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Partner Interview Series: Kelly Whitfield of CarsonWhitfield Consulting

Zak Pines
October 4, 2019
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Min Read

Our VP of Partnerships Zak Pines recently sat down with Kelly Whitfield, Principal of CarsonWhitfield Consulting, as part of our ongoing Partner Interview Series. Zak and Kelly had a far-ranging conversation that touched on helping law firms manage responses from their marketing, a typical day for Kelly at her legal CRM consultancy, and how she got her start in legal technology. Here’s an abridged transcript of the chat.

Lightning Round

Zak: Let’s wrap up with a lightning round about you. What are some of your personal interests?

Kelly: I am honing some amateur photography skills...and I love finding stuff at estate sales and thrift stores and giving it a new look or purpose. I like reading when I get a chance. And lately, I’m really into podcasts.

Zak: Any book or podcast recommendations then?

Kelly: “I’ll be Gone in the Dark,” about the Golden State Killer, was a good one. Another favorite book of mine is “To Heaven and Back.” As for podcasts, I just finished the first season of “Up and Vanished,” which was pretty awesome.

Zak: What’s your favorite TV show?

Kelly: We’ve been binge watching “Breaking Bad,” and I am in love!

Zak: What’s your favorite productivity tip?

Kelly: Block your time. At CarsonWhitfield, we try to block our time to minimize the disruption that emails, phone calls, and other unplanned interruptions can cause. Instead, we block out a few times a day to deal with those things, so we can spend the rest of the day focused on our client project priorities.

Zak: What is your go-to lunch during the workday?

Kelly: Usually a nectarine or blueberries and a cucumber and olive salad.

Zak: We wrap up every interview with this question: Is a hot dog a sandwich?

Kelly: No! [laughs] That’s where I stand on that issue.

Zak: We’re clear. Thank you, Kelly.

Looking for your next step? Check out Formstack’s partner program for consultants, agencies, and tech partners.

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Zak Pines
Zak is the VP of Partnerships at Formstack, where he focuses on growing agency, consultant, and technology partnerships for the company. He's been creating, marketing, and selling SaaS products for two decades.
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