CRM

Growing a profitable surveying practice – Key insights and actions

Last week I led an intensive and experiential MBL workshop on “Managing and Marketing a Profitable Surveyors Practice” (Kim Tasso - MBL Seminars). Delegates from medium-sized practices covered both commercial and residential sectors and their services included: strategic advisory, valuations, building surveying, dilapidations, town planning, agency, development, Landlord & Tenant, Read More

Cross-selling and referrals – Listen, Focus and Proximity

I thought you might appreciate some highlights from the recent PM Forum workshop “Cross-selling and referrer management accelerator”. Delegates represented real estate, litigation, social housing, accountancy and insolvency teams. They variously targeted commercial organisations, professional practices and private client markets - some internationally. Some had sophisticated and established referral programmes whilst others Read More

2025-03-17T09:19:23+00:00March 17, 2025|Accountants, Kim's Blog, Lawyers, Marketing|
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