Referrer management plans

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|

Three referrer management themes – Plans, Relationships and Communication

At the recent MBL “Developing More Work from Referrers & Intermediaries” full day digital workshop what emerged from delegate discussions were three referrer management themes – Plans, Relationship and Communication.  Agree targets and plans It became apparent early in the session that there was a need for different levels of Read More

2021-07-05T17:02:33+01:00July 5, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Social Media|
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