There were delegates from legal and accounting firms at the training session on “Pick up the Phone – client service and sales opportunities for professionals in the digital age” MBL this week. Delegates were in management, marketing and fee-earning roles. This post summarises the main points raised and is a Read More
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
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
At a recent digital workshop for MBL on “Pick up the phone: Client service and sales opportunities for professionals in the digital age” delegates asked if videoconferences replaced telephone calls. Does Zoom/Teams replace telephone calls? Telephone skills workshop. The research finding from Stanford University that people are 34 times more Read More
Last week I facilitated a half day MBL telephone skills workshop titled “Pick up the phone! Client service and sales opportunities for professionals in the digital age”. Delegates included lawyers, property professionals, actuaries and risk management consultants. We considered both inbound calls (enquiry management) and outbound calls (proactive sales calls). Read More
