Referrals strategy

Cultivate a cross-selling culture

We were joined by delegates from legal, accountancy and consultancy firms for PM Forum’s “Cross-selling and referrer management accelerator” workshop earlier in March. A summary of delegate discussion topics and poll results are shown below to add to the learning resources from the session. While we discussed various tools and Read More

2023-03-16T09:48:05+00:00March 16, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

Cross-selling and referrer management – Expectations, Data and Focus (March 2022)

It was a full house on the recent “Cross-selling and referrer management accelerator” workshop from PM Forum.   There are lots of insights shared by delegates below. But I wanted to focus on cross-selling and referrer management – Expectations, Data and Focus. Expectations and Goals An effective cross-selling or referrer Read More

2022-03-14T16:02:00+00:00March 14, 2022|Kim's Blog|
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