Pipeline management

Linking pipeline and portfolio management to avoid strategic drift

Unlike lawyers who rarely have repeat business, accountants have portfolios of work – a large proportion of which is ongoing compliance work (e.g. audits) and a smaller amount which is ad-hoc advisory work. Of course, some accountants – such as those working in the corporate finance arena – will have Read More

Kim Tasso2015-11-20T17:30:40+00:00August 26, 2010|Accountants, Kim's Blog, Selling, Strategy|

Integrating awareness and relationship marketing

Back in 2002, I presented a session for the Law Management Section of The Law Society on cross firm collaboration where I suggested that, in the broadest sense, most business development activities in a law firm could be encapsulated by integrating brand strategies with CRM (Client Relationship Management) programmes. In Read More

Kim Tasso2015-12-11T14:33:12+00:00August 1, 2008|Kim's Blog, Marketing, Relationship Management, Strategy|

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