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
It was great to see so many people on the December digital presentation of the popular MBL “Developing more work from referrers and intermediaries” workshop – there were representatives from law, accountancy, insolvency and engineering firms. Here are the highlights from a referrer management workshop. Amongst the aims of the Read More
The London Committee of the PM Forum hosted an event on 11th November where Ellie Blenkinsop (The Client - Head of Bids at Savills) and Francesca Ayers (The Consultant - Get Serious), shared inspiring and practical insights from their ‘journey’ of transformational change in Savills’ bid processes. They started by Read More
Yesterday I facilitated an interactive workshop through the Professional Marketing Forum on cross-selling and referrer management. I promised the delegates – representing a range of legal and accountancy practices – that I would summarise and share the key points arising from the session and the six themes to supplement their Read More
People often ask me about innovation in marketing. There is lots of information around on the subject – particularly as we struggle with how to move out of the Covid-19 pandemic restrictions, through technologically-disrupted markets and into whatever the “new normal” might be. So I thought I would revisit the Read More
