Home Events - PM Forum Full Day Workshop The Proactive Marketing Executive

The Proactive Marketing Executive

Topics covered

• Aims, agenda, rules of engagement and introductions
• Being proactive, confident, challenging and focused
Group exercise 1: Fundamentals quiz

Towards strategic marketing
• BD – marketing, selling and relationship management
• Buying processes and the client journey
• Strategy, the marketing mix, segmentation and the sector matrix
• How marketing audits and plans help you to help fee- earners
• Goal-setting and measuring marketing effectiveness (ROI)
Group exercise 2: Tactical marketing and BD techniques

Extending tactical marketing knowledge
• Toolbox and campaign competencies
• The shift from outbound to inbound marketing
Group exercise 3: Techniques in depth
• Digital PR and content management
• Campaign development and thought leadership
• Selling, tendering and new business development
• Relationship management and KAM
• MarTech in professional services firms

Managing tactical marketing programmes
• Crisis management
Group exercise 4: Managing marketing/BD operations
• Developing effective briefs and managing suppliers
• Managing junior marketing staff (and resilience)
• Balancing priorities, time and project management

Working more closely with fee-earners (internal clients)
Group exercise 5: Relationships with fee-earners
• Dealing with ‘difficult’ people
• Developing your personal profile – trust and positive communication
• Influencing and achieving buy-in

Getting closer to clients
• From marketing to business development
• The sales and decision-making processes
• Pitching and tendering
• Developing your market, product and client knowledge

Developing your career
• Marketing qualifications and skills
• Team structures and career paths
Group exercise 6: Future career questions

Thursday, April 6, 2023

The full-day workshop takes place online from 9:30 to 17:30.

To facilitate interaction, workshops are restricted to 18 attendees – maximum of four from the same firm.


First attendee £385 +VAT
Second attendee £375 + VAT
All subsequent attendees £365 + VAT


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.


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.


Apr 06 2023


09:00 - 17:30

Local Time

  • Timezone: Europe/Berlin
  • Date: Apr 06 2023
  • Time: 10:00 - 18:30




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