Client journey mapping

Planning Digital Marketing Campaigns and Content Strategy

Whilst recovering from a seasonal cold, Chloe Cristine  of TBD Marketing  presented her latest digital marketing training workshop for PM Forum on “Planning Digital Marketing Campaigns and Content Strategy”. Also included below is a summary of a webinar on the same topic hosted by Ireland - PM Forum by Emma Read More

2024-11-12T10:05:49+00:00November 12, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Social Media, Strategy, Web Sites|

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|

Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

There have been many requests recently for inhouse training on telephone skills to support client service and selling both for fee-earners and support staff. Earlier in April I ran a public MBL “Pick up the phone – Client service and sales opportunities for professionals in the digital age” online training Read More

2023-04-24T13:08:10+01:00April 24, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Managing client complaints – Process, anger and apologies

Many firms – particularly since the rapid digital transformation resulting from the Covid crisis – are focussing on improving the User Experience (Ux) and Client Experience Management (CEM). But there are always occasions when things don’t go to plan, errors are made, expectations are not met or there are delays Read More

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