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Annie Bullert
Senior Consultant-open to opportunities (OD/OE/OrgD/OCM)
Professional Background
Annie Bullert is an experienced professional with over 25 years of dedication in the fields of organizational development, strategy, and leadership. She has built a rich career focused on developing individuals, teams, and organizations to reach their full potential. Bullert is recognized for her extensive expertise in organizational effectiveness (OE/OD), organizational design, talent management, and change leadership. Her career began in the fitness and wellness industry, where she worked as a project manager. In 2000, she founded her own consulting firm, VentureSPARK, through which she partners with leaders to enhance organizational performance and drive impactful change.
In addition to her consulting work, Annie has made significant contributions to academic settings as an engaging educator. Since 2001, she has been a notable faculty member at Metropolitan State University, where she teaches both undergraduate and MBA students. Her blend of real-world experience and academic insights provides her students with a comprehensive understanding of leadership and organizational dynamics.
Education and Achievements
Annie Bullert's educational background is impressive and diverse, with studies in various disciplines that enhance her understanding of human behavior and organizational needs. She earned her MBA with a focus on HR-Organizational Development from the University of Saint Thomas - School of Business. This advanced degree strengthens her abilities in bridging the gap between human resources and organizational success.
Prior to her MBA, Bullert received a Bachelor of Science (BS) in Marketing and Community Health (double major) and a Master’s degree in Exercise Physiology from St. Cloud State University. This combination of marketing, health, and exercise physiology has given her a unique perspective on wellness and organizational health, further enhancing her capabilities in fostering engagement and culture within organizations.
Throughout her career, Annie has acquired numerous certifications, including expertise in Organizational Change Management (Prosci/ADKAR, AIM, ROI Certified), Individual and Peer Coaching (Certified), and various methodologies in design thinking and systems thinking. These certifications amplify her strength as a consultant, trainer, and facilitator, enabling her to design and execute change initiatives effectively.
Notable Experience
Annie Bullert has held various prominent positions in reputable organizations, establishing a robust portfolio marked by leadership and innovation within the realm of organizational development and change management. She has worked with noted companies such as Medtronic, UnitedHealth Group, Microsoft Corporation, and Best Buy, showcasing her versatility and ability to adapt to diverse corporate cultures.
As a Senior Organizational Change Management Consultant at UCare, Bullert led vital initiatives aimed at improving organizational effectiveness. In her role as a Talent Program Designer at the Hennepin Theatre Trust, she demonstrated her ability to foster creativity and strategic talent management, enhancing employee engagement through focused programs.
Additionally, her experience as a Partner at Authenticity Consulting further solidified her reputation as a leadership development coach and peer coaching facilitator. This role enabled her to develop customized developmental programs tailored to client needs, enhancing their leadership capabilities and driving successful organizational outcomes.
Furthermore, Annie has contributed to higher education as a Community Faculty member within the MGMT/MBA program at Metropolitan State University, influencing the next generation of business leaders.
Specialties and Services
Annie Bullert excels in multiple specialties that cater to organizational needs, including:
- Organizational Change Management (OCM): She effectively leads change readiness assessments and develops strategies to support organizations in navigating change seamlessly.
- Organizational Effectiveness: Bullert employs assessment tools and frameworks to analyze and improve workplace dynamics, driving sustainable performance.
- Leadership Development: She has crafted and implemented leadership development initiatives that empower individuals and drive organizational success.
- Program Design and Launch: Bullert has expertise in designing and launching comprehensive programs that enrich employee skills and achieve organizational goals.
- Learning and Development: She focuses on facilitating engaging learning experiences, ensuring that organizations embrace best practices in continuous professional development.
- Coaching: Annie utilizes her certified coaching skills to support both peer and individual growth, guiding professionals through their career paths with confidence.
- Design Thinking and Systems Thinking: Her approach to problem-solving involves leveraging design thinking principles to create innovative solutions that are practical and user-centric.
Annie’s holistic view of organizations, backed by a wealth of experience and expertise, positions her as a trusted advisor and collaborator for businesses seeking to enhance their effectiveness.
Impact and Future Goals
Annie Bullert is passionate about partnering with organizational leaders to enhance their structure and culture. Her goal is to drive organizational effectiveness through her array of services, including change leadership/management, talent development, coaching, and strategic planning. By fostering engagement and cultivating a strong organizational culture, she plays a key role in shaping the future of organizations.
Annie's commitment to empowering both individuals and teams positions her as a thought leader in the field of organizational development. She continuously seeks innovative approaches to tackle the challenges faced by organizations today, ensuring they are prepared for the future while fostering a positive workplace culture. With her steadfast dedication and expertise, Bullert is not only enhancing organizational effectiveness but also championing the development of the leaders of tomorrow.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Clay's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
Clay isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Clay instead of Salesforce, Hubspot, and Pipedrive. Clay is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Clay can absolutely serve as your primary relationship management tool.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.