client case studies

Cross-selling and referrals – Listen, Focus and Proximity

I thought you might appreciate some highlights from the recent PM Forum workshop “Cross-selling and referrer management accelerator”. Delegates represented real estate, litigation, social housing, accountancy and insolvency teams. They variously targeted commercial organisations, professional practices and private client markets - some internationally. Some had sophisticated and established referral programmes whilst others Read More

2025-03-17T09:19:23+00:00March 17, 2025|Accountants, Kim's Blog, Lawyers, Marketing|

Pitching, differentiation and competitor analysis

In May we welcomed delegates from legal, accounting and consulting firms at manager and executive levels to a PM Forum workshop on pitching. Some delegates were highly experienced in pitching (and their roles focused on pitching and tenders), whereas others were at the start of their journey and/or had only Read More

2023-06-01T11:28:30+01:00June 1, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Selling, Strategy|
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