Red Star Kim

JUNE 15, 2023

At the start of June I had the pleasure of leading PM Forum ’s “Towards KAM (and ABM) – Helping fee-earners with client relationship management” online workshop. Delegates were from legal and accountancy firms in the UK, Channel Islands, Germany and United Arab Emirates. It stopped using the OnePlace name in February 2023.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Red Star Kim

APRIL 17, 2023

As well as considering the grading of clients and referrers for the firm or particular teams there was recognition of the value of guiding each fee-earner to focus on: Critical clients, prospects and referrers (around 10) Key relationships (around 150 – see Dunbar’s Law in Client relationship management (CRM) – how many close social (kimtasso.com) (..)

Management 100

Management Manufacturing Client Relationships Facilitation 100

Red Star Kim

OCTOBER 16, 2023

And to know when to cut their losses and move onto other potential referrer relationships. Working as part of a team helps people develop their relationship competencies which they can then transfer to client relationships.

Management 130

Management Onboarding Emotional Intelligence Communication 130

Red Star Kim

DECEMBER 5, 2023

Dealing with resistance to change (kimtasso.com) Look beyond marketing communications – Many of the delegates’ roles focused on marketing communications and some were keen to understand the broader business development activities. “It

CRM 100

CRM Marketing Interpersonal Skills Client Relationships 100

Red Star Kim

NOVEMBER 18, 2022

They have saved 10,000 hours of review time, identified 120,000 risks and acquired 20 major new clients – including some well-known brands – since launch in March 2021”. Hear the client voice. Listening to clients is a key function of M&BD and the final session is always a conference highlight. www.kimtasso.com.

Value Proposition 130

Value Proposition Procurement Innovation Leadership 130

Red Star Kim

APRIL 12, 2023

There is a wide spectrum of engagement across the firm What can I do to motivate fee-earners and Client Relationship Partners (CRPs) to communicate better with the M&BD to ensure we are providing clients with the best service?

Media 100

Media Marketing B2C Stakeholders 100