Red Star Kim

NOVEMBER 13, 2023

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.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Red Star Kim

JULY 11, 2022

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.

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

Account Management Skills

AUGUST 24, 2021

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.

Account Management 98

Account Management Management Account Planning Co-Creation 98

SmartKarrot

JUNE 21, 2021

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.

Customer Success 10

Customer Success eCommerce Value Proposition Advertising 10