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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.
There were comments that it was unusual for people to be in the office so face time and in person meetings – where it is easier to develop rapport, trust and solid working relationships – were rare. Finding ways to meet with people in real time (such as at social events) can help.
Surprisingly, delegates were more likely to use spreadsheets than a CRM for managing client and referrer information. Exercises using referrer organisation briefing sheets (and scorecards) and an individual buyer profile were thought to be very useful.
So some will prepare content, others will develop talks and others will concentrate on meeting referrers and developing relationships. The team needs guidance – and resources such as relevant content and market/prospect alerts – to enable them to nurture relationships over time – to stay on the radar with “drip drip” strategies.
Several people had stayed in London overnight, having been to the PM Regional Committees meeting the day before. Natalie commented on human and listening skills and the need to understand what the client says: “ Bring technical brilliance and human skills into the practice of law”. Closing thoughts.
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? How do I get my opinions and voice heard among more senior colleagues?
Target account selling involves identifying and pursuing a small, carefully chosen group of high-potential companies that align with your product or service. By narrowing your focus, you improve conversion rates and build lasting clientrelationships. This approach helps predict which accounts are most likely to convert.
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