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At the start of June I had the pleasure of leading PM Forum ’s “Towards KAM (and ABM) – Helping fee-earners with clientrelationship 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.
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 Clientrelationship management (CRM) – how many close social (kimtasso.com) (..)
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 clientrelationships.
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
And many are looking forward to her book launch in March 2023. Sam Taylor of Kingsley Napley and Simon Marshall of TBD Marketing ran a session on how (not) to deploy marketing technology. Focus, purpose, fostering belonging, listening skills, leveraging strengths and managing energy were key themes. Deploy MarTech.
There is a wide spectrum of engagement across the firm What can I do to motivate fee-earners and ClientRelationship Partners (CRPs) to communicate better with the M&BD to ensure we are providing clients with the best service?
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