Selling

Referrer and intermediary management – 13 top tips from a workshop (May 2018)

I’m delighted to say that there were lots of delegates from law firms, accountancy firms, structural engineers, insolvency practitioners, banks and insurers at the recent referrer and intermediary management workshop in London http://www.mblseminars.com/Outline/Developing-More-Work-from-Referrers-_-Intermediaries/5770/ At the end of the day, after considering how to generate better and more recommendations from internal sources, Read More

Pick up the phone – Creating better business relationships with telephones

I’ve done training sessions on inbound telephone calls to improve client service and enhance conversion rates (see, for example, http://kimtasso.com/managing-client-service-surveying-property-partnerships/). I’ve done workshops on outbound calls for cold calling (http://kimtasso.com/sales-selling-tips-11-point-plan-cold-calling/). But I was recently asked to cover the topic of outbound calls to existing contacts and clients to enhance business relationships Read More

2018-01-24T11:31:58+00:00January 24, 2018|Accountants, Kim's Blog, Lawyers, Property, Relationship Management, Selling|

Thought leadership, campaigns and project management – Nine insights from a workshop (2017)

Recently, I facilitated a workshop on thought leadership, campaigns and project management with delegates from legal, accountancy and consultancy firms for the Professional Marketing Forum http://www.pmforum.co.uk/training.aspx The key insights from the delegates’ perspective were as follows: 1. Objectives enable measurement In order to measure the effectiveness of a campaign it Read More

2018-01-04T14:34:10+00:00January 4, 2018|Accountants, Kim's Blog, Lawyers, Marketing, Selling, Strategy|
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