Brien. From early career lessons to mastering digital marketing amid her firm's acquisition, Cathy's insights are packed with actionable advice for marketers at any stage of their career.Key Takeaways:Cathy’s evolution from startup to a leadership role at a major firm 🚀Adapting marketing strategies during the COVID-19 pandemic 📈Navigating the challenges of a firm acquisition and role transitions 🔁Practical tips for marketers on leveraging strengths and building internal relationships 🤝MARKET-ers’ Plac...2024-09-1731 minMarketers Take FlightMarketers Take FlightSeason 4 Trailer: The AEC Marketer's Journey – Personal Growth and Professional ExcellenceWelcome to Season 4 of Marketers Take Flight, where I shift my focus to you—the marketing professional. This season is dedicated to your personal development, growth, and achieving the double win: excelling in your career while thriving in your personal life.Hosted by me, Lindsay Diven, CPSM, a Full Focus Certified Pro, this season I will share topics that empower you to become the best version of yourself, both professionally and personally.We'll explore:Productivity Mastery: Techniques to enhance your efficiency and make the most of your time.Mindset and Motivation...2024-08-2706 minMarketers Take FlightMarketers Take Flight132: Exploring 2023 Adobe AI Advancements with Julie Shaffer, FSMPS, CPSMIn this episode, I'm thrilled to bring you a 3x guest—none other than the Adobe guru herself, Julie Shaffer, FSMPS, CPSM! 🌟 If you haven't caught her previous appearances on episodes 12 and 27, you're in for an absolute treat. 🎙️ Julie's Adobe expertise is beyond compare, and she’s here to unveil a handful of exciting new Adobe AI advancements unveiled so far in 2023.She peels back the curtain on Adobe’s latest additions, including Adobe Firefly and Photoshop’s generative fill feature – it’s like an image-extending tool on a caffeine overdose. ☕️ Trust me, this will be a game-changer for every A...2023-08-1626 minMarketers Take FlightMarketers Take Flight120: The Future of AEC Marketing: AI Innovation and StrategyIs your AEC firm dipping its toes into the cutting edge of AI? Maybe there has been some push back or maybe they are firmly grasping it and trying to find the best way to use it.  Well, in this episode, I have Kristin Kautz, CPSM from JAM Idea Agency and she’s going to tell us a little more about this powerful emerging trend. This isn’t just affecting the AEC industry; this is going to affect everything in the very near future. So, what should we know about it?Kristin’s passion for technol...2023-06-2148 minMarketers Take FlightMarketers Take Flight115: How to Structure Your AEC Marketing Department: Insights from Industry Leaders, Part 1In this episode, I’m joined by three marketing leaders from different AEC firms who share their experiences and expertise on how to structure your AEC marketing department for success. Anna Skeete, Marketing Director at Protean Design Group, Russ Sanford, FSMPS, CPSM Chief Growth Officer at Kleinschmidt, and Kinnari Desai, Marketing Manager at Geosyntec Consultants, discuss their unique department structures and the benefits they've realized from them. They also share how understanding the purpose of marketing can change the mindset from just doing social media or proposals to being an integral part of the firm's success.2023-05-1755 minMarketers Take FlightMarketers Take Flight111: Spring Cleaning Your Marketing Drive: 5 Tips for Staying OrganizedHow do you organize your marketing files so you can find the information you need quickly? Well, in this special Spring-Cleaning episode, Lindsay Diven, CPSM shares 5 tips for cleaning up and organizing your marketing directory, including your folders and files.Lindsay shares her personal experience of inheriting a disordered marketing drive and how she implemented a logical, organized marketing directory that made it easy for team members to access marketing collateral, resumes, etc.She also offers best practices for each tip and encourages listeners to check out her self-starter kit, "End Your File Frustration Forever,"...2023-04-1924 minMarketers Take FlightMarketers Take Flight093: An AEC Marketer's Path To PrincipalToday we are talking about something we don’t talk about enough - your path to Principal. Only a small handful of marketing and business development professionals hold positions as principal and owners of AEC firms. Many of us have the qualifications and aspirations to achieve that goal… but perhaps not the path of how to get there. I have two guests today, Adam Kilbourne, FSMPS, CPSM and Leah Boltz, have spent time interviewing a dozen principals around the country to help clear the path for those that are looking to pursue this career goal. They hope these...2022-12-1436 minMarketers Take FlightMarketers Take Flight079: Sales & Marketing Metrics that Drive AccountabilityWhy are some decisions so hard to make at our AEC firms? And why is it so hard to keep people accountable for making and keeping those decisions? Can the use of metrics or different analytics drive accountability? Kathy Nanowski, CPSM is the vice president and director of marketing and business development at Fuss & O'Neill, she is here to share with us the metrics she uses for reporting on capture plans and how you can get started at your firm as well.As we are entering the season where we start our business development planning and our...2022-09-0737 minMarketers Take FlightMarketers Take Flight069: Business Development Trends from the 43rd Deltek Clarity StudyWould you like to know how your firm stacks up against other firms in terms of pipeline forecasts, win rates, and proposal volume?  Deltek has created an industry study that breaks down all the information for you.  In this episode, I talk with Megan Miller, CPSM about some of the amazing trends she's seeing in this year's business development report.Megan explains what the report is, how it's created, and how metrics are reported.  This study is a valuable piece of research for any firm.  Deltek’s latest report is aimed at anyone that does business in the A...2022-06-2939 minMarketers Take FlightMarketers Take Flight059: Using CRM Data for Better ProposalsIt’s all in the data.  Data is being used more than ever before. It's being used to make decisions, create products and services, to find solutions to problems; it's not just about managing the data, it's about using the data for something. Are you using that data to its fullest potential?   Stacey Ho, CPSM loves all things data. She's here on the show today to talk to us about the four pillars of data collection and auditing: training, collection, auditing, and reporting. She’ll share with us examples of this data being used effectively to make intelli...2022-04-2040 minMarketers Take FlightMarketers Take Flight041: Selecting the Best CRM for A/E/C Firms, Part 1How do you know if you need a CRM for your architecture, engineering, or construction (A/E/C) firm? How do you select the right CRM for your firm? How can you make sure you are getting the most out of your CRM?In the first part of this two-part series, I ask Jan Flesher, PMP and Courtney Kearney, CPSM these questions.  And, you may be surprised to hear that not every firm needs a CRM! We also discuss the tipping point of when a firm should think about getting a CRM. Jan and Courtney ha...2021-10-0635 minMarketers Take FlightMarketers Take Flight040: How to Get the Proposal Information You Need, When You Need ItHave you ever felt like your internal proposal process was taking too long?  Your team is spread out, working from home or maybe they just aren’t meeting deadlines. Well, marketers, today’s episode will bring you some insight on how to better prepare and execute your next proposal process.  Our guest, Kate Robinette, CPSM will give you some steps to help your team juggle multiple proposals, stay on task with proposals and maybe even help you streamline your process.Kate dives into how she’s been able to handle her team’s proposal process. She shepherds them to th...2021-09-2236 minMarketers Take FlightMarketers Take Flight039: Answering the Questions, You Were Afraid to Ask as a Newbie, Part 2In this episode, I continue our professional skills-building conversation with Keelin and Matt. If you are a newbie to marketing and the proposal process, you do not want to miss this. We are answering questions that you may be afraid to ask, or maybe you just don’t know where to go and get these answers. If you missed episode 38, we started our conversation on identifying roadblocks, follow-up, and knowing when you are speaking up too little or too much. This week, we’ll dive into what task you should be working on and what you need to co...2021-09-0828 minMarketers Take FlightMarketers Take Flight038: Answering the Questions, You Were Afraid to Ask as a Newbie, Part 1Are you new to the industry or maybe recently graduated college new to the professional world?Or have you been around for a few years, but not sure how or who to approach with some of your questions?Maybe you have questions about communication, conflict, or basic professionalism?Well, in this episode,  I’m bringing in two guests to answer the questions you were too afraid to ask. Matt Handal, author of the Proposal Development Secrets Book, and Keelin Cox, host of the AEC Marketeer Podcast bring insight to questions around communication, conflict, and...2021-08-2529 minMarketers Take FlightMarketers Take Flight037: Remove the Waste in Your Proposal Process Using Lean PrinciplesHave you ever wanted to refine your proposal process? How do you ruthlessly eliminate waste from your proposals? In today’s episode, we are talking to Kathryn Bennett, CPSM about lean principles.We’ll be helping you reduce your non-value added activities in your proposals and help you measure your process effectively. You’ll understand how to ask “WHY” problems are occurring and start working on how you can fix them.A few highlights you may want to review:Kathryn's experience: 1:40What are the lean principles? 3:39Where do you see inefficiencies in your proposal management...2021-08-1129 minAEC MarketeerAEC MarketeerEpisode 38: How to Evaluate Your Business ProcessesIn this episode I chat with Lindsay about business processes in AEC firms including the similarities and differences between the firms that she works with. Lindsay Diven, CPSM Senior Consultant, Full Sail Partners Founder, Marketers Take Flight Lindsay is a marketing professional serving the A/E/C industry for more than 15 years. She currently is a Senior Consultant with Full Sail Partners. In this position, she works with clients to implement Deltek’s CRM system as well as the Blackbox Connector that brings your CRM data to systems like Constant Contact, MailChimp, and Hu...2021-04-1420 minMarketers Take FlightMarketers Take Flight034: Permission to Do LessHow are you?  How did you make it out of 2020?  If you are like so many of us, we still feel drained and unrested, unfocused, and just need a break.  Today, I’d like to talk to you about giving yourself permission to do less. 2020 was a tough year and we each wore so many more hats than ever before. After some reflection, I’ve decided to do less.  It’s time to set up automation, delegate, and give myself time to recharge.  I’m going to take Marie Kondo’s advice and choose those things that brin...2021-01-2512 minMarketers Take FlightMarketers Take Flight027: Produce Faster Proposals with these InDesign Scripts & Plug-InsHave you downloaded the new 2021 release of InDesign? Julie Shaffer, CPSM is here with us again to discuss more features of InDesign as well as Scripts, Extensions, and Plugins. Let us help you work more efficiently and make your proposal production easier and faster. Julie attended the virtual Adobe MAX Conference and she’s here to share with us some great InDesign updates that came out in October of 2020.The Adobe MAX Conference sessions are available until October 2021. You can still attend some of our favorite sessions. As expected, Julie’s favorite sessions dive deep into InDesign. Here...2020-12-1033 minMarketers Take FlightMarketers Take Flight023: Marketing Ideas that Generate Demand and New Sales LeadsWouldn’t it be cool if marketing could help generate revenue for your A/E/C firm? What if you could generate new client or project leads that you could pass to your business development teams? You would probably want to know what marketing strategies would give you those results. That’s exactly what today’s episode is about. I talk with Julie Huval, Head of Marketing for Beck Technology, about the marketing strategies her team deploys to generate demand and get incoming leads. You’ll want to make sure you have a piece of paper and...2020-11-0255 minMarketers Take FlightMarketers Take Flight019: Insider Tips for Rebranding Your A/E/C FirmRebranding any firm is a big undertaking. It is especially true for A/E/C firms when many of the decisions are made by committee, some of the decision-makers might not fully understand branding, and you are often managing the rebranding project out on top of all of your other duties. Furthermore, many of us have never managed a rebranding effort until we are assigned our first one. Having managed a rebrand at a former firm, I know exactly what an undertaking this initiative is. Earlier this year, I was catching up with my friend, Ju...2020-10-0534 minMarketers Take FlightMarketers Take Flight012: Streamline & Speed Up Your Proposal Review Process with Julie Shaffer, CPSMIf you don’t know Julie Shaffer, CPSM, that ends today. She is THE guru when it comes to all things InDesign and using it to speed up your proposal production process. She absolutely brings it in this episode. Make sure you have pen and paper ready to take notes. She tells us about two tools to use to end the laborious cycle of the proposal drafts back and forth. Instead of sending out a proposal draft, getting different sets of comments, and collating those comments, and then incorporating them into an updated draft, she tells us how...2020-08-1239 minMarketers Take FlightMarketers Take Flight008: Hidden Pursuit PlansThis is the second half of my conversation with Frank Lippert, FSMPS, CPSM of GO Strategies. In this part, we talk about turning around your go/no go form and use it to guide your repositioning and capture planning. More specifically we talk about:How do to determine what your preproposal activities should be to increase your chances of winningWhat exactly to do to position your firm to winHow to coach technical staff to make meaningful connections with clientsHow to find the best information about the project you are pursuingFrank was also gracious enough t...2020-07-1520 minMarketers Take FlightMarketers Take Flight007: 5 Questions to Make Better Go/No Go Decisions with Frank Lippert, FSMPS, CPSMMaking the right decision about what projects to pursue and when to walk away are difficult for even the most experienced A/E/C firms. Because of this, I looked for an expert when it comes to making go/no decisions. I sat down with Frank Lippert, FSMPS, CPSM of GO Strategies to talk about all things go/no go decisions. In fact, our conversation was so packed with great information, I split it into two episodes. In this first part of our conversation, we go through the go/no go decision-making process including:The different t...2020-07-0838 min