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The trouble with account managers

Account Management Skills

Paint a picture of the client’s future business and provide an ROI on the relationship – so they can have client improvement conversations ( according to Gartner ) Be knowledgeable, professional and efficient when it comes to delivering the agency’s service but also proactive with suggesting new, business-relevant ideas and insight (..)

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

Red Star Kim

Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. 67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention.

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Book review: All you need to know about commercial awareness by Christopher Stoakes

Red Star Kim

The next public commerciality workshop (for marketing and business development profesionals) is in September through PM Forum The post Book review: All you need to know about commercial awareness by Christopher Stoakes appeared first on Kim Tasso.

Finance 130
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Why agency account managers struggle to think ahead

Account Management Skills

It’s important to ensure everyone keeps account growth top of mind (it’s much cheaper and easier to grow an existing client than it is to find new ones) e.g. offering to help clients with their yearly plan, having quarterly business reviews, establishing client growth KPIs, having client development plans, regular monthly client development team meetings (..)

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How Marketing and Business Development (M&BD) Assistants can shine – Develop knowledge and skills, build personal brand and increase visibility

Red Star Kim

Research more on the practice areas I support to have a better idea of their perspective on BD Learned that there are lots of marketing/bd functional avenues that I can develop my skills in Use a mentor programme (see PM Forum Mentor Match ) Stay patient if I don’t quite understand something, I will always learn and develop Career and Personal (..)

Marketing 130
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Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

Leverage your exemplars to promote good habits I shared a number of stories about how firms can leverage the expertise and experience of their best (exemplar) business developers: Facilitating regular “Talking to Bob” dinners at a property business where junior, intermediate and senior fee-earners could listen to stories about how he managed to identify, (..)

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How You Prospect Matters: Prospect Engagement Playbook Launch Webinar

SBI

Pernilla Hammar, Manager Client Development, eWork Group. Stay human and win more deals with our latest Prospect Engagement Playbooks. Because HOW you prospect matters. Finally I can manage my team’s prospecting efforts and coach better! REGISTER NOW.