Accountants

System review – Referonix AI pitch automation system

Many firms are experimenting with and using AI to support efficient and effective development of bids, proposals and tenders. I last wrote about AI pitch automation at Arup and GHD in October 2025 Arup and GHD pitch automation and AI. And had considered how Bidwells used AI in producing case Read More

2026-04-17T10:21:26+01:00April 17, 2026|Accountants, Kim's Blog, Lawyers, Selling|

Reflections from future marketing and business development managers – It’s all about relationships, alignment and lifelong learning

It was a small but beautifully-formed group which gathered at the City offices of Crowe UK accountants  for the recent PM Forum - PM Forum workshop “Future Marketing and Business Development Manager”. It was wonderful to meet representatives from so many of my former clients including: Hempsons, Wrigleys, Buzzacott and Read More

Don’t try to boil the ocean – Be more focused with Cross-Selling and Referrer Management Strategies

At the recent MBL workshop on cross-selling and referrer management, we adopted a back-to-basics approach for these strategies. (see Kim Tasso – MBL Seminars for details of future sessions).  Delegates from legal, property, construction and financial services firms came together to look at how to initiate or improve their cross-selling and referrer Read More

Zip your lip – Resist the temptation to provide instant answers (Coaching and Consulting Skills)

At the recent PM Forum – PM Forum training workshop on “Coaching and Consulting skills for marketing and business development professionals” we spent time considering key coaching and consulting skills and processes. Zip your lip - Resist the temptation to provide instant answers (Coaching and Consulting Skills) During introductory discussions, three key themes Read More

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