Introducing the marketing planning process into a professional service firm

Posted on: March 20, 2018 marketing planning process into a professional service firm

At the recent “Marketing planning in a nutshell” training workshop http://www.pmforum.co.uk/training.aspx, the focus was on the best way to introduce a marketing planning process into a professional service firm. While many of the larger professional service firms have sophisticated marketing and business development planning processes, some smaller firms are still trying to engage their fee-earners […]

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Thought leadership, campaigns and project management – Nine insights from a workshop (2017)

Posted on: January 4, 2018 Thought leadership

Recently, I facilitated a workshop on thought leadership, campaigns and project management with delegates from legal, accountancy and consultancy firms for the Professional Marketing Forum http://www.pmforum.co.uk/training.aspx The key insights from the delegates’ perspective were as follows: 1. Objectives enable measurement In order to measure the effectiveness of a campaign it is necessary to set out […]

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Key Account Management KAM in a nutshell

Posted on: December 19, 2017 Key Account Management KAM

I was delighted to address the Professional Marketing Forum Scotland members last week in Edinburgh. The topic they choose was Key Account Management KAM in a nutshell – so I presented information on “text book” theories as well as lots of stories from my experiences on the “front line” of KAM strategy and development in […]

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Private client marketing – Competing in the digital era

Posted on: November 9, 2017 Private client lawyers

This article on “Private client marketing – competing in the digital era” was published in the November 2017 edition of The Law Society’s PS magazine for private client lawyers http://communities.lawsociety.org.uk/private-client/ps-magazine/ Whilst we should be excited about the potential of digital technologies to help busy private client lawyers with their business development activities, it seems that […]

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Property marketing case study – Client and key client relationship management at JLL

Posted on: October 18, 2017 Property marketing case study - CRM at JLL

At the 2017 Professional Marketing Conference http://www.pmforum.co.uk/conference.aspx , Anna Lind, Director of Client Relationship Management at JLL where she leads a team of seven, provided a fabulous property marketing case study. She talked through her six element client relationship management (CRM) and key account management (KAM) programmes which she has developed during her three and […]

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