Post on 31-Oct-2020
CHELSEA WALLACECONSULTING
ClientResults &Outcomes
2017 - 2019
ProjectManager forDeliveringWOWContract Value - $32,800
APRIL - D
ECEM
BER 20
19
Delivering WOW is a marketing & practice growth coaching business servingdentists and their teams. Before engaging Chelsea, they had 3 main activefunnels consistently bringing in leads and revenue for the business. However,leads and sales were plateauing and the leadership team desired to launch theirsignature Platinum Mastermind program along with beta-testing their agencyoffering. Chelsea was brought on to oversee the beta testing of the Delivering WOWAgency offer and to join the executive team in a strategic and collaborative roleduring launch of the Platinum Mastermind and Monthly Marketing Campaigns.
BEFORE ENGAGEMENT:
FUNCTIONS EXECUTED:
Weekly meetings with the leadership team to strategize and determine actionsfor the growth of the company; as well as to craft and collaborate on themarketing campaigns for different offer launches Collaborate with the marketing team to execute offer launches
Strategic meetings with theCEO to craft the offer
Strategic developmentand implementation ofthe Beta Testing ofDelivering WOW AgencyOffering
Reporting ROI and KPIs tothe CEO
Conducting discovery callswith leads from countries suchas Australia, UK, Canada, USA.
Creation of SOPs for offerdelivery
Coordinating with other teammembers to track KPIs and ROIon each client account
Client management andcommunication
Overseeing one teammember for hands-ondelivery of the package
Onboarding new clients
OUTCOMES ACHIEVED:
Updated email sequences for the following funnels: Delivering WOW Welcome Funnel Delivering WOW Printable Funnel Delivering WOW Live Summit Funnel
Delivering WOW AgencyFunnel
Strategicallycollaborated onlaunching the followingDelivering WOW funnelsas well as writing email,chatbot and/or salespage copy for the same:
Delivering WOW MonthlyMarketing CampaignsFunnel
Delivering WOW Done-for-you Funnel Build Funnel
Delivering WOW PlatinumMastermind Funnel (Goldand Platinum levels)
Delivering WOW Marketingand Practice GrowthChallenge Funnel
Delivering WOW End ofYear Campaign Funnel
Income Generation for theBusiness: $420,400
ProjectManager forHirshMarketingContract Value - $35,400
JUN
E 2018 - M
ARC
H 20
19
The Project Manager for the Hirsh Marketing team had been transitioning out ofthe team and Emily Hirsh, the CEO, was looking for someone to support her andthe wider team with projects and activities that would scale her business and thenumber of clients she was supporting. Chelsea was brought on to fill that role.
BEFORE ENGAGEMENT:
FUNCTIONS EXECUTED:
Managed the Funnel Build Department and improved the process of funnelbuild and delivery to clientsManaged internal launch and marketing projects for the companyUpdated & managed case studies creation for the company portfolioManaged the creation and updating of all company funnels (the Case StudiesFunnel, the Client Application Funnel, the Hirsh Marketing Report funnel, etc)Managed the Hirsh Marketing Underground Podcast launch and weeklypodcast episode publishing from 0 to just over 27,100 downloads
Contributed significantly to thecompany's top 3 revenuemonths between June 2018 toMarch 2019
OUTCOMESACHIEVED:
Managed design, build andimplementation of newhirshmarketing.com websitefrom emilyhirsh.com
103 New Clients onboarded
107 New Funnels added to theclient roster
Curated the successful adsamples document for sharingwith current and future clients
Updated, implemented andmanaged Ads Manager’s dailytracking system withconditional formatting withinGoogle Sheets
Updated and manageddaily billing and invoicingsystems includingimplementing auto-billingand 80% of client accounts
OUTCOMESACHIEVED CONTINUED:
Managed an internal teamof up to 6 people
Created and managedimplementation of newclient onboardingprocesses to enable CEOto step away from clientcalls
Created and managed theimplementation ofautomated new clientapplication processes
Income Generation for theBusiness: $1,500,000
OnlineBusiness &LaunchManager forAmberValdez LLCContract Value - $10,500
MA
Y - SEPTEM
BER 20
19
Amber Valdez LLC is a coaching business supporting men and women into finding their life’spurpose and living it boldly and unapologetically. The business’ CEO, Amber Valdez, shared withChelsea that she was building her business blind -- she had very limited SOPs and systems uponwhich to build and manage the day-to-day operation of the business; there were no KPIs tomeasure growth; no matter how often she launched, revenue was capped at 25,000; she was alsospending all of her time, effort and energy, planning those launches. As the single manager for herbusiness there were days during her launches when she was unable to leave home for up to 3weeks because she was managing all the moving pieces of her launch. As a result, her growth wasstagnating and she knew she needed support. Chelsea was brought on to help Amber implement systems and SOPs for day-to-day businessmanagement as well as to plan and manage her launches.
BEFORE ENGAGEMENT:
FUNCTIONS EXECUTED:
Weekly 60-90 minute meeting with the CEO to collaborate on:
Weekly meetings with team members for updates on execution of roles,including Facebook ads strategist, executive assistant, social media managerManage implementation of social media strategy, Facebook ads strategy,onboarding SOPs, affiliate partnerships & payments, and overall launchstrategyDaily management of general business functions (for example, paymentprocessing, refunds and disputes, etc)
Crafting & fine-tuning business strategy and projections Planning marketing, launching and revenue creation Implementing automation systems and SOPs
Crafted launch strategyand marketing message incollaboration with the CEO
OUTCOMESACHIEVED:
Determined and trackedKPIs and ROI during launchand regular businessoperations
Manage creation of &gathering of all launchassets (graphics, urls, etc.)
Created SOPs forapplications, sales calls,onboarding, paymentprocessing, pre-launch andlaunch; video creation &video/content re-purposing
Oversaw execution ofstrategy, ensuring thatcollaboration between teammembers to execute theirdifferent functions wasachieved
OUTCOMESACHIEVED CONTINUED:
Scaled Let Your Light ShineBootcamp launch from $25,000to $62,000 in revenue
Support as the point personduring each launch to re-strategize where KPIs were notmet and optimize when theywere
Execute launch analysis anddebrief after the launch tooptimize all future launches
Created SOPs and KPIs for theLightworker Academymembership program afterlaunching 3 times
Income Generation for theBusiness: $72,000
Copy Coachfor CarolinSoldo Coaching andEvents LLCContract Value - $21,700
JUN
E 2017 - A
UG
UST 20
18
Carolin Soldo Coaching & Events is a coaching business supporting new coachesin starting their businesses and current 5- and 6-figure coaches in scaling to 7-figures. The business had been seeking copywriters to support the clients intheir programs with detailed coaching and feedback on their marketing messageand copy assets. Chelsea was brought on as a Copy Coach to provide that support, feedback,and coaching.
BEFORE ENGAGEMENT:
FUNCTIONS EXECUTED:
Coach for Brand Your Passions clients (new coaches) and Powerhouse Coachclients (5- and 6-figure coaches) on general marketing message and positioning,specifically offering support around their webinar scripts and slide decks, as wellas sales page, email and landing page copy.
VIRTUAL COPYWRITINGCOACHING FOR OVER100 CLIENTS
OUTCOMESACHIEVED:
Over 75 email sequencesof 5 emails each
Reviewed, edited andprovided coaching on thefollowing:
Over 100 sales pages
Over 50 Webinar slidedecks
Over 100 landing pages
Income Generation from assets created forclients in these programs:
Estimated $250,000
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