Marketing Systems

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|

Marketing and Business Development (MBD) property firm case studies (2024-2025)

Following the recent compilations of case studies for law firms (Marketing and Business Development (MBD) law firm case studies) and accountancy firms (Marketing and Business Development (MBD) accountancy firm case studies), here are some from property and real estate firms. Marketing and Business Development (MBD) property firm case studies (2024-2025). Read More

2025-12-08T11:29:40+00:00December 8, 2025|Kim's Blog, Management Skills, Marketing, Property, Social Media, Strategy|
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