Key referrers

Cross-selling and referrer management – Data, focus and behaviour
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Cross-selling and referrer management – Data, focus and behaviour

Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management

Cross-selling and referrer management – Data, focus and behaviour

Here are the highlights from the recent PM Forum workshop on “Cross-selling and referrer management accelerator”. The delegates were mostly marketing and business development (MBD) managers – legal, accountancy and consultancy firms (one joined form Germany and another was a qualified lawyer). There was an even split between those focused Read More

Kim Tasso2024-03-18T16:12:48+00:00March 18, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

Referrer management – Back to basics and the role of social media

At a recent MBL “Developing more work from referrers and intermediaries” training workshop in Bristol (see https://www.mblseminars.com/outline?progid=5770 for future dates and locations), the delegates identified two themes that would shape their future strategy. Referrer management - Back to basics The first part of the session focussed on “Thinking and Planning”. Read More

Kim Tasso2016-03-03T08:44:52+00:00March 3, 2016|Accountants, Kim's Blog, Lawyers, Marketing, Property, Relationship Management|