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Tawny Lees
Executive Coach
Professional Background
Tawny Lees is a seasoned executive coach with over 25 years of profound leadership and coaching experience, primarily in the financial services industry. Throughout her career, she has held significant senior roles that encompass various domains such as line management, marketing, program development, process quality improvement, and e-commerce. This extensive background allows Tawny to bring a wealth of knowledge and insights into her coaching methodologies, making her a sought-after leader in the industry.
Currently, Tawny serves as the Chief Operating Officer of Mariposa Leadership, where she leads a dedicated team of coaches. Her role extends beyond mere management; she is committed to fostering meaningful connections between clients, coaches, their communities, and the broader industry. Tawny vigilantly ensures not only the success of her clients but also the operational excellence of her organization. This dual focus positions Mariposa Leadership as a beacon of effective coaching practices.
As a committed executive coach, Tawny works closely with executive clients, helping them to realize their full potential as leaders while enhancing their personal satisfaction. Her client portfolio includes reputable companies such as Citrix, eBay, Facebook, FireEye, Fitbit, Gap Inc, Medallia, MobileIron, Sofinnova Ventures, Theravance, WestEd, and Zynga. Through effective coaching, her clients have achieved significant milestones such as improved self-awareness, achieving promotions, and enhanced satisfaction in their roles.
Education and Achievements
Tawny Lees’ academic credentials are as impressive as her professional accomplishments. She studied for an MBA at the prestigious University of California, Berkeley, Haas School of Business. This rigorous program equipped her with a strong foundation in business principles and management strategies.
Moreover, she holds a Bachelor of Science degree in Finance with a Minor in Economics from Cal State East Bay's College of Business & Economics, which further solidified her financial acumen. Tawny has also pursued a Certificate in Organizational Coaching at John F. Kennedy University, where she honed her skills and knowledge specific to coaching methodologies and practices. Additionally, Tawny has enriched her learning experience with studies at UC Santa Barbara.
Throughout her career, Tawny has been dedicated not only to her clients but also to her personal development, ensuring she remains at the forefront of coaching practices and business leadership.
Notable Achievements
Tawny’s coaching work has led to remarkable transformations and improvements among her clients that echo beyond personal achievements. Here are some of the key benefits clients have experienced under her guidance:
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Enhanced Self-Awareness and Performance: The coaching programs designed by Tawny facilitate practices of self-awareness and self-correction, enabling clients to sustain excellent performance consistently. Many have seen their careers flourish, leading to promotions and improved results in their roles.
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Alignment with Core Values: Tawny encourages clients to assess and align their daily activities with their core values. This alignment leads to a profound increase in satisfaction and motivation, allowing individuals to reconsider their commitment to their organizations positively.
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Skill Development: Through specific skill assessments and improvements facilitated by Tawny’s coaching, clients have enhanced their abilities in critical areas such as relationship building, influencing others, coaching, providing feedback, making effective decisions, delegating tasks, and planning/prioritizing their work. These individual improvements have had a ripple effect on team dynamics and overall organizational effectiveness.
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Time Management and Wellness: Tawny empowers her clients to take control of their time and energy. By addressing issues related to overwhelm and stress, clients have reported becoming healthier, more effective, and increasingly engaged in both their work and personal lives.
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Organizational Benefits: Tawny’s executive coaching practices have proven to be a vital investment for organizations aiming to develop and retain top talent, which is crucial for business success in today’s competitive landscape.
Specialties and Coaching Tools
Tawny is well-versed in several coaching methodologies and tools, which she employs to customize her coaching approach and meet the unique needs of her clients. Some of her specialties include:
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ITM Coaching: A rigorous coaching methodology tailored to facilitate transformation in clients through comprehensive understanding and actionable insights.
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Assessments and Tools: Tawny incorporates valuable assessment tools such as the Enneagram, StrengthsFinder, MSQ, and feedback interviews. These tools help clients to gain insights into their capabilities and developmental areas, enabling more targeted growth strategies.
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Coaching Frameworks: Utilizing frameworks like the Enneagram has allowed Tawny to enhance her coaching methodology’s effectiveness, helping clients understand their personalities and how to leverage them in leadership roles.
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Wellness Coaching: Recognizing the importance of holistic approaches to leadership, Tawny emphasizes wellness strategies in her coaching programs, supporting clients to maintain both personal and professional well-being.
With an impressive educational background, extensive experience, and a passion for enabling the success of others, Tawny Lees stands out as a leading executive coach and mentor in the financial services industry and beyond.
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Clay is a relationship management platform that serves as a personal CRM, helping you organize and deepen both personal and professional relationships. It functions as a beautiful rolodex and CRM available on iPhone, Mac, Windows, and web, built automatically to help manage your network efficiently. Unlike traditional address books, Clay centralizes all your contacts in one place while enriching them with additional context and features to help you stay thoughtful and connected.
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.
Clay offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
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- Timeline: Shows your relationship history with each contact
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- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- 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.
Clay is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
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.
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