Law and accountancy firms were represented at the recent PM Forum workshop: “The Proactive Marketing and Business Development Executive”. Of course we need strategy, planning and expertise to help us be proactive. But a key theme emerging at the workshop was the need to be proactive in creating and cultivating relationships – both Read More
Many firms are experimenting with and using AI to support efficient and effective development of bids, proposals and tenders. I last wrote about AI pitch automation at Arup and GHD in October 2025 Arup and GHD pitch automation and AI. And had considered how Bidwells used AI in producing case Read More
At the recent PM Forum training workshop “Practical and Professional Skills for Marketing and Business Development (MBD) Assistants” we talked about many strategic and operational marketing and business development activities. But there was a particular interest in event management as a crucial element of many MBD campaigns. We explored event management best practice, Read More
Here are highlights from the recent PM Forum workshop on “Cross-selling and referrer management accelerator”. We acknowledged that there was no one “right way” to enhance cross-selling and referrer management. Each firm starts from a different place, has varying access to information and may have different goals. There was recognition that it Read More
It was a small but beautifully-formed group which gathered at the City offices of Crowe UK accountants for the recent PM Forum - PM Forum workshop “Future Marketing and Business Development Manager”. It was wonderful to meet representatives from so many of my former clients including: Hempsons, Wrigleys, Buzzacott and Read More
