article thumbnail

The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Red Star Kim

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. As an additional learning resource for delegates, I review the key themes of The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media.

Media 130
article thumbnail

Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

Last week I facilitated MBL’s full day training session on “Developing more work from referrers and intermediaries”. Social media was used by all firms but to varying degrees – there was less activity in sharing joint content and endorsements/recommendations than other methods.

Insiders

Sign Up for our Newsletter

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

article thumbnail

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. 67% felt that social media was reasonably effectiveness and 33% didn’t know whether it was effective or not.

article thumbnail

7 Tips for Sales Kickoff Keynotes That Will Inspire Your Sales Team

Brooks Group

Planning your sales kickoff or national sales meeting? Conduct Your Search Planning an important event such as a sales kickoff meeting can feel daunting. Poll Your Sales Team: Your sales team may have a trainer, facilitator, or author they have worked with in the past and admire. The earlier you get started, the better.

Sales 94
article thumbnail

Customer Journey Mapping

Flevy

By systematically representing the Customer Journey, businesses can align their operations to better meet customer needs, ultimately driving satisfaction, loyalty, and growth. Preferred Channels and Touchpoints : Understanding where personas prefer to engage with the brand (online, in-person, social media, etc.)

article thumbnail

8 Online Networking Platforms for Black Entrepreneurs

Hubspot Sales

Their Community Portfolio serves as a great directory for people to get a closer look at over 200 members’ businesses with direct links to their websites and social media accounts, making it easy to connect. Users can direct message each other, participate in virtual events, share meeting links to have one-on-one calls, and more.

Investors 109
article thumbnail

15 Key Integrations Between CRM & Your Other Business Processes

Hubspot Sales

Using two-way integration with your CRM and Google or Outlook calendar, you can instantly log a meeting in your CRM, create meeting notices, and send invites to meeting guests. You can create custom integrations to facilitate specific tasks to create automated workflows. Social Media Integrations.

CRM 104