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

COVID-19’s Impact on 2021 Content Marketing Strategy

Strategic Communications

As businesses plan for 2021, none can ignore the potential for COVID-19 to continue disrupting their operations and impacting consumer decisions. What strategies might work for your marketing plans in 2021? In 2021, says Debeljak, these efforts will stay in play. REALLOCATING BUDGETS. Recommended Reading.

article thumbnail

Here's How to Recession Proof Your Business for 2021

Strategic Planning and Management Insights

Whether you’re an established business or looking to start your own, it’s important to have a recession-proof strategic plan in place to ensure your company can weather any storm. Take a look at our tips on how to draft a strategic 2021 strategic plan that can withstand anything thrown its way.

article thumbnail

Top 7 Formstack Alternatives in 2021

PandaDoc

In this article, we’ll cover seven great Formstack alternatives that you should check out in 2021. And there you have it: Seven great alternatives to Formstack to consider in 2021. To learn more about everything we offer — including forms — sign up for a free 14-day trial on our Business plan. Let’s jump right in.

article thumbnail

Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

Red Star Kim

The following reports may be useful: Professional Services Global Market Report 2022 (globenewswire.com) (December 2021). Law Society Research Report – Future Worlds 2050 (kimtasso.com) (July 2021). Professional Services Industry Overview – Market Size, (globenewswire.com) (May 2021). Review our business plan.

article thumbnail

GetAccept vs DocuSign: 2021 comparison

PandaDoc

Both plans offer similar features, like custom branding, audit trails, and real-time notifications. Outside of that basic plan, everything changes. DocuSign users have the ability to move up to a business plan at $40/month, but the next tier in GetAccept starts out with a required minimum of five users for a total of $200/month!