Red Star Kim

NOVEMBER 13, 2023

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. Recruitment of private client lawyers A core challenge facing many of the delegates’ practices was recruitment. kimtasso.com).

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Red Star Kim

APRIL 17, 2023

Last week I facilitated MBL’s full day training session on “Developing more work from referrers and intermediaries”. Delegates were from legal, accountancy and insolvency firms – both M&BD teams and fee-earners.

Management 130

Management Manufacturing Client Relationships Facilitation 130

SmartKarrot

MAY 9, 2022

As a Customer Success Manager, you will understand customer outcomes by communicating with customers, analyze customer health metrics, run NPS and gather other feedback via Intercom, email, SMS, Zoom, and other methods. Monitor client KPIs and targets to ensure success. Help manage and facilitate RFPs requests with the broader team.

Customer Success 3

Customer Success Value Proposition Onboarding Facilitation 3

SmartKarrot

MARCH 8, 2022

Anita leads a team that dives into the customer insights of B2B SaaS clients and extracts actionable information from it. They then help the clients develop a customer-centric business strategy that increases customer loyalty and retention. Annette Franz. Annette Franz is the Founder and CEO of CX Journey Inc. Shari Srebnick.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21