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Book review: All you need to know about commercial awareness by Christopher Stoakes

Red Star Kim

I facilitate various workshops designed to increase commercial awareness. So it makes him an ideal author on the business of professional services firms – whether for technical expert/fee-earners or marketing/business development professionals. For young professionals. This short (130 pages) information-packed book was revised in 2019.

Finance 130
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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. Recruitment of private client lawyers A core challenge facing many of the delegates’ practices was recruitment.

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Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

Last week I facilitated MBL’s full day training session on “Developing more work from referrers and intermediaries”. Delegates were from legal, accountancy and insolvency firms – both M&BD teams and fee-earners.

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May 09 – Customer Success Jobs

SmartKarrot

Apply here: [link] Role: Customer Success Manager Location: London, England, United Kingdom (On-site) Organization: Tahora As a Customer Success Manager, you will be responsible for leading the roll-out of Tahora within the clients. Help manage and facilitate RFPs requests with the broader team.

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Top 50 Women Leaders in Customer Success 2022

SmartKarrot

Anita leads a team that dives into the customer insights of B2B SaaS clients and extracts actionable information from it. They then help the clients develop a customer-centric business strategy that increases customer loyalty and retention. Annette Franz. Annette Franz is the Founder and CEO of CX Journey Inc.