Client needs

Perfect Pitch Process – Don’t just parachute in the fee-earners

At a PM Forum - PM Forum training “Perfect Pitches” workshop for marketing and business development professionals earlier in the month, it was interesting that many delegates felt that they were expected to take a much larger role in managing the tendering process. Almost as if the fee-earners just wanted Read More

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

Perfect pitches – Five key points (Video)

This short (10 minute) video takes a look at pitching and shows the client reaction to submissions to a fun make-belief pitch. Five tips are explored: process, research and empathy, relationship, document and presentation and differentiation. Please enjoy perfect pitches – five key points. Video script Hi, I’m Kim Tasso Read More

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