At a recent PM Forum workshop (Selling processes and sales skills for marketing and business development professionals (MBD)) delegates from legal and accountancy firms focused on improving the sales processes and skills at their firms. Some were from large firms and others were from smaller firms. Their firms varied in Read More
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. One theme that arose was the delicate balance to be achieved during a Read More
Artificial Intelligence (AI) is having a fundamental impact on marketing and business development. Not least in the area of tendering and pitching. This post is based on an article in PM Magazine Winning work in the age of AI -How professional services firms are transforming proposal generation (July 2025) which Read More
We underestimate the power of appreciation. We are all under so much pressure, it is natural that we focus on what’s next and what we can do better. Yet we can take time to reflect on what has happened – the past efforts, achievements and successes. Appreciation is a way Read More
Marketing and business development delegates from legal, accountancy and construction firms joined a PM Forum workshop on persuasive writing. We covered a lot during the session, so I’ve shared just those ideas that the delegates found most valuable. Wise words from a writing workshop. Key takeaways from a writing workshop Read More
