Red Star Kim

JULY 11, 2022

Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure. Communication and education are required to manage expectations and promote enthusiasm and momentum. There are lots of articles on internal communications, buy-in and stakeholder engagement. Prioritise action.

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

Red Star Kim

SEPTEMBER 29, 2023

The September PM Forum workshop on “ Professional and Practical Skills for Marketing and Business Development (M&BD) Assistants” was attended by 18 delegates from legal, accountancy, consultancy and actuarial firms. And also to support cross-selling and enhance the client experience. How do you stand out from your peers?

Marketing 130

Marketing Stakeholders Digitalization Communication 130

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. However, I do use a number of assessment tools in my coaching and development work. kimtasso.com).

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

SmartKarrot

MARCH 10, 2022

Reduce churn and drive new business growth through innovative practice and metrics-driven strategy. Ensure retention of key clients and growth of their accounts. Identifying blockers to account growth and client development and communicating them to the business.

Customer Success 19

Customer Success Customer Experience Account Growth Client Development 19

SmartKarrot

FEBRUARY 3, 2022

Develop a scalable elegant and innovative customer success playbook that sets clients up for success and maximizes the value of BetterUp Care offerings. Development and maintenance of all onboarding material for new clients to WTP assistance services. Effectively support account managers to retain existing clients.

Customer Success 19

Customer Success Stakeholders Onboarding Account Management 19

SmartKarrot

DECEMBER 14, 2021

Hire, develop and mentor team members, building a customer-centric culture that owns and solves complex technical challenges for Logi’s most innovative and active customers. Understand customers’ needs and wants and communicate with internal stakeholders to solve problems and make product and process improvements.

Customer Success 19

Customer Success Onboarding Account Management Client Development 19

ProlifIQ

JUNE 21, 2023

It helps account managers identify the specific needs and goals of their clients, develop tailored strategies to meet those needs, and align the organization’s resources to drive customer success. First and foremost, effective communication and relationship-building skills are crucial for building trust and rapport with clients.

Account Management 52

Account Management Management Account Planning Stakeholders 52