At the recent MBL workshop on “Pick up the phone – client service and sale opportunities for professionals” we looked at the role of telephone calls in sales and service, managing inbound calls and making outbound calls. One theme that arose was the delicate balance to be achieved during a Read More
Artificial Intelligence (AI) is having a fundamental impact on marketing and business development. Not least in the area of tendering and pitching. This post is based on an article in PM Magazine Winning work in the age of AI -How professional services firms are transforming proposal generation (July 2025) which Read More
Marketing and business development delegates from legal, accountancy and construction firms joined a PM Forum workshop on persuasive writing. We covered a lot during the session, so I’ve shared just those ideas that the delegates found most valuable. Wise words from a writing workshop. Key takeaways from a writing workshop Read More
There were many newly-appointed MBD assistants at the recent PM Forum training workshop “Practical and Professional Skills for Marketing and Business Development (MBD) Assistants” . One observation from the delegates was that marketing and business development (MBD) roles and activities were incredibly diverse. Roles depend on your firm, your MBD Read More
A recent MBL workshop on referrer management was attended by fee-earners and business development professionals from law and accountancy firms. The over-arching theme to emerge was to improve the knowledge we have about our referrer relationships. Considering the data, research, systems and habits we need for referrer relationships prompted one Read More
