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Case studies

Challenge

Increase the board level profile of one of the Big Four accountancy firms within its chosen sector groups in the UK.

Solution

  • Implement a programme of high level key note speaker lunches, one every six weeks with the firm’s Senior Partner hosting
  • Identify key target industry sectors and key clients and targets within that sector
  • Secure keynote speaker relevant to that sector
  • Using contact data within the firm, secure invitations to Chief Executives of clients and targets
  • Ensure firm partner hosts were fully briefed on each person (and company) attending to increase cross selling opportunities
  • Ensure follow-up actions were completed
  • Evaluate initiative to gauge success and if programme should be repeated

Outcome

  • Successfully combined existing clients and targets to corroborate their buying decisions
  • Use of high profile keynote industry speaker enhanced and reinforced the firm’s position as a serious player
  • Attendance was usually high, mostly due to the quality and calibre of the keynote speakers
  • Opportunities for senior partners of the firm to develop relationships with key decision makers within their key clients and targets