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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

Private client management and marketing: Business plans, recruitment, assessments and automation. Core challenges for private client law leaders The core challenges identified throughout the day were the interlinked topics of business plans, recruitment, assessments and automation.

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

Red Star Kim

PPS I’m putting together a separate blog on the question – which keeps arising – of future trends in professional services marketing and business development. Review our business plan. Review case studies of PSF marketing and business development. 40% Selling (winning new clients).

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

Red Star Kim

38% M&BD theory and fundamentals 25% M&BD planning process 38% Overcoming M&BD planning issues Where is the greatest challenge in your M&BD planning? multiple choice) 43% Sales funnel/pipeline/opportunity management 43% Awareness/Engagement/Conversion/Loyalty/Advocacy 43% Where Now?

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Customer Centric Growth Amid COVID

Revegy

Developing customer insights isn’t a one-time, static exercise. It is an ongoing effort that should be an integrated part of your client development and account planning strategy. Business success in the COVID-19 and post COVID-19 world demands a commitment to a customer-centric growth strategy.

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Mar 10 – Customer Success Jobs

SmartKarrot

Apply here: [link] Role: Associate Director – Customer Success Location: London, England, United Kingdom (Hybrid) Organization: Plentific As an Associate Director of Customer Success, you will be leading client meetings and understanding their businesses, offering creative solutions to complex client challenges.

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Feb 16 – Customer Success Jobs

SmartKarrot

Role: Customer Success Executive Location: Austin, TX, United States (Hybrid) Organization: Axon As a Customer Success Executive you’ll be a consultant and a spokesperson for your clients, holding frequent phone calls and in-person meetings to direct strategy and execution for reaching each client’s particular goals.