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
Newsletters – Creating regular content and sending out newsletters keep consistent engagement

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

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

?

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

Juggling Octopus
 HR. Personal Assistant. Customer Services. Sales & Marketing​. Finance. Legal. IT.

Reach out to us today and discover how we can help your business achieve its full potential.​

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