Business Planning Client Development Stakeholders 
Red Star Kim
NOVEMBER 13, 2023
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.
Red Star Kim
JULY 11, 2022
A bite-sized approach to engaging fee-earners in the planning process was suggested: marketing planning process into a professional service firm (kimtasso.com). There are lots of articles on internal communications, buy-in and stakeholder engagement. Animal magic of buy-in and stakeholder engagement (Video) (kimtasso.com).
Red Star Kim
AUGUST 1, 2023
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?
Revegy
AUGUST 12, 2020
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.
SmartKarrot
FEBRUARY 16, 2023
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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