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

Red Star Kim

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. Private client management and marketing: Business plans, recruitment, assessments and automation. 10 reasons why (kimtasso.com).

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Referrer Management – Capacity and Capability

Red Star Kim

Referrer Management – Capacity and Capability Capacity – Rational elements of referrer management Throughout the workshop we considered how leadership and organisation (rational activity) supports effective referrer management. And co-create a plan. Why do you need a business plan? amongst us.

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Project Management—an Essential Part of Account Management

SalesPop

But at the end of the day, account planning naturally evolves into creating a project, which falls into the realm of project management. There are usually different people working on objectives, and each objective requires careful resource planning. Project Management Elements.

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6 tips for managing rapid business growth and expansion

ACT

In this article, we’ll share tips to help you manage growth and anticipate the challenges most companies face during expansion. Tip #1: Document your business growth strategy If you want sustainable business growth , you must follow a carefully designed strategy. Designed for growing businesses , Act! Since Act!

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Key Account Management: The Ultimate Guide

Hubspot Sales

The answer: Key account management. In this comprehensive guide to key account management, you'll learn: The definition of key account management. How to know whether your company needs a key account management strategy. The difference between key account management and selling. Key Account Management.

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

Red Star Kim

increasingly M&BD professionals play a part on the front line of client contact for example, as account managers) Client concentration? In this case, account managers liaise with the fee-earners. They learn about their markets and clients, help formulate strategy and develop plans. Role in direct client contact?

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Measuring the ROI of sales enablement at different maturity levels

Showpad

Time and time again, I see ambitious enablement leaders who know about the importance of a charter or business plan and actually create one. . However, what’s missing more often than not is the specific connection between the business and sales strategies and the enablement strategy and the related metrics.

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