Marketing and Business Development

Just as with administrative support, an ongoing, collaborative relationship to address your marketing and business development needs is crucial for your future success.


Typical monthly support packages* might include

  • Client satisfaction reviews
  • Competitor research
  • Coordinating physical mailings
  • Drafting and issuing press releases
  • Editing and proofreading - eg. articles, fliers, newsletters, quarterly fund updates, SIMs, PIMs, white papers etc
  • Organising adverts, placed articles and story opportunities
  • Organising entries in relevant trade directories
  • Monitoring and updating of online profiles and blogs
  • Production of presentations and pitchbooks
  • Reviewing and updating website content
  • Securing speaking slots at keys sector events
  • Setting up and maintaining CRM (Customer Relationship Management) systems (eg. Capsule CRM, Insightly)
  • Setting up and maintaining electronic newsletters and mailing lists (eg. Mailchimp)
  • Survey creation and design (eg. SurveyMonkey)
  • Updating of key data - eg. assets under management/advisement
  • Website set-ups/reviews/relaunches

*These tasks can also be carried out as stand-alone projects if availability permits.


What my clients say

David Whiteley, Director, The Venturing Firm
“Stephanie supported me at The Venturing Firm during its early years. With professionalism and thoroughness she took on a wide range of marketing related tasks, shaping sometimes poorly defined briefs to produce impactful results. Repeatedly, clients and contacts mentioned without prompt how pleasant it was to deal with Stephanie. I recommend Stephanie without hesitation.”

Karen Shackleton - Director, KSA Limited
‘I contracted Chaos-to-Calm to participate in a major client research project for a large, global fund manager. One of Stephanie’s team made calls to nearly 200 key clients with whom the fund manager had relationships. The VA effectively and professionally arranged appointments for KSA’s consultants (one of whom was Stephanie herself) to hold a face-to-face or telephone discussion to discuss service standards. Stephanie proved to be an able interviewer for this research project. She had a sufficiently sophisticated knowledge of the fund manager industry to undertake discussions to the extremely high standard that KSA’s clients expect. Her notes were well written and demonstrated her ability to probe for more information from the client where it was expected. She arrived for interviews in a timely fashion and wrote up notes promptly. She respected client confidentiality and dealt with one particularly unhappy client both professionally and courteously. I will certainly consider using Stephanie again in this capacity in the future, and I recommend her to you without reservation.”

John Arthur - Managing Director, AllenbridgeEpic Investment Advisers
"Stephanie combines professionalism, reliability, efficiency and initiative with a sense of humour. She has extensive experience of providing business management and business development support within institutional investment and has the ability to deliver on a wide range of tasks, from tender submissions to event management, client liaison and process implementation. Her experience means she capable of seeing the big picture while identifying and following up the important detail other people may not notice; she is proactive and invariably offers ideas which are extremely helpful."


Next steps

To learn more about how I can support you, please contact me today to organise your complimentary, no-obligation consultation.

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