Email marketing and marketing automation

Every professional service firm knows that effective emails and marketing automation make sense yet so few manage to maximise their potential.

This workshop offers delegates the opportunity to share experiences and develop practical new approaches.

By the end of this workshop you will be able to choose the right email platform and KPIs for your firm; segment and target your contacts using a data led approach; design responsive emails that earn opens and replies from a professional audience; plan and automate trigger based journeys linked to your CRM; and use A/B testing and analytics to improve every send. You will leave with a campaign planning checklist and a set of automation ideas suited to professional services.

Why PM Forum training?

PM Forum workshops are designed and delivered by qualified and experienced MBD professionals who:

· are subject matter experts in strategy, marketing, business development, selling, client relationship management, digital technologies and interpersonal skills who – through ongoing practice – are familiar with the latest developments

· understand the nature of professional services marketing at large corporate firms and smaller partnerships across law, accountancy, property and consultancy in a variety of client markets

· have substantial experience working with both senior and junior fee-earners and MBD professionals

· possess psychology credentials and/or years of experience in learning and development to ensure an optimum learning experience

· regularly talk to CMOs and management leaders to keep abreast of the emerging needs of their teams

Delegates receive a productive learning experience because:

· There is a balance between knowledge transfer and active learning through interactive discussion and group exercises(sessions are not recorded to promote openness)

· Training is experiential – idea sharing, networking and collaboration are encouraged

· Progressive – sessions are graded for beginner, intermediate and advanced levels

· Whilst platform-independent, sessions signpost systems and technologies used most often by professional services firms

· As well as copies of course materials, delegates receive work sheets and supplementary resources with guidance for further learning (including other PM Forum events) and application

· Course leaders are experienced coaches who understand and promote career development

· Certificates of completion are issued for use in Continuing Professional Development (CPD)

· Dialogue can continue after training through members-only LinkedIn communities

· Participation is restricted to PM Forum members

Cancellations/Substitutions

Due to the restricted number of places, refundable cancellations are only accepted up to one month prior to the event (a cancellation fee of £25 + 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.

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• 1 attendee £270
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Prices per attendees outside the UK: 1st attendee £270 2nd attendee £260 3rd attendee £250

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• 2 attendees £530.00 plus VAT
• 3 attendees £780.00 plus VAT

Prices per attendees: 1st attendee £270 + VAT 2nd attendee £260 + VAT 3rd attendee £250 + VAT

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