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

Red Star Kim

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. Private client management and marketing: Business plans, recruitment, assessments and automation.

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Strategic Account Management

ProlifIQ

Strategic Account Management in B2B Welcome to our comprehensive guide on strategic account management. Whether you’re an experienced strategic account manager or aspiring to become one, we share the knowledge and skills needed to excel in this critical role.

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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

Growth of digital marketing and content management The team mentioned the need for engagement reports to show the performance of each post and fee-earner as well as for entire teams, services, sectors and campaigns. One delegate question was “ What tips to engage fee earners with investing time and data into the CRM systems?”.

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

Red Star Kim

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. Animal magic of buy-in and stakeholder engagement (Video) (kimtasso.com). 40% Selling (winning new clients). 30% All of them.

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How to systemise account management in your agency, with Alex Raymond

Account Management Skills

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships.

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How to engage fee-earners in the M&BD planning process?

Red Star Kim

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. That’s our professional training. Adopt a more agile approach.

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Enterprise Account Management: Crafting the Perfect Playbook for Large-Scale Clients

SmartKarrot

Businesses today strive to get growth from existing accounts and, the role of Enterprise Account Management has come to the forefront in that regard. Designing and implementing the perfect playbook for managing large-scale clients is crucial to ensuring consistent customer experience and business growth.