Liz Whitaker

Sales Targeting Toolbox for Professional Services Firms
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Sales Targeting Toolbox for Professional Services Firms

Accountants, Kim's Blog, Lawyers, Marketing, Selling

Sales Targeting Toolbox for Professional Services Firms

At the recent Business Development for Professionals - 2024 Virtual Conference - MBL Seminars I presented a session entitled “Supporting Fee-Earners in Sales Targeting”. I’ve summarised the key points here as a supplementary learning resource for the delegates. And I’ve noted the highlights of the sessions by other speakers (How Read More

Kim Tasso2024-02-08T20:30:46+00:00February 8, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Selling|

Beating Six Barriers to KAM – Chicken or Egg: Data, Protectionism, Starting point, Simplicity, Time and Training
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Beating Six Barriers to KAM – Chicken or Egg: Data, Protectionism, Starting point, Simplicity, Time and Training

Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Property, Relationship Management, Selling, Strategy

Beating Six Barriers to KAM – Chicken or Egg: Data, Protectionism, Starting point, Simplicity, Time and Training

18 delegates from law, accountancy and property firms joined me at the June PM Forum workshop on Key Account Management (KAM) and Account Based Marketing (ABM). The focus was on supporting fee-earners with client relationship management in KAM and ABM programmes at a firm-wide or client level. I’ve summarised Six Read More

Kim Tasso2021-06-14T18:05:58+01:00June 14, 2021|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Property, Relationship Management, Selling, Strategy|