Account marketing, Digitalization and Marketing

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

Red Star Kim

NOVEMBER 17, 2023

At training workshops, people often ask me for case studies of successful marketing and business development strategies and campaigns at professional services firms. Here I summarise brand, referrals, research, key account management (KAM) and new service development case studies. Some competitors enjoyed 2.5

Marketing

Marketing Key Account Management Innovation Account Management

Legal marketing case studies – Law firm media relations and integrated campaigns (Kysen)

Red Star Kim

DECEMBER 19, 2023

I keep an eye out for case studies in professional services marketing and share them at workshops. Legal marketing case studies – Law firm media relations and integrated campaigns (Kysen). After the campaign, the evergreen content served as a valuable digital asset that continued to draw traffic to the site.

Media

Media Insurance Marketing Emotional Intelligence

Be more strategic: Top-down or bottom-up, marketing and sales integration and property marketing

Red Star Kim

DECEMBER 18, 2023

The workshop covered strategic thinking, business strategy and marketing and business development (MBD) strategy. From the animated discussions I selected a few topics of focus – Be more strategic: Top-down or bottom-up, marketing and sales integration and property marketing. Top-down or Bottom-Up Strategy?

Marketing

Marketing Strategic Thinking Artificial Intelligence Stakeholders

Crack the Consulting Code: Top 10 Digital Transformation Frameworks

Flevy

MARCH 20, 2024

Based on sales and downloads of the FlevyPro frameworks , here is what we found to be the top 10 Digital Transformation frameworks used by management consultants. Enhanced Decision-Making : Augmented intelligence can provide deeper insights into business operations, customer behavior, and market trends, enabling more informed decision-making.

Digital Transformation

Digital Transformation Digitalization Artificial Intelligence Government

The Power of Account-Based Marketing: A Thales Case Study

Cosawi

JANUARY 29, 2024

In the work we do, we find fascinating to see that Marketing as a function is often missing at the strategic account table. In our more traditional groups, marketing, and sales work in locked steps but it seems that the shift to strategic account management is often missing marketing when time comes to establish its roadmap.

Value Proposition

Value Proposition Co-Creation Marketing Account marketing

Future Marketing/BD Manager – Build resilience to avoid being overwhelmed

Red Star Kim

MARCH 7, 2023

A key theme arising at the March PM Forum “ Future Marketing/Business Development Manager” (with delegates from legal, accountancy and consultancy firms) was about being overwhelmed. There were conversations about overwhelmed marketing/BD managers, overwhelmed M&BD teams and overwhelmed fee-earners.

Marketing

Marketing Management Emotional Intelligence Leadership

The Top Marketing Trends for 2023: AI Captures the Most Mindshare, but Marketers Have More on Their Plates

Strategic Communications

OCTOBER 3, 2023

When it comes to trend spotting in the marketing space, there’s a bright, shiny thing in the room: artificial intelligence. AI is clearly top of mind for marketers. When it comes to AI, the generative variety (like ChatGPT) is by far the leading trend impacting marketing.

Marketing

Marketing Advertising Co-Creation Digitalization

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

Red Star Kim

DECEMBER 5, 2023

In November it was a full house for the PM Forum’s Proactive marketing and business development executive online workshop. It was on budget day so those from accountancy and tax practices had a lot going on. Proactive marketing and business development executives – CRM, internal engagement and career insights.

CRM

CRM Marketing Interpersonal Skills Client Relationships

Coaching and Consulting skills – Limiting beliefs, approaches to helping and marketing consultancy

Red Star Kim

FEBRUARY 14, 2023

At the start of February it was a full house of delegates from accountancy, law and consultancy firms (including from Hong Kong) at the PM Forum ’s “Coaching and Consulting skills for marketing and business development professionals”. highcaliberbranding.com) Why are you hiring a marketing consultant?

Emotional Intelligence

Emotional Intelligence Marketing Stakeholders Communication

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

Red Star Kim

APRIL 12, 2023

With a full house of marketing and business development executives from legal and accountancy firms across the UK it was an interactive, valuable and fun day (Thank you delegates for your spirited engagement and thanks to Morag Campbell for your superb technical hosting!). Do you feel there is a lot of crossover between them?”

Media

Media Marketing B2C Stakeholders

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

Red Star Kim

AUGUST 31, 2023

To support my training courses and workshops, I keep an eye out for interesting marketing and business development case studies. Today I summarise professional services marketing/BD case studies – Moore Kingston Smith, Mazars, Fladgate, Travers Smith, Mills & Reeve. Investment in the global real estate market was nearly $11.5

Marketing

Marketing Leadership Government Logistics

Release time to become a more proactive Marketing and Business Development Executive (November 2022)

Red Star Kim

DECEMBER 2, 2022

It was a full house at November’s PM Forum workshop for Proactive Marketing and Business Development Executives. Release time to become a more proactive Marketing and Business Development Executive. Prioritise – Use marketing and business development plans (and your line manager) to focus attention and identify priorities.

Marketing

Marketing Communication Meetings Strategic Thinking

Be more strategic – A metaphor: Analyse, join and align the dots

Red Star Kim

MARCH 6, 2023

Delegates were from legal and accountancy firms with roles as varied as marketing, digital marketing, business development, PR and key accounts (executives, managers and a director). Many use a situational analysis or marketing audit. And we analyse the analytics from our digital marketing performance.

Strategic Thinking

Strategic Thinking Cybersecurity Digitalization Stakeholders

Campaigns, thought leadership and project management – Early engagement, scoping and risk management

Red Star Kim

JUNE 27, 2023

At the recent PM Forum online workshop on campaigns, thought leadership and project management there were 17 delegates from legal, accountancy and insolvency firms located in London, Belfast, Sutton Coldfield, Manchester, Newcastle, Cambridge and Dubai. Describe what is involved in campaign development and the sequence of events.

Leadership

Leadership Management Stakeholders Communication

How To Fix Your Marketing Structure Problems

SBI Growth

MAY 1, 2013

How do you know it’s time to restructure your marketing organization ? We also never thought that Marketing’s technology spend could outpace the IT spend. She inherited a legacy B2B marketing team, no marketing automation or lead generation program. Sales leadership continues to hammer marketing for support.

Marketing

Marketing Account marketing Leadership Sales Leadership

Referrer Management – Capacity and Capability

Red Star Kim

OCTOBER 16, 2023

10 reasons why (kimtasso.com) Marketing planning in a nutshell – simple and complex plans (kimtasso.com) Data and systems It was good to have a sprinkling of IT geeks (their label not mine!) Most commented on the data challenges of referrer management – although accountants using PracticePortal were happy with their CRM.

Management

Management Emotional Intelligence Onboarding Communication

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

Red Star Kim

JUNE 15, 2023

IBISWorld – Industry Market Research, Reports, & Statistics Mintel – UK Sector and industry consumer reports from £1500 UK Archives | Mintel Store Nexis – Licensed news and media information, company data, regulatory and legal information, and market & industry reports.

Key Account Management

Key Account Management Account Management Management Client Relationships

Marketing technology system review – Informanagement integrated content and distribution system for accountancy and legal firms

Red Star Kim

FEBRUARY 22, 2023

So here’s a quick marketing technology system review – Informanagement integrated content and distribution system for accountancy and legal firms. And is targeted at smaller law and accountancy firms who need to supplement their limited marketing and business development resources.

Marketing

Marketing Media Communication Digitalization

Hooks, Headlines and Hard-Wired Words: 11 ideas for better writing

Red Star Kim

OCTOBER 17, 2022

Marketers from law, accountancy, engineering and property firms joined a PM Forum workshop to share ideas on how to improve our writing. Digital marketers will tell you that the first two words are the most important. From the offices of our hosts (Thank you firm Boodle Hatfield!) Video) (kimtasso.com).

Remote Working

Remote Working Communication Internet Decision-making

The 21 Best Business Strategy Blogs

CMOE

MARCH 6, 2023

strategy + business (s+b) Whether it be topics centered around operations, marketing, or human capital, strategy + business aims to “illuminate the complex choices that leaders face….and Knowledge at Wharton covers an array of subjects, such as finance and accounting, marketing, and analytics.

Finance

Finance e-Learning Innovation Leadership

Key takeaways from SAMA’s Annual Conference

Arpedio

MAY 30, 2022

McKinsey (see graphic below) investigated thirty go-to-market channels (e.g., digital advertising, social media, email, phone, in-person) and found that a multi-channel approach increased sales effectiveness by 10% from 2020 to 2021. Companies need to ensure alignment between sales and marketing for their key and strategic accounts.

Digital Transformation

Digital Transformation Account Management B2B Advertising

Best monday.com Alternative in 2022 | Insightly

Insightly

AUGUST 3, 2022

In recent years, monday.com has surged to the front of the pack regarding online work management tools, especially for robust teams of marketers, developers, designers and salespeople. Even with an excellent marketing department, qualifying the leads who land on the salespeople’s desks is still a challenge. .

CRM

CRM Small Business Marketing Decision-making

Strategic Accounts Today

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

Legal marketing case studies – Law firm media relations and integrated campaigns (Kysen)

Trending Sources

Be more strategic: Top-down or bottom-up, marketing and sales integration and property marketing

Crack the Consulting Code: Top 10 Digital Transformation Frameworks

The Power of Account-Based Marketing: A Thales Case Study

Future Marketing/BD Manager – Build resilience to avoid being overwhelmed

The Top Marketing Trends for 2023: AI Captures the Most Mindshare, but Marketers Have More on Their Plates

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

Coaching and Consulting skills – Limiting beliefs, approaches to helping and marketing consultancy

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

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

Release time to become a more proactive Marketing and Business Development Executive (November 2022)

Be more strategic – A metaphor: Analyse, join and align the dots

Campaigns, thought leadership and project management – Early engagement, scoping and risk management

How To Fix Your Marketing Structure Problems

Referrer Management – Capacity and Capability

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

Marketing technology system review – Informanagement integrated content and distribution system for accountancy and legal firms

Hooks, Headlines and Hard-Wired Words: 11 ideas for better writing

The 21 Best Business Strategy Blogs

Key takeaways from SAMA’s Annual Conference

Best monday.com Alternative in 2022 | Insightly

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