Accountants

Pick up the phone – Who answers calls, how do you train people on call handling and how do you improve conversion rates?

There were delegates from legal and accounting firms at the training session on “Pick up the Phone – client service and sales opportunities for professionals in the digital age” MBL this week. Delegates were in management, marketing and fee-earning roles. This post summarises the main points raised and is a Read More

2024-04-12T15:07:18+01:00April 12, 2024|Accountants, Lawyers, Marketing, Relationship Management, Selling|

Achieve more engagement and buy-in: Relationships, Plan, Expectations, Benefits, Persuasion and Training

At the recent Training - PM Forum on “Buy-in, engagement and stakeholder management” workshop we welcomed executive and manager delegates from legal and accountancy firms as well as a delegate from Poland. The session used the 7P model of buy-in to explore rational and emotional tools to achieve buy-in: Plan, Read More

2024-03-01T08:56:21+00:00March 1, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|
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