How Marketing and Business Development (M&BD) Assistants can shine – Develop knowledge and skills, build personal brand and increase visibility
Red Star Kim
SEPTEMBER 29, 2023
And also to support cross-selling and enhance the client experience.
130 
Book review: All you need to know about commercial awareness by Christopher Stoakes
Red Star Kim
AUGUST 24, 2023
This short (130 pages) information-packed book was revised in 2019. The next public commerciality workshop (for marketing and business development profesionals) is in September through PM Forum The post Book review: All you need to know about commercial awareness by Christopher Stoakes appeared first on Kim Tasso.
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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)
Red Star Kim
NOVEMBER 13, 2023
Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. 67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention.
Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure
Red Star Kim
JULY 11, 2022
all about buy-in in professional services (Manchester and Dublin 2019) (kimtasso.com). A July 2019 article in Catalyst compares this situation as being like a human without a brain, who would be just a collection of activities that cannot operate. 40% Selling (winning new clients). 10% Existing client development.
Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars
Red Star Kim
APRIL 17, 2023
Leverage your exemplars to promote good habits I shared a number of stories about how firms can leverage the expertise and experience of their best (exemplar) business developers: Facilitating regular “Talking to Bob” dinners at a property business where junior, intermediate and senior fee-earners could listen to stories about how he managed to identify, (..)
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 from that moment, up until 2019, tell us about the evolution of the business.
How to systemise account management in your agency, with Alex Raymond
Account Management Skills
AUGUST 24, 2021
Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. We chatted about: – the importance of having a client development plan. – how to avoid client churn.
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