The Scoop, The Skinny and The Whole Shebang: A Template for Streamlining Client Research

We’re often told that winning new work means knowing as much as you can about a client before you meet them for the first time. It’s great in theory. But in reality, new clients often want to meet on very short notice – and that’s where an efficient briefing system can really help.

Business Development Ideas, Client RelationshipsSue-Ella Prodonovich27 February 2015Prodonovich Advisoryresearch

E-Cards and Relationship Capital

Over the past week I've been reading on-line discussions by professional service marketers about the mixed quality and apparent demise of e-cards. Comments include …

Client Relationships, Practice Management IdeasSue-Ella Prodonovich17 December 2013Prodonovich Advisoryclient relationships, Christmas Cards, e-cards