Account marketing, Business Planning, Client Relationships and Leadership

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Account marketing

Business Planning

Client Relationships

Leadership

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

Red Star Kim

DECEMBER 5, 2023

Ideas to enhance engagement To reduce “us and them” (fee earners and marketing) feelings we can try to invoke a sense of ingroup and a shared social identity. 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.

CRM

CRM Marketing Interpersonal Skills Client Relationships

Referrer Management – Capacity and Capability

Red Star Kim

OCTOBER 16, 2023

Referrer Management – Capacity and Capability Capacity – Rational elements of referrer management Throughout the workshop we considered how leadership and organisation (rational activity) supports effective referrer management. And co-create a plan. Why do you need a business plan?

Management

Management Emotional Intelligence Onboarding Communication

Strategic Accounts Today

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

Referrer Management – Capacity and Capability

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