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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

We spent some time on mission and value statements (looking at examples from other private client teams) – and how they are formed through analysis and discussion with stakeholders. ESG) principles was especially important for younger generations. ESG) principles was especially important for younger generations.

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How to Radically Improve Your B2B Sales Win Rates

Mike Kunkle

That’s obviously important, but it’s a separate topic for a different day. In this post, I’m going to share some simple concepts that I’ve seen deliver radically improved results across a sales force. And by “radically,” I mean improve opportunity management effectiveness and skyrocket win rates by 25-40%.

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The Business of Expertise | One Step Ahead

Account Manager Tips

The business of expertise How to ask a client for a referral What I'm reading Addicted to tabs? Any ideas on why clients listen to other people's advice and not yours? In other news Quote of the week Final word. The business of expertise I read a lot. I also take a lot of notes. So, I decided to sign up for Readwise. Reputation.

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How To Approach Digital Customer Engagement Strategies In 2022?

Clarity Engagement Solutions

What Does 'Going Digital’ mean? Why is that? So, what does ‘going digital’ actually mean’? ‘Going digital’ can mean a myriad of things, such as setting and measuring KPIs, finding where your audience is present online so you can direct your organic and paid ad efforts towards finding them. Communication Is Key.

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How To Approach Digital Customer Engagement Strategies In 2022?

Clarity Engagement Solutions

What Does 'Going Digital’ mean? Why is that? So, what does ‘going digital’ actually mean’? ‘Going digital’ can mean a myriad of things, such as setting and measuring KPIs, finding where your audience is present online so you can direct your organic and paid ad efforts towards finding them. Communication Is Key.

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Be more strategic – PESTLE, Positioning and Plans

Red Star Kim

Export and import issues (supply chain issues from Brexit). At the “Being more strategic” PM Forum workshop a week or so ago, half of the delegates were in management roles. Many were attached to specific practice groups and some had firm-wide roles. Be more strategic – PESTLE, Positioning and Plans. Potential insolvencies and bankruptcies.

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

Red Star Kim

Be more strategic – A metaphor: Analyse, join and align the dots Be more strategic – A metaphor: Analyse, join and align the dots At the start of the session we talked about what strategic means to us and how we explain the need for strategy to our internal stakeholders. The starting point for strategy is analysis.