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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. One delegate’s firm had recently merged and integration was a priority. Two tools were provided to assist with this. The need to include purpose (i.e.

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How Marketing and Business Development (M&BD) Assistants can shine – Develop knowledge and skills, build personal brand and increase visibility

Red Star Kim

Some guidance is provided: Be more visible – the PVI model (kimtasso.com) and Be visible, assert and challenge and remember your goals (kimtasso.com) Other points of interest How to engage fee-earners?

Marketing 130
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Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

Red Star Kim

There are lots of articles on internal communications, buy-in and stakeholder engagement. Animal magic of buy-in and stakeholder engagement (Video) (kimtasso.com). Ten top takeaways on stakeholder engagement and buy in (kimtasso.com). 40% Selling (winning new clients). 10% Existing client development.

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How to engage fee-earners in the M&BD planning process?

Red Star Kim

11% Marketing/lead generation 11% Selling (winning new clients) 33% Existing client development 0% Referrer management 44% All of them How clear are you on the client (buying) journey?

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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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How to Ignite Success With Account Plans

Arpedio

With a proper key account plan, you’ll have a consistent approach to gather crucial information about your important clients, develop a sales strategy, and build strong relationships through proactive management and support. Next up, you have to identify the key players within your client’s organization. Let's talk!

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Feb 03 – Customer Success Jobs

SmartKarrot

Apply here: [link] Role: Customer Success Manager (m/f/d) Location: Sydney, New South Wales, Australia (On-site) Organization: HRS Group As a Customer Success Manager, you will support your clients and ensure outstanding service quality in answering requests and providing excellent advice with regards to business data reporting or hotel bookings.