From to-do list to done.
An executive leader in a consulting, implementation and activation partnership with you. I take the projects sitting on your list and get them built, launched and adopted, so you can run the business.
Based in Chicago, working with clients anywhere.
Results from my career in operations and growth leadership
in new business generated in three years, including $5M through M&A
P&L managed, with expense reductions of 10% or more
client satisfaction achievement rating in 10 months
people on the largest teams I've led
One leader across the work that moves your business
Operations and growth together. One focus or many projects and goals at the same time.
Operations
Processes, KPIs and accountability, systems that run without you in the room.
Growth
Sales strategy, lead flow optimization, recruiting, M&A and onboarding.
Marketing Strategy
Brand stories that resonate, custom graphics, and an outreach plan across social, email and web.
Technology
Website design and optimization. Tech initiation, transition, enablement and integration on many platforms.
Training & Coaching
Company, group and one-on-one, so new systems get adopted and used.
AI Exploration & Uses
Practical ways to use AI for enablement and optimization in your business.
Monthly retainer, for one focus or many projects and goals at the same time.
You are busy
Easier implementation is here
Technology & CRM Optimization
Technology that gets used, not just installed
Website design and optimization, CRM automation, technology initiation, transition, enablement, integration and optimization across many platforms and uses. Your CRM is more than a digital file cabinet, and your tools should work together.
Explore technology & CRMCoaching, Training & Support
Your success partner
Company, group and one-on-one coaching and training. Patient, practical help with anything and everything, whenever you need it.
More details
Growth & Financial Wellness
M&A, recruiting, onboarding and transition
Recruiting actions that fill calendars, acquisitions that integrate smoothly, and technology engagement that sticks after the transition.
Financial wellness, yes!No training me. No waiting for ramp-up.
The experience I bring means you don't have to give me step by step. You get an implementer and activator from day one.
I listen
A free Q&A call to hear your goals, your list and what's in the way.
We strategize and collaborate
We set priorities together and agree on what done looks like.
I get to work
Build, launch, train your teams, re-evaluate progress and take on more.
Let my clients tell you why
"Made 51 recruiting calls, had 19 conversations and booked 3 appointments, all in one day. I ended the week with 7 recruiting appointments, 1 M&A meeting and 4 hires."
"I have wanted to automate my CRM for so long. Thank you for doing it! It works so easily, and within days I got a listing lead from my sphere."
"Dana, you are so patient and such a good teacher! Thanks for helping me with anything and everything, no matter when I call."
"Acquired a brokerage that more than doubled our size. It was a big accomplishment and a HUGE transition. I could not do it without you!"
Q&A
Questions I hear most
What do I do at Be What It Takes?
I join a business as an executive leader in a consulting partnership, sometimes in a fractional leadership role and always as the implementer, taking the projects sitting on your list and getting them built, launched and adopted. Based in Chicago, working with clients anywhere.
Who do I work with?
Real estate brokerages, teams and top agents, and businesses of all sizes and industries. I implement the work myself: CRM automation, technology rollouts, marketing, recruiting systems and post-acquisition integration.
Do I work with businesses outside real estate?
Yes. Alongside real estate brokerages and teams, I've led operations and growth work in health and fitness, athletics, food and beverage, spa and wellness, shared office space and commercial leasing, franchise operations and development, retail, startups and global networking organizations.
What does it cost to work with me?
Think of it as hiring an executive leader at the cost of a part-time administrative assistant. Engagements run on a monthly retainer, for one focus area or many projects and goals at the same time. The Q&A call is free.
