Decision Making Unit

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|

Nine insights: Sales processes and selling skills for targeting and meetings

Last week, we welcomed UK and international delegates to a PM Forum digital workshop on “Selling Processes and Sales Skills for Marketing and BD Professionals”. There were equal numbers of delegates from law and accountancy firms who had various roles: business development, pitching, key client management, cross-selling and external referrer Read More

2022-10-24T10:03:34+01:00October 24, 2022|Accountants, Kim's Blog, Lawyers, Relationship Management, Selling|

Five Spice Girl lessons from a pitching workshop (May 2022)

As well as delegates from across the UK (including a few from Romford in East London), we were joined at this session on “Helping fee-earners to prepare the perfect pitch”  by people in Warsaw, Poland and Lisbon, Portugal. During an intense and fast-paced half-day we covered a lot of material Read More

2022-05-30T17:05:06+01:00May 30, 2022|Kim's Blog, Marketing, Selling|

Book Review: Smarter selling – Next generation sales strategies to meet your buyer’s needs every time by Keith Dugdale and David Lambert

I am often asked to recommend books on sales and selling – both for beginners and experienced practitioners. There are so many to choose from – I’ve read hundreds, reviewed a fair few and even written a couple. So I've done a series of reviews (other recommended sales books are Read More

2022-05-06T16:10:33+01:00May 6, 2022|Accountants, Kim's Blog, Lawyers, Relationship Management, Selling|

Insights on pitching – Online, virtual, productivity, confidence and procurement (December 2021)

I recently reviewed all the articles in Professional Marketing magazine  on pitching. And I’ve highlighted the key points here of the latest insights on pitching – Online, virtual, productivity, confidence and procurement. Online pitching In October 2021, Michael Fleming (Kissing with Confidence) argued that whether in the room or on Read More

2021-12-29T10:59:33+00:00December 29, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Selling|
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