Delegates (fee-earners, marketing/business development professionals and bid specialists) from legal, accounting and insurance firms joined us for MBL’s workshop on “Pitch Perfect - How to Prepare and Present Winning Pitches and Tenders”. Future sessions are listed here: Kim Tasso – MBL Seminars, Whilst we talked extensively about the internal processes Read More
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
I keep an eye out for case studies in professional services marketing and share them at workshops. This post describes some case studies from veteran legal PR expert – Clare Rodway at Kysen. I’ve known Claire for more years than either of us care to remember and her long-established Read More
As an fan of Challenger sales (and the variant Insight Selling Insight selling - building on consultative selling models (kimtasso.com) I was delighted to see that one of the originators – Matthew Dixon – turned his focus to selling in professional services. His research on rainmaker best practice is helpful Read More
To support my training courses and workshops, I keep an eye out for interesting marketing and business development case studies. Today I summarise professional services marketing/BD case studies - Moore Kingston Smith, Mazars, Fladgate, Travers Smith, Mills & Reeve. There are case studies of thought leadership, branding, pricing and strategy. Read More
