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|

Reflections from future marketing and business development managers – It’s all about relationships, alignment and lifelong learning

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

Don’t try to boil the ocean – Be more focused with Cross-Selling and Referrer Management Strategies

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

Zip your lip – Resist the temptation to provide instant answers (Coaching and Consulting Skills)

At the recent PM Forum – PM Forum training workshop on “Coaching and Consulting skills for marketing and business development professionals” we spent time considering key coaching and consulting skills and processes. Zip your lip - Resist the temptation to provide instant answers (Coaching and Consulting Skills) During introductory discussions, three key themes Read More

Healthy boundaries at home and at work – how to set and maintain them

Boundaries are important for many things – defining yourself, being heard, asserting your needs, self-care and protecting yourself. A lack of boundaries at work may result in you feeling unseen, undervalued and overworked. A lack of boundaries in your personal life may leave you in dysfunctional and unhappy relationships with Read More

2026-02-24T10:36:14+00:00January 29, 2026|Kim's Blog, Management Skills, Relationship Management|
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