Kimberlee. Vollbrecht

V2 Strategies

Your CRM has one job: make it easy to sell. 

Your B2B target customers don’t want to be “sold.” But they DO want to learn from people who understand their challenges and can help them sort out potential solutions. When you become that resource, they’ll want to buy from you. 

“Making it easy to sell” means working with your sales team to:

•	Set up playbooks and milestones that signal relationship status
•	Build those components into your CRM

It also means developing capabilities to stay connected with “future” customers – they’re a good fit, but not currently in buying mode. 

We make it easy to create keep-in-touch tools that are tailored to each prospect’s current pain points while you open their eyes to future possibilities. And let you know when they’re ready for that next conversation.

If you’re a small-to-midsized B2B services company and you:

•	know you’re missing out on sales opportunities, and you
•	don’t want to micro-manage your sale steam, but…
•	you’re not getting the data you need to track sales projections and results

…chances are, we can help!

The Pipeline Plumber | Helping SMBs Eliminate Stale Leads, Stalled Deals & 1-Time Sales

Beech Acres Parenting Center

Set and implemented strategic direction for social venture initiative. Assessed market potential of service offerings including customer valuation, competitive environment and potential partnership strategies. Developed brand portfolio and positioning and managed multimedia, multi-channel  product development and launch.

Managing Business Director

Procter & Gamble

Maintained and grew performance, contributions, and visibility of diverse team of external relations professionals during period of significant transition (Gillette acquisition, budget reductions, organization restructuring).  Facilitated coordination of trade media outreach and messaging across multiple independent business units. Promoted innovative efforts to create innovative, targeted cross-brand and category initiatives.

Director, External Relations

Led internal and external communication, stakeholder relations and PR integration plans for successful $4.5 Billion acquisition of Clairol.  Managed media relations, PR, and issue management for North American hair care business.  Initiated global process for measuring impact of public relations on business results.

Associate Director-External Relations, Global Beauty

Chances are you…

•	know you’re missing out on sales opportunities, and you
•	don’t want to micro-manage your sales      team, but…
•	you’re not getting the data you need to track sales projections and results

That’s what happens when no one on your sales team is “in love” with your CRM. 

WHY THAT MATTERS:

Your CRM has one job: make it easy to sell. 

Your B2B target customers don’t want to be “sold.” But they DO want to learn from people who understand their challenges and can help them sort out potential solutions. When you become that resource, they’ll want to buy from you. 

“Making it easy to sell” means working with your sales team to:

•	Set up playbooks and milestones that signal relationship status
•	Build those components into your CRM

It also means developing capabilities to stay connected with “future” customers – they’re a good fit, but not currently in buying mode. 

That’s how your CRM becomes an essential part of how team members deliver sales. 

And the data you need to manage your business becomes a byproduct, not the main point. 


WE’VE GOT A SMALL SALES TEAM – THIS SOUNDS COMPLICATED!

Things get complex when we rely solely on tech to make things better. That rarely (if ever) works. 

I take a one-win-at-a-time approach to transforming how each person on your sales team thinks about, and uses, your CRM. 

It's a series of interactions, starting with "What one thing would make your job easier tomorrow morning?"

•	Here’s how you do that – and what you need to do just a little differently to make it work
•	Now that you’ve got that, what else would help?

This tried-and-true approach drives change by building skills, confidence, and results. 


ABOUT THAT “FUN” STUFF…

Helping people is fun. Forming relationships is (usually) fun. And closing a sale that will transform your customer’s life – does it get any funner 😉?

My clients frequently say I remove the frustrations that get in the way of better sales and customer satisfaction. And that lights me up, because I’m all about making it easier (and more fun) to sell.

When I’m not helping small B2B sales teams fall in love with their CRM, you’ll likely find me binging on a mystery series. Or trying to teach Roxie (my rescue-pup-who-thinks-she’s-a-cat) how to “fetch.”

First Time Member

Community for builders who are growing their brand and ideal customer impact through consistent daily posts on LinkedIn. 

Kimberlee Ann Vollbrecht

Crystal Clear Cz

Helping hands-on, purpose-propelled entrepreneurs and micro-businesses find clarity and alignment in how they are building and growing their businesses based on what's important to them. 

As a Marketing Investigator, I provide entrepreneurs with a set of unbiased eyes to find the disconnects and gaps in their marketing strategy that are keeping them from having the success they expect. As a Marketing Architect, I help clear a simple path forward through the chaos and overwhelm of online marketing options for small businesses.

My natural abilities as a seer helps reveal to my clients that which they have been unable to see in their business endeavors so that they can make the adjustments necessary to be in alignment with their mission, values, and goals. Often times, they cannot see because they are simply too close. Other times, they have done the best they could but didn't know what they didn't know. Lastly, they may be trying to copy systems and processes from other entrepreneurs and experts but something got lost in translation.

The bottom line is that there marketing and business endeavors aren't generating the results they want or believe they should be getting. That means that there is a disconnect, gap or completely missing component to their marketing strategy and stack and the result is that their funnel is acting more like a sieve. 

As a Marketing Investigator, my Marketing Magnifying Glass service is a quick and easy way to uncover those disconnects, gaps, and missing components by a completely independent person who isn't trying to sell the solution to the problem.

Then I'll prioritize my recommendations based on their affect on the bottom line so that you know what needs to be worked on first to start the money flowing.

You can make the changes yourself or I'm happy to refer trusted resources. In rare cases, I may offer to help myself depending on interest and availability.

Chief Clarity Officer, Marketing Investigator, Marketing Architect, and Entrepreneur Coach

Crystal Clear Channel

The Crystal Clear Channel is an online community portal to heal, raise the vibration, manifest, and increase consciousness of women and feminine energy. It is intended to nourish women on their journey of healing, happiness, and heightened consciousness.

This healing journey is never easy and can be very lonely. Every woman's journey is individual and she needs different nourishment and healing at different times and needs ease of access to find what is right for her from trusted providers. And, of course, the journey and its healing never truly ends; it simply evolves as does our ability to work through it. The one thing she always needs is love and encouragement from a collective of sisters.

Because such a community with such diverse needs of insight and healing modalities could never be led by one individual, it is guided by a cohort of Luminaries - our Healers-in-Residence - with different gifts and expertise whose guidance is facilitated by the Conductor who helps harmonize the coherence. Together we help women address their whole being to come into alignment with the greater good of both the 3D world and higher realms.

As a collective we help our members commune, attune, cocoon, and arise.

The Channel is a safe space for both adult and young women. The platform is completely independent of social media and other unhealthy influences and algorithms. It is intended to foster deep and trusted relationships for true community support. It can be accessed either through a browser or the mobile app whenever you desire to tap into the collective for assistance.

It is a portal to find trusted healers, service providers, and products. Only those who have been vetted and commit to the good of the community may share their offerings within the Channel.

Conductor and Founder

Wiley

Co-Author of "The Social Media Handbook for Financial Advisors: How to Use LinkedIn, Facebook, and Twitter to Build and Grow Your Business"

This was the first-ever book on social media for financial advisors published by Wiley under the Bloomberg Press imprint. 

I personally wrote the LinkedIn and compliance sections of the book which represented approximately 50% of the 265 pages and co-authored the general social media strategy section which represented another quarter of the book.

I wrote my sections of the book and created my graphics over a 2 week period. My first draft required minimal editing by Wiley editors. This was indicative of the perfect score I received on the GMAT writing exam which represents the 97th percentile.

Co Author

[IN] Ninja

As a Coach, Trainer, Expert and Consultant specializing in LinkedIn, I assisted small businesses, solopreneurs, sales professionals and corporate sales teams in understanding and implementing the power of LinkedIn.  As a former financial advisor and co-author of the first book on social media for financial advisors published by Bloomberg Press, I specialized in working with financial advisors and financial services companies with compliance restrictions in using these tools. I provided 1:1 coaching and consulting in addition to the LinkedIn Ninja Black Belt for Sales Training Program. I trained corporate staff to create and leverage a company-wide LinkedIn network for prospect mining, in addition to developing a customized LinkedIn system for professional with support staff to get the greatest benefits of LinkedIn with the support staff managing most of the activities.

Trainer, Consultant, Author & Speaker Specializing in LinkedIn for Sales

Skylight Financial Group

Unique financial planning practice focused on nonprofit organizations and charitable giving in addition to comprehensive financial planning for individuals.  Cultivate and solicit new clients through networking, natural market and referral activities.  Provide advice and implementation of financial planning services including insurance and investments.  Work with attorneys, accountants, debt managers and property & casualty insurance agents in developing a comprehensive financial plan for clients.  Nonprofit services included donor education on charitable and planned giving techniques, implementation of donor gifts, review of assets for long term base of support, and employee benefits.

FA & Consultant specializing in Charitable Giving & Nonprofits

Centro Properties Group

Assisted three senior leasing representatives in the acquisition and retention of retail tenants.  Provided leads and sales tools so that they were more effective in maintaining and increasing lease revenues.  Researched competitor and demographic data for use in reports, charts and maps.  Created prospect mailings including multi-page, color sales books/brochures and email-friendly promotional materials.  Maintained and updated property site plans and worked with the corporate marketing department in the revision of company-wide sales collateral.  Reviewed existing and new leases to ensure proper documentation of key clauses.

Leasing

Dress for Success Cincinnati

Director of PR, Capacity Building, & Job Retention 
Wrote press releases and pitched stories to media. Managed image and message consistency in all communications and website. Implemented branding initiatives. Redeveloped annual direct mail campaign raising over $40,000.

Managed all areas of capacity building.  Directed activities and growth of Board of Directors, Corporate Guild, and Young Professionals Board.  Increased corporate membership by more than 80% in 4 months.  Planned and executed 2 large fundraising events (most successful fashion show luncheon in organization history -net income $91,000).  Secured over $40,000 in cash and in-kind donations/sponsorships.  

Managed the Professional Women’s Group.  Developed life-skills curriculum and retained expert volunteer presenters.  Managed the Career Corner.  Recruited HR professionals to work 1:1 with clients for career development.  Researched and produced outcome measurements through surveys and statistical analysis.

Associate Director - Capacity Building, Public Relations (PR) & Program Management

Cincinnati Museum Center

Managed all aspects of the President’s Office.  Organized and prioritized President’s activities and information flow. Managed special projects as assigned by the President and through personal initiative.  Coordinated all meetings with government, business and community leaders.  Managed all written communication initiated in the President’s Office.  Proofread and edited all items that came to the President for approval, including Museum Center marketing literature.  Main liaison and relationship manager in the President’s Office for the public, Board of Trustees and Museum Center staff.  Coordinated and managed all aspects of the Board of Trustees, including preparation of all meeting materials and the taking of meeting minutes.  Prepared reports and presentations for staff, Trustees and major donors.

Executive Assistant to CEO & Administrator to the Board of Trustees

American General Auto Finance

Managed Director’s priorities and facilitated proper distribution of information.  Communicated with senior management, middle management, field and headquarters employees.  Prepared training materials, budget analysis, personnel actions, performance measurement, and travel arrangements.  Coordinated District meetings, training programs and performance contests.  Monitored, reported and maintained Division performance statistics.  Created and managed administrative budget.

Assistant to the Managing Director of Operations

American Express Financial Advisors

Developed and maintained a customer base providing high-quality financial advice and long-term consultative service.  Generated clients through direct, seminar, and referral marketing.  Gathered financial data from clients to calculate and compose their comprehensive financial plan.  Advised clients of their current financial situation,  educated them on important financial planning concepts, and helped them implement recommended strategies.  Followed-up as necessary to adjust plan as situation changed.
 
Received American Express Financial Advisors, Inc. “President’s Award for Quality of Advice”, March 1999, through proven ability to effectively provide quality financial analysis.

Received American Express Financial Advisors, Inc. “Mercury Award”, March 1998, through achievement of exceeding sales goals within initial 20-week period.

Personal FA

Conducted group (varied from 3-30 participants) and individual training sessions for new advisors.  Training focused on new financial planning service and financial planning concepts, including use and implementation of service as well as detailed training on proprietary service-based software.  Demonstrated and reviewed client meetings in real life situations.

Trainer & Coach

Struggling to be Crystal Clear❓ I'm a CATALYST for Entrepreneurs to SEIZE CLARITY💡. Clarity of Brand, Message, Target Market, Business Model AND Self🔎

Crystal Thies is an entrepreneur through-and-through. Her path has not been direct and to many – and often her – it hasn’t appeared clear. BUT it’s led her to the place she’s meant to be… helping others seize clarity.

She’s been a financial advisor, non-profit administrator, fundraiser and non-profit marketer, financial advisor (again), and ultimately set off on her own to create a business that made her one of the first and leading social media experts in LinkedIn specializing in helping entrepreneurs, sales people, and financial advisors leverage LinkedIn for sales and business development.

She is the co-author of the first-ever book on social media for financial advisors that was published by Bloomberg Press in 2012.

She was given the name LinkedIn Ninja and wore it proudly for more than 12 years.

However, no matter how powerful LinkedIn and other online marketing platforms are, if people are not clear on their foundation – crystal clear – they will never have success. 

So, she has created Crystal Clear Cz (pronounced seize) to help entrepreneurs seize clarity. Clarity of brand. Clarity of message. Clarity of target market. Clarity of offers. Clarity of business models. 

And, for those courageous enough, clarity of self. Because if you are not crystal clear on who you are and how you operate, you’ll never create a successful business.

As a coachsultant, she acts as a catalyst to help her clients find the clarity themselves but also leverages her special powers of insight to share the clarity that she sees allowing them to seize the clarity that resonates as true.

If you're intrigued or interested in learning more, I'd love to connect and chat.

If you're an entrepreneur struggling with clarity, I'd love to offer you a gratis clarity consultation to see if I can help. Message me and request it.

In gratitude... How can I help?

taplio

The Battle

Kimberlee Ann Vollbrecht

Crystal Thies

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?