I facilitated a full day online pitching and tendering workshop for MBL covering: policies, processes, research, sales strategy, selling skills, documents, presentation (content and delivery), post pitch actions and tendering metrics. Delegates were from legal and insolvency firms. There was a huge amount discussed during the lectures, exercises and polls Read More
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 Read More
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, Read More
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 Read More
At the 2018 Professional Marketing Conference, 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 Read More
