ChatGPT

Campaigns, thought leadership and project management – People, Planning and AI

At the recent PM Forum  online workshop on “Campaigns, Thought Leadership and Project Management” there were 17 delegates from legal, accountancy and consultancy firms. There was much discussion and debate. This article contributes to the learning resources for those who attended. Reflecting on delegate feedback (see below) there are three themes emerging. Read More

2025-07-14T09:24:02+01:00July 14, 2025|Accountants, Kim's Blog, Lawyers, Marketing|

Complex sales processes made simple – Co-ordinate, Connect, Conversations, Curiosity, Consistency and Conversion

Delegates from legal, accountancy and pensions firms attended last week’s “Selling Processes and Sales Skills for Marketing and BD Professionals” workshop by PM Forum. We explored the processes supporting complex sales cycles. A key theme was educating fee-earners – especially to manage expectations about the length of the sales cycle Read More

Key Insights from the AI in Marketing training by Optix at PM Forum

Alastair and Samantha of Optix Solutions delivered a comprehensive and thought-provoking PM Forum training session. Delegates appreciated the provocative food for thought to make more proactive use of AI in their marketing and business development teams and activities. Opportunities quickly become threats so the need to get a handle on Read More

2024-09-18T09:02:22+01:00September 18, 2024|Kim's Blog, Marketing|

Pitches, tenders and proposals – Efficiency (systems) vs Effectiveness (selling)

At a PM Forum - PM Forum training workshop earlier in the month we welcomed an even number of law and accountancy firm delegates with a healthy number of consultancies also represented. Challenges were explored as we discussed topics including: pitch processes and plans, selling and writing techniques and presenting Read More

2024-05-23T10:15:43+01:00May 23, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Selling|
Go to Top