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The core function of a client value (or client success) team in a software company is to ensure that clients receive ongoing and lasting value from the product and services they have purchased. As the leader of a client value team, I see it as understanding the client’s success criteria (objectives), desired outcomes, tolerance for risk, communications preferences, and more. 

Fates Reforged: Law Firm Strategic Planning in the New Client Era

Last week I had the great privilege and pleasure of representing Pitchly at the Thomson Reuters Institute’s Marketing Partner Forum (TRIMPF) in gorgeous Amelia Island, Florida. I’ve attended this conference eleven times, and every time I am struck by what a phenomenal job the TRIMPF team does – from the choice of venue to the choice of speakers and sessions, everything is first-rate.

My former boss, friend and mentor, Peter Ozolin, always gets me thinking. This time, he made me think about my journey from lawyer to working in early stage companies. Here's the TL:DR -- it was not my planned path, but I would not change a thing!

I have been part of the legal marketing community for just shy of 20 years, both as a service provider and an in-house business developer, and I have attended the annual conference at least a dozen times.

We know that at this point, you have likely heard from numerous companies about their preparations for keeping their employees safe and their businesses running during this unprecedented time, however, we at Pitchly feel that it is important for you to know what we are doing to keep our employees, community, and customers safe during this difficult time.

While we have been very fortunate so far that a limited number of cases have been reported in our home city of Des Moines, Iowa, in an effort to #flattenthecurve, we have asked our team members who are located there to begin working from home and we have asked all employees to curtail non-essential travel for the time being. Many of our team members already work from home on a regular basis, and roughly one third of our company works in locations where we don’t have a physical office, so for us, this means that we expect no impact on our operations because much of our day to day work has always been performed remotely.

Greetings from beautiful south Florida, where it is 50 degrees warmer than at my home in New Hampshire!