Effective Client Management In Professional Services

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Effective Client Management in Professional Services

Jack Berkovi
Effective Client Management in Professional Services Book PDF

Author : Jack Berkovi
Publisher : Routledge
Page : 376 pages
File Size : 43,9 Mb
Release : 2016-04-29
Category : Business & Economics
ISBN : 9781317145639

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Effective Client Management in Professional Services by Jack Berkovi Pdf

How do firms become Client-centric? Effective Client Management in Professional Services is about putting the Client first, everywhere, in the activities of professional services firms. The book introduces The Client Management Model to enable firms to assess their level of Client orientation and relationship development. It also features The Client Management Index which enables firms to benchmark their result against their peers. Many firms are still developing and improving their commercial structures and approaches to attract, develop and retain Clients. Characteristically, professional services firms tend to lag their consumer goods and service industry counterparts in overall commerciality. Only recently have they discovered the value of having a strong brand promise with the associated employee engagement. In many firms achievement of Client satisfaction is not a strategic objective; this may need to be reviewed. This book provides a comprehensive, pragmatic guide to the Client relationship journey, from identifying potential Clients to their engagement, care, retention, development, loyalty and beyond. The handbook format has exercises and tools which can help to establish which Clients are likely to be the most lucrative and thus provide the desired financial returns. The book also includes insights from top practitioners, anecdotes, case studies, charts and useful exercises and checklists. Readers can also determine their own level of effectiveness using the end of chapter reviews and a diagnostic tool to produce a Client Management Profile.

Effective Client Management in Professional Services

Jack Berkovi
Effective Client Management in Professional Services Book PDF

Author : Jack Berkovi
Publisher : Routledge
Page : 336 pages
File Size : 49,5 Mb
Release : 2016-04-29
Category : Business & Economics
ISBN : 9781317145622

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Effective Client Management in Professional Services by Jack Berkovi Pdf

How do firms become Client-centric? Effective Client Management in Professional Services is about putting the Client first, everywhere, in the activities of professional services firms. The book introduces The Client Management Model to enable firms to assess their level of Client orientation and relationship development. It also features The Client Management Index which enables firms to benchmark their result against their peers. Many firms are still developing and improving their commercial structures and approaches to attract, develop and retain Clients. Characteristically, professional services firms tend to lag their consumer goods and service industry counterparts in overall commerciality. Only recently have they discovered the value of having a strong brand promise with the associated employee engagement. In many firms achievement of Client satisfaction is not a strategic objective; this may need to be reviewed. This book provides a comprehensive, pragmatic guide to the Client relationship journey, from identifying potential Clients to their engagement, care, retention, development, loyalty and beyond. The handbook format has exercises and tools which can help to establish which Clients are likely to be the most lucrative and thus provide the desired financial returns. The book also includes insights from top practitioners, anecdotes, case studies, charts and useful exercises and checklists. Readers can also determine their own level of effectiveness using the end of chapter reviews and a diagnostic tool to produce a Client Management Profile.

Managing The Professional Service Firm

David H. Maister
Managing The Professional Service Firm Book PDF

Author : David H. Maister
Publisher : Simon and Schuster
Page : 536 pages
File Size : 46,5 Mb
Release : 2012-12-11
Category : Business & Economics
ISBN : 9781471109652

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Managing The Professional Service Firm by David H. Maister Pdf

Professional service firms differ from other business enterprises in two distinct ways: first they provide highly customised services thus cannot apply many of the management principles developed for product-based industries. Second, professional services are highly personalised, involving the skills of individuals. Such firms must therefore compete not only for clients but also for talented professionals. Drawing on more than ten years of research and consulting to these unique and creative companies, David Maister explores issues ranging from marketing and business development to multinational strategies, human resources policies to profit improvement, strategic planning to effective leadership. While these issues can be complex, Maister simplifies them by recognising that 'every professional service firm in the world, regardless of size, specific profession, or country of operation, has the same mission statement: outstanding service to clients, satisfying careers for its people and financial success for its owners.'

Client Relationship Management

David A. Po-Chedley
Client Relationship Management Book PDF

Author : David A. Po-Chedley
Publisher : Human Resource Development
Page : 208 pages
File Size : 43,8 Mb
Release : 2001
Category : Business & Economics
ISBN : 0874256372

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Client Relationship Management by David A. Po-Chedley Pdf

This book reveals how to truly excel at meeting client needs and lock in future business, client testimonials, increased referrals and client loyalty. Insightful and full of common sense, Client Relationship Management sheds new light on managing the six elements of successful client relationship management: The client relationship, relationship/project initiation, planning, implementation, closeout, and application/service plan. The book delivers a wealth of advice from the "real world"; how to define solutions based on the client's history, design a plan that secures ownership from stakeholders, promote strong communication, and orchestrate project closeout to acknowledge individual and team performance.

Professional Services Marketing

Mike Schultz,John E. Doerr,Lee Frederiksen
Professional Services Marketing Book PDF

Author : Mike Schultz,John E. Doerr,Lee Frederiksen
Publisher : John Wiley & Sons
Page : 373 pages
File Size : 48,8 Mb
Release : 2013-06-04
Category : Business & Economics
ISBN : 9781118604342

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Professional Services Marketing by Mike Schultz,John E. Doerr,Lee Frederiksen Pdf

A proven approach to revenue-generating marketing and client development Professional Services Marketing is a fully field-tested and research-based approach to marketing and client development for professional services firms. The book, now in its Second Edition, covers five key areas that are critical for firms that want to grow and become more profitable: creating a marketing and growth strategy; establishing a brand and reputation; implementing a marketing communications program; executing lead generation strategies; and developing business by winning new clients. You will also read real-world case studies that illustrate major points, as well as quotes and stories from well-respected professionals in the industry. The Second Edition features new research and updates throughout, including new chapters on social media and online marketing, as well as new case studies and interviews Authors Mike Schultz and John E. Doerr are the coauthors of the Wall Street Journal and Inc. Magazine bestseller Rainmaking Conversations and Professional Services Marketing; Lee W. Frederiksen is coauthor of Online Marketing for Professional Services Will be widely promoted via multiple online routes and direct mail marketing Firms of any size can use this proven approach to marketing and client development to attract new clients and grow their professional service businesses.

How Clients Buy

Tom McMakin,Doug Fletcher
How Clients Buy Book PDF

Author : Tom McMakin,Doug Fletcher
Publisher : John Wiley & Sons
Page : 279 pages
File Size : 43,8 Mb
Release : 2018-03-13
Category : Business & Economics
ISBN : 9781119434702

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How Clients Buy by Tom McMakin,Doug Fletcher Pdf

The real-world guide to selling your services and bringing in business How Clients Buy is the much-needed guide to selling your services. If you're one of the millions of people whose skills are the 'product,' you know that you cannot be successful unless you bring in clients. The problem is, you're trained to do your job—not sell it. No matter how great you may be at your actual role, you likely feel a bit lost, hesitant, or 'behind' when it comes to courting clients, an unfamiliar territory where you're never quite sure of the line between under- and over-selling. This book comes to the rescue with real, practical advice for selling what you do. You'll have to unlearn everything you know about sales, but then you'll learn new skills that will help you make connections, develop rapport, create interest, earn trust, and turn prospects into clients. Business development is critical to your personal success, and your skills in this area will dictate the course of your career. This invaluable guide gives you a set of real-world best practices that can help you become the rainmaker you want to be. Get the word out and make productive connections Drop the fear of self-promotion and advertise your accomplishments Earn potential clients' trust to build a lasting relationship Scrap the sales pitch in favor of honesty, positivity, and value Working in the consulting and professional services fields comes with difficulties not encountered by those who sell tangible products. Services are often under-valued, and become among the first things to go when budgets get tight. It is now harder than ever to sell professional services, so your game must be on-point if you hope to out-compete the field. How Clients Buy shows you how to level up and start winning the client list of your dreams.

The Art of Client Service

Robert Solomon
The Art of Client Service Book PDF

Author : Robert Solomon
Publisher : John Wiley & Sons
Page : 260 pages
File Size : 55,5 Mb
Release : 2016-03-17
Category : Business & Economics
ISBN : 9781119228288

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The Art of Client Service by Robert Solomon Pdf

A practical guide for providing exceptional client service Most advertising and marketing people would claim great client service is an elusive, ephemeral pursuit, not easily characterized by a precise skill set or inventory of responsibilities; this book and its author argue otherwise, claiming there are definable, actionable methods to the role, and provide guidance designed to achieve more effective work. Written by one of the industry's most knowledgeable client services executives, the book begins with a definition, then follows a path from an initial new business win to beginning, building, losing, then regaining trust with clients. It is a powerful source of counsel for those new to the business, for industry veterans who want to refresh or validate what they know, and for anyone in the middle of the journey to get better at what they do.

Client at the Core

August J. Aquila,Bruce W. Marcus
Client at the Core Book PDF

Author : August J. Aquila,Bruce W. Marcus
Publisher : John Wiley & Sons
Page : 352 pages
File Size : 50,5 Mb
Release : 2004-07-29
Category : Business & Economics
ISBN : 9780471681878

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Client at the Core by August J. Aquila,Bruce W. Marcus Pdf

"Clients At The Core is an essential blueprint to helping usall take the next steps. The authors, battle scarred by theevolution of professional firm management and marketing from thento now, have captured the changing needs of the firms in thisturbulent new economic era. This is a well-written book that usesplain language to convey practical, well thought-out ideas." -Patrick J. McKenna, a leading international consultant toprofessional service firms "The authors have captured the changing role of professionalservices marketing and firm management. There is valuable insight[in this] down-to-earth guide to competing successfully in the newenvironment." -David Maister, author and consultant "The book is a masterpiece! Aquila and Marcus have produced theessential guide for managing a professional services firm. They'vemarshaled their considerable real-life experiences and far-reachingvision into a veritable operating manual for the successfulfirm." -Rick Telberg, Editor at Large, American Institute ofCertified Public Accountants "At its heart, this book is the running shoe for legal andaccounting professionals who want to put the client first.Following the evolution of the industry over the past twenty-fiveyears, this must-have for every professional services firm is thekey to leading in the turbulent and highly competitive watersahead." -Richard S. Levick, Esq., President, Levick StrategicCommunications, LLC coauthor, Stop the Presses: The Litigation PRDesk Reference "Client selection and retention is one of the critical successfactors for a professional services firm, and Aquila and Marcus doa masterful job at educating us on the necessary ingredients ofeach. The chapters on firm governance and paying for performanceare thought provoking and certainly challenging to the conventionalwisdom. If you want a better understanding of marketing and leadinga professional firm in these turbulent times, this book isessential." -Ronald J. Baker, author, Professional's Guide to ValuePricing and The Firm of the Future "Client at the Core is a commonsense approach to keeping yourprofessional services firm relevant in the twenty-first century'sclient-driven economy. Aquila and Marcus have hit a home run withtheir insightful analysis and poignant prose." -Jeffrey S. Pawlow, Managing Shareholder, The GrowthPartnership, Inc.

Winning the Professional Services Sale

Michael W. McLaughlin
Winning the Professional Services Sale Book PDF

Author : Michael W. McLaughlin
Publisher : John Wiley & Sons
Page : 225 pages
File Size : 45,7 Mb
Release : 2009-08-06
Category : Business & Economics
ISBN : 9780470522011

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Winning the Professional Services Sale by Michael W. McLaughlin Pdf

An innovative approach to winning more profitable sales in the growing professional services industry In recent years, professional services providers have had to rethink their sales methods and adapt to profound changes in the way clients buy services. In response, Winning the Professional Services Sale argues for fundamental changes in the seller's mindset and sales strategies. Rather than pressing the sale, salespeople must help clients buy--the way that works best for each client. This new approach gives buyers what they now want in a services seller: a consultative problem solver, change agent, and solution integrator, all rolled into one. Author Michael McLaughlin presents a strategy for winning new business with a holistic approach to each client relationship. Only by fully understanding a sale from every angle, including its impact on the client's business and career, can salespeople thrive in the new era of the service economy.

The Oxford Handbook of Professional Service Firms

Laura Empson,Daniel Muzio,Joseph Broschak,Bob Hinings
The Oxford Handbook of Professional Service Firms Book PDF

Author : Laura Empson,Daniel Muzio,Joseph Broschak,Bob Hinings
Publisher : OUP Oxford
Page : 752 pages
File Size : 50,5 Mb
Release : 2015-08-13
Category : Business & Economics
ISBN : 9780191504945

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The Oxford Handbook of Professional Service Firms by Laura Empson,Daniel Muzio,Joseph Broschak,Bob Hinings Pdf

Over the past three decades the Professional Service Firm (PSF) sector has emerged as one of the most rapidly growing, profitable, and significant in the global economy. In 2013 the accountancy, management consulting, legal, and architectural sectors alone generated revenues of US$ 1.6 trillion and employed 14 million people. PSFs play an important role in developing human capital, creating innovative business services, reshaping government institutions, establishing and interpreting the rules of financial markets, and setting legal, accounting and other professional standards. The study of PSFs can offer insights into the contemporary challenges facing organizations within the knowledge economy, and deepen understanding of more conventional organizations. Despite their significance, however, PSFs have until recently remained very much in the shadows of organizational and management research. The Oxford Handbook of Professional Service Firms marks the coming of age of PSF scholarship with a comprehensive and integrative exploration of current research and thinking on PSFs, featuring contributions from internationally renowned scholars in the fields of organizational and management studies. It is divided into three distinct sections - the professions, the firms, and the professionals that work within them - and covers subjects from governance and leadership to regulation, entrepreneurship, and diversity. Bringing together a broad range of empirical and theoretical perspectives, the Handbook offers many potentially important insights into the contemporary challenges of organizations in the knowledge economy and suggests new lines of inquiry that may shed further light on the activities and performance of PSFs and the professionals who work within them.

The Art of Managing Professional Services

Maureen Broderick
The Art of Managing Professional Services Book PDF

Author : Maureen Broderick
Publisher : Prentice Hall
Page : 320 pages
File Size : 51,8 Mb
Release : 2010-10-24
Category : Business & Economics
ISBN : 9780132101813

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The Art of Managing Professional Services by Maureen Broderick Pdf

Today, millions of people work at over one million professional service firms generating over $2 trillion in revenue annually. These firms face unique issues that are not fully understood by management thinkers and consultants. Making matters more complex is that many of these firms stand at a crossroads, searching for new strategies and practices to succeed in a radically new economy. In The Art of Managing Professional Services, Maureen Broderick offers the solution. Broderick has brought together modern best practices for these and other crucial areas of professional services management: · Building, communicating, and maintaining shared vision, values, and culture · Recruiting, training, and evaluating people · Crafting the right strategies, portfolio, and mix of clients · Innovating and sharing knowledge · Financial planning, metrics, and reporting · Positioning: brand, marketing, and sales · Defining effective partnerships: equity, selection, and compensation · Ensuring responsibility and accountability · Organizational design, structure, governance, and systems · Leading effectively, and growing the next generation of leaders This book reflects Broderick & Co.'s unparalleled research into professional services management, including 200+ executive interviews with leaders and innovators in organizations of all sizes and types.

Professional Services Marketing

William Winston,Frederick G Crane
Professional Services Marketing Book PDF

Author : William Winston,Frederick G Crane
Publisher : Routledge
Page : 146 pages
File Size : 42,8 Mb
Release : 2013-10-18
Category : Business & Economics
ISBN : 9781317953166

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Professional Services Marketing by William Winston,Frederick G Crane Pdf

The days of professionals simply hanging a shingle and waiting for clients to beat a path to the door are long gone. The marketplace is crowded with new service professionals of all types--from CPAs and attorneys to health care providers and competing service organizations. Professionals must realize that their services, no matter how good they are, simply will not sell themselves. Services marketing is the key to the game and here is the most concise, easy-to-understand, jam-packed source of services marketing. Professional Services Marketing provides a very readable and simple introduction to the marketing process for the professional service environment. It gives professionals an inexpensive way to successfully develop a strong client base and grow in a competitive marketplace. Using a step-by-step approach, this new book provides both strategic and tactical guidance for both the new and seasoned marketing careerist. Distinguished expert and international authority Fred Crane offers a realistic overview of the marketing process and discusses the characteristics and difficulties involved in marketing and managing professional services. He provides solutions to those challenges starting with a marketing plan, moving through client management, and the marketing audit. Professional Services Marketing discusses management principles and examines implications for site analysis, physical analysis and facility design. It explores the true meaning of communication in the professional service arena and what this means for the bottom line. A plus for professionals new to the marketing field, this practical book gives examples of professional services marketing ideas that have been put into practice successfully. Professional Services Marketing can be read in a single afternoon yet retains an encyclopedic breadth of vision and covers every major issue in the field. Specialists have already praised the work as essential and unique in the literature. It deserves consideration not only as a guide for established professionals but also as a basic text for future professionals as they prepare for their fields. Truly a practical guidebook for any professional, Professional Services Marketing shows you: a “cookbook” approach to designing a marketing plan that is easily followed how to take advantage of impression management and what it really means when to apply professional services marketing ideas that can be put to work almost immediately when to undertake internal marketing where to apply relationship marketing how to apply synchromarketing All professionals, from architects to veterinarians, will find valuable tips on marketing in this new book. Members in professional associations involved in training and professional development will also find helpful strategies for expanding their marketing capabilities, as will those teaching services and professional services courses in colleges and universities.

Let's Get Real or Let's Not Play

Mahan Khalsa,Randy Illig
Let s Get Real or Let s Not Play Book PDF

Author : Mahan Khalsa,Randy Illig
Publisher : Penguin
Page : 296 pages
File Size : 49,7 Mb
Release : 2008-10-30
Category : Business & Economics
ISBN : 9781440632914

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Let's Get Real or Let's Not Play by Mahan Khalsa,Randy Illig Pdf

The new way to transform a sales culture with clarity, authenticity, and emotional intelligence. Too often, the sales process is all about fear. Customers are afraid that they will be talked into making a mistake; salespeople dread being unable to close the deal and make their quotas. No one is happy. Mahan Khalsa and Randy Illig offer a better way. Salespeople, they argue, do best when they focus 100 percent on helping clients succeed. When customers are successful, both buyer and seller win. When they aren't, both lose. It's no longer sufficient to get clients to buy; a salesperson must also help the client reduce costs, increase revenues, and improve productivity, quality, and customer satisfaction. This book shares the unique FranklinCovey Sales Performance Group methodology that will help readers: · Start new business from scratch in a way both salespeople and clients can feel good about · Ask hard questions in a soft way · Close the deal by opening minds

Developing Knowledge-Based Client Relationships

Ross Dawson
Developing Knowledge Based Client Relationships Book PDF

Author : Ross Dawson
Publisher : Routledge
Page : 414 pages
File Size : 47,8 Mb
Release : 2012-05-31
Category : Business & Economics
ISBN : 9781136410819

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Developing Knowledge-Based Client Relationships by Ross Dawson Pdf

Developing Knowledge-Based Client Relationships, Second Edition, shows organizations how to lead their key clients into lasting, profitable, high-value relationships. Building on the powerful, tested principles of knowledge-based client relationships, Ross Dawson provides clear and extremely practical approaches for all professional and knowledge-based firms on how to create unique value for both clients and themselves. Detailed case studies across a wide variety of professional services industries offer valuable insights into world leading practice in the field. He examines key client programs, and how to create deeper knowledge-based relationships through these. He discusses in detail the collaborative technologies available today and how they can be used in client relationships, along with managing portfolios of communications channels. He also discusses firm-wide relationship management, leading relationship teams, and value-based pricing for knowledge-based client relationships. This is done by presenting underlying theoretical framework, a variety of tools for structuring relationships and presenting knowledge to clients, and numerous case studies and examples of firms which have implemented these concepts successfully.

Developing Knowledge-based Client Relationships

Ross Dawson
Developing Knowledge based Client Relationships Book PDF

Author : Ross Dawson
Publisher : Routledge
Page : 304 pages
File Size : 42,9 Mb
Release : 2000
Category : Business & Economics
ISBN : 9780750671859

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Developing Knowledge-based Client Relationships by Ross Dawson Pdf

The publication of this book heralds a new field of management, thought and practice. The advocates of the 'knowledge economy' have to date focused almost exclusively on how managers can increase the internal productivity of their knowledge assets and intellectual capital. The important next step is understanding that a large and rapidly increasing proportion of the value of business transactions is in knowledge itself. Once this is recognized, managers must devote their attention to how to maximize the value of that knowledge to customers, and tie that directly to developing enduring and profitable relationships. Developing Knowledge-Based Client Relationships guides the reader to understanding the increasing importance of information and knowledge in business transactions and client relationships. It then goes on to present in an extremely practical fashion what knowledge organizations can do to enhance the value of the knowledge they deliver to clients and use that to develop profitable relationships. This is done by presenting underlying theoretical framework, a variety of tools for structuring relationships and presenting knowledge to clients, and numerous case studies and examples of firms which have implemented these concepts successfully. Fills a gap in present knowledge literature in the customer knowledge area Practical tools and effective case studies with world-recognized companies Shows how knowledge organizations of all kinds can increase their competitive edge by adding value to their clients