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Referrer Management – Capacity and Capability

Red Star Kim

We also mentioned data cleaning systems such as Cirrom Marketing technology system review – Clean contact data with Cirrom (kimtasso.com) to help with those daunting data cleansing tasks. A starting point was onboarding where data, preferences, potential and priority assessment took place.

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Professional services marketing/BD case studies – Moore Kingston Smith, Mazars, Capsticks, Fladgate, Travers Smith, Mills & Reeve and brand awards

Red Star Kim

Senior level all the way down to junior and include those that are already onboard but also the trickier ones to convert as well. This can be the managing partner and members of the board Look to appease everyone all the way through the process through inclusion. Julie concluded with the fact that this was not a small or short project.

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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”. Some firms provide templates of different types of KAM meeting types.

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The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Red Star Kim

Are there any tips for how to deal with those kind of meetings / getting buy in from people more senior (whether fee earners or support staff)? Another aspect of the culture shock is that in professional services we refer to clients rather than customers. How do I get my opinions and voice heard among more senior colleagues?

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