Home Events - PM Forum Advanced training Half-day online workshop Coaching and consulting skills for marketing and BD

Coaching and consulting skills for marketing and BD

Every day we help fee-earners understand what’s required for effective marketing and selling. And we have to change fee-earner expectations and behaviour. Excellent communication, coaching, and consulting skills are essential. This online workshop helps M&BD professionals transition from reactively responding to fee-earner requests to proactively helping them shape their ideas and plans.

Topics Covered

1 Changing role of marketing and business development
• The transition for marketing and BD professionals
– From tactical to strategic
– Reflecting on change (Adaptors and Innovators)
• Changing perceptions and expectations
• Establishing strong relationships with fee-earners
Exercise: Changing perceptions

2 Coaching skills
• Coaching models and processes
• Core coaching skills:
– Questioning
– Listening
– Visioning and goal setting
– Comparing options
– Motivating
Exercise: Tackling coaching scenarios

3 Consulting skills
• Consulting models and processes
• Core consulting skills:
– Contracting
– Investigating and diagnosing
– Challenging, reframing and problem-solving
– Co-creating solutions and collaborating
– Planning
– Gaining commitment through implementation
Exercise: Tackling consulting scenarios


First attendee £270 +VAT
Second attendee £260 + VAT
All subsequent attendees £250 + VAT

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Prices per attendees: 1st attendee £270 + VAT 2nd attendee £260 + VAT 3rd attendee £250 + VAT
2nd Attendee Full Name, Job Title and Company Email
3nd Attendee Full Name, Job Title and Company Email
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Due to the restricted number of places, refundable cancellations are only accepted up to one month prior to the workshop or within three working days of an invoice being issued that is dated within a month of the workshop date. A cancellation fee of £50 + VAT will be incurred per person. Substitutions can be made at any time. PMI reserves the right to cancel with no liability beyond refund of fees paid.


This training course is open solely to member firms of the PM Forum, a worldwide group of over 3,000 marketers in professional services firms.

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Jul 18 2024


09:30 - 13:00

Local Time

  • Timezone: America/New_York
  • Date: Jul 18 2024
  • Time: 04:30 - 08:00








PM Forum


  • Kim Tasso
    Kim Tasso
    RedStarKim Ltd

    Kim Tasso has worked within and for over 200 professional partnerships in the legal, accountancy and property sectors for over 20 years and continues to do so as a management consultant.

    She also has direct client exposure from working with organisations in the technology, education, creative, media, real estate and not-for-profit sectors.

    Unusually, she combines psychology, marketing and business qualifications so is effective as both a professional trainer, facilitator and coach and also as a subject matter expert in a variety of strategy, marketing, selling and relationship management topics.

    She is highly rated as a trainer and coach for lawyers, accountants and surveyors and also lectured on Chartered Institute of Marketing (CIM) professional marketing qualifications for Cambridge Marketing College.

    She is the author of books on soft skills, growth strategies, business development, media relations and business development and a prolific conference speaker and journalist. She is also a member of the PM Magazine Advisory Board.

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