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28th PM Forum Conference: Organisational culture, mentoring, digital distraction, ESG and client experience (2023)

Red Star Kim

Thought leadership manual by Tim Prizeman (kimtasso.com) Walking in the client’s shoes Ben Sutton of Grant Thornton and Alain Thys took delegates on the client journey of the future. To future-proof client relationships using clarity, empathy, commitment and flair.

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

Connected leadership – How professional relationships (kimtasso.com) Competitors – Analyse who your major competitors are advising and adapt their targeting methods (I’m a little uncomfortable with the current trend to use LinkedIn to review your competitors’ contacts and target them yourself!)

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Marketing technology system review – Clean contact data with Cirrom

Red Star Kim

Client Relationship Management (CRM) systems are the foundation upon which the success of professional services firms’ marketing relies. (Although HubSpot has suggested the figure is closer to 22% with data from 2013-14 Database Decay Simulation (hubspot.com) ). Data is the lifeblood of both traditional and digital marketing.

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Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

Red Star Kim

Yet there was an interesting article In March 2023 17 Top Reasons Lawyers Don’t Call Their Clients – The BTI Consulting Group “High-quality voice dialogue between clients and their relationship partners remains rare. This leaves a lot of room to develop client relationships”.