Capacity planning

Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “Managing and growing your private client practice” earlier this month. This post summarises the key themes discussed, provides an additional learning resource for the delegates and includes further Read More

2023-11-13T15:58:14+00:00November 13, 2023|Kim's Blog, Lawyers, Management Skills, Social Media, Strategy|

Managing a surveying practice – Resource management

At the recent digital workshop on “Managing & Marketing a Profitable Surveyors’ Practice” this was found to be the key issue in managing a surveying practice – resource management. Without more people in the practice the leaders were constantly fire-fighting and doing the client work so had little time to Read More

2021-04-11T13:08:04+01:00April 11, 2021|Kim's Blog, Management Skills, Marketing, Property, Strategy|

Selling basics – Targeting with rabbits, deer and elephants (Video)

A frequent question people ask me about marketing and selling is how to target new business. There are lots of different ways to target new business (see Sales Targeting Toolbox for Professional Services Firms). We explore one method in this short video (7 minutes) on Selling basics - Targeting with Read More

2025-11-12T10:07:11+00:00August 14, 2020|Accountants, Kim's Blog, Lawyers, Property, Selling|
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