Key #1: Having a great marketing plan & the right tools
Every business is different and there is no one-size fits all approach to marketing and sales. Should you be using social media and how frequently? How about Google Ads? SEO? Blog posts? Or is your marketing time most effectively spent on direct outreach and knocking on doors? We can help you evaluate how best to reach your prospective customers and clients, and craft a plan to get you in front of them. We can also develop the marketing tools you need, or enhance what you already have.
Items we can help with:
- Marketing & sales plans & strategies
- Sales processes
- Lead generation strategies & techniques, including using AI and automation
- Website design & development (Wordpress)
- Brand and messaging guidance
- Content
- SEO
- Social media marketing & advertising
- Marketing slide decks & pitch decks
- Newsletters
Key #2: Keeping things organized with CRM
Every business has leads and customers, and keeping track of them is a critical part of your operation. Being organized with leads helps you understand what’s in your pipeline and manage the actions you’re taking to turn those leads into customers. And once they’re customers, it’s essential to keep track of the relationship and the details of their business with you. This is where Customer Relationship Management (CRM) software supports you.
A CRM system is the most effective tool for managing your leads and customers. It helps keep you organized and on track to close new business while keeping relationships strong with existing business.
Our CRM services:
- New system design and implementation (HubSpot)
- Improvements to existing CRM systems
- Website integration
- Integrating CRM into your organization’s sales and marketing processes
- General CRM strategy and planning
- CRM training
Key #3: Using data to understand your business & support decisions
Data is the key to understanding your business. It can help you make sense of where you’re at today, how you got here and where you’re heading. Data tells the story of your business in an objective way that allows for grounded decision making and planning. All businesses have data that is useful for this. The key is to have a process in place for collecting it, analyzing it and understanding it.
How we help:
- Data strategy & planning, i.e., determining what data you need to understand your business, and how to get it, compile it and analyze it.
- Helping you develop a system for analyzing your data. Is it as simple as building an Excel spreadsheet? Or is the data more complex, requiring software such as Power BI to make sense of it?
- Lastly, creating the dashboards to visualize your data, so you can use if effectively for planning and decision making.
Key #4: Focusing on cybersecurity
Cybersecurity is essential for every business, regardless of size or shape. In fact, small businesses face an ever growing risk and are increasingly being targeted. The good news is that much of the work needed to protect your organization can be done with minimum cost through simple software, adequate training, and sound policy.
Being the victim of a cyber crime can be devastating, and cost you time, money and customers. Aside from the headache and financial setbacks, it can also open you up to legal problems, if confidential customer information is accessed. It’s crucial to protect yourself, your employees, your customers and your business.
How we help organizations reduce their cyber crime risk:
- Cybersecurity audits
- Developing cybersecurity protocols and policy
- Training & workshops