2019 and Account marketing - Strategic Accounts Today

Referrer Management – Capacity and Capability

Red Star Kim

OCTOBER 16, 2023

Book review: Neuroscience for organizational change by Hilary Scarlett (kimtasso.com) Nurture a change management movement – From “Let it go” (kimtasso.com) Top takeaways Processes Review onboarding process Back to basics – analyse trends and gaps Adapt to specialisation on the sales journey Follow up on lost tenders – determine reason and adjust (..)

Management

Management Emotional Intelligence Onboarding Communication

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

Red Star Kim

JUNE 15, 2023

The OnePlace legal client relationship management system was acquired by InTapp in 2019. The system includes “who knows who” intelligence, stay-in-touch reminders and prospecting. OnePlace/Intapp Another delegate mentioned he liked using this system. It stopped using the OnePlace name in February 2023.

Key Account Management

Key Account Management Account Management Management Client Relationships

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

Red Star Kim

APRIL 12, 2023

Some relevant posts include: Key issues in Marketing and Business Development Planning (kimtasso.com) July 2022 Ten top takeaways on stakeholder engagement and buy in (kimtasso.com) April 2022 Seven thoughts on stakeholder management, engagement and buy-In (kimtasso.com) April 2021 Animal magic of buy-in and stakeholder engagement (Video) (kimtasso.com) (..)

Media

Media Marketing B2C Stakeholders

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

Red Star Kim

DECEMBER 18, 2023

Back to basics – importance of segmentation and personas (kimtasso.com) and Marketing and BD planning – Segmentation, Rock Stars and Engagement (kimtasso.com) Further posts on real estate marketing Thought leadership campaigns: Arcadia, JLL and Remit (kimtasso.com) December 2022 Next steps in growing a small surveying and property practice (kimtasso.com) (..)

Marketing

Marketing Strategic Thinking Artificial Intelligence Stakeholders

Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

DECEMBER 5, 2023

Related CRM posts: Key Account Management (KAM) – Research companies (kimtasso.com) June 2023 Marketing technology system review – Clean contact data with Cirrom (kimtasso.com) February 2023 Beating Six Barriers to KAM and Training (Kim Tasso) June 2021 The growth of MarTech in professional services – an overview (kimtasso.com) March 2020 Intapp (..)

CRM

CRM Marketing Interpersonal Skills Client Relationships

Legal marketing case study – Thought leadership campaigns at Howard Kennedy (relationship breakdown and business agility)

Red Star Kim

NOVEMBER 7, 2022

So here’s a legal marketing case study – Thought leadership campaigns at Howard Kennedy (relationship breakdown and business agility). This study (a roundtable in 2019 and YouGov surveys in 2019 and 2020) focused on how personal relationship difficulties affect work/productivity amongst high earners.

Leadership

Leadership Marketing Financial Services Construction

Release time to become a more proactive Marketing and Business Development Executive (November 2022)

Red Star Kim

DECEMBER 2, 2022

Proactive Marketing/BD Executive (Oct 2020) – Session highlights (kimtasso.com) October 2020. Six themes for Proactive Marketing and BD Executives (2019) (kimtasso.com) January 2020. Top 10 takeaways – Proactive Marketing Executive (Feb 2019) (kimtasso.com) June 2019.

Marketing

Marketing Communication Meetings Strategic Thinking

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

Red Star Kim

APRIL 17, 2023

Future public courses (including referrer management) for MBL SpeakerKim Tasso (mblseminars.com) Future courses for members of the PM Forum PM Forum Related posts Connected leadership – How professional relationships (kimtasso.com) March 2023 Cultivate a cross-selling culture (kimtasso.com) March 2023 Referrer and Intermediary Management – Silos, Targets (..)

Management

Management Manufacturing Client Relationships Facilitation

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

Red Star Kim

NOVEMBER 18, 2022

Professional Marketing Forum Conference 2021 PM Forum (kimtasso.com). 25th Professional Marketing Forum Conference Report (kimtasso.com). Professional Marketing Forum conference September 2019 (kimtasso.com). Professional Marketing Forum Conference report 2018 (kimtasso.com).

Value Proposition

Value Proposition Procurement Innovation Leadership

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

Red Star Kim

NOVEMBER 17, 2023

Case studies: Marketing and Business Development at law and accounting firms. Addleshaw Goddard (lawyers) – Brand campaign An article in Marketing Week reports that the firm never ran a brand campaign pre-2021. Prior to 2019 there were no marketing analytics in place. Some competitors enjoyed 2.5

Marketing

Marketing Key Account Management Innovation Account Management

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

Red Star Kim

JUNE 27, 2023

20% Lack of fee-earner engagement 20% Lack of M&BD time/resource 20% Integration with other aims/projects/campaigns 13% Culture (politics, lack of rewards) 7% Lack of senior support 7% Unclear or unrealistic aims/expectations 7% Scope creep 7% Poor internal communications/silo mentality Related campaigns, thought leadership and project management (..)

Leadership

Leadership Management Stakeholders Communication

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

Red Star Kim

AUGUST 31, 2023

Satisfaction rates continue to rise (from 2019 to 2021 surveys from 85% to 88%). The campaign comprised webinars, videos and insight and resulted in 2,900 points of contact with people Go-to advisors that clients want by their side Its third client survey measuring the same things so that a benchmark is formed.

Marketing

Marketing Leadership Government Logistics

Legal marketing case studies – Law firm media relations and integrated campaigns (Kysen)

Red Star Kim

DECEMBER 19, 2023

The campaign was part of an exciting project 7BR announced in 2022.

Media

Media Insurance Marketing Emotional Intelligence

Strategic Accounts Today

Referrer Management – Capacity and Capability

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

Trending Sources

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

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

Proactive marketing and business development executives – CRM, internal engagement and career insights

Legal marketing case study – Thought leadership campaigns at Howard Kennedy (relationship breakdown and business agility)

Release time to become a more proactive Marketing and Business Development Executive (November 2022)

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

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

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

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

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

Legal marketing case studies – Law firm media relations and integrated campaigns (Kysen)

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