Property marketing case study – Transformational change in Savills’ bid processes

Posted on: November 18, 2020 Property marketing case study – Transformational change in Savills’ bid processes

The London Committee of the PM Forum  hosted an event on 11th November where Ellie Blenkinsop (The Client – Head of Bids at Savills) and Francesca Ayers (The Consultant – Get Serious), shared inspiring and practical insights from their ‘journey’ of transformational change in Savills’ bid processes. They started by explaining that the transformational change […]

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The growth of MarTech in professional services

Posted on: March 5, 2020 The growth of MarTech in professional services

These two articles on the growth of MarTech in professional services were published in the February and March 2020 editions of Professional Marketing Magazine. Wouldn’t it be good if there was a central source of information about marketing automation and technology (MarTech) in professional services – whether in law, accountancy, surveying or consultancy practices and […]

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Pitching and Tenders – Nine top tips and client feedback (June 2019)

Posted on: July 5, 2019 Pitching and Tenders – Nine top tips and client feedback (June 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 […]

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Client Feedback – From the horse’s mouth: The Crown Estate, Surrey County Cricket Club and JUUL Laboratories (2018)

Posted on: November 8, 2018

At the 2018 Professional Marketing Conference (see http://kimtasso.com/professional-marketing-forum-conference-report-2018-the-bare-necessities/), there was the usual client panel where clients of legal, accountancy and property professional services firms gave their views on marketing and client service. Continuing the series of Client Feedback – From the horse’s mouth: The Crown Estate, Surrey County Cricket Club and JUUL Laboratories provide their […]

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System review – Intapp integrates technology and information across the client life cycle

Posted on: May 30, 2018 Intapp integrates technology and information across the client life cycle

As part of my ongoing review of technology systems supporting professional service firms (PSFs), I went along recently to speak to Mark Bilson of Intapp. Intapp is an interesting cloud-based platform as Intapp integrates technology and information across the client life cycle at a firm – once understood the potential impact of the platform is […]

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