Kim Tasso14 pragmatic steps to improved referrer management (London and Manchester 2019)
Posted on: December 19, 2019
I’ve combined the key delegate insights from the two most recent MBL workshops on referrer management (http://www.mblseminars.com/Outline/Developing-More-Work-from-Referrers-_-Intermediaries/5770/) in London and Manchester to provide 14 pragmatic steps to improved referrer management. The sessions had a fascinating and productive blend of views from senior leaders, fee-earners and business development professionals. 1. Analyse the current situation and set […]
Six insights from marketing and business development assistants
Posted on: November 25, 2019
Earlier in November, there was a full house on the Professional Marketing Forum’s half day workshop on Practical and Professional Skills for Marketing and Business Development Assistants. https://www.pmforum.co.uk/training.aspx There were delegates from legal, accountancy, actuarial, property and engineering firms. Here are the six insights from marketing and business development assistants that they felt were most valuable: […]
Enquiry management: Converting more telephone enquiries with basic sales training
Posted on: July 25, 2019
At a “Business development for lawyers” course a while back the topic that the delegates asked me to write about was that of converting telephone enquiries. More recently, at a practice development course for private client solicitors, the same issue arose and other insights were shared at a recent in-house workshop on the topic. So […]
Structured programmes for Referrer Relationships
Posted on: July 8, 2019
At a recent referrer management course we talked about categorising and prioritising referrers and intermediaries according to the strength and value of the relationship. Marketing and business development teams might develop indicative programmes to show the appropriate relationship management and collaborative marketing activities depending on the stage of the relationship. Structured programmes for referrer relationships […]
Pitching and Tenders – Nine top tips and client feedback (June 2019)
Posted on: July 5, 2019
I’ve led several public courses on tendering and pitches recently (e.g. through Professional Marketing Forum https://www.pmforum.co.uk/training.aspx) and for professional service firm clients on an in-house basis. Here’s a round-up of the points that had most resonance on pitching and tenders – Nine top tips and client feedback: 1. Have a pitch process You can spend […]