Red Star Kim

FEBRUARY 12, 2024

Delegates from legal, financial service and industry, joined me last week for a full day workshop on persuasive writing. Have you assumed the readers understand the technical terms you use? During the session we created our own persuasive writing checklist – here are the highlights. Preferably overnight. Have you been original?

Media 130

Media Financial Services Advertising Decision-making 130

PandaDoc

JUNE 13, 2023

required establishing a well-defined legal framework for electronic contracts. Keep your docs secure Our legally-binding eSignature software is ESIGN and UETA compliant. eSign with PandaDoc Legal vocabulary Record retention Record retention refers to the storage of documents and records that are no longer active. And the U.S.

Insurance 52

Insurance Transportation Digitalization Software 52

PandaDoc

MARCH 22, 2024

Due diligence is an in-depth examination of a target company’s financial, legal, and operational aspects. Document tracking software enables real-time monitoring of document interactions, providing insights into when one opens, reviews, and engages with legal documents. This page is not intended to and does not provide legal advice.

Computers and Electronics 52

Computers and Electronics e-Learning Facilitation Software 52

OnStrategyHQ

DECEMBER 2, 2022

A PESTLE analysis examines external market factors – including Political, Economic, Social, Technological, Legal, and Environmental – and market trends that might impact your organization’s direction, performance, and position in the marketplace. Are they short- or long-term plays? What are Legal factors?

Supply Chain 98

Supply Chain Government Facilitation Organization 98

Flevy

MARCH 21, 2024

A well-defined IP Strategy is vital for maximizing the value of intellectual assets and ensuring long-term business sustainability. Cost of IP Protection Definition : The total costs associated with securing and maintaining IP rights, including patent filings, trademark registrations, and legal fees.

Management 52

Management Digital Transformation Innovation Negotiation 52

PandaDoc

MARCH 1, 2024

A VDR simplifies the due diligence process, as potential buyers have a centralized, online hub to assess financial, legal, and operational data to uncover risks that could impact the success of the M&A transaction. marketing, legal, financial), main folders (e.g., This page is not intended to and does not provide legal advice.

Acquisition 52

Acquisition Stakeholders Government Software 52

Red Star Kim

JUNE 15, 2023

Delegates were from legal and accountancy firms in the UK, Channel Islands, Germany and United Arab Emirates. profit, growth and core legal services) How can Nexl help law firms execute their Strategic Account initiatives? (no-data-entry The OnePlace legal client relationship management system was acquired by InTapp in 2019.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Hubspot Sales

FEBRUARY 16, 2022

Tracking, documenting, and ultimately reporting how the company spent money in a given year is central to understanding its long-term viability and financial wellbeing. Legal Fees and Settlements. Any legal fees or settlements from litigation your company deals with constitute non-operating expenses.

Leadership 89

Leadership Organization Marketing Sales 89

PandaDoc

MARCH 29, 2024

Negotiation : this stage gathers a deal desk, a sales team, and a client to agree upon mutual terms and conditions. In large companies, a deal desk team can comprise as much as 10 people with backgrounds in areas like legal, marketing, product management, or finance. This page is not intended to and does not provide legal advice.

Negotiation 52

Negotiation Stakeholders Profitability Government 52

PandaDoc

JUNE 23, 2023

Create a retainer invoice in a fraction of time Beautiful templates, legal eSignatures, easy cash-flow with management and more with PandaDoc. If possible, it’ll also include terms like delivery dates and payment details. For example: Retainer for legal services (10 hours/month). Why use a proforma invoice?

Banking 52

Banking B2B e-Learning Government 52

Hubspot Sales

OCTOBER 25, 2021

So while some clients might take a more hands-off approach towards their relationships with consultants, they almost always set some terms that shape how those contractors operate — and those terms are typically set in what's known as a consulting agreement. Termination Terms. Scope of Work.

Government 87

Government Communication Marketing 87

Arpedio

FEBRUARY 14, 2024

It allows companies to establish a solid foundation in the target market before scaling their operations, ultimately leading to sustainable and long-term success. Another challenge is dealing with legal requirements and regulations in different countries. Conduct thorough due diligence to avoid any legal pitfalls.

Supply Chain 52

Supply Chain Decision-making Government Marketing 52

Hubspot Sales

OCTOBER 1, 2020

These legally binding documents serve as an official confirmation of a customer's purchasing intent — along with a record of their order's specifics. Once a vendor receives and accepts the terms of a purchase order, it essentially becomes a legally binding contract. But how do you do that? Number Generators.

Suppliers 112

Suppliers Organization Software Software 112

Red Star Kim

FEBRUARY 15, 2024

Yet there are differences to the extent that they use push (tell) and pull (ask) energy – and the terms under which they are conducted and the processes that they use. The terms (e.g. 62% Legal 31% Consultancy 8% Accountancy How would you rate your relationships with fee-earners?

Facilitation 130

Facilitation Decision-making Emotional Intelligence Acquisition 130

PandaDoc

OCTOBER 5, 2021

Contract negotiation is when two or more people discuss the current terms of a contract and come to a new, legally binding agreement. Before the document is signed, you can negotiate (or change) parts of the contract until everyone in the business relationship agrees to the new terms. Understand basic contract law.

Negotiation 52

Negotiation Government Software Software 52

PandaDoc

DECEMBER 20, 2021

There are many legal implications that are associated with amendment changes. Moreover, international legislation varies so, depending on where the other party (or parties) are located, you might want to consider reaching out to a law firm for legal advice. When can you change the terms of a contract?

Negotiation 52

Negotiation Media Digitalization Government 52

Hubspot Sales

MAY 25, 2021

Hire a lawyer and CPA to help with contracts, licensing, bookkeeping, and other legal documents. Since there are no one-size-fits-all legal requirements when growing a business, I highly recommend seeking advice from experts before you start the hiring process. What if you need them to sign an NDA or non-compete agreement?

Finance 127

Finance Small Business Meetings Onboarding 127

Red Star Kim

MARCH 1, 2024

At the recent Training – PM Forum on “ Buy-in, engagement and stakeholder management ” workshop we welcomed executive and manager delegates from legal and accountancy firms as well as a delegate from Poland. Often, we will need to explain and educate – in simple terms that relate to the fee-earners’ perspective.

Stakeholders 130

Stakeholders Decision-making Emotional Intelligence Communication 130

Hubspot Sales

SEPTEMBER 10, 2021

It requires a record of clear, legally documented protections and obligations to set things in motion. Let's take a closer look at what that term entails and what you can expect to see on one. Like any other contract, a franchise agreement is designed to establish definitive terms for the relationship between the parties involved.

Insurance 89

Insurance Advertising Procurement Suppliers 89

Hubspot Sales

JANUARY 17, 2019

The particulars of the partnership must be decided at the beginning of the relationship to avoid legal disputes and misunderstandings. They have no control over issues like legal compliance, environmental issues, or accounting standards, nor will they have control over how assets are managed. Partnership Agreement.

Investors 107

Investors Finance Small Business Profitability 107

PandaDoc

MARCH 4, 2024

Initial public offering Data rooms are indispensable in managing the complexities involving legal, financial, and corporate records that are part of successfully launching an IPO. This page is not intended to and does not provide legal advice. Use of PandaDoc services are governed by our Terms of Use and Privacy Policy.

Banking 52

Banking Investors Acquisition Stakeholders 52

Red Star Kim

APRIL 17, 2023

Delegates were from legal, accountancy and insolvency firms – both M&BD teams and fee-earners. Last week I facilitated MBL’s full day training session on “Developing more work from referrers and intermediaries”.

Management 130

Management Manufacturing Client Relationships Facilitation 130

Hubspot Sales

JUNE 17, 2019

You’d even be forgiven if you thought it was just another convoluted business term with an accompanying three-letter acronym (Why are the acronyms always three letters long?). In essence, a contract contains the names of the parties involved, the goods or services being sold, and any additional terms. But, in this case, you’d be wrong.

Sales 98

Sales Software Software Government 98

Brooks Group

MAY 18, 2022

Personal assessments reveal the motivators and behavior styles that really affect how well someone will perform in a position, although not all tests provide reliable information (nor are they all legal to use in hiring decisions). They dress in casual, comfortable clothes, and prefer low-risk, short-term goals. Can people change?

Decision-making 89

Decision-making Sales Training Communication Organization 89

Zendesk

JANUARY 18, 2024

In the most simplified terms, transparency in AI is important because it provides a clear explanation for why things happen with AI. Zendesk CX Trends Report 2024 AI transparency involves understanding its ethical, legal, and societal implications and how transparency fosters trust with users and stakeholders.

Artificial Intelligence 52

Artificial Intelligence Decision-making Stakeholders Government 52

Hubspot Sales

SEPTEMBER 20, 2021

If you’re a franchisor, you’ll want to ensure that all of your legal ducks are in a row so you can present your best self to new franchisees. Item 10: Financing : Whether or not the franchisor offers financing arrangements and, if so, what the terms and conditions of those arrangements are.

Finance 100

Finance Decision-making Advertising Management 100

PandaDoc

APRIL 19, 2023

At PandaDoc, we like to bring simplicity to complex terms. Effective invoices should include: Your contact details Product details Payment terms and the due date Discounts and taxes information. All relevant information, especially payment terms, help to avoid disputes or confusion regarding the invoice matter. But how and when?

Procurement 52

Procurement Suppliers Banking Digitalization 52

PandaDoc

FEBRUARY 23, 2024

All you need to do is zoom out, see the bigger picture and start looking for long-term growth and expansion possibilities rather than focusing only on short-term conversion objectives. What will this opportunity bring me in terms of results (revenues, exposure, market penetration, etc.)? What’s their business value?

Management 52

Management CRM Sales Decision-making 52

Hubspot Sales

JANUARY 26, 2023

Step 3: Untwist the legal kinks. There are four main types of legal structures: Sole proprietorship. If you choose a more complex structure, like a limited liability company or corporation, consider legal counsel. You may start by just writing blog posts, but you should know what you’ll sell longer-term. Partnership.

Digitalization 104

Digitalization eCommerce Finance Internet 104

Hubspot Sales

JUNE 27, 2022

Offsetting the short-term losses from selling below cost for a period with higher prices in the long run often isn't attractive or even feasible for most firms — and the legal attention and associated penalties it generates tend not to be worth the trouble.

Retail 93

Retail Suppliers Marketing Management 93

Planview

JANUARY 17, 2024

In this blog post, we’ll uncover why dedicating resources to tackle WIP and bottleneck resolution can lead to long-term time and resource savings. In the tightly regulated environment of financial services, any lapses in these areas can have profound legal, financial, and reputational consequences.

Financial Services 59

Financial Services Management Prioritization Facilitation 59

PandaDoc

APRIL 10, 2023

Payment terms and due date. A billing statement is not considered a legally-binding contract, as it does not prove an agreement between the issuer and the customer. This page is not intended to and does not provide legal advice. Use of PandaDocs services are governed by our Terms of Use and Privacy Policy.

Software 52

Software Software Government Small Business 52

Hubspot Sales

NOVEMBER 22, 2019

It should also cover things like delivery date, delivery address, payment method, and any other information relevant to the terms and logistics of the sale itself. The document contains an itemized list of products and services along with their respective prices and terms of sale. A sales order confirms a sale.

Sales 63

Sales Logistics Suppliers Manufacturing 63

PandaDoc

APRIL 24, 2023

If you’ve been on the internet long enough researching invoices, the one common element you’ve likely found while clicking links is that your invoices should have payment terms (also referred to as “payment terms and conditions”). What are invoice terms and conditions, and what are the different types? Do you have late fees?

e-Learning 52

e-Learning Insurance Banking Construction 52

PandaDoc

APRIL 30, 2024

This is the best way to maximize your resources and achieve terrific results over the long term. This page is not intended to and does not provide legal advice. Should you have legal questions on the validity of e-signatures or digital signatures and the enforceability thereof, please consult with an attorney or law firm.

Sales 52

Sales e-Learning Retail Advertising 52

Hubspot Sales

JULY 28, 2020

Let's get a closer look at what that is, its different forms, some bundle pricing examples, the practice's pros and cons, and finally some perspective on its legality. So in many cases, pure price bundling applies to products that are tethered in terms of utility. There's no doubt you've seen it in some form.

Energy and Utilities 95

Energy and Utilities Profitability Banking Construction 95

Hubspot Sales

JANUARY 18, 2019

Terms of the listing agreement. Terms of the offer to compensate. This article does not constitute legal advice. The process of a procuring cause arbitration will vary, so you should seek your own legal advice to ensure you follow the correct process. Nature of the transaction. Conduct of the broker, buyer, and seller.

Procurement 132

Procurement Decision-making Sales 132