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
It was a full house at the recent PM Forum digital workshop on campaign development, thought leadership and project management. Here is a summary of three themes on campaign development and thought leadership – Education, Integration and Measurement. Delegate polls and feedback are also shown. Key themes - Education, Integration Read More
18 delegates from law, accountancy and property firms joined me at the June PM Forum workshop on Key Account Management (KAM) and Account Based Marketing (ABM). The focus was on supporting fee-earners with client relationship management in KAM and ABM programmes at a firm-wide or client level. I’ve summarised Six Read More
This article was written for the delegates at a recent pitching workshop organised by the PM Forum as a summary to supplement the other course materials they received. There were seven pitching themes – specialisation, engagement, research, content, differentiation, project management and virtual presence. 1. Increasing specialisation Many marketing and Read More
