Lessons for Marketers

Marketing teams need instant access to accurate data and efficient solutions to drive your proposal automation processes. In these sessions you will learn from product experts and your peers on new ways to leverage Cosential capabilities, Best Practices to help your improve your productivity to keep up with the ever increasing demands of your business.

Please note: This event is open to current Cosential users only. If you are not a current Cosential user, your registration will be removed from the event and you will not be given access to attend. We are more than happy to answer any questions you may have! Please contact us with any questions you have. 

Day 3 – Friday May 8, 2020


11:00am - 12:00pm (CDT)

Leverage the Power Your Commitment to Sustainability Brings to the Market

Presented by Dianna Lovelace Product Manager – Cosential

How many LEED certified projects has your firm completed?
How many WELL healthcare building has your firm built? The ability to certify your projects has grown massively in the last decade. With green initiatives not slowing down, you need your project records to reflect how your firm has kept up. Join Cosential’s Sr. Product Marketing Manager, Kellye King with Product Manager, Dianna Lovelace, discussing the latest enhancements to project records, such as:

  • Add multiple certifications and points awarded for projects.
  • Highlight information connected to your certifications with quick document uploads.
  • Gain quick insights to what matters most by turning columns on/off.

2:00pm – 3:00pm (CDT)

Learn the Basics On Reporting Capabilities in Cosential

Presented by Mike Herzfeld Customer Success Training Manager – Cosential

Do you want to up-level your reporting?
Imagine unlocking the power to highlight everything that you need, and easily hide what you don’t. Sure, choosing ‘fields’ is easy, but when it comes to building a comprehensive report filtered specifically for your firm’s needs…the amount of data you have can feel overwhelming. We hear you. Fill the knowledge gap in what filtering, sorting and grouping capabilities are available to you, and how to use them. Join Cosential’s Customer Success Training Manager, Mike Herzfeld, leading a virtual training with live Q&A on reporting, teaching how to:

  • Navigate around the Reports module, and become familiarized where any given function lives.
  • Build, Customize and Save a basic Report for any module, like Opportunities, Projects, and even Grouped Reports.
  • Display only the data you need, in a way that is easy to read by generating reports using multiple filters, sortings, and groupings.

Day 6 – Thursday May 14, 2020


11:00am - 12:00pm (CDT)

Learn the Basics of Publisher 4.0

Presented by Darla George Product Owner – Cosential & Dianna Lovelace, ACPMPO Product Manager – Cosential

Your projects are imported. Your team is imported. Now what?
What are your next steps in maximizing Cosential’s proposal automation features? This session will give you direction and Best Practices on, not only how to set-up your resume and project profile templates, but how to establish a process that will maximize efficiency and successfully achieve long-term results. Join Cosential’s Product Manager, Dianna Lovelace with Product Owner, Darla George Thursday, May 14th at 11:00am Central teaching Publisher 4.0 basics, such as:

  • How to create Resume and Project Profile templates
  • Recommended process for implementing Publisher and getting your current resumes and project lists usable in Cosential
  • Best practices to ensure efficiency and integrity of your documents and data over time

2:00pm - 3:00pm (CDT)

Organize the Data in Your World to Optimize Your Success

Presented by Dianna Lovelace, ACPMPO Product Manager – Cosential

It's time to get organized.
Join Cosential’s Product Manager, Dianna Lovelace Thursday, May 14th at 2:00pm Central covering best practices for Marketers centered around all things data.

Day 7 – Friday May 15, 2020


2:00pm - 3:00 pm (CDT)

Take Your Proposals to the Next Level with InDesign Wizardry Tips

Presented by Julie Shaffer, CPSM Owner – Shaffer Creative

When you use InDesign paragraph, character, and object styles to their fullest extents, you’re able to maximize your design process’s efficiency and consistency.

In this session focused exclusively on creating and implementing InDesign styles, you’ll learn basic style mechanics and proper setup along with how to automate them, making text and object formatting a breeze. You’ll also learn some of InDesign’s new and advanced style features and basic GREP methods to take your styles to the next level for the Cosential Publisher module.

Key takeaways:

  • Attendees will gain an understanding of how to create and modify InDesign paragraph, character, and object styles to develop efficient InDesign templates.
  • Attendees will learn best practices in style naming conventions and organization.
  • Attendees will become familiar with advanced style features to automate formatting from the Cosential Publisher module, including next styles, nested styles, and GREP.

Day 9 – Thursday May 21, 2020


11:00am - 12:00pm (CDT)

Make Your Data Work For You: Optimize Cosential for Reporting and Proposal Generation

Presented by Joyce Watson, CPSM Director of Marketing – Cleary Zimmermann Engineers

Do you want to increase your BD and Marketing team’s capacity and efficiency?
Look no further than utilizing Cosential as a tool to generate BD tracking and marketing materials with lightning speed and consistency! Join Cleary Zimmermann Engineers’ CPSM, Director of Marketing, Joyce Watson Friday, May 15th at 2:00pm Central discussing the key elements of transitioning your use of Cosential from merely a data warehouse to a strategy and proposal generation machine. You will learn to:

  • Organize pursuit intelligence and project information to optimize reports that drive business development and pursuit strategy
  • Customize every response by generating project sheets, lists, and resumes that fit the specific scope of each proposal
  • Transform your existing SOQ formats into usable templates so you can create marketing materials in just a few clicks

2:00pm - 3:00pm (CDT)

Master Publisher 4.0 Capabilities

Presented by Darla George Product Owner – Cosential & Dianna Lovelace, ACPMPO Product Manager – Cosential

Once you’ve mastered basic templates, it’s time to put Cosential’s Publisher 4.0 to work!
This advanced session will cover tricky InDesign nested styles, creating SOQs or rough drafts using Batch Jobs, and managing the documents you’ve created. We’ll discuss best practices for keeping essential information up to date and how best to get your technical staff involved. Join Cosential’s Product Manager, Dianna Lovelace with Product Owner, Darla George Thursday, May 21st at 11:00am Central teaching Publisher 4.0 advanced capabilities, such as:

  • How to handle InDesign nested styles
  • Generating batch jobs for rough drafts
  • Best practices for managing the documents you’ve created, and more