Marketing planning process

How to engage fee-earners in the M&BD planning process?

At the recent PM Forum workshop on “Marketing and Business Development Planning in a Nutshell” the key issue to emerge from delegates was “How to engage fee-earners in the M&BD planning process?”. Delegates were from law and accounting firms with a variety of reasons for attending: a new role or Read More

2023-08-01T08:54:34+01:00August 1, 2023|Kim's Blog, Marketing, Strategy|

Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

This is a summary (and an additional learning resource for delegates) of last week’s M&BD planning workshop through the PM Forum. Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure. The three modules looked at M&BD fundamentals, the journey through the M&BD planning process and Read More

2022-07-11T15:19:38+01:00July 11, 2022|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|

Reflections from Marketing and Business Development Executives (April 2022)

Last week we had a full house at the PM Forum’s “Proactive Marketing and Business Development Executive” full day online workshop with delegates from across the UK (and one from Singapore). We covered a huge amount during the day. Reflection is a key part of learning and so here I Read More

2022-04-22T14:51:46+01:00April 12, 2022|Kim's Blog, Marketing|

Proactive Marketing Executive – Plans, Budgets, Relationships and Career Development

Last week I was joined by 18 delegates from solicitor, patent attorney, accountancy, surveying and consulting practices for PM Forum’s “Proactive Marketing Executive” full day workshop.  The poll results and delegate comments are shown below. We cover a huge amount during the day: strategic marketing, operational marketing, managing campaigns, resource Read More

2021-09-10T09:20:22+01:00September 7, 2021|Kim's Blog, Management Skills, Marketing, Relationship Management|

Introducing the marketing planning process into a professional service firm

At the recent “Marketing planning in a nutshell” training workshop http://www.pmforum.co.uk/training.aspx, the focus was on the best way to introduce a marketing planning process into a professional service firm. While many of the larger professional service firms have sophisticated marketing and business development planning processes, some smaller firms are still Read More

2018-03-20T13:45:26+00:00March 20, 2018|Accountants, Kim's Blog, Lawyers, Marketing, Property, Strategy|
Go to Top