Business Development

Pitch points from a pitching and tendering training workshop

In early April I facilitated another of MBL’s training workshops on “Pitch Perfect - How to Prepare & Present Winning Pitches & Tenders” for legal and accounting firms. Whilst these sessions are typically attended by fee-earners hoping to improve their pitch confidence and success, on this occasion the delegates were Read More

2023-04-11T13:40:42+01:00April 11, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Selling, Statistics and trends|

Roles, satisfaction and aspirations of Marketing and Business Development (M&BD) Assistants

It was a full house at the March workshop on “Practical and Professional Skills for Marketing and Business Development (M&BD) Assistants” although almost all delegates were from law firms across the UK. The discussions and polls (see below) provided interesting insights into the roles and aspirations of those entering professional Read More

2023-03-24T09:19:20+00:00March 24, 2023|Kim's Blog, Marketing|

Cultivate a cross-selling culture

We were joined by delegates from legal, accountancy and consultancy firms for PM Forum’s “Cross-selling and referrer management accelerator” workshop earlier in March. A summary of delegate discussion topics and poll results are shown below to add to the learning resources from the session. While we discussed various tools and Read More

2023-03-16T09:48:05+00:00March 16, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

Future Marketing/BD Manager – Build resilience to avoid being overwhelmed

A key theme arising at the March PM Forum “Future Marketing/Business Development Manager”   (with delegates from legal, accountancy and consultancy firms) was about being overwhelmed. There were conversations about overwhelmed marketing/BD managers, overwhelmed M&BD teams and overwhelmed fee-earners. Often this was due to heavy and growing workloads – with Read More

2023-03-07T08:53:05+00:00March 7, 2023|Kim's Blog, Management Skills, Marketing|

Be more strategic – A metaphor: Analyse, join and align the dots

At the start of March, there was an online PM Forum workshop on “Being more strategic”. Delegates were from legal and accountancy firms with roles as varied as marketing, digital marketing, business development, PR and key accounts (executives, managers and a director). Below is a summary of the key themes Read More

2023-03-06T11:22:47+00:00March 6, 2023|Kim's Blog, Marketing, Strategy|
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