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

Red Star Kim

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.

Marketing 130
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How to write a lean business plan

PandaDoc

Traditional business plans can help, but they might be far too complicated if you’re in the early stages of business development or you aren’t intended to seek external funding to start your company. If that’s the case, a lean business plan is probably a better answer. How to write a lean business plan.

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A Free Business Plan Template For Sales Reps

Hubspot Sales

This year, give yourself the gift of a business plan -- one that clearly spells out your goals, how you’ll pursue them, what you must do to get there, and what’s in your way. You'll be back on the right track and have an action plan for success. Sales Business Plan Layout. What new markets will you approach?

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Update on marketing and business development (M&BD) team structures

Red Star Kim

I presented a methodology to design marketing and BD team structures in November 2015. Some of the points raised then remain the same, whilst new market conditions bring additional components into the equation. They learn about their markets and clients, help formulate strategy and develop plans.

Marketing 130
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Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

Red Star Kim

This is a summary (and an additional learning resource for delegates) of last week’s M&BD planning workshop through the PM Forum. Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure. Global trends always impact on domestic plans. across the firm.

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

Red Star Kim

In November it was a full house for the PM Forum’s Proactive marketing and business development executive online workshop. Proactive marketing and business development executives – CRM, internal engagement and career insights. CRM and Marketing Automation Software for SMBs | Act! Email Online Invitations that WOW!

CRM 130
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Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)

Red Star Kim

Having confident leadership with a strong vision, backed up with a robust business plan and strategy and evidence of progress was attractive to potential recruits. This was especially important for smaller firms where they have limited resources but face significant competition in the wider private client market.