BD planning

How to engage fee-earners in the M&BD planning process?

At the recent PM Forum workshop on “Marketing and Business Development Planning in a Nutshell” the key issue to emerge from delegates was “How to engage fee-earners in the M&BD planning process?”. Delegates were from law and accounting firms with a variety of reasons for attending: a new role or Read More

2023-08-01T08:54:34+01:00August 1, 2023|Kim's Blog, Marketing, Strategy|

Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

This is a summary (and an additional learning resource for delegates) of last week’s M&BD planning workshop through the PM Forum. Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure. The three modules looked at M&BD fundamentals, the journey through the M&BD planning process and Read More

2022-07-11T15:19:38+01:00July 11, 2022|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|

Marketing and Business Development Planning in a Nutshell: Benefits, Audits and Goals (November 2021)

I recently had the pleasure of leading an intensive half day digital workshop on “Marketing and Business Development Planning in a Nutshell” for the Professional Marketing Forum. The poll results and discussion points are shown below for the delegates who represented firms in law, accountancy, engineering and economics consultancy from Read More

2021-11-15T11:11:56+00:00November 15, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|

Marketing and BD planning – Segmentation, Rock Stars and Engagement (Feb 2021)

Last week, delegates from large and small law firms and an engineering consultancy joined me for a “Marketing and Business Development Planning in a Nutshell” half day training workshop through the  Professional Marketing Forum. We covered a huge amount of material from marketing and business development basics, progressed step-by-step through the Read More

2021-04-01T17:42:58+01:00February 18, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|
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