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Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

APRIL 17, 2023

As well as considering the grading of clients and referrers for the firm or particular teams there was recognition of the value of guiding each fee-earner to focus on: Critical clients, prospects and referrers (around 10) Key relationships (around 150 – see Dunbar’s Law in Client relationship management (CRM) – how many close social (kimtasso.com) (..)

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Dealing with adversity as an agency owner, with Rebecca McIntyre-Smith

Account Management Skills

JANUARY 9, 2023

Why is this a good balance with you doing the sales and the client development? Gordon was a developer, he moved from development across so the company was started by Bart, developer, Ethan, designer, and Gordon developer. So you started off and you were managing the client relationship development?

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