10 takeaways from a workshop on buy-in (Guildford, 2018)

Posted on: September 13, 2018 Workshop on buy-in

Thanks to Stevens Bolton https://www.stevens-bolton.com/ for hosting a Professional Marketing Forum workshop on buy-in Guildford http://www.pmforum.co.uk/locations/guildford.aspx After a lively session including exercises, discussions and sharing ideas, the delegates selected the following top 10 takeaways: 1. Face-to-face contact A recent HBR report suggested that face-to-face requests were 34 times more likely to be accepted than those by […]

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Book review: Endorsements for Better Business Relationships

Posted on: September 12, 2018 Better Business Relationships

My new book “Better Business Relationships – Insights from psychology and management for working in the digital world” (further details at https://www.kimtasso.com/publications/better-business-relationships/) will be published on 20th September. I’m humbled and deeply grateful for the following endorsements of the book: “Occasionally you come across books that are timely, utterly important and overdue. This is one […]

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Key Account Management (KAM) – Top 10 tips for designing and implementing a KAM programme

Posted on: August 25, 2018 designing and implementing a KAM programme

Delegates (representing experts and beginners from law firms, accountancy practices, technology consultants and actuaries) at a recent training session by http://www.pmforum.co.uk/training.aspx on Key Account Management (KAM) selected the following top 10 tips for designing and implementing a KAM programme in a professional services firm. Designing the Key Account Management (KAM) programme 1. Adopt a long […]

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A personal approach to cross-selling

Posted on: August 2, 2018 A personal approach to cross-selling

In my blog posts about referrer management and cross-selling, I usually tackle the subject from a firm-wide perspective – goals, strategy, planning, change management, systems, information, rewards and measurement. But many lawyers, accountants and surveyors – especially those at the early stages of their career – ask me what they can do personally to support […]

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Book – Social Media in Business Development and Relationship Management: A Guide for Lawyers

Posted on: July 31, 2018 Social Media in Business Development and Relationship Management: A Guide for Lawyers

I’m spending my summer months writing a short (around 20,000 words) booklet which is designed to be a pragmatic guide for lawyers on Social Media in Business Development and Relationship Management. It will address approaches for both firms and individual lawyers. Digital marketing, social selling and online relationship management are the main themes – but […]

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