Remove marketing-plan-template-generator
article thumbnail

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

Red Star Kim

Private client management and marketing: Business plans, recruitment, assessments and automation. Core challenges for private client law leaders The core challenges identified throughout the day were the interlinked topics of business plans, recruitment, assessments and automation. 10 reasons why (kimtasso.com).

article thumbnail

Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

And I’ve noted the highlights of the sessions by other speakers (How the BD function can be more influential, Rethinking your online strategy, Digital marketing maturity and Best practice for KAM) below. Why are segmentation and targeting critical to marketing and business development success?

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

Benefits of using Automation to Boost Sales and Marketing

Apptivo

Best Marketing Automation Examples. How does Marketing automation help the business? Creating efficient sales and marketing workflows eliminates the need for repetitive tasks. For this reason, businesses require sales and marketing automation, which will enable them to create reports, send messages, gain insights, and more.

article thumbnail

Release time to become a more proactive Marketing and Business Development Executive (November 2022)

Red Star Kim

It was a full house at November’s PM Forum workshop for Proactive Marketing and Business Development Executives. Release time to become a more proactive Marketing and Business Development Executive. Prioritise – Use marketing and business development plans (and your line manager) to focus attention and identify priorities.

Marketing 130
article thumbnail

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

Red Star Kim

At the recent PM Forum workshop on “Marketing and Business Development Planning in a Nutshell” the key issue to emerge from delegates was “How to engage fee-earners in the M&BD planning process?”. So here are ideas on how to engage fee-earners in the M&BD planning process. The company might submit a brief.

article thumbnail

Achieve more engagement and buy-in: Relationships, Plan, Expectations, Benefits, Persuasion and Training

Red Star Kim

The session used the 7P model of buy-in to explore rational and emotional tools to achieve buy-in: Plan, Process, People, Psychology, Persuasion, Pressure and Patience. Achieve more engagement and buy-in: Relationships, Plan, Expectations, Benefits, Persuasion and Training. Have a plan We need to be clear about our aims.

article thumbnail

Why use marketing automation? Exploring marketing automation benefits

Insightly

Let’s start by defining marketing automation. Marketing automation platforms are a collection of features and tools that automate processes for marketers and marketing teams. BUSINESS & TECH Does your business need both CRM & marketing automation? Let’s take a closer look at marketing automation benefits.