Legal and accountancy firm delegates joined me for a MBL workshop on “The art and Science of Selling Professional Services”. We spent a significant amount of time exploring the various sales cycles in delegate firms – and how best to support fee-earners through complex (multiple players and decision makers) consultative Read More
There was a variety of delegates at a recent workshop by MBL on “Pitch Perfect – How to prepare and present winning pitches and tenders”. From trainees to partners, from beginners to marketing and business development experts, from private client to commercial services and from large and smaller firms. I’ve Read More
At a recent PM Forum workshop (Selling processes and sales skills for marketing and business development professionals (MBD)) delegates from legal and accountancy firms focused on improving the sales processes and skills at their firms. Some were from large firms and others were from smaller firms. Their firms varied in Read More
A recent MBL workshop on referrer management was attended by fee-earners and business development professionals from law and accountancy firms. The over-arching theme to emerge was to improve the knowledge we have about our referrer relationships. Considering the data, research, systems and habits we need for referrer relationships prompted one Read More
Having worked in professional services marketing (at legal, accountancy, property and consultancy firms) for almost three decades I have spent a lot of time working on cross-selling and referrer (referral) management initiatives. This includes internal referrals (cross-selling) and external referrals (both from existing clients and third party intermediaries). A recent Read More
