Business Planning Client Development Marketing Stakeholders 
Red Star Kim
NOVEMBER 13, 2023
Private client management and marketing: Business plans, recruitment, assessments and automation. Core challenges for private client law leaders The core challenges identified throughout the day were the interlinked topics of business plans, recruitment, assessments and automation.
Red Star Kim
JULY 11, 2022
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. It lacks a pull or client-centric approach. across the firm.
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Red Star Kim
AUGUST 1, 2023
At the recent PM Forum workshop on “Marketing and Business Development Planning in a Nutshell” the key issue to emerge from delegates was “How to engage fee-earners in the M&BD planning process?”. Why do we need fee-earner involvement in the M&BD planning process? Use the marketing audit to prepare.
Revegy
AUGUST 12, 2020
Developing customer insights isn’t a one-time, static exercise. It is an ongoing effort that should be an integrated part of your client development and account planning strategy. Business success in the COVID-19 and post COVID-19 world demands a commitment to a customer-centric growth strategy.
SmartKarrot
FEBRUARY 16, 2023
Role: Customer Success Executive Location: Austin, TX, United States (Hybrid) Organization: Axon As a Customer Success Executive you’ll be a consultant and a spokesperson for your clients, holding frequent phone calls and in-person meetings to direct strategy and execution for reaching each client’s particular goals.
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