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CHELSEA WALLACE CONSULTING Client Results & Outcomes 2017 - 2019

Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

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Page 1: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

CHELSEA WALLACECONSULTING

ClientResults &Outcomes

2017 - 2019

Page 2: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

ProjectManager forDeliveringWOWContract Value - $32,800

APRIL - D

ECEM

BER 20

19

Page 3: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

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:

Page 4: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

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

Page 5: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

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

Page 6: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

OUTCOMES ACHIEVED:

Updated email sequences for the following funnels: Delivering WOW Welcome Funnel Delivering WOW Printable Funnel Delivering WOW Live Summit Funnel

Page 7: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

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

Page 8: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

Income Generation for theBusiness:  $420,400

Page 9: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

ProjectManager forHirshMarketingContract Value - $35,400

JUN

E 2018 - M

ARC

H 20

19

Page 10: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

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:

Page 11: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

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

Page 12: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

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

Page 13: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

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

Page 14: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

Income Generation for theBusiness:  $1,500,000

Page 15: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

OnlineBusiness &LaunchManager forAmberValdez LLCContract Value - $10,500

MA

Y - SEPTEM

BER 20

19

Page 16: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

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:

Page 17: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

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

Page 18: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

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

Page 19: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

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

Page 20: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

Income Generation for theBusiness:  $72,000

Page 21: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

Copy Coachfor CarolinSoldo Coaching andEvents LLCContract Value - $21,700

JUN

E 2017 - A

UG

UST 20

18

Page 22: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

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:

Page 23: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

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.

Page 24: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

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

Page 25: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

Income Generation from assets created forclients in these programs: 

Estimated $250,000

Page 26: Outcomes Results & Client... · 2020. 1. 20. · Strategic me etin gs w ith the CEO to craft the offer ... Updated & managed case studies creation for the company portfolio Managed

Testimonials from My Clients