Decision Making Unit

Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

There have been many requests recently for inhouse training on telephone skills to support client service and selling both for fee-earners and support staff. Earlier in April I ran a public MBL “Pick up the phone – Client service and sales opportunities for professionals in the digital age” online training Read More

2023-04-24T13:08:10+01:00April 24, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Nine insights: Sales processes and selling skills for targeting and meetings

Last week, we welcomed UK and international delegates to a PM Forum digital workshop on “Selling Processes and Sales Skills for Marketing and BD Professionals”. There were equal numbers of delegates from law and accountancy firms who had various roles: business development, pitching, key client management, cross-selling and external referrer Read More

2022-10-24T10:03:34+01:00October 24, 2022|Accountants, Kim's Blog, Lawyers, Relationship Management, Selling|

Five Spice Girl lessons from a pitching workshop (May 2022)

As well as delegates from across the UK (including a few from Romford in East London), we were joined at this session on “Helping fee-earners to prepare the perfect pitch”  by people in Warsaw, Poland and Lisbon, Portugal. During an intense and fast-paced half-day we covered a lot of material Read More

2022-05-30T17:05:06+01:00May 30, 2022|Kim's Blog, Marketing, Selling|
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