Last week I facilitated a half day MBL telephone skills workshop titled “Pick up the phone! Client service and sales opportunities for professionals in the digital age”. Delegates included lawyers, property professionals, actuaries and risk management consultants. We considered both inbound calls (enquiry management) and outbound calls (proactive sales calls). Read More
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
“Love in a time of Cholera” by Gabriel García Márquez is a great book. It reflects many themes we are experiencing today such as the Coronavirus plague and the attempts to maintain relationships across great distances. So what about marketing in a time of Coronavirus? Once professional service firms transitioned Read More
Whilst presenting a paper on strategic marketing at a recent professional services marketing conference in Sussex http://kimtasso.com/strategy-silos-is-marketing-guilty-too-align-integrate-focus-educate-and-champion/, one of my fellow presenters was Jonathan Winchester, chief executive of insight6 Limited https://insight6.com/ (which some of you may know as Shoppers Anonymous). He gave a fascinating talk about Client Experience Management (CEM Read More
I’ve done training sessions on inbound telephone calls to improve client service and enhance conversion rates (see, for example, http://kimtasso.com/managing-client-service-surveying-property-partnerships/). I’ve done workshops on outbound calls for cold calling (http://kimtasso.com/sales-selling-tips-11-point-plan-cold-calling/). But I was recently asked to cover the topic of outbound calls to existing contacts and clients to enhance business relationships Read More
