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

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

Red Star Kim

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.

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Strategic Account Management

ProlifIQ

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.

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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. At their regular team meetings.

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15+ Interview Questions for Consultants [+ Sample Responses]

Hubspot Sales

Identify one or two relevant examples demonstrating your ability to meet the expectations outlined in the job description. These may include specific projects you worked on, accomplishments you achieved, or skills you developed. For instance, "One example that comes to mind is when I was working with a client who wanted to [X].

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Customer Centric Growth Amid COVID

Revegy

Developing customer insights isn’t a one-time, static exercise. It is an ongoing effort that should be an integrated part of your client development and account planning strategy. Stay engaged with your key stakeholders, remind them that you’re by their side for the long-haul and that you will adapt to meet their changing needs.

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How to Ignite Success With Account Plans

Arpedio

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. Without this strategic framework, it’s tough to develop an effective playbook of tactics and foster long-term business relationships.