Chartered Developments offer quality-led telemarketing support to professional firms who are actively seeking new clients. Our accountants, lawyers and other professional clients share with us the importance of using telemarketing to build long-term professional relationships with new commercial prospects.
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Some firms purely want to understand what their clients feel about them. Others also want to understand, in depth, how their client facing team and processes could improve. Others use the review as a platform for their cross selling programme. Your objectives will dictate how we structure and report the outcomes of the reviews.
Trustees and Sponsors are considering their options and wider investment opportunities, governance and risk management issues, are all providing interesting and receptive areas of conversation. Institutions have responded well to the virtual meeting challenge and Trustees and Finance professionals are now at ease with them.
For accountants the evidence from our lead generation and client satisfaction reviews, continues to be, that taking an interest in your prospects and clients reaps rewards. Activities such as the half yearly client review phone call or two - three prospect 'nurturing' calls through the year are the ones that give the greatest financial reward.
In Q4 2021 the business development teams of banks will be expected to move beyond CiBils and looking after clients. In the last year most 'new' business development from banks has either been reactionary or through intermediaries. Consequently most businesses have not been approached by banks in the last 18 months.
Reviews (1)
Lara Daniel
Jul 15, 2018
I worked with Chartered Developments for 2 years when I managed lead generation at Capita Plc. Chartered have an exceptional approach to telemarketing - they focus on long term lead nurture and build lasting relationships with key prospects and leads. We had a steady stream of high-quality appointments that converted to great opportunities for our sales teams. Account management is top notch, and they are a friendly bunch.
