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

Red Star Kim

For events , one delegate asked about LinkedIn Events | LinkedIn Marketing Solutions and whether others experienced problems with bots and a lack of control over who registers. Others asked about platforms for event invitations. Finding ways to meet with people in real time (such as at social events) can help.

CRM 130
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Referrer Management – Capacity and Capability

Red Star Kim

And co-create a plan. Why do you need a business plan? 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!)

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Linking Budget to Strategy Virtual Event Recap

ClearPoint Strategy

Shawna Davis, Budget and Performance Analyst, shared that Olathe has a 20-year strategic plan in place with an organizational scorecard. This serves as the anchor between the operations budget and strategy, as well as the backbone for department business plans and performance measures that help them gauge success.

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

Red Star Kim

See also integrated-business-planning-oct12.pdf 31% Yes 69% No Techniques used most by delegates: An annual business planning process that is led by practice areas SWOT analysis (sectors and territories) SMART objectives Persona research Market research to shape tactics Where is your main strategic focus?

Marketing 130
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Update on marketing and business development (M&BD) team structures

Red Star Kim

Process integration – Some firms separate out marketing, communications and sales functions – usually the larger firms where more specialisation is required. They then brief and manage the operations team for implementation support on communications, events, design, content production and email campaigns.

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

Red Star Kim

Communication and education are required to manage expectations and promote enthusiasm and momentum. A bite-sized approach to engaging fee-earners in the planning process was suggested: marketing planning process into a professional service firm (kimtasso.com). Review our business plan. 50% Sector plan.

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The Business Definition of a Founder

Hubspot Sales

Develop a Business Plan. Most successful businesses begin with a well-thought-out business plan, and in many cases, it’s up to the company’s founder to ensure a business plan has been created. Check out this post for advice on writing a detailed business plan. Oversee Company Operations.