Marketing Systems

Growth perspectives: Private equity and business development (Managing Partners’ Forum Growth Conference 2026)

This article appeared in PM Magazine (May 2026). Growth perspectives: Private equity and business development (Managing Partners' Forum Growth Conference 2026) As private equity accelerates across professional services, firms attending the Managing Partners’ Forum’s Professional Services Growth Conference faced a critical question: How do you turn investment into sustainable growth? Read More

2026-05-26T13:22:46+01:00May 26, 2026|Accountants, Kim's Blog, Lawyers, Management Skills, Relationship Management, Statistics and trends|

Aspiring MBD leaders – Advice from recruitment consultants

This article is one in a series supporting the Home – PM Forum training course Aspiring Marketing and Business Development Leader – PM Forum (for marketing and BD managers looking at their next career move). The essence of marketing is to anticipate and meet client needs profitably. As your career progresses, you develop Read More

2026-05-01T14:14:27+01:00May 1, 2026|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Statistics and trends|

System review – Referonix AI pitch automation system

Many firms are experimenting with and using AI to support efficient and effective development of bids, proposals and tenders. I last wrote about AI pitch automation at Arup and GHD in October 2025 Arup and GHD pitch automation and AI. And had considered how Bidwells used AI in producing case Read More

2026-04-17T10:21:26+01:00April 17, 2026|Accountants, Kim's Blog, Lawyers, Selling|

From sporadic to systematic – Cross-selling and referrer management programmes

Here are highlights from the recent PM Forum workshop on “Cross-selling and referrer management accelerator”. We acknowledged that there was no one “right way” to enhance cross-selling and referrer management. Each firm starts from a different place, has varying access to information and may have different goals. There was recognition that it Read More

2026-03-23T17:39:19+00:00March 23, 2026|Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|
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