What were the key themes arising at the recent PM Forum – PM Forum workshop on “Towards KAM and ABM: Helping fee-earners with client relationship management”?. 60% of the delegates from law and accountancy firms (including those in the energy, financial, public sector, charities and education sectors) across UK were focused on KAM for Read More
This is an important book on building and managing complex B2B (business-to-business) relationships to support sales and selling. But rather than taking a broad view of the entire sales process, it concentrates on the systematic development of a complex web of stakeholder relationships across large and complex decision-making units. As Read More
These are the highlights of a recent PM Forum – PM Forum training workshop on “Helping fee-earners prepare the perfect pitch” for marketing and business development professionals. We worked through three key aspects of pitching process: Planning and processes; selling and writing; and presenting and learning. Whilst larger firms have highly Read More
Client listening, research and insight are the lifeblood of professional services marketing. Because marketing is about anticipating and meeting client needs profitably. And client research is required for just about everything including: needs analysis, strategic planning, marketing planning, branding, key account management (KAM), targeting, service delivery, client experience management, pitching Read More
I posted an overview article Cross-selling and referrer management – Past, present and future (September 2025) as I have many active client projects in this area – as I have for many years. Not long after, John Timperley | LinkedIn – a professional services marketing veteran who I have known Read More
