sales processes

Referrer Management – Capacity and Capability

This article is a summary of the conversation and key takeaways from a workshop in London for MBL.  Delegates included both partners and business development professionals (some with a banking background) from law firms (employment, criminal, disputes, offshore), accountancy practices (audit, forensic, insolvency and restructuring and financial services. Some were Read More

Nine insights: Sales processes and selling skills for targeting and meetings

Last week, we welcomed UK and international delegates to a PM Forum digital workshop on “Selling Processes and Sales Skills for Marketing and BD Professionals”. There were equal numbers of delegates from law and accountancy firms who had various roles: business development, pitching, key client management, cross-selling and external referrer Read More

2022-10-24T10:03:34+01:00October 24, 2022|Accountants, Kim's Blog, Lawyers, Relationship Management, Selling|

Pitching insights – Qualification, Branding and Following up

Last week there was a mixture of legal and accounting firms – and M&BD people as well as fee-earners – at the MBL workshop on “Pitch Perfect - How to Prepare & Present Winning Pitches & Tenders”. I’m delighted that this session received 100% on “Very satisfied” ratings for both Read More

2022-10-03T15:54:11+01:00October 3, 2022|Kim's Blog, Marketing, Selling|

Four themes in the art of selling – Integrating marketing and sales, sales process, first contact and selling in a digital world

Earlier this week I ran a full day workshop on selling for MBL  (“The art of selling professional services and winning business”). The day was organised into six modules: the sales process, sales planning, integration with marketing, psychological selling, selling skills and measuring sales success. I selected four themes in Read More

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