Remove Acquisition Remove Client Development Remove Value Proposition
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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. 67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention.

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Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

Red Star Kim

And we touched on ideas to integrate vertically and horizontally through the value chain. In some cases this might involve opening in new territories, forming international alliances or mergers and acquisitions. 40% Selling (winning new clients). 10% Existing client development. 0% Referrer development.

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How to systemise account management in your agency, with Alex Raymond

Account Management Skills

Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. We chatted about: – the importance of having a client development plan. – how to avoid client churn.

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Jun 21 – Customer Success Jobs

SmartKarrot

Be proactive in strengthening existing relationships and creating new ones to maximize acquisition, retention, and up-sell. Review and propose process improvements that drive client and market penetration. Drive events, below-the-line activities and represent the client in industry forums to drive awareness.