Four questions from secretaries on marketing and business development: thought leadership, campaigns, social media and search enginesPosted on: November 12, 2015
I recently ran one of the regular “Introduction to marketing and business development for secretaries and assistants” sessions for PM Forum (see http://www.pmforum.co.uk/training/) The delegates were split equally between those who worked within marketing and BD teams and those who supported a legal or accounting fee-earner.
At the end of the session I asked them what they found of most interest. There were four questions from secretaries on marketing and business development:
What is thought leadership?
We talked about the basics of thought leadership – undertaking some research into the needs of a target audience and using the results as content to drive an integrated communications campaign that might include internal communications, media relations, publications and reports, conferences and seminars and social media to position the firm, raise awareness, generate interest and prompt interaction with clients.
Further explanation is here: http://kimtasso.com/faq/what-is-thought-leadership-and-why-is-it-so-important/
An example from the accountancy sector: http://kimtasso.com/digital-pr-case-study-bdo-accountants-service2020-megatrends-for-the-decade-ahead-and-local-government-social-media-campaign/
An example from the legal sector: http://kimtasso.com/legal-marketing-case-study-rix-kay-thought-leadership-in-the-later-life-and-care-sectors/
An example from the property sector: http://kimtasso.com/property-marketing-case-study-cbre-mipim-bears-bulls-video-social-media/
How can I support my fee-earner before and after a networking event?
Some reported that they found it difficult to know what to do to support a fee-earner to make the most of the contacts they had made at an event following some networking. We spent some time talking about CRM (Client Relationship Management) systems and how important it is to ensure that accurate information was entered as well as a variety of other information – such as sector, event, job function, where met, other links and interests – to enable effective segmentation, targeting, mailing and contact at a later date.
We also talked about adopting a campaign approach to activities. So, rather than just having a one-off event, the fee-earner worked through a process of considering his or her aims, assessing his or her current clients and contacts and sources of work, developing a compelling message and using a variety of different techniques to promote that message in the market place over a sustained period of time. This linked back to the discussion about the popularity of thought leadership (see above) which provides a focus and theme for such campaigns.
These posts take a step-by-step approach to developing a campaign:
We also talked briefly about integrating events and networking into a structured referrer management programme: http://kimtasso.com/use-the-6rs-to-generate-more-referrals/ and http://kimtasso.com/improving-referrer-management-professions-research-referrer-relationships/
How can I help my fee-earner or team use social media effectively?
The starting point here has to be to develop your own knowledge and experience of social media and to familiarise yourself with the firm’s policies and activities in the social media arena. Most legal and accounting professionals will at least use LinkedIn and many are also using Twitter.
Beyond helping your fee-earner to develop a good profile and add connections when they are made (for example after a networking event), we also talked about watching out for news from other parts of the firm to promote through your fee-earner’s social media channels.
We also identified a possible role in monitoring the social media accounts of the fee-earner’s key clients and contacts to help them remain alert to developments and to prompt them when to interact on-line and off-line.
We also built on the ideas of thought leadership and campaigns to consider how an important piece of content – such as a major research report or a substantial presentation – could be used and reused with a content marketing pyramid. For example:
Annual Write a book, e-book, report or White Paper
Quarterly Share presentation materials from major conference or seminars
Monthly Produce a video or newsletter with highlights from seminars
Weekly Write a blog linking to a topical news item
Daily Write status updates and tweets relating to the blogs
A useful book in this area was mentioned: http://kimtasso.com/book-review-valuable-content-marketing-by-sonja-jefferson-and-sharon-tanton/ which is particularly helpful to those in the professions.
How can I help my team rise in the search engine results?
SEO – Search Engine Optimisation – is a complex topic but we reflected on the two main elements that can help improve rankings.
The first is good quality and up to date content designed to be useful to the reader. Secretaries and assistants can help identify areas of the web site that are out of date or need to be in a separate section.
We talked about how most web sites have Content Management Systems (CMS) that make it easy to highlight the key words and tags that are relevant to the search engines and, working with the digital marketing experts in the firm, even considered using tools such as Google Adwords to understand the key words that were popular.
We also talked about how regular blogs helped to maintain up to date material – and that they should include internal links to other parts of the web site. Secretaries and assistants have a valuable role to play in identifying possible topics for blogs and in prompting fee-earners to write them.
The second thing that secretaries and assistants can do is to help increase the number and quality of inbound links to the web site content. And social media has a major role to play here so reminding fee-earners to share links on LinkedIn and Twitter would be a useful role.
I’m delighted to say that at the end of the session almost half of the delegates indicated that they would investigate professional marketing qualifications with CIM: http://www.cim.co.uk/learning/qualifications/explore-all/certificate-in-professional-marketing/
- Training options for turning a PA into a marketing assistant
- Blending online and offline marketing
- Hubspot’s guide on 15 business blogging mistakes
- Kelso seminar - introduction to thought leadership
- Legal Marketing Case study - How Thomson Snell & Passmore lawyers grew a new office from scratch
- Marketing education and qualifications
- Rainmakers and Trailblazers – Business development for lawyers
- How do I integrate social media into my business development?
- Up to speed in digital marketing and social media (session summary)
- Property marketing case study – Video at Knight Frank, Berwin Leighton Paisner and Estates Gazette
- Digital marketing qualifications update
- Views on the new marketing standards from CIM?
- 2014 CIM professional marketing qualifications syllabus changes
- Effective social media for accountants
- 10 steps to create a business development campaign
- Where do I start? Business Development for Lawyers (MBL Private Client Training July 2015)
- Digital marketing and social media in the legal sector update – Law Society and The Lawyer
- Search Engine Optimisation – In a nutshell
- Book review: Understanding Digital Marketing – Marketing strategies for engaging the digital generation by Damian Ryan Third Edition (Kogan Page)
- Thought leadership lecture for Laurie Young – The future of the professions
- Checklist: 25 practical and professional skills for marketing and business development assistants (2015)
- Dear fee-earner, Love from Leeds: Why you should allow your marketing and business development team to help you to develop campaigns
- Book Review – The Thought Leadership Manual by Tim Prizeman
- Developing the roles of marketing and BD secretaries, PAs and EAs
- Lawyers find campaign management most valuable tool
- A beginner’s guide to LinkedIn for lawyers, accountants and surveyors
- Digital PR case study – BDO accountants “Service2020: Megatrends for the decade ahead” and local government social media campaign
- Thought leadership campaigns – the basics
- What marketing and business development assistants would like to say to their fee-earners
- Integrating awareness and relationship marketing
- Marketing secretary and PA: Three roles where secretaries and PAs contribute to marketing and business development success
- Book Review: The Legal PR Guide – Gaining buy-in to law firm media relations
- Advanced social media use amongst lawyers, accountants and surveyors
- Seven referrer management strategies – from a property perspective
- How do I use Twitter?
- Internal communication – Why, how and what?
- Six insights from marketing and business development assistants
- Effective marketing Secretary: Seven reasons why secretaries make brilliant marketing and BD assistants
- Relationship and referrer management – Piggybacks, Ghosting, Ridealongs, Swapsies and Orange Crates
- Thought leadership campaigns and project management: Eight Essentials
- Referrer management – Back to basics and the role of social media
- Key thoughts from marketing and business development assistants (2016)
- Referrer management – what do you do when you can’t reciprocate work referrals?
- Thought leadership, campaigns and project management – Nine insights from a workshop (2017)
- There’s a real person behind that Persona
- Search Engine Optimisation SEO – An update
- Legal Marketing Case Study – Fisher Meredith family law services and so much more
- Proactive Marketing Executive – Seven standout subjects (February 2017)
- One more time – Why is social media helpful for lawyers, accountants and surveyors?
- Nine reflections on thought leadership (2019)
- Legal Marketing Case Study – Rix & Kay thought leadership in the later life and care sectors
- Four themes in referrer management – for lawyers and accountants in the UK and internationally
- Private client marketing - Competing in the digital era
- Marketing technology – Vuture tackles social media verification, dynamic content and extranets made easy
Category: Kim's Blog, Marketing, Social Media, Web Sites
Tagged: Assistants, Campaign, Careers, Client database, Content Management, CRM, events, Marketing Assistants, Networking, Search engine, Secretaries, Secretary, SEO, Social Media, Supporting fee-earners, Thought leadership, Training