Red Star Kim

OCTOBER 16, 2023

Referrer Management – Capacity and Capability Capacity – Rational elements of referrer management Throughout the workshop we considered how leadership and organisation (rational activity) supports effective referrer management. Key processes Data is needed to drive key processes supporting referrer management.

Management 130

Management Emotional Intelligence Onboarding Communication 130

Red Star Kim

JUNE 15, 2023

At the start of June I had the pleasure of leading PM Forum ’s “Towards KAM (and ABM) – Helping fee-earners with client relationship management” online workshop. Delegates were from legal and accountancy firms in the UK, Channel Islands, Germany and United Arab Emirates. How should firms identify their strategic accounts?

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Red Star Kim

APRIL 17, 2023

Delegates were from legal, accountancy and insolvency firms – both M&BD teams and fee-earners. The main takeaways for the delegates can be summarised with the following themes: Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars.

Management 130

Management Manufacturing Client Relationships Facilitation 130

Red Star Kim

NOVEMBER 7, 2022

I keep an eye out for examples of great marketing campaigns by professional service firms as I use case studies in my training workshops. So here’s a legal marketing case study – Thought leadership campaigns at Howard Kennedy (relationship breakdown and business agility). Other thought leadership posts.

Leadership 26

Leadership Marketing Financial Services Construction 26

Red Star Kim

DECEMBER 5, 2023

Sometimes marketing and sales system are not integrated. Ideas to enhance engagement To reduce “us and them” (fee earners and marketing) feelings we can try to invoke a sense of ingroup and a shared social identity. | Microsoft Dynamics 365 CRM Software | Infor CRM SLX (In 2014, Infor acquired Saleslogix from Sage) What is Intapp CRM?

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

Red Star Kim

JUNE 27, 2023

At the recent PM Forum online workshop on campaigns, thought leadership and project management there were 17 delegates from legal, accountancy and insolvency firms located in London, Belfast, Sutton Coldfield, Manchester, Newcastle, Cambridge and Dubai. Take time to scope Scoping is a key aspect of project management.

Leadership 130

Leadership Management Stakeholders Communication 130

Red Star Kim

DECEMBER 18, 2023

But in essence it is about whether strategy is developed by a centralised leadership team or by those running the business units or divisions. The lack of integrated marketing and business development strategy has an impact on systems, data, policies and processes which were often disconnected.

Marketing 130

Marketing Strategic Thinking Artificial Intelligence Stakeholders 130