referral goals

Referrer Management Strategies – Planning for the firm, teams and individuals (three tier approach)
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Referrer Management Strategies – Planning for the firm, teams and individuals (three tier approach)

Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy

Referrer Management Strategies – Planning for the firm, teams and individuals (three tier approach)

At the recent “Developing more work from referrers and intermediaries” MBL workshop Kim Tasso - MBL Seminars, delegates from legal, accountancy and financial firms tackled the different levels of planning required to design and implement effective referrer management strategies. Referrer Management Strategies – Planning for the firm, teams and individuals. Read More

Kim Tasso2024-08-02T11:39:58+01:00August 2, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy|

Cross-selling and referrer management – Data, focus and behaviour
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Cross-selling and referrer management – Data, focus and behaviour

Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management

Cross-selling and referrer management – Data, focus and behaviour

Here are the highlights from the recent PM Forum workshop on “Cross-selling and referrer management accelerator”. The delegates were mostly marketing and business development (MBD) managers – legal, accountancy and consultancy firms (one joined form Germany and another was a qualified lawyer). There was an even split between those focused Read More

Kim Tasso2024-03-18T16:12:48+00:00March 18, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|