Speaking Events

Original thinking on CRM strategy and customer decision-making, built for rooms that have heard enough about AI and want to know what actually matters next.

The problem with most CRM keynotes

Most stages are full of talks about tools.

Another AI demo, another “future of personalisation” session, another vendor pitch dressed up as thought leadership.

The audience leaves with a list of features and no clearer on what to actually do differently on Monday.

Kate’s talks start from a different premise: execution has been commoditised.

Every organisation can now automate, personalise and optimise.

What’s scarce is judgement, the ability to consistently decide what’s actually worth doing.

That’s a harder, more useful conversation than another tools showcase, and it’s the one CRM and marketing leaders are short of.

Why Kate

Kate Barrett has spent her career inside CRM strategy, not just talking about it from the outside. Every talk, workshop session and keynote is built the same way she builds client strategy: a clear argument, evidence that would survive a sharp question from the audience, and a point of view she’s willing to be pushed on.

No recycled slides, no generic “AI is changing everything” filler.

Format and booking

  • Speaking or Keynote sessions (30 to 60 minutes),
  • Fireside conversation,
  • Panel (host or participant)
  • Can be paired with a workshop session for the same event
  • Content tailored to your audience and brief, not delivered off the shelf

Session Topics

  • CRM strategy and why “more activity” isn’t the same as a strategy
  • Customer decision-making and how to prioritise what to act on first
  • Where AI genuinely changes CRM, and where it’s just noise
  • Building customer relationships that compound, not just campaigns that convert
  • Segmentation
  • Lifecycle programmes & Marketing Automation
  • Strategic A/B Testing
  • Email Marketing deliverability
  • Email design & layout
     
     
     

Client Success Stories

+400% enquiry increase through welcome journey optimisation

By redesigning the onboarding experience, improving journey sequencing and increasing lifecycle engagement at key decision points.

Read More >

+77% conversion uplift through lifecycle strategy refinement

By refining lifecycle messaging, segmentation and conversion journeys to better align with customer intent and behaviour.

Read More >

+69% click rate improvement through onboarding optimisation

By improving welcome journey content, personalisation and subscriber nurturing to increase early-stage engagement and action.

Read More >

Enquire About Booking Kate

Whether you want to start with a full diagnostic or a single decision, the method is the same underneath.