About Katherine Lara

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So far Katherine Lara has created 7 blog entries.

A bird in the hand – five tips for client retention

2019-08-05T09:07:48+01:00

The thought of business development often causes a shiver down your average accountant’s spine. Less inclined to cold call, most accountants would prefer to have a word of mouth referral, or a less ‘salesy’ approach. Well, the good news [...]

A bird in the hand – five tips for client retention2019-08-05T09:07:48+01:00

Workbooks raises growth capital and extends management team

2019-12-06T15:35:51+00:00

Fast-growing British CRM vendor raises £1.5m of additional capital, recruits Alex Bradley as Head of Sales and expands Customer Success team Reading, UK, April 30th, 2019 – Workbooks, a British cloud-based Customer Relationship Management (CRM) and marketing automation vendor, today [...]

Workbooks raises growth capital and extends management team2019-12-06T15:35:51+00:00

Calling accountants! How to spot opportunities and risks in your client base…

2019-08-05T09:12:07+01:00

That’s one of the great things about you. There isn’t much you can’t do. Servicing clients? That’s a given - even the managing partner is hands on. Marketing? That’s fine – you can write a case study or put on [...]

Calling accountants! How to spot opportunities and risks in your client base…2019-08-05T09:12:07+01:00

Why You Should Automate Customer Support – and how to make it happen

2019-08-05T09:14:19+01:00

Automated customer support has a bad reputation. For too many people it conjures painful memories of wading through a voice recognition system, or of trying to find a contact number on a knowledge base that seems have last been [...]

Why You Should Automate Customer Support – and how to make it happen2019-08-05T09:14:19+01:00