Key Account Management KAM – Managing key client meetings

Managing key client meetings Posted on: July 24, 2017

At a recent training workshop on helping fee-earners with Key Account Management KAM – the delegates requested that I write about how to manage key client meetings. Further details of this course can be found here http://www.pmforum.co.uk/training.aspx What often happens My observation is that at the start of a Key Account Management or Key Client […]

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Cross-selling – The Big Questions

Posted on: June 27, 2017

At a recent cross-selling and referrer management course we tackled some big questions relating to cross-selling. What are you trying to achieve? – Most firms have cross-selling initiatives. Many firms repeatedly launch new initiatives to improve cross-selling. However, the starting point has to be to set some clear goals about what you want to achieve – […]

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Presentation skills – Preparing the content and delivery

Presentation skills Pitch presentations Posted on: May 19, 2017

Whether part of sales or pitching training or for standalone presentations for seminars and conferences I conduct many in-house training sessions on presentation skills. Yesterday, I delivered a training session on pitching for the PM Forum (http://www.pmforum.co.uk/training.aspx)  and there was a request for general presentation skills guidance during that course. So this post summarises the […]

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Book review – “Strategic tendering for professional services” by Matthew Fuller and Tim Nightingale

Strategic tendering Posted on: May 11, 2017

It’s about time that there was a new book on strategic tendering for professional services. It’s too long – 1993 – since John de Forte and Guy Jones wrote their ground breaking “Proposals, pitches and beauty parades”. Whilst I valued Basil Sawczuk’s “Creating winning bids” in 2013 it is focused on the property and construction […]

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Winning pitch presentations – Tips on preparing content and presenting well at competitive tenders

Presentation skills Pitch presentations Posted on: May 9, 2017

I’ve just returned from a training session for a client on an important element of competitive tendering – winning pitch presentations. There are many other blogs on selling, tendering, pitching, writing, presentations and client relationship management so please check out the other resources listed below. I organised today’s session around some key themes on winning pitch […]

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