The document discusses tasks completed to assist an agency's director, including: 1) Researching and subscribing to various marketing, business, and tech tools and funnels. 2) Setting up CRM, project management, and collaboration tools. 3) Auditing the agency's online presence and installing digital marketing and analytics tools. 4) Researching CSR practices in key markets and industries.

1. Employedon anexclusive appointmentbasistoassistthe Agency'sdirectorandhisteamin
settingupmethodologies,creatingprocedures andbestpractices, doingresearchand
decidingon:
a. Proprietarysoftware forthe company's operationalneeds
b. Networking,Establishingnew relations,Puttingthe Agencyonthe Map viaa viral
campaign
c. Settingupa newconceptfor FBRH’sonline webpresencewhichwouldhelpwell-
establishthe AgencyasaCorporate Social Responsibilityforerunnerandcommunity
leaderforthe marketsof Cyprus,Greece and UnitedKingdomsoitcan better
communicate andpromote itscurrentarray of services.
d. Creationof a WeeklyCSRNewsletterandOtherMarketingAutomations:
Email (a.k.a. lead) Capture – Accomplished using opt-in forms that run from a
single field (typically email address) in low-touch sales to 5 or more fields (name,
company, email, phone, job title, size of company, etc.) in high-touch/enterprise
sales scenarios.
Lead Nurturing via Email Marketing – Sending a personalized sequence of
emails to educate and build trust. Often the emails and sequences were chosen
based on that person’s interactions with the Agency’s website.
List Management – The ability to segment subscribers and send offers targeted
to who they are and what they’ve done.
Web Analytics – Usually integrated into lead scoring (the next bullet), helpful to
know what a person was doing on the Agency’s website in order to determine
how likely they are to buy. For example, if someone downloads 3 reports and
attended a webinar, they are more likely to buy than someone who only signed
up for blog updates.
Lead Scoring – Provides a score, often 1-100, on how ready a person is to make
a purchase. In high-touch sales, higher scoring leads are typically assigned to
sales agents who make phone calls and send one-to-one emails.
CRM – Customer Relationship Management which, contrary to its name, typically
has nothing to do with “customers” and everything to do with following up and
closing a sale. (The section that shows a sales agent who to contact next).
Tasks Completed:(Notanexhaustive list)
1. Data/ContentResearchandAcquisition,Found,ReviewedandSignedUp/Subscribedona
vast array of StrategicallyImportantFunnels:
Contentand Marketing:Famebit, MonetizePros, Webascender,Inbound,Oozled,UXdesign,
Capterra,Trenderous,SmartInsights, LiveIntent,Brandspot,CustomerThink, iApps
Marketeer, MarketingProfs,MarketingWeek, Intero,Outbrain,
2. Social for Local Industry:StartUpGrind, Meetup,DisruptCyprus, FB,LI,Twitter
Tools/Technical:FreeOnlineSurveys, Piktochart,GoToMeeting,Pixabay,JustCreative
CSR: GRI,UN GlobalCompact, AA100,Ceres,TriplePundit,TheGuardian SustainableBusiness
Network,BBC,StanfordSocial InnovationReview,GreenBiz,EthicalCorp,
3. Biz: The Harvard BusinessReview,The MIT SloanManagementReview
Other/Blogs:SocialSolutions, Stonebug, SocialMediaExaminer, RJMetrics
4. Creative:ContentCreation, Copywriting,Proofreading/Translating: ArticlesforPrinted
and Online Publications(GRtoEN to GR)
Subscribed,Installed/SetupandReviewedTools:Adobe X,Illustrator, Photoshop,
Quarkxpress, Stocklayouts, Shuterstock, Grammarly, Diffnow, Evernote, Canva

2. 5. Researching&Fact-Checking:CSR(Global Industry+Special FocusonCY,GR&UK Markets)
R&D: Marketing/Business/Data/Software Systems &Handling/UX(both In-house &for
Clients)
6. CRM/ERP/Collaboration &CoordinationTools:(Project
Planning/Management/Workflow/Jobs/Tasks) Installed/Setup andReviewed:
Google Apps, Yammer, Bitrix24CRM,HubspotCRM, Sidekick, Trello,Wrike, CITRIX Podio,
BetterWorks, Workingon,
7. Lead Procurement/Sales:Setupof Salesforce CRM(Enterprise), LinkedInSalesNavigator
Pro (Team) Accounts
8. Web/Digital Media/Social Media:Audited Agency'sOnline Presence inalready utilizedand
otheravailable channels includingEmail/SMLeadCapture/NurturingandScoring.
Installed/SetupandReviewed: JoomlaCMS,Acymailer(Corporate),Mailjet ,Mailchimp,
FreshMail, Hootsuite,Rignite,CoSchedule, CampaignMonitor
9. Analytics/SocialMedia/OtherDigitalMarketing:Installed/SetupandReviewedVarious
SEO/PPCandotherMarketingAutomation Tools:
Google Webmasters/Adwords, SumoMe, Acquisio, Spyfu, Moz,SpeedPPC, Wordstream,
SimplyMeasured, Spredfast, Kissmetrics, Segment, Drip, Optimizely,SEMrush,Hubspot
Marketing, SimilarWebPRO, SERanking,TenScore,
10. I.T./Office/OtherTools:
Mackeeper(OSx/Mac),FileMaker(OSx/Mac),FMStartingPoint, Gmail, Skype, AppStore,
ITunes, Mail(OSx), Wetransfer,Dropbox,Teamviewer