Remove Account Management Remove Account marketing Remove Facilitation Remove Key Account Management
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Account Planning Template

ProlifIQ

Account planning efforts should also cover the specific KPIs that your product or service is meant to move the most. Account managers will play a major role in driving quick wins and a good experience. Don’t skip this part of the account template. Key account managers should drive this.

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

Red Star Kim

Last week I facilitated MBL’s full day training session on “Developing more work from referrers and intermediaries”. Delegates were from legal, accountancy and insolvency firms – both M&BD teams and fee-earners. Half the delegates had a KAM (Key Account Management) programme at their firm.

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Case studies: Marketing and Business Development at law and accounting firms

Red Star Kim

Here I summarise brand, referrals, research, key account management (KAM) and new service development case studies. At law firms: Addleshaw Goddard, Collas Crill, LawNet, Ontier, Schillings and accountancy firms: Menzies, Mercer and Hole. I scour publications and awards to pick up as many as I can.

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