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Campaigns, thought leadership and project management – Early engagement, scoping and risk management

Red Star Kim

At the recent PM Forum online workshop on campaigns, thought leadership and project management there were 17 delegates from legal, accountancy and insolvency firms located in London, Belfast, Sutton Coldfield, Manchester, Newcastle, Cambridge and Dubai. Take time to scope Scoping is a key aspect of project management.

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Future Marketing/BD Manager – Build resilience to avoid being overwhelmed

Red Star Kim

A key theme arising at the March PM Forum “ Future Marketing/Business Development Manager” (with delegates from legal, accountancy and consultancy firms) was about being overwhelmed. There were conversations about overwhelmed marketing/BD managers, overwhelmed M&BD teams and overwhelmed fee-earners.

Marketing 130
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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

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. How should firms identify their strategic accounts?

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Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

There were architects, bankers, accountants, forensic investigators, insolvency practitioners, lawyers, pension advisers and tax experts who had a range of areas of expertise including bloodstock, housing associations and commercial property. Here are the highlights on Referrer and Intermediary Management – Silos, Targets and Culture.

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Referrer Management – Capacity and Capability

Red Star Kim

This article is a summary of the conversation and key takeaways from a workshop in London for MBL. Referrer Management – Capacity and Capability Capacity – Rational elements of referrer management Throughout the workshop we considered how leadership and organisation (rational activity) supports effective referrer management.

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Marketing technology system review – Informanagement integrated content and distribution system for accountancy and legal firms

Red Star Kim

And is targeted at smaller law and accountancy firms who need to supplement their limited marketing and business development resources. Informanagement allows users to either use the articles in their original form or to edit and tailor them to reflect the firm and author’s personality.

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Case studies: Marketing and Business Development at law and accounting firms

Red Star Kim

Here I summarise brand, referrals, research, key account management (KAM) and new service development case studies. At law firms: Addleshaw Goddard, Collas Crill, LawNet, Ontier, Schillings and accountancy firms: Menzies, Mercer and Hole. Case studies: Marketing and Business Development at law and accounting firms.

Marketing 130