Key Client Workshop: Optimise your data for your Key Client Programmes

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Key Client Workshop: Optimise your data for your Key Client Programmes

Is your firm making the most out of its bidding, CRM and other client data?

Are you interested in improving your key client programmes, in order to understand where you should be investing?

Is your firm making the most out of its bidding, CRM and other client data?

Are you interested in improving your key client programmes, in order to understand where you should be investing more?

Join the half day workshop for ambitious Business Development and Marketing Directors from professional services firms who want to prove their impact and make the most of their key clients.

Build meaningful data reporting and insight strategies that add real measurable value to your business.

Sign up today. Places are limited so book now.

Who is this for?

Business Development Directors
Heads of Business Development
Commercial Directors
Marketing Directors
COOs

What outcomes will you get?

Example reports and dashboards showing how to spot and report on cross and up-selling opportunities.
Innovative visuals using CRM, events, bidding and other client data.
Relationship mapping - how to identify the best and worst referrals (internal and external).
How to support Fee Earners and get internal buy-in in order to drive change by using information about your key clients.
Identify 5 key measures your Partners, CEO and CFO will want you to report on.
Network with fellow Business Development and Marketing peers and share ideas on best practice.

Here's what we’ll cover:

In this interactive half day session, we’ll cover these areas and guide you through the steps to really get in control of your key client data and strategy.

• What information about your clients you need to use as part of your key client programmes.

• How to make sure you capture the right information and have the appropriate systems in place.

• How to turn data into actionable insights.

• Example dashboards that deliver relevant information about key clients.

• How to report on meaningful KPIs.

• How to use insights to influence your Partners’ thinking.

• How to convince your CFO and CEO to invest more in key client programmes and related investments.

• Based on your current status, what your best next steps are.

When & Where:

Tuesday 10th June 9:30AM to 12:30PM

(Central London)

If you cannot make this date or if you would prefer in-house training, we’d be happy to arrange this for you - please let us know.

Price:

The price is £295 + vat per person

If you want to bring additional team members, the price is £195 + vat per person

Sign up today. Places are limited so book now.

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