article thumbnail

Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

Private client management and marketing: Business plans, recruitment, assessments and automation. Core challenges for private client law leaders The core challenges identified throughout the day were the interlinked topics of business plans, recruitment, assessments and automation. 10 reasons why (kimtasso.com).

article thumbnail

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

Red Star Kim

See also integrated-business-planning-oct12.pdf 31% Yes 69% No Techniques used most by delegates: An annual business planning process that is led by practice areas SWOT analysis (sectors and territories) SMART objectives Persona research Market research to shape tactics Where is your main strategic focus?

Marketing 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Referrer Management – Capacity and Capability

Red Star Kim

And co-create a plan. Why do you need a business plan? 10 reasons why (kimtasso.com) Marketing planning in a nutshell – simple and complex plans (kimtasso.com) Data and systems It was good to have a sprinkling of IT geeks (their label not mine!)

article thumbnail

Should You Start a Business in Uncertain Times? What Research & Real Business Owners Say

Hubspot Sales

Starting a new business is one of the most unpredictable, tumultuous adventures on which we could embark. We can all agree that 2020 was a particularly uncertain and uncomfortable year. Yet more products were launched in 2020 than the two years prior: 7% more than in 2019 and 18% more than in 2018. TL;DR: Yes. Prepare to adapt.

article thumbnail

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

Red Star Kim

Ideas on how to spend any “free” time ranged from competitor and analytics analysis to business plans for teams although some mentioned getting up to date on admin. Between 1% and 20% of their time currently spent being proactive – with a median of 10%. We shared questions and reflections half-way through the day and at the end.

CRM 130
article thumbnail

How to engage fee-earners in the M&BD planning process?

Red Star Kim

multiple choice) 43% Sales funnel/pipeline/opportunity management 43% Awareness/Engagement/Conversion/Loyalty/Advocacy 43% Where Now?

article thumbnail

The 3 Essential Stages of a Successful Startup

Hubspot Sales

Because of the availability of technology, experience, and capital virtually anyone can create a business plan and start a company. A startup is typically defined as a new business created to solve a problem for a specific customer segment. Creating a Successful Startup in 2020. Scaling the business.