Red Star Kim

NOVEMBER 13, 2023

Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. One delegate’s firm had recently merged and integration was a priority. Two tools were provided to assist with this. The need to include purpose (i.e.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Red Star Kim

SEPTEMBER 29, 2023

Some guidance is provided: Be more visible – the PVI model (kimtasso.com) and Be visible, assert and challenge and remember your goals (kimtasso.com) Other points of interest How to engage fee-earners?

Marketing 130

Marketing Stakeholders Digitalization Communication 130

Red Star Kim

JULY 11, 2022

There are lots of articles on internal communications, buy-in and stakeholder engagement. Animal magic of buy-in and stakeholder engagement (Video) (kimtasso.com). Ten top takeaways on stakeholder engagement and buy in (kimtasso.com). 40% Selling (winning new clients). 10% Existing client development.

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

Red Star Kim

AUGUST 1, 2023

11% Marketing/lead generation 11% Selling (winning new clients) 33% Existing client development 0% Referrer management 44% All of them How clear are you on the client (buying) journey?

Decision-making 130

Decision-making Marketing Business Planning Management 130

Arpedio

JUNE 2, 2023

With a proper key account plan, you’ll have a consistent approach to gather crucial information about your important clients, develop a sales strategy, and build strong relationships through proactive management and support. Next up, you have to identify the key players within your client’s organization. Let's talk!

Account Planning 52

Account Planning Account Management Client Relationships Stakeholders 52

SmartKarrot

MAY 31, 2023

Role: Customer Success Manager Location: San Francisco, CA, United States (Remote) Organization: Fieldguide As a Customer Success Manager, you’ll recommend best practises to increase usage, adoption, and income, you will have a book of business where you are personally accountable to renew and extend accounts.

Customer Success 19

Customer Success Onboarding Client Development Stakeholders 19

SmartKarrot

FEBRUARY 3, 2022

Apply here: [link] Role: Customer Success Manager (m/f/d) Location: Sydney, New South Wales, Australia (On-site) Organization: HRS Group As a Customer Success Manager, you will support your clients and ensure outstanding service quality in answering requests and providing excellent advice with regards to business data reporting or hotel bookings.

Customer Success 19

Customer Success Stakeholders Onboarding Account Management 19