PROFESSIONAL SERVICES MARKETING

Learn to leverage artificial intelligence (AI), data, martech, and more. Because your firm deserves to be seen.

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Customer retention

Discover how professional services firms can use Customer Data Platforms (CDPs) to unify client data, personalize marketing efforts, and drive more meaningful engagement with practical examples and implementation strategies.

5 min read

Customer Data Platforms (CDPs) for Professional Services Marketing

Picture of Writing Team Writing Team: Mar 24, 2025 3:47:14 PM

In the hushed conference room of a mid-sized law firm, the marketing director stares at spreadsheets from six different systems—website analytics,...

Data Customer retention Professional services
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Learn strategies for website copy, marketing content, in-person interactions, and chatbots that address client questions exactly when they arise, turning decision points into competitive advantages.

9 min read

Micro-Moment Marketing for Professional Services: Being There When Questions Arise

Picture of Accounting Marketing Writing Team Accounting Marketing Writing Team: Mar 2, 2025 2:34:14 PM

In today's fragmented customer journey, professional services firms face a unique challenge: potential clients don't follow a linear path to...

Sales Accounting Marketing Customer retention Professional services
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