Marketing Automation

Release time to become a more proactive Marketing and Business Development Executive (November 2022)

It was a full house at November’s PM Forum workshop for Proactive Marketing and Business Development Executives. Delegates were from large and medium sized legal, intellectual property, accountancy, actuarial, pension and consultancy firms – from the UK but also from the Channel Islands and Portugal – with some supporting up Read More

2022-12-02T10:47:56+00:00December 2, 2022|Kim's Blog, Marketing|

Pitch Points – Five thoughts from a pitching and tendering workshop (January 2021)

I facilitated a full day online pitching and tendering workshop for MBL covering: policies, processes, research, sales strategy, selling skills, documents, presentation (content and delivery), post pitch actions and tendering metrics. Delegates were from legal and insolvency firms. There was a huge amount discussed during the lectures, exercises and polls Read More

2025-04-18T10:22:44+01:00January 22, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|
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