Follow up

Telephone call challenges: Emotions, data, selling and follow up

Accountants, lawyers, paralegals, patent attorneys and financial advisers (both professional advisors and dedicated business development professionals) joined me at an MBL workshop on telephone skills for client service and selling. We explored the fundamentals of relationships, managing inbound calls and planning outbound calls. This article supplements the learning resources from Read More

2023-10-19T15:00:13+01:00October 19, 2023|Accountants, Kim's Blog, Lawyers, Relationship Management, Selling|

Telephone skills: Anxiety, voice, etiquette and the client experience

At a recent MBL workshop “Pick up the phone! Client service and sales opportunities for professionals in the digital age” some key issues emerged: Telephone skills: Anxiety, voice, etiquette and the client experience. Anxiety around picking up the phone Delegates reported that they observed that there was more nervousness and Read More

2022-09-22T13:24:12+01:00September 22, 2022|Kim's Blog, Marketing, Selling|

Book review – Great networking by Alisa Grafton

To support delegates on networking training sessions, I like to review (and recommend if appropriate - see the list below) the latest books on the topic. This book was published in 2022 (so it’s post-Covid) and is subtitled “The art and practice of building authentic professional relationships”. The author is Read More

Five questions from a campaign, thought leadership and project management workshop

At last week’s campaigns workshop for PM Forum training  we had a full house of delegates with a rare balance between legal, accountancy/actuarial, property/engineering and consultancy firms. This article summarises the key themes emerging and contributes to the learning resources pack of the delegates. Five questions from a campaign, thought Read More

2022-06-27T09:21:28+01:00June 27, 2022|Kim's Blog, Marketing, Relationship Management, Selling, Strategy|
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