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.
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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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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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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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