• Good feedback on content for both budget breakfasts. Some problems with viewing in Sands due to position of screen in relation to pillars. Business cards were collected and these will be put on contact/eshot list. A suggestion was made for 12 to be selected and sent new RK DVD.
• SME event invitations were sent out on 15th April. (This is the breakfast being hosted by ourselves, Natwest and Wortley Byers) in Basildon in June
• Business Relay Race has been confirmed as Tuesday 20 September 1830 start finish around 2030. This is an RK event so partners would like managers to attend and as many of the team as possible to get involved.
• ICAEW District Award: We have submitted two entries; Firm of the Year and Training Firm of the year. NCK to advise whether we are finalists round – in which case we will be visited and judged.

• Agriculture – Bill to approve ARA newsletter.
• Aviation
• Medical – RK will use AISMA publication that is issued quarterly.

• Legal – follow up calls still on-going but 2 appointments secured so far for NCK to meet prospects. NCK to review monthly bulletin copy for April.

  JoEd gave a copy of a legal seminar she’d be involved in to NCK to consider. This was themed around 'The Beatles'. This was received really well by the audience. Noel will pass around to other partners and will discuss next meeting.

• UK subsidiaries
• Business Start–up – Waiting for updated limited company brochure from JEC and then start campaign with new registered companies.
• Top 20 – monthly mailings continue

Please see link for current report: Q:\Marketing\Client Gains, Losses & Leads\Lead form Jan 2011 - 31 March 2012.xls

Please see link for current report: Q:\Marketing\Client Gains, Losses & Leads\Gains & Losses 2010 - 2011

• RKFS letter. Amendments have been cleared, this went out on 18th April.
• Tax Newswire being tweaked and will go on out as Tax Savings newswire quarterly.
• Business cards are being redesigned to reflect website.
• Two fliers are being sent out:
  • (1) HMRC Crackdown specifically aimed at Plumbers (sent on 13th April).
  • (2) Record keeping checks from HMRC. Reception need to be aware so they can correctly field calls.
• Going to add a brain-teaser and joke to the monthly external newswire. There will be a different prize each month. This is to encourage newswire recipients to read the articles!

• Special note for Managers: We need to identify clients who fall into the categories of:

  • (1) poor record keepers
  • (2) sole traders who would benefit from incorporation.

  Please review your department and liaise with appropriate client partner for how to follow up each case individually.

• JEGS and Regis have confirmed they want to be part of our case studies. These will be put on the Website shortly.