Call for a free consultation.
Our Consulting Services
We offer complete business consulting servicesStrategic Planning and Goal Setting
Setting SMART goals for your business means tying them to your long-term plan, picking ones that fit with your vision and...
Read MoreSetting up Simple Business Practices
Whether it is anticipating cash flow or making sure job descriptions align with business objectives, make sure your business...
Read MoreIndustries I've Served
My career has spanned non-profits, banking, short-line railroads, tech and manufacturing. I have driven a locomotive, evaluated artificial intelligence applications and taught myself social media. The world is changing and the days of one career are long gone. Some common things cross industries and some things are industry-specific.Corporate Banking
Business Planning
Trade Associations
Insurance
Chemical Manufacture
Healthcare Delivery
Non-profits
Railroads – Shortline
Consumer Products
Manufacturing
Medtech Applications
Technical Business Services
Like the old saying,” all people put their pants on one leg at a time,” all businesses have certain common problems whether it is creating the right product, scaling the business, servicing the customer, creating a culture, managing people or putting good practices in place. These basics cross all lines and require certain modifications in the specifics to tailor marketing, understanding the customer and customer service to the company and industry.
There is no industry immune to the changes brought by changing demographics, social media, micro targeting or global competition. Adapting and responding to changes, flexibility in approaching change and anticipating the possible outcomes are key to succeeding in a world of rapid communication.
Testimonials
Check out what our previous clients say about us“As I launched my toy company, Wonder Crew, Kate was instrumental in helping me establish strategic relationships, which ultimately led to great success. Kate brings years of business leadership and experience to the table and is highly skilled at trouble-shooting barriers to growth. It has been an absolute pleasure to work with Kate, she is candid, communicative, strategic and incredibly insightful -- I am grateful for all that she has done for Wonder Crew.
“I’ve had the pleasure to know and work with Kate for more than 3 years. Her insights are spot-on, and she is exceptionally generous with her talent, networks and experience. She combines smart strategy with pragmatic insights, and the deep-seated understanding of what it takes to get the job done. I’d have her on my team any day.
“I'm the CoFounder and CEO of Tursus - a B2B SaaS tech startup that's successful launched point of sale apps that have generated and grown recurring revenue. Kate stepped in early in the life of the company and was able to draw from her own CEO experience and keep the company focused through some challenging pivots. Her vast board experience (with both public and private companies), as well as large nonprofits coupled with her experience as a CEO gives her the experience and judgement that would be an asset to any company that is lucky enough to have her involved. This has been the case with Tursus Software which I founded - Kate has successfully helped us overcome tremendous challenges, raise angel investment, and launch and grow our recurring revenue. She always communicates very clearly and to the point - she's able to see through the core issues of complex problems and help resolve them in a very positive and constructive way. She's a valuable resource for any CEO needing to formulate and achieve goals.
“Kate Putnam is my go-to resource for any business challenge, from an aspect of HR or finance to the bigger picture consulting of our three-year business plan. Her ability to probe kindly, calmly yet sharply helps our management team work through problems and opportunities; her insights are spot on and always appreciated Kate also is a natural marketer, with a deep understanding of branding and how to engage and resonate with target audiences on the web and in person. A consummate communicator, she is passionate about contributing to her clients' ongoing success.
“I had the pleasure of serving with Kate on the Board of Trustees of Baystate Health. Kate had served on the Board for several years before I joined and she proved to be an invaluable resource in providing background and insightful perspective on many of the issues we faced. I was constantly impressed with the degree of dedication and enthusiasm Kate brought to her role as a Trustee and to each of the committees on which she served. She had a deep and lasting impact on Baystate's quality mission, something that I think would have been impossible had she not taken the time to dig deeply into what is an extremely complex domain. The intelligence and dedication she brought to bear on her various roles at Baystate would add tremendous value to any organization.
“Kate and I worked together as part of an advisory board to the ownership and management team of a privately held New England equipment manufacturer. I was quite impressed with Kate's grasp of complicated business issues and her ability to offer creative and thoughtful advise to the management about significant strategic issues impacting the business. Kate's years of experience in business and management were quite evident in her ability to push the management team to "think outside the box" in addressing some of the issues they were facing. I would highly recommend Kate as a strong asset to any business looking for a fresh yet analytical view of their business environment."
Recent Tips for CEOs
Accomplishing Goals with Planning and CollaborationDeveloping Relationships Is Like Dating Your Client
Developing Relationships The selling process is a lot like dating. In developing relationships think about how you would date...
Read MoreImprove Business Performance
Do you want to be a better leader? Improve business performance? Enjoy your leadership role? Let me offer you the chance...
Read MoreWhat an Advisory Board Can Do For a Company
Role of Advisory Board Boards serve a useful purpose, whether they are advisory boards or have a fiduciary responsibility....
Read More