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Natalie Baumgartner
Chief Research Officer at Contemporary Leadership Advisors & Chief Workforce Scientist at Achievers
Professional Background
Natalie Monarch Baumgartner is an accomplished engagement and culture thought leader who has dedicated over a decade to enhancing organizational performance through innovative software solutions. As an evangelist for culture and employee engagement, she has played a pivotal role in translating complex engagement and culture research into actionable strategies for organizations. Her expertise is instrumental in helping companies address pressing issues related to culture and values alignment, ultimately leading to improved employee engagement and strategic outcomes.
Natalie co-founded and held the position of Chief Psychologist at RoundPegg, a cutting-edge software-as-a-service (SaaS) platform that incorporates scientific metrics to assist organizations in managing culture effectively. Under her leadership, RoundPegg became instrumental in allowing companies to identify and navigate their cultural dynamics. This groundbreaking work culminated in the acquisition of RoundPegg by Achievers in 2017, where she continues to influence organizational culture and enhance workplace dynamics.
As Chief Workforce Scientist & Director of the Achievers Workforce Institute, Natalie dedicated her efforts to advancing research-based insights into workplace engagement. Through her thought leadership, she has advised a diverse range of clients, from dynamic start-ups to established Fortune 500 firms, providing critical guidance on culture and engagement-related issues. This wide-ranging experience has solidified her reputation as a trusted consultant and advisor in the realm of organizational culture.
Education and Achievements
Natalie Monarch Baumgartner boasts a rich educational background in psychology, cementing her expertise in the field. She earned her Bachelor of Arts in Psychology at the esteemed University of Wisconsin-Madison, followed by a Master of Arts in Clinical Psychology from the prestigious University of California, Los Angeles. Furthering her specialization, Natalie completed her Ph.D. in Clinical Psychology at the University of Denver, with a focus on Strength-Based Psychology. This academic foundation complements her professional pursuits and reinforces her approach to enhancing workplace culture and employee engagement.
Natalie's professional journey is marked by her active participation in various organizations dedicated to furthering consulting psychology and employee engagement initiatives. As a board member of the Consulting Psychology division of the American Psychological Association, she has contributed to the advancement of practices that benefit both organizations and employees alike. In addition, her engagement with the Blackstone Entrepreneurs Network Colorado and the Techstars program has allowed her to mentor aspiring entrepreneurs and guide the next generation of leaders in cultivating thriving organizational cultures.
Notable Contributions and Speaking Engagements
Natalie’s thought leadership is recognized beyond her corporate roles; she is a sought-after speaker who passionately shares her insights on the crucial relationship between culture fit and organizational performance. Her TED talk, presented in June 2012, focused on the significance of culture fit within organizations, enlightening audiences on how alignment of values can revolutionize work environments.
As an expert in her field, she has provided consulting services in various essential areas of organizational development, including mergers and acquisitions, senior leadership assessment and development, succession planning, and strategic planning, among others. Her engaging and relatable presentation style captivates audiences at events and conferences, where she delves deep into strategies for leveraging culture and engagement to propel organizations toward success.
Achievements
Throughout her illustrious career, Natalie Monarch Baumgartner has amassed numerous achievements that exemplify her dedication to improving organizational cultures and promoting employee engagement. Her work at RoundPegg has significantly influenced how companies manage cultural alignment, resulting in tangible business outcomes and enhanced employee satisfaction.
In her current role at Achievers and through her partnership with Contemporary Leadership Advisors, she continues to push the boundaries of employee engagement, thereby advancing the mission to transform workplace environments for the better. As a former member of the board of directors at Elevations Credit Union, Natalie has contributed her psychological expertise to help steer governance and strategy within financial institutions.
Natalie's commitment to advancing the field of organizational psychology is evident in her contributions to various boards and advisory councils, and her collaborative work with organizations such as Social Venture Partners Boulder and Radius has led to innovative solutions in employee engagement and organizational design. Her long-standing involvement with CultureLabCO, a community formed around advancing organizational culture through science and innovation, speaks volumes about her dedication to nurturing vibrant workplace cultures and supporting ongoing dialogue around engagement strategies.
In summary, Dr. Natalie Monarch Baumgartner is a visionary leader whose shared passion and professional commitment to organizational culture, engagement, and transformation continue to inspire and drive meaningful change across industries. With an impressive background in clinical psychology and numerous ground-breaking contributions to culture and engagement research, Natalie remains a prominent figure in the quest to enhance workplace environments and optimize organizational performance.
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Mesh 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, Mesh centralizes all your contacts in one place while enriching them with additional context and features to help you stay thoughtful and connected.
Mesh 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.
Mesh offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
- Network Strength: Visualizes the strength of your relationships relative to others in your network
- Timeline: Shows your relationship history with each contact
- Smart Search: Allows you to search using natural language like "People I know at the NYT" or "Designers I've met in London"
- 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
Mesh 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, Mesh 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 Mesh 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 Mesh 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.
Mesh 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. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
Mesh is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Mesh 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.
Mesh 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. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh 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. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
Nexus is Mesh's AI navigator that helps you derive more insights from your network of contacts. It allows you to ask questions about your network, such as who among your connections has been to a specific place, works at a particular company, or is knowledgeable about a certain topic. Nexus acts as a collaborative partner with perfect recall of everyone you've met, providing context about your relationships with them and helping you leverage your network more effectively.
Mesh 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. Mesh'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.
Mesh 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. Mesh 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, Mesh 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.
Mesh 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.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh 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. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh 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 Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh 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, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh 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. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh 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.
Mesh 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 Mesh instead of Salesforce, Hubspot, and Pipedrive. Mesh 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, Mesh can absolutely serve as your primary relationship management tool.
Mesh is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh 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.
Mesh'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. Mesh 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 Mesh a comprehensive hub for all your relationship information.
Mesh's AI capabilities are at the forefront of personal CRM innovation. Nexus, Mesh'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, Mesh has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Mesh's elegant design and powerful features. Many users describe Mesh 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 Mesh eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.