Red Star Kim

NOVEMBER 13, 2023

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. Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Red Star Kim

JULY 11, 2022

There are lots of articles on internal communications, buy-in and stakeholder engagement. Animal magic of buy-in and stakeholder engagement (Video) (kimtasso.com). Ten top takeaways on stakeholder engagement and buy in (kimtasso.com). Review case studies of PSF marketing and business development. 0% Referrer development.

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

ProlifIQ

JUNE 21, 2023

These plans provide a detailed overview of the account’s goals, strategies, and specific actions to be taken to meet the objectives. The team’s expertise and knowledge help in navigating complex organizational structures, understanding customer dynamics, and building strong relationships with stakeholders.

Account Management 52

Account Management Management Account Planning Stakeholders 52

Hubspot Sales

APRIL 4, 2023

Give adequate details about the setting, the people involved, and any relevant background information. For example, "I like tackling tough issues and developing new solutions. I enjoy the process of analyzing complex data, identifying patterns and trends, and using that data to make informed recommendations.

Supply Chain 102

Supply Chain Leadership Construction Artificial Intelligence 102

Red Star Kim

AUGUST 1, 2023

Encourage fee-earners to engage in the M&BD planning process During the session – where we explored M&BD theory and frameworks and walked through the process of developing a M&BD plan – we identified several ways to engage fee-earners in the M&BD planning process. At their regular team meetings.

Decision-making 130

Decision-making Marketing Business Planning Management 130

Arpedio

JUNE 2, 2023

Picture this: you’re armed with a treasure trove of information about your clients, their needs, goals, and challenges. It’s like having a superpower that allows you to anticipate your clients’ needs, understand their pain points, and tailor your approach to meet them exactly where they are. Let's talk!

Account Planning 52

Account Planning Account Management Client Relationships Stakeholders 52

SmartKarrot

OCTOBER 5, 2023

For more information on risk management, consider browsing through SmartKarrot ’s Risk Management Resources. Designing an Effective Playbook for Large-Scale Clients Developing an effective playbook for managing large-scale clients helps in driving consistent account growth and sentiment.

Account Management 10

Account Management Management Value Proposition Stakeholders 10