Remove Account marketing Remove Client Relationships Remove Meetings
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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. It stopped using the OnePlace name in February 2023.

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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

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.

CRM 100
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Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

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.

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Referrer Management – Capacity and Capability

Red Star Kim

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.

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PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

Red Star Kim

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.

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The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Red Star Kim

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? How do I get my opinions and voice heard among more senior colleagues?

Media 100
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How I Use Target Account Selling to Land My Dream Clients

Hubspot Sales

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 client relationships. This approach helps predict which accounts are most likely to convert.