Marketing planning in a nutshell

Posted on: June 16, 2017 Marketing planning in a nutshell

I provide many public training courses on marketing planning in a nutshell. But questions about marketing planning arise in many other public and in-house training courses on business development, referrer management and social selling. And of course people ask me for a standard marketing plan template. But it’s rarely as simple as filling in a […]

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Book review: Effective client management in professional services – How to build effective client relationships by Jack Berkovi

Posted on: January 28, 2015

I’ve just finished reading and reviewing this 340 page book (“Effective client management in professional services – How to build successful client relationships” by Jack Berkovi) for Professional Marketing magazine and you should be able to read the article shortly http://www.pmforum.co.uk/magazine/ . I thought I’d share some of the material that didn’t make it into […]

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Accountancy marketing case study – Grant Thornton and Lexis® Interaction® aligning partner KPIs with business objectives

Posted on: October 3, 2014

At the recent PM Forum conference, I picked up an accountancy marketing case study from technology suppliers there about the use of marketing technology by accountancy firm Grant Thornton. The Senior Executive – CRM, Marketing and Business Development talks about the use of the CRM solution amongst the 200 partners across 25 offices at the […]

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Legal marketing case studies – Farrer & Co Lexis® Interaction® and Berwin Leighton Paisner Siteimprove web governance suite

Posted on: October 3, 2014

At the recent PM Forum conference, I picked up some legal marketing case studies from technology suppliers there about the use of marketing technology by law firms. Farrer & Co CRM Farrer & Co (220 fee-earners including 78 partners) has used CRM solution Lexis® Interaction® since 2005. As part of a larger Microsoft upgrade initiative, […]

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