Red Star Kim

APRIL 17, 2023

Surprisingly, delegates were more likely to use spreadsheets than a CRM for managing client and referrer information. Exercises using referrer organisation briefing sheets (and scorecards) and an individual buyer profile were thought to be very useful.

Management 130

Management Manufacturing Client Relationships Facilitation 130

Red Star Kim

AUGUST 1, 2023

Encourage fee-earners to engage in the M&BD planning process During the session – where we explored M&BD theory and frameworks and walked through the process of developing a M&BD plan – we identified several ways to engage fee-earners in the M&BD planning process. At their regular team meetings.

Decision-making 130

Decision-making Marketing Business Planning Management 130

Red Star Kim

JULY 11, 2022

PPS I’m putting together a separate blog on the question – which keeps arising – of future trends in professional services marketing and business development. Review case studies of PSF marketing and business development. Meet with BDs to talk through their strategies. Target existing clients in different jurisdictions.

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

Account Management Skills

JANUARY 9, 2023

And I think you’d really work in the Client Services Department, do you fancy giving it a go? ln the same meeting in the interview room. Why is this a good balance with you doing the sales and the client development? We had some challenging years, around about 2017. And I got the job on the day. And I joined.

Account Management 52

Account Management Insurance Digitalization Decision-making 52