Client relationship management

Use the 6Rs to generate more referrals – Referrer management

For lawyers, accountants and surveyors in a network of offices, the challenge of generating referrals (cross-selling) will be all too familiar. Extend the network into strategic alliances and across other firms and the problem is compounded. Referrer management is an important but tricky activity. It’s a multi-faceted issue, and there is Read More

Modern manners and the new “professionalism” – Reliability or flexibility?

Imagine the situation. You have committed to meet someone to discuss a potentially valuable initiative. It is likely that the person you are meeting has arranged their diary to fit your meeting into their busy schedule. You are very busy with a variety of client and internal projects. Do you Read More

Facilitating the perfect lunch or dinner discussion (Relationship and referrer management)

Roundtables, where you invite a series of guests along to talk over lunch or dinner, are a great way to generate publicity (if you invite a journalist to discuss a topical issue) and effective at subtly promoting your firm whilst helping your existing and potential clients and referrers network and Read More

2018-01-24T11:47:06+00:00August 17, 2009|Kim's Blog, Marketing, Relationship Management, Selling|
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