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

Red Star Kim

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.

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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). 40% Selling (winning new clients).

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

Red Star Kim

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, (..)

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

Red Star Kim

11% Marketing/lead generation 11% Selling (winning new clients) 33% Existing client development 0% Referrer management 44% All of them How clear are you on the client (buying) journey?

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How Marketing and Business Development (M&BD) Assistants can shine – Develop knowledge and skills, build personal brand and increase visibility

Red Star Kim

Research more on the practice areas I support to have a better idea of their perspective on BD Learned that there are lots of marketing/bd functional avenues that I can develop my skills in Use a mentor programme (see PM Forum Mentor Match ) Stay patient if I don’t quite understand something, I will always learn and develop Career and Personal (..)

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Top 50 Women Leaders in Customer Success 2022

SmartKarrot

Anita leads a team that dives into the customer insights of B2B SaaS clients and extracts actionable information from it. They then help the clients develop a customer-centric business strategy that increases customer loyalty and retention. Caroline was also named one of the Top 100 Customer Success Strategists for 2020-2021.

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Expert advice: 10 ways to generate more SEO leads

Nutshell

Written content is undoubtedly useful but today, visual materials such as infographics or videos are very effective for B2B marketing purposes and they will continue to be one of the most frequently used marketing strategies for 2021. For example, in our business, recycling is a very broad topic to cover. Jonathan L.