Relationship Management

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|

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|

Book Review – ADHD 2.0 by Edward M Hallowell MD and John J Ratey MD

The full tittle of this 130 page, 2021 book is “ADHD 2.0 - New science and essential strategies for thriving with distraction – from childhood through adulthood”. I reviewed a classic book on ADHD in October 2024 (see Book review: Taking charge of Adult ADHD by Russell A Barkley) and Read More

2026-03-25T09:21:14+00:00March 25, 2026|Kim's Blog, Relationship Management|

From sporadic to systematic – Cross-selling and referrer management programmes

Here are highlights from the recent PM Forum workshop on “Cross-selling and referrer management accelerator”. We acknowledged that there was no one “right way” to enhance cross-selling and referrer management. Each firm starts from a different place, has varying access to information and may have different goals. There was recognition that it Read More

2026-03-23T17:39:19+00:00March 23, 2026|Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|
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