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
Unlike lawyers who rarely have repeat business, accountants have portfolios of work – a large proportion of which is ongoing compliance work (e.g. audits) and a smaller amount which is ad-hoc advisory work. Of course, some accountants – such as those working in the corporate finance arena – will have Read More
In my previous blog post I provided some of the reasons WHY even small firms of lawyers, accountants and surveyors should consider using Twitter. In this post I aim to provide a simple “getting started” guide. Create an account The first thing is to go to the Twitter site www.twitter.com and watch Read More
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
Most people think of databases when they hear CRM. But the data is just a tool to support client relationship management. The following is an extract (Real CRM - 20 top tips) from an article called “From messing around with databases to real client relationship management” published in the current Read More