Customer Service
Sales & Marketing
Sales go up and down, but service stays forever
Jay Baer
Sales & Marketing
Sales & Marketing
Sales tasks, including strategic support, lead generation, sales outreach, networking, telesales, sales presentations, and reporting and analytics & Marketing tasks, including strategic support, market research, content creation, event planning, outbound campaigns.
IT
IT IT tasks, including network and infrastructure management, IT support and helpdesk services, and cybersecurity, are crucial to the smooth operation and security of any business.
Compliance & Legal
Compliance & Legal
Compliance and legal tasks, including regulatory compliance, managing contracts and agreements, and upholding corporate governance, are critical to the integrity and sustainability of any business.
Admin
Admin
Admin tasks, whether personal or business-related, form the foundation of an organized and efficient operation. When these tasks are handled well, they ensure that everything runs smoothly, deadlines are met, and important details don’t slip through the cracks.
Purchasing & Stock
Purchasing & Stock
Procurement tasks, including supplier management and inventory management, are essential to ensuring that a business has the right resources at the right time, at the best possible cost.
Finance
Finance
Finance tasks, including bookkeeping, financial reporting, accounts payable and receivable, and payroll, are the lifeblood of any business.
HR
HR
HR tasks, including recruitment, employee onboarding and offboarding, benefits and compensation management, employee records management, training and development, and performance management, are vital to building and maintaining a strong workforce.
Customer Service
Customer Service
Customer service tasks, including handling customer inquiries, processing orders, managing returns and refunds, and maintaining strong customer relationships, are the backbone of a positive customer experience.
Sales v Marketing:
“Marketing attracts potential customers by creating interest and building awareness, while sales convert that interest into action by closing deals and securing commitments.”
Sales –
Sales tasks, including strategic support, lead generation, sales outreach, networking, telesales, sales presentations, and reporting and analytics, are vital to driving revenue and business growth. When these tasks are done well, they ensure that sales efforts are focused, efficient, and aligned with the company’s goals. Attention to detail in these sales activities not only enhances conversion rates but also strengthens the pipeline, ultimately leading to sustained business success.
Marketing –
Marketing tasks, including strategic support, market research, content creation, event planning, outbound campaigns, and customer tracking, are critical to driving growth and building brand presence. When these tasks are done well, they ensure that marketing efforts are targeted, consistent, and effective, leading to stronger customer engagement and higher conversion rates. Attention to detail in sales not only boosts revenue but also strengthens the brand’s reputation and fosters long-term customer relationships, making it a cornerstone of business success.
The tasks we can do for you
Marketing
Strategic Support
| Note: Additional cost for working with you to create this – generally done alongside Sales Strategy |
| Creating Marketing Strategy in line with Business Goals |
| Translating this into a 90 day plan that can be undertaken by Juggling Octopus / internal resource |
Market Research & Analysis
| Identification of target audience and creation of customer avator(s) dependent on product / services sold |
| Competitor analysis – general |
| Competitor analysis – social media (specific review of the social media platforms they use and the way they post) |
Website Management
| Updating content / contact information on website |
| Adding blogs or other contact |
Social Media Management
| Undertaking audit to identify appropriate platforms to target |
| Creating social media posts |
| Posting content |
| Following up likes / comments and escalating if appropriate |
Content Creation
Visual Content-
| Using Canva / appropriate tools to create content that is consistent across all channels |
| Creating banks of images bespoke to business that can be used when required |
Written Content-
| Blogs – Creating blogs using input from the business |
| Written posts – Taking information on products / services to create posts |
| Written posts – Using external information e.g. from the BBC to relate to products / services |
Before –
| Liaising with suppliers to ensure that the stand fits requirements |
| Completing all Health and Safety forms |
| Setting up meeting for during the event |
| Social Media posts to shout it out |
During –
| Liaise with organisers if there are any issues during set up |
| Be on site to collect prospect information (additional cost) |
After –
| Follow up with all prospects whose details were gathered |
| Add them all to LinkedIn profile |
| Add them all to CRM and prioritise – determine when contact should be made |
| Email / phone campaign to book appointments to discuss |
Event / Exhibition Planning & Coordination
| Before – |
During –
| Liaise with organisers if there are any issues during set up |
| Be on site to collect prospect information (additional cost) |
After –
Sales
Strategic Support
| Note: Additional cost for working with you to create this – generally done alongside Marketing Strategy |
| Creating Sales Strategy in line with Business Goals |
| Translating this into a 90 day plan that can be undertaken by Juggling Octopus / internal resource |
Lead Generation
| Note: This links heavily to marketing work described above |
| Taking positive responses from outbound campaigns to appointment stage and passing to Management |
| Understanding challenges and pain points for prospective customers |
| Dealing with basic objections |
Sales Outreach
| Note: Attending in person networking done in discussion – different pricing applies |
| Determining the right networking activity for the business |
| Attending networking events and meeting new people |
| Following up with this and adding all information to the CRM, adding them to your LinkedIn and creating appointments as appropriate |
| Where you network – following up on your activity – adding all information to the CRM, adding them to LinkedIn and creating appointments as appropriate |
Telesales
| Note: Specific skill sit required – only undertaken by those with experience – different pricing applies |
| Determining target audience for campaign |
| Collecting data / validating data |
| Using spreadsheet or CRM to monitor campaign and all interactions |
| Calling targets with set number of calls / interactions with goal of appointment setting / generating interest |
Sales Presentations
| Create / update proposal templates |
| Take information on specific prospects to create bespoke proposals |
| Create sales presentations |
Reporting & Analytics
| Creating reports to monitor all activity – social media, website – in line with 90 day plan |
| Measuring campaign performance |
| Feeding back to Management re. possible improvements / changes to improve effectiveness |
Marketing
Award Submissions
| Identify awards that the business is eligible to enter |
| Complete application forms and submit in a timely fashion |
| Store all applications so that they can be revisited / reused for future submissions |
Outbound Campaigns - Direct Mail
| Determining target audience for campaign |
| Collecting data / validating data |
| Working with 3rd party to facilitate these campaigns (prices on request specific to projects) |
Outbound Campaigns - Email
| Note: Internal email address will be required for this |
| Determining target audience for campaign |
| Collecting data / validating data |
| Creating series of 3 emails to be sent out with goal of appointment setting / generating interest |
Outbound Campaigns - LinkedIn
| Note: Access to LinkedIn account will be required for this |
| Downloading all existing connections and messaging to request they follow business page |
| Determining target audience(s) |
| Creating data lists |
| Connecting with targets |
| Sending series of messages to those that connect with goal of appointment setting / generating interest |
Outbound Campaigns - Telesales
| Note: Specific skill sit required – only undertaken by those with experience – different pricing applies |
| See below within Sales Outreach |
Customer Tracking - CRM / Manual
| Implement / maintain a CRM |
| Ensure all prospective customer information is kept upto date |
| Use the CRM to identify areas of focus |
Reporting & Analytics
| Creating reports to monitor all activity – social media, website – in line with 90 day plan |
| Tracking engagement |
| Measuring campaign performance |
| Feeding back to Management re. possible improvements / changes to improve effectiveness |