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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: Businessplans, recruitment, assessments and automation.
PPS I’m putting together a separate blog on the question – which keeps arising – of future trends in professional services marketing and businessdevelopment. Review our businessplan. Review case studies of PSF marketing and businessdevelopment. Meet with BDs to talk through their strategies.
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.
Developing customer insights isn’t a one-time, static exercise. It is an ongoing effort that should be an integrated part of your clientdevelopment and account planning strategy. Business success in the COVID-19 and post COVID-19 world demands a commitment to a customer-centric growth strategy.
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 clientmeetings and understanding their businesses, offering creative solutions to complex client challenges.
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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