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Referrer Management – Capacity and Capability

Red Star Kim

So some will prepare content, others will develop talks and others will concentrate on meeting referrers and developing relationships. The team needs guidance – and resources such as relevant content and market/prospect alerts – to enable them to nurture relationships over time – to stay on the radar with “drip drip” strategies.

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

Red Star Kim

(no-data-entry CRM; relationship intelligence (ERM); revenue operations system; automatic capture of emails, meetings and referrals). The OnePlace legal client relationship management system was acquired by InTapp in 2019. Some firms provide templates of different types of KAM meeting types.

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

Red Star Kim

There were comments that it was unusual for people to be in the office so face time and in person meetings – where it is easier to develop rapport, trust and solid working relationships – were rare. Finding ways to meet with people in real time (such as at social events) can help. Make myself more visible in meeting with fee earners.

CRM 130
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Release time to become a more proactive Marketing and Business Development Executive (November 2022)

Red Star Kim

Minimise meetings – Find alternative ways to communicate and/or ensure meetings are kept short by producing papers in advance and showing what decisions are required in meetings. Concierge – Available 24/7 to meet all of your needs. Six themes for Proactive Marketing and BD Executives (2019) (kimtasso.com) January 2020.

Marketing 130
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The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Red Star Kim

Are there any tips for how to deal with those kind of meetings / getting buy in from people more senior (whether fee earners or support staff)? Would you say the type of strategic device matters and are they for specific things or can you choose any? How do I get my opinions and voice heard among more senior colleagues?

Media 130
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Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

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

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

Red Star Kim

Several people had stayed in London overnight, having been to the PM Regional Committees meeting the day before. Leor rounded the day off by sharing his three takeaways: Thinking about the five chips approach to speaking in meetings to promote listening; using EVP to align strategy, the brand and M&BD; and strategy needs follow through.