Recent Updates

Due to popular demand, all Business Development Experience sessions are already at capacity. To request a notification when more details surrounding additional sessions are announced, click here.

New Session Open for Registration: OpenAsset + Cosential Partnership Announcement. Learn about this exciting announcement and what it means for you.

Click here to register. 

Built2Win Schedule

We’re honored and excited to bring to you another event packed with product announcements, product knowledge, and thought-leadership – this time from the comfort of your own home! Check out the full list of sessions below. 

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 1 – Wednesday May 6, 2020

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

Introducing the New Business Development Experience

Presented by Akshay Mahajan and Kellye King VP of Product and Sr. Product Marketing Manager – Cosential

You've heard it before: time kills all deals.

When your teams are constantly racing against the clock, disjointed systems and silos are only wasting valuable time. The information you need fast is scattered in too many places, leaving you scrambling to find it. Let’s face it, most projects come from your relationships, but are those check-ins and decisions on-the-go really being input in a Client Relationship Management (CRM) tool? You need a catalyst for change.

Join Cosential’s VP of Product, Akshay Mahajan, and Sr Product Marketing Manager, Kellye King for a first look at your New Business Development Experience. Together they’ll discuss how Cosential has moved beyond a CRM in owning the pre-sales process for market leaders winning business in the AEC industry, and how you can lead the way for your firm to:

  • Drive ahead in capturing the market
  • Kickstart measurable success and predictable revenue
  • Enable your organization to become strategic
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2:00pm- 3:00pm (CDT)

Introducing the New Business Development Experience (Overflow)

Presented by Akshay Mahajan and Kellye King VP of Product and Sr. Product Marketing Manager – Cosential

Due to high demand and registration limitations for our earlier session, we have opened a second session for those who would like to view this presentation live.

When your teams are constantly racing against the clock, disjointed systems and silos are only wasting valuable time. The information you need fast is scattered in too many places, leaving you scrambling to find it. Let’s face it, most projects come from your relationships, but are those check-ins and decisions on-the-go really being input in a Client Relationship Management (CRM) tool? You need a catalyst for change.

Join Cosential’s VP of Product, Akshay Mahajan, and Sr Product Marketing Manager, Kellye King for a first look at your New Business Development Experience. Together they’ll discuss how Cosential has moved beyond a CRM in owning the pre-sales process for market leaders winning business in the AEC industry, and how you can lead the way for your firm to:

  • Drive ahead in capturing the market
  • Kickstart measurable success and predictable revenue
  • Enable your organization to become strategic

Day 2 – Thursday May 7, 2020

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11:00am – 12:00pm (CDT)

Drive Ahead in Capturing the Market

Presented by Lisa Pitts Product Manager – Cosential

Stay in-the-know with Companies and Contact Management while on-the-go and at your desk.
This session is the first deep dive into the New Business Development Experience. Don’t skip a beat – make sure you register for the sessions that follow.
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2:00pm – 3:00pm (CDT)

Stay In-the-Know With Relationship and Activity Management

Presented by Lisa Pitts Product Manager – Cosential

Stay in-the-know with Relationships and Managing Activities on-the-go and at your desk.
This session is the second deep dive into the New Business Development Experience. Don’t skip a beat – make sure you register for the sessions that follow.

Day 3 – Friday May 8, 2020

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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.
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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 4 – Tuesday May 12, 2020

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

Kickstart Your Measurability Around Success

Presented by Lisa Pitts Product Manager – Cosential

Stay in-the-know with Leads and Opportunity Management on-the-go and at your desk
This session is the third deep dive into the New Business Development Experience. Don’t skip a beat – make sure you register for the sessions that follow.
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2:00pm - 3:00 pm (CDT)

Enable Your Organization to Become Strategic

Presented by Lisa Pitts Product Manager – Cosential

Track and analyze with Dashboards and Reports for Business Developers & Executives.
This session is the final deep dive into the New Business Development Experience. Don’t skip a beat – make sure you register for the sessions that precede.

Day 5 – Wednesday May 13, 2020

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12:00pm - 1:00pm CDT

Using Data for Competitive Advantage

Presented by Brandy Wilkins & Courtney Kearney, CPSM

Marketing Database Manager – Layton Construction, Principal/Owner – CKearney Consulting 

Set your firm apart by getting a firm grip on your data.

Join Layton Construction’s Marketing Database Manager, Brandy Wilkins, with CKearney Consulting’s Principal/Owner Courtney Kearney Wednesday, May 13th at 11:00am Central discussing how to use data as a competitive advantage with Cosential.

This session spotlights peers in your industry. Don’t skip a beat – make sure you register for other featured sessions to learn from your peers, like Swinerton, and swap best practices from Vaughn Construction, HDR, and more.

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2:00pm - 3:30pm (CDT)

How to Land a Whale: Capture Planning a Mega-Million Dollar Pursuit

Presented by Cynthia Brown & Peter de la Mora, CPSM Director of BD & Marketing – Vaughn Construction; National Accounts Director – HDR, Inc.

Have you ever strategized with your team on how to land a whale?

The planning behind a mega-million dollar pursuit is not something to take lightly. So, what happens when you factor in two senior-level business developers, each with 20+ years of experience with differing perspectives from architecture vs construction? You’re about to find out.

This panel discussion will define the capture planning process for landing mega-million dollar pursuits from architecture and construction.Join Vaughn Construction’s, Director of BD & Marketing, Cynthia Brown with HDR, Inc’s National Accounts Director & CPSM Peter de la Mora, Wednesday, May 13th at 2:00pm Central discussing  the differences and similarities between how each firm pursues $100+ million projects, and present a case study of how they did it.

Participants in this session will have the opportunity to  actively create their own capture plans through workbook exercises and share their thoughts with the panel for feedback.• Identify the four repetitive steps in the capture planning process and how to successfully execute each.

  • Understand the nuances and success strategies for pursuing mega-million dollar projects.
  • Understand the differences in pursuit strategies for architecture, engineering and construction firms.
  • Be able to work with a team of colleagues (internal and external) to chase large pursuits.

Day 6 – Thursday May 14, 2020

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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
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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

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

OpenAsset + Cosential Partnership Announcement

Presented by Akshay Mahajan – VP of Product, Cosential

You already know Cosential goes beyond a CRM in owning the pre-sales process for market leaders, like you, winning business in the AEC industry.

What happens when those powers meet the only cloud digital asset management software specifically designed for firms just like yours? Join us this week to find out.

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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 8 – Wednesday May 20, 2020

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

Ensuring a Successful Enterprise Rollout of Cosential

Presented by Chad Lewis Director of CRM Operations – Swinerton

Swinerton refers to Cosential as the companies most successful technology deployment. Find out why.

Successfully rolling out an enterprise wide platform – at scale – may seem like a daunting task. To truly reap the benefits of a powerful growth platform, like Cosential, it comes down to key understanding of  just a few fundamental ideas.

Whether you’ve been using Cosential for years, or are just starting the process of implementation, the journey to a successful roll out and adoption are similar.Join Swinerton’s Director of CRM Operations, Chad Lewis Wednesday, May 20th at 11:00am Central discussing the challenges and triumphs of a large general contractor gaining Cosential user adoption with  over 250 users across 19 different offices. During this session you will:

  • Learn how to manage, communicate, and create  consensus in support of the Cosential platform
  • Understand the different approaches and philosophies of Cosential implementation for a large GC
  • Gain insight into some of the metrics and factors that went past evaluating and into  implementing, rolling out, and continued application of Cosential

Day 9 – Thursday May 21, 2020

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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
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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