Managing client service in surveying and property partnerships

Posted on: June 23, 2016 managing client service in surveying and property partnerships

At a recent workshop for surveyors (“Managing and marketing your surveying practice” http://www.mblseminars.com/Outline?progid=5865) I was asked to write a blog about managing client service in surveying and property partnerships. It’s a big topic, but here are the headlines with signposts to further reading.  Why is managing client service in surveying and property partnerships so important?  […]

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Legal market research – Perceptions and needs of consumers and small businesses

Posted on: April 24, 2016

I regularly facilitate a public training session for CLT on “Client care, service excellence and retention” http://www.clt.co.uk/course/Client-Care-Service-Excellence-and-Retention/. During the workshop we spend time considering various legal market research reports. I have blogged a lot about commercial client research and the needs of general counsel in the past (see the related links below). This blog supplements […]

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Psychology in marketing and selling: Seven insights from the PM Forum Conference 2015

Posted on: November 3, 2015

My conference report for the 20th annual Professional Marketing Conference was published in the November 2015 edition of PM magazine http://www.pmforum.co.uk/magazine/index.aspx There was an amazing mix of speakers talking on the theme of “Tomorrow’s world”. Here are some of my personal reflections which didn’t make it into the official conference report: Futurologists – Chris Yapp […]

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Client feedback – Legal and accounting client feedback from Aframe, Argus Media and Santander (October 2015)

Posted on: November 3, 2015

One of my favourite elements at each annual Professional Marketing Conference http://www.pmforum.co.uk/events/conferences.aspx is the final session (which I call “the clients bite back”) where clients are invited to give their views on where their professional advisers are getting it right – and wrong. This year, the panel was led by Elliott Moss – the business […]

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Be more T Rex – Client management with dinosaurs

Posted on: October 23, 2015

Profitability through dinosaurs? Often during my training sessions on client service, client management, relationship management or key account management (KAM) with lawyers, accountants and surveyors I’ll spend some time drawing dinosaurs. And last week I was finally persuaded to share my ideas on a blog. Onwards plods the Diplodocus You see sometimes I describe a […]

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