At a recent PM Forum workshop (Selling processes and sales skills for marketing and business development professionals (MBD)) delegates from legal and accountancy firms focused on improving the sales processes and skills at their firms. Some were from large firms and others were from smaller firms. Their firms varied in 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
Marketing and business development delegates from legal, accountancy and construction firms joined a PM Forum workshop on persuasive writing. We covered a lot during the session, so I’ve shared just those ideas that the delegates found most valuable. Wise words from a writing workshop. Key takeaways from a writing workshop Read More
Well done to the select group of delegates who battled through the London tube strike and rain to arrive EARLY for a PM Forum workshop day on marketing and business development (MBD) management. Thanks too to Dentons for hosting and the generous hospitality. Future marketing and business development managers – Read More
Having worked in professional services marketing (at legal, accountancy, property and consultancy firms) for almost three decades I have spent a lot of time working on cross-selling and referrer (referral) management initiatives. This includes internal referrals (cross-selling) and external referrals (both from existing clients and third party intermediaries). A recent Read More
