Last week I facilitated a CLT seminar on “Client care, client service and client retention” http://www.clt.co.uk/course/Client-Care-Service-Excellence-and-Retention/ Whilst we covered a lot of material relating to understanding commercial and consumer client needs, engaging everyone in responding appropriately at all touch points and best practice in day-to-day service delivery, client care and relationship Read More
Recently I ran another of the popular “marketing planning in a nutshell” training session for PM Forum http://www.pmforum.co.uk/training/. The 18 delegates – from a variety of legal and accountancy firms - selected the key topics discussed for a follow up blog post: 3 themes from marketing planning: Stepping stones, persuasion and Read More
Two recent reports concerning Digital marketing and social media in the legal sector. Law Society Social Media Practice Note In June, The Law Society revised its social media “good practice” note (original published in December 2011) with specific reference to professional conduct on client care, confidentiality, publicity and relations with Read More
I saw a demonstration of PitchPoint software - a new pitch development system - by Andy Driskell of Iphelion. Module to make pitch data capture easy The demonstration started with the administration part of the system where fee-earners or business development team are tasked with a “to do” list to go Read More
Last week I was joined by over 20 surveyors at the first presentation on this new MBL course on “Managing and marketing a profitable surveyors’ practice”. Change management is a key topic. During the day we covered a lot of material including: business planning, strategy development, management functions, market analysis, Read More
