Telephone skills workshop – 11 key points

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

Three referrer management themes – Plans, Relationships and Communication

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

Seven pitching themes – specialisation, engagement, research, content, differentiation, project management and virtual presence (May 2021)

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

2021-05-27T16:57:05+01:00May 27, 2021|Kim's Blog, Marketing, Relationship Management, Selling|
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