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
Artificial Intelligence (AI) is having a fundamental impact on marketing and business development. Not least in the area of tendering and pitching. This post is based on an article in PM Magazine Winning work in the age of AI -How professional services firms are transforming proposal generation (July 2025) which Read More
The Chartered Institute of Marketing (CIM) requires Members and Fellows to complete CPD (Continuing Professional Development) every year to retain their Chartered Marketer Status. As a Fellow of CIM, I’m happy to report that I have completed mine for July 2024 – June 2025 and can retain the designation for Read More
Alastair and Samantha of Optix Solutions delivered a comprehensive and thought-provoking PM Forum training session. Delegates appreciated the provocative food for thought to make more proactive use of AI in their marketing and business development teams and activities. Opportunities quickly become threats so the need to get a handle on Read More
In November it was a full house for the PM Forum’s Proactive marketing and business development executive online workshop. It was on budget day so those from accountancy and tax practices had a lot going on. These sessions are experiential – with much use of social learning so many insights Read More
