Research

Telephone skills – Provide the human touch (with AI assistance)

At the recent MBL workshop  on “Pick up the phone – client service and sale opportunities for professionals” we looked at the role of telephone calls in sales and service, managing inbound calls and making outbound calls. There was debate about the role and value of automated and AI-generated telephone answering services. And Read More

2026-04-07T15:49:03+01:00April 7, 2026|Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Don’t try to boil the ocean – Be more focused with Cross-Selling and Referrer Management Strategies

At the recent MBL workshop on cross-selling and referrer management, we adopted a back-to-basics approach for these strategies. (see Kim Tasso – MBL Seminars for details of future sessions).  Delegates from legal, property, construction and financial services firms came together to look at how to initiate or improve their cross-selling and referrer Read More

Law firm trainees engage in marketing and business development

I was joined by 12 trainee solicitors from a variety of firms for an online workshop on “A Trainee’s Guide to Marketing & Business Development (MBD) in a Law Firm”.  This article summarises some of the themes that emerged during discussions and supplements the learning resources for the session. Law Read More

2026-02-28T16:43:32+00:00February 28, 2026|Kim's Blog, Lawyers, Marketing|
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