The reasons why relationship management is so critical to a professional firm are obvious: the impact of a consistent high quality service on reputation, the economics of retaining and developing existing clients (rather than chasing new ones), sustainable growth dynamics and the role of service delivery (of which relationship management is a key element) in differentiation and branding and thus profitability.

So why is it so difficult?

If it’s motherhood and apple pie – why is it so difficult? There are misunderstandings about CRM technology which often poison the entire debate about relationship management behaviours and sometimes the purpose of relationship management (service enhancement, client intimacy, cross selling etc) gets confused. Often those best able to help with relationship management – marketing and business development people – are kept away from the clients. Talk about keep a dog and bark yourself.

Fee-earners have to make a difficult transition when it comes to moving from technical specialist to account manager role and there is often a lack of structured skills training programmes that provide practical guidance on relationship management (and selling and account management) behaviours. And, of course, the pressure to record billable work making it hard to justify time spent developing relationships – particularly if the results are not immediately apparent and they may ultimately go to a different department or office. “Dinosaurs” might lurk in the practice who will insist on clinging to the way that they have done things since time immemorial.

Good relationship behaviour is so hard to define (although we are pretty sure when we witness bad relationship behaviour) – and, to make matters worse, it can vary so dramatically depending on the particular individual at a particular client organisation.

Many years ago I formulated an acronym to summarise all these barriers – MICROSCRIPT (TM) – motivation, interest, complacency, reward, ownership, skills, culture, risk, information, politics and time.

What can we do? An A – E guide

To provide a framework I have outlined five areas which I have found, from experience, will help embed the relationship culture within a professional firm.

A is for Aims

Set objectives to gain buy-in from senior management, manage expectations and help you select the right strategies and programmes. Provide an analysis of the expected return on investment – whether this is in terms of increased fees, improved profitability and/or reduced cost of winning new clients. Knowing your current position makes it possible to set SMART objectives against which the programme can be measured. A key element of this exercise will be to identify those clients where relationship management improvement is to be targeted – so client categorisation and profiling, key client analysis, client dashboards and relationship mapping may be used as well as historical and service line financial analysis. There are many examples but be aware of the time that can be involved – one firm took six years to get the average client revenue amongst its top 250 clients from £75K to £370K.

B is for Behaviours

Identifying, encouraging and propagating the right behaviours that exist within your practice is a good way to avoid the “top down” approach of trying to impose a system from the marketing, business development or client service team. The importance of focusing on the seniors – who sometimes pay lip service to such initiatives – should be noted as being important to set good role models that younger professionals will follow.

At a large property practice we had “sitting down with Bob” sessions to get a senior partner with exemplary relationship management practices to share his knowledge, insights and approaches in the context of specific, real scenarios. The difference between strategic and day-to-day operational relationship behaviours should be noted too. Mentoring, buddy systems and action groups are ways to help fee-earners work together and motivate each other. The use of pilot projects, training and one-to-one coaching should be considered as ways to provide a safe environment for senior partners experimenting with “risky” (to them) behaviours and for youngsters to break down the process into bite sized pieces. Mirror and match programmes for major clients help include younger members of the team in the relationship management process.

C is for Carrots and Compensation

Present reward systems – whether the annual appraisal and pay increase systems or the partnership promotion track – often worked against the relationship management culture although property practices often have more flexible systems to encourage the right behaviours. The need to avoid purely negative communications about relationship management (i.e. where it goes wrong) should be balanced with the need to see regular, positive communications about where relationship management is working effectively. Systems for recording blue and green time (short term billable hours, long term business development hours), bonus systems on internal referrals, league tables for client satisfaction scores improvement, reduced fee targets for relationship partners and time/agenda allocation for relationship management at all meetings have been used effectively.

D is for Development programmes

Firms need to be explicit about what is expected of its fee-earners and this needs to be articulated in best practice guides and training programmes – and tailored to the different levels of experience and seniority amongst fee-earners and with special support for those with specific relationship responsibilities. Sometimes there is confusion about how selling and account management training fit into programmes that teach client care, service delivery and relationship management skills. The use of service storybooks, relationship legends, reverse client seminars and structured, focused workshops can be explored. The need for marketing/business development to work closely with human resource and training teams should be stressed.

E is for Establishing systems

To truly embed relationship management into a firm’s culture requires systems to be established that measure both the effort invested and the results. Capturing, managing and sharing the information to support such systems can be a challenge as can the processes to prompt, remind and chase further action. Without established systems, there is a danger that relationship management becomes “this month’s initiative” and quickly loses momentum.

Monthly reports that show progress against relationship goals should be as important as the monthly financial pack. Some firms have used the balanced scorecard approach to ensure that client measures are considered with the same importance as financial, process and people measures. The fact that larger firms, particularly the accountants, employ highly paid account and relationship management staff to work alongside fee-earners shows how far some will go to embed the right relationship behaviours.

These issues are explored further in the chapter on “clientology” and “change management” in my book “Growing your property partnership – Plans, promotion and people”. My first book “Dynamic practice development – Selling skills and techniques for the professions” addresses the full range of selling, account management and relationship development topics. There are also FAQs on “What is crm and how do I start?” and “How do I avoid complacency in client relationship management?


I do not restrict access to the FAQs but I politely request that you let me know by email and acknowledge the source ( if you wish to use the material anywhere.

As always, if there are particular topics you would like me to address in the future, please let me know. You will also find a source of more and up to date information on a broad range of management and marketing issues in the professions by checking out the blog where I also post regular reviews of books that might be helpful.