Law and accountancy firms were represented at the recent PM Forum workshop: “The Proactive Marketing and Business Development Executive”. Of course we need strategy, planning and expertise to help us be proactive. But a key theme emerging at the workshop was the need to be proactive in creating and cultivating relationships – both Read More
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
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
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
Former solicitor, business development consultant and coach Claire Rason | LinkedIn of Client Talk | Coaching, Training & Client Listening | Coaching Leaders & Business Professionals led an interactive workshop for PM Forum - PM Forum on client listening and research. This summary – exploring sources of client insight in Read More
