Kim TassoHighlights from a referrer management workshop (2020)
Posted on: December 22, 2020
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 delegates were: To develop a […]
Top picks from KAM training workshops (October 2020)
Posted on: October 20, 2020
At last week’s “Towards KAM and ABM – helping fee-earners with relationship management” workshop (presented digitally through the PM Forum) we covered a lot of content in a short amount of time. This post covers the top picks from KAM training workshops – as it includes feedback from a previous KAM workshop to show how […]
KAM Basics – Bowties and Diamonds (Video)
Posted on: October 4, 2020In this short video (4 minutes) I address some KAM Basics – Bowties and Diamonds (Video). What key client relationships look like when they are a bowtie or diamond configuration. (Video script KAM Basics – Bowties and Diamonds) Hi I’m Kim Tasso And today I am going to talk about an idea to help client […]
Book review: Executive Engagement Strategies – how to have conversations and develop relationships that build B2B relationships by Bev Burgess
Posted on: August 11, 2020
(A shorter version of this book review: Executive Engagement Strategies appeared in a recent edition of Professional Marketing magazine) I reviewed two of Bev’s previous books – in 2011 on marketing technology as service and more recently, in February 2020, her fabulous practitioner’s guide to Account Based Marketing. I’m a big fan. This one focuses […]
Introducing client portfolio management with dinosaurs – Be more T Rex (Video)
Posted on: July 13, 2020This week’s short (6 minute) video for professional service firms is “Introducing client portfolio management with dinosaurs – Be more T Rex”. So whether thinking about the client portfolio of the firm, a team or a professional you need to be more T Rex. (Video script) Hi I’m Kim Tasso Today we are going to […]