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Cross-selling and referrer management – Data, focus and behaviour
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Cross-selling and referrer management – Data, focus and behaviour

Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management

Cross-selling and referrer management – Data, focus and behaviour

Here are the highlights from the recent PM Forum workshop on “Cross-selling and referrer management accelerator”. The delegates were mostly marketing and business development (MBD) managers – legal, accountancy and consultancy firms (one joined form Germany and another was a qualified lawyer). There was an even split between those focused Read More

Kim Tasso2024-03-18T16:12:48+00:00March 18, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

Referrer Management and Cross-Selling Insights (March 2021)
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Referrer Management and Cross-Selling Insights (March 2021)

Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management

Referrer Management and Cross-Selling Insights (March 2021)

Last week I had the pleasure of facilitating delegates from legal and accountancy firms in the PM Forum’s “Referral Management and Cross-Selling Accelerator” workshop. Here are the key points from the polls, break-out and discussion sessions with referrer management and cross-selling insights. I’ve also included a summary from a recent Read More

Kim Tasso2021-04-01T15:45:04+01:00March 15, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|