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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

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?

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Be more strategic: Top-down or bottom-up, marketing and sales integration and property marketing

Red Star Kim

The lack of integrated marketing and business development strategy has an impact on systems, data, policies and processes which were often disconnected. The result was that often leads generated by marketing were not tracked through the pipeline and sales process managed by fee-earners. the bricks and mortar).

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PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

Red Star Kim

Leor Franks of Kingsley Napley – a member of both the PM Forum and Managing Partners’ Forum – chaired the event. Having met Vlatka Hlupic, author of “ The Management Shift” (see Book review: The Management Shift by Vlatka Hlupic (kimtasso.com) , I was looking forward to hearing her keynote speech on transforming culture.

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The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Red Star Kim

It’s great that people have a vested interest but it can be hard to manage and get a final sign off”. I’ve found some fee-earners don’t contribute to the smaller projects which subsequently slows the larger project down There are focused workshops on achieving buy-in and stakeholder management.

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Campaigns, thought leadership and project management – Early engagement, scoping and risk management

Red Star Kim

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.

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Case studies: Marketing and Business Development at law and accounting firms

Red Star Kim

Here I summarise brand, referrals, research, key account management (KAM) and new service development case studies. At law firms: Addleshaw Goddard, Collas Crill, LawNet, Ontier, Schillings and accountancy firms: Menzies, Mercer and Hole. I scour publications and awards to pick up as many as I can.

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Professional services marketing/BD case studies – Moore Kingston Smith, Mazars, Capsticks, Fladgate, Travers Smith, Mills & Reeve and brand awards

Red Star Kim

Connected expertise – to help us perform as one team 67% success rate in tenders The firm offers two diplomas – in clinical risk and claims management (established in 2000) and in housing which is endorsed by the Chartered Institute of Housing (from January 2023).

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