article thumbnail

Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

Red Star Kim

Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure. There are lots of articles on internal communications, buy-in and stakeholder engagement. Animal magic of buy-in and stakeholder engagement (Video) (kimtasso.com). Innovate – Be more innovative in M&BD.

article thumbnail

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

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

Red Star Kim

Some guidance is provided: Be more visible – the PVI model (kimtasso.com) and Be visible, assert and challenge and remember your goals (kimtasso.com) Other points of interest How to engage fee-earners?

Marketing 130
article thumbnail

Strategic Account Management

ProlifIQ

The team’s expertise and knowledge help in navigating complex organizational structures, understanding customer dynamics, and building strong relationships with stakeholders. Which key stakeholders are your “champions” and will help you retain the account, or even grow it? But where do companies often have gaps?

article thumbnail

Feb 03 – Customer Success Jobs

SmartKarrot

Develop a scalable elegant and innovative customer success playbook that sets clients up for success and maximizes the value of BetterUp Care offerings. First touchpoint for corporate clients and acting as an interface to internal stakeholders. Monitor client KPIs and targets to ensure success.

article thumbnail

Dec 14 – Customer Success Jobs

SmartKarrot

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.

article thumbnail

Jun 30 – Customer Success Jobs

SmartKarrot

Building strategic relationships across multiple stakeholders across the clients to ensure alignment with business goals. Working closely with Product to share customer insights that inform future product developments and effectively bring those innovations to bear for optimal customer success.