Segmentation

System review – Referonix AI pitch automation system

Many firms are experimenting with and using AI to support efficient and effective development of bids, proposals and tenders. I last wrote about AI pitch automation at Arup and GHD in October 2025 Arup and GHD pitch automation and AI. And had considered how Bidwells used AI in producing case Read More

2026-04-17T10:21:26+01:00April 17, 2026|Accountants, Kim's Blog, Lawyers, Selling|

Marketing and Business Development Assistants – Event management

At the recent PM Forum training workshop “Practical and Professional Skills for Marketing and Business Development (MBD) Assistants” we talked about many strategic and operational marketing and business development activities. But there was a particular interest in event management as a crucial element of many MBD campaigns. We explored event management best practice, Read More

Private Client – Strategic and Operational Plans

Last week I facilitated MBL’s  workshop on “How to manage and grow your private client practice”. Amongst the delegates were newly-appointed partners and heads of Private Client departments. Almost every delegate left with the view that they needed to consider strategic issues, engage the team in those discussions and agree Read More

CPD and Chartered Marketer status renewed

The Chartered Institute of Marketing (CIM) requires Members and Fellows to complete CPD (Continuing Professional Development) every year to retain their Chartered Marketer Status. As a Fellow of CIM, I’m happy to report that I have completed mine for July 2024 – June 2025 and can retain the designation for Read More

2025-08-04T11:22:42+01:00August 4, 2025|Kim's Blog, Marketing|
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