I am often asked by clients to assist in enhancing their client service and client experience. Recently, I facilitated workshops for senior leadership teams where they wanted a) a briefing on the range of client service initiatives in professional services and b) help with deciding their priorities and strategy for Read More
What were the key themes arising at the recent PM Forum – PM Forum workshop on “Towards KAM and ABM: Helping fee-earners with client relationship management”?. 60% of the delegates from law and accountancy firms (including those in the energy, financial, public sector, charities and education sectors) across UK were focused on KAM for Read More
Client listening, research and insight are the lifeblood of professional services marketing. Because marketing is about anticipating and meeting client needs profitably. And client research is required for just about everything including: needs analysis, strategic planning, marketing planning, branding, key account management (KAM), targeting, service delivery, client experience management, pitching Read More
PM Forum presented a webinar in July on “Mapping the client journey”. Although client journey mapping is a fundamental tool of most client experience management (CEM) programmes it was noted that only a handful of firms have embedded the process. Bertie Heppel of London and South East - PM Forum Read More
For over 20 years I have attended and reported on the annual Professional Marketing conference. Sometimes I have also presented sessions. The latest conference was reported in the winter edition of PM Magazine. Thanks to editor Matt Baldwin for his assistance. The theme of the 28th conference this year was Read More
