increase accountant engagement

Six questions from Proactive Marketing/BD Executives – Time, buy-in, cross-selling, social media, events and AI
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Six questions from Proactive Marketing/BD Executives – Time, buy-in, cross-selling, social media, events and AI

Kim's Blog, Marketing, Relationship Management, Social Media

Six questions from Proactive Marketing/BD Executives – Time, buy-in, cross-selling, social media, events and AI

At the recent “Proactive Marketing and Business Development Executive” full day PM Forum workshop, delegates (from law (including a former secretary and a former lawyer), accounting and consulting practices asked a number of questions. These summary answers contribute to the learning resources for the session. Six questions from Proactive Marketing/BD Read More

Kim Tasso2024-04-18T12:42:07+01:00April 17, 2024|Kim's Blog, Marketing, Relationship Management, Social Media|

Proactive marketing and business development executives – CRM, internal engagement and career insights
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Proactive marketing and business development executives – CRM, internal engagement and career insights

Kim's Blog, Marketing, Relationship Management

Proactive marketing and business development executives – CRM, internal engagement and career insights

In November it was a full house for the PM Forum’s Proactive marketing and business development executive online workshop. It was on budget day so those from accountancy and tax practices had a lot going on. These sessions are experiential – with much use of social learning so many insights Read More

Kim Tasso2023-12-19T16:00:49+00:00December 5, 2023|Kim's Blog, Marketing, Relationship Management|