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

Red Star Kim

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. Private client management and marketing: Business plans, recruitment, assessments and automation.

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

Red Star Kim

Encourage fee-earners to engage in the M&BD planning process During the session – where we explored M&BD theory and frameworks and walked through the process of developing a M&BD plan – we identified several ways to engage fee-earners in the M&BD planning process. At their regular team meetings.

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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. Meet with BDs to talk through their strategies.

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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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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.

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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.