Relationship Management

Top ten tips on referrer management (2016 Birmingham)

I recently presented the MBL course “Winning more work from referrers and intermediaries” in Birmingham. Below are the top tips on referrer management discussed by the delegates. Details of future courses are here: https://www.mblseminars.com/outline?progid=5770. 1.The importance of the broader marketing context At the session we considered research that demonstrated how important Read More

2016-04-04T12:05:56+01:00April 4, 2016|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

Ten tips on cross-selling – Boosting internal networks

At a recent seminar on referrer and intermediary management, we turned our attention to the importance of internal referrals - What is commonly known as cross-selling. Here are the top ten tips on cross-selling picked by the delegates 1. Provide interesting internal talks (and follow up) Some firms organise “Brown Bag Read More

Seven referrer management strategies – from a property perspective

I recently ran a series of referrer management strategies training sessions for property folk in addition to the public courses for all professions. Addressing both internal and external referrers, the main themes arising were as follows: 1.Set clear aims Rather than just seeking to increase the number of internal and external Read More

Referrer management – Back to basics and the role of social media

At a recent MBL “Developing more work from referrers and intermediaries” training workshop in Bristol (see https://www.mblseminars.com/outline?progid=5770 for future dates and locations), the delegates identified two themes that would shape their future strategy. Referrer management - Back to basics The first part of the session focussed on “Thinking and Planning”. Read More

Marketing planning in a nutshell – Selecting a strategy

At last week’s “Marketing planning in a nutshell” workshop by Professional Marketing Forum http://www.pmforum.co.uk/training/ the delegates requested that I write a blog on selecting strategies. The first part of the session focused on the marketing audit – analysing internal and external sources of information in order to identify strengths, weakness, Read More

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