Lawyers

Proactive marketing and business development executives – it’s all about relationships?

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

2026-04-22T16:12:54+01:00April 22, 2026|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

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|

Marketing and Business Development Assistants – Event management

At the recent PM Forum training workshop “Practical and Professional Skills for Marketing and Business Development (MBD) Assistants” we talked about many strategic and operational marketing and business development activities. But there was a particular interest in event management as a crucial element of many MBD campaigns. We explored event management best practice, Read More

Telephone skills – Provide the human touch (with AI assistance)

At the recent MBL workshop  on “Pick up the phone – client service and sale opportunities for professionals” we looked at the role of telephone calls in sales and service, managing inbound calls and making outbound calls. There was debate about the role and value of automated and AI-generated telephone answering services. And Read More

2026-04-07T15:49:03+01:00April 7, 2026|Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|
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