BD plans

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|

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|

Proactive Marketing Executive – Plans, Budgets, Relationships and Career Development

Last week I was joined by 18 delegates from solicitor, patent attorney, accountancy, surveying and consulting practices for PM Forum’s “Proactive Marketing Executive” full day workshop.  The poll results and delegate comments are shown below. We cover a huge amount during the day: strategic marketing, operational marketing, managing campaigns, resource Read More

2021-09-10T09:20:22+01:00September 7, 2021|Kim's Blog, Management Skills, Marketing, Relationship Management|

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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