Hubspot Sales

OCTOBER 21, 2019

based virtual assistant facilitator for executives. Premier Veba offers a suite of customized business services for executives, creatives, and technical experts. Whether you need someone to help with your operating system or an assistant to tackle blog writing -- these folks have someone for you. Prialto is a U.S.-based

Facilitation 87

Facilitation CRM Account Management Healthcare 87

AchieveIt

MARCH 22, 2023

Corporate strategic planning is essential to businesses and one of the basics of a business plan. The process requires careful evaluation and analysis to garner the best business results. Determining how best to allocate resources to teams and business units is integral to your overall planning process.

Software 52

Software Software Communication Organization 52

Red Star Kim

NOVEMBER 9, 2023

I deliver and facilitate strategy workshops and it’s always good to be able to recommend strategy books to delegates. I liked his checklist here – balancing governance with engagement – and recommending the use of external facilitators (I’m available for hire! I like that he extends to strategy execution and implementation.

Strategic Thinking 147

Strategic Thinking Decision-making Innovation Facilitation 147

Hubspot Sales

JULY 17, 2023

The platform facilitated the creation of an end-to-end, account-based planning system. You can create follow-up templates, blog ideas, and outlines — all with the power of AI. The tool integrates with your CRM to generate reports, forecast sales, manage leads, facilitate follow-ups, and more.

Artificial Intelligence 76

Artificial Intelligence Sales CRM Banking 76

Red Star Kim

MARCH 7, 2023

Look to the business plan and departmental plans. Prepare a strategic M&BD plan. You might consider: What’s important to your senior management team? What’s important to your fee-earners? What’s important to your clients? Where can I have the biggest impact? What are our goals? Strategy forces us to make choices.

Marketing 130

Marketing Management Emotional Intelligence Leadership 130

Hubspot Sales

AUGUST 9, 2018

-based virtual assistant facilitator for executives. Entrepreneur Plan, $398/month for 12 hrs/month and one user; Startup Plan, $698/month for 24 hrs/month and two users; Small Business Plan, $998/month for 36 hrs/month and three users; Team Plan, $1398/month for 50 hrs/month and five users. TaskBullet.

Small Business 101

Small Business Media Meetings Management 101

Red Star Kim

JANUARY 28, 2024

Having facilitated this session many times in the past in face-to-face workshops, it was exhilarating to experience the change in running it on-line for the first time. Last week I was excited to lead an MBL session on “Tackling Change Management – A Workshop for Professional Firms”.

Emotional Intelligence 130

Emotional Intelligence Leadership Management Facilitation 130