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ericka
VIDEO EDITOR + SOCIAL MEDIA MANAGER COACH
latesha
MULTI-CHANNEL ORGANIC
MARKETING COACH
pam
CPA & TAX EXPERT
chimere
FORMER LOCTICIAN AND CREATOR OF DR LOCS
casey
INTELLECTUAL PROPERTY AND ENTERTAINMENT LAWYER
kanishia
MASTER COSMETOLOGIST AND WIG CREATOR
dede
ACCOUNTANT AND TAX EXPERT
mike & chaunte
OWNERS OF IDEAL BARBERS, INC
ericka
VIDEO EDITOR + SOCIAL MEDIA MANAGER COACH
GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORDS OF THANKS
In the ever-evolving landscape of online business, strategic pivots and growth partnerships play a vital role in achieving sustainable success. This case study delves into the remarkable journey of Ericka, highlighting their ability to navigate transformative pivots and unlock their true passion with the unwavering support of a dedicated growth partner.
FROM PIVOT TO PASSION: NAVIGATING PIVOTS TO ACHIEVE TRUE BUSINESS GROWTH
video editing agency
Challenge:
When I first started working with Ericka, I was managing her Instagram agency and social media coaching program. After a while, she was no longer passionate about basing her business on Instagram. She wanted to do something different. Something she was passionate about.
Goal: Completely Pivot her business to video editing services, with a brand rehaul, marketing strategy, systems implementation, and automation and SOPs.
GOALS + CHALLENGES
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GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORDS OF THANKS
SYSTEMS
From idea to fruition, in two months I was able to complete marketing strategy, and branding and design. I setup the following systems:
- Google Drive Folder Zapier Automation
- Dubsado CRM Workflow Setup
- Airtable Project Hub and Task Tracker w/ automated emails for outreach
- Support Ticketing system via Airtable
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GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORDS OF THANKS
THE DESIGNS
My former brand design and marketing skills came in handy for this project. I was able to deliver on a brand that matched Ericka's personality and the vision she wanted for Wax Design Lab.
I created and designed:
I created and designed:
- Brand Strategy (Logo, Colors, etc)
- Website
- Dubsado Proposal Design
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GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORDS OF THANKS
"Working with Qwantel is truly...lifechanging! The things that she's done within my business would have taken me years to do! It's like having your business best friend. She knows everything about my business..I'm talking about all the details!
Having somebody root for you, go to bat for you, and believe in you, more than you believe in yourself at times is so important."
WORDS OF THANKS
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GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORDS OF THANKS
launch coach
GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORDS OF THANKS
Atelier Latesha provides high ticket launch strategy & multichannel marketing plans for high ticket service providers and coaches. If you've struggled with how to market your business on multiple platforms (organically) Latesha is the coach for you. Through her Revolutionary Society Membership she is giving alway all the marketing secrets.
CLIENT TYPE: ONLINE BUSINESS MANAGEMENT
latesha
MULTI-CHANNEL ORGANIC
MARKETING COACH
Challenge: When I first started with Latesha, her business was growing AND FAST! With such growth and success, it was hard for her to keep up with the operations side of her business. She came to me with a growing team, a need for a better systems setup, and a central home for all her services on one website (not four).
Goal: Set up CRM system, and project management tool and finalize her website so she could have all her services on one website and cancel her lead pages subscription where she had a separate domain and landing page for each service.
GOALS + CHALLENGES
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GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORDS OF THANKS
SYSTEMS
In the initial setup I:
Now that we’ve transitioned her business to membership base
- Set up her ClickUp Workspace w/Automations tied to her CRM for each of her services.
- Consolidated and designed her website (using Showit platform)
- Updated her CRM (Dubsado) workflows and redesigned her forms to match her brand.
- Reorganize her G-Drive (with automation) for better client delivery when working with the external team.
Now that we’ve transitioned her business to membership base
- Assisted in creating the branding for her membership
- Organized and setup her membership workflows, community and systems using: Airtable, Thrivecart, Circle, and Zapier.
- Marketing measurement tracking which included: Google Analytics 4 Installation and creating a UTM bank for each of her links.
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GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORDS OF THANKS
THE DESIGNS
Thankfully, Latesha was a former brand designer, so she has the branding department on LOCK. She didn’t need my help in this area. So using her already amazing brand colors and guidelines I was able to assist and help with the design of:
- Website
- Dubsado Proposals and Forms
- Revolutionary Society Membership Logo
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GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORDS OF THANKS
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"When I hired Qwantel, she immediately jumped in, took action, and started taking ownership of things in my business....and that's something that I think is important in your operations manager...I think that's the difference between having someone like an OBM and VA, it's an unequal comparison..."
WORDS OF THANKS
GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORDS OF THANKS
GOALS AND CHALLENGES
WHAT I DID
RESULTS & IMPACT
WORDS OF THANKS
Case Overview: A seasoned online accounting business that relied heavily outdated processes, hindering growth potential.
CLIENT TYPE: ONLINE BUSINESS MANAGEMENT
accounting firm
pam
CPA & TAX EXPERT
Challenges: Pam offers two amazing services that everyone needs: Taxes and Accounting. However, her current systems and lacked efficient processes limiting scalability and hindering client acquisition. She also was venturing into the digital course world where she wanted to have her backend completely setup to have her digital purchasers have a streamlined buying experience. This could potentially help keep a consistent stream of income by creating an affiliate program when they signed up.
Goals: The goal was to optimize business operations, particularly focusing on tax preparation services as a key revenue source.
GOALS + CHALLENGES
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PARTNERSHIP APPROACH
As Pam's OBM I was her strategist, implementor and coordinator on each of the projects we had together. I was additionally able to pass the information along to her team members by creating SOPs inside of Trainual.
GOALS AND CHALLENGES
WHAT I DID
RESULTS & IMPACT
WORDS OF THANKS
WHAT I DID
Addressed Manual Processes:
- Installed a lead capture form on the client's website, allowing potential clients to easily book tax services.
- Integrated the form with the CRM tool Dubsado to streamline lead management.
- Improved client satisfaction by eliminating potential loss of clients due to missing form.
GOALS AND CHALLENGES
WHAT I DID
RESULTS & IMPACT
WORDS OF THANKS
Streamlined Internal Processes:
- Developed a clear system for the accountant and her team to efficiently fulfill client requests.
- Implemented progress tracking mechanisms to enhance client management and improve responsiveness.
Enhanced Website and Lead Generation:
- Optimized the website by adding missing elements such as a prominent call to action for downloadable content to grow the email list.
- Created dedicated pages for individual services, enabling faster lead access and engagement.
- Established workflow and automations for immediate response to leads, enhancing conversion potential.
Backend Processes and Online Course:
- Assisted in setting up an affiliate program via Thinkific for the client's online course.
- Enabled smoother student recruitment and program promotion, improving overall course profitability.
RESULTS & IMPACT
- Enhanced lead generation and conversion rate through optimized website and streamlined processes.
- Improved client satisfaction and retention by providing efficient and prompt service.
- Increased revenue and growth potential through the successful implementation of online course affiliate program.
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GOALS AND CHALLENGES
WHAT I DID
RESULTS & IMPACT
WORDS OF THANKS
"She know's business systems and processes, up, down all the way around!! She made my internal and external processes so much more efficient, effective and automated...I have no idea where my business would be without her and how much time I'd be doing on things so manually... "
WORDS OF THANKS
product-based business
GOALS AND CHALLENGES
WHAT I DID
THE DESIGNS
WORDS OF THANKS
Dr Locs is a vegan product line created for the loc and natural community by a loctician. If you suffer from buildup in your locs (and think you have no solution) look no further than Dr Locs. Their products are a game-changer.
CLIENT TYPE: MARKETING MANAGEMENT
chimere
FORMER LOCTICIAN AND CREATOR OF DR LOCS
Challenges: The Dr. Locs brand was undergoing several transitions including a website transition, logo redesign, and inheriting several new systems including: Klaviyo, Postcripts, and Shopify. Chimere needed someone to provide her with a consistent marketing strategy, manage her systems, and produce content for her marketing channels which included: Blog, Email, Social Media, and Text Message Marketing.
Goals: Create a consistent marketing strategy, finalize the setup of her online store migration and generate weekly and monthly content for Dr Locs marketing channels.
GOALS + CHALLENGES
GOALS AND CHALLENGES
WHAT I DID
THE DESIGNS
WORDS OF THANKS
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WHAT I DID
- Create brand guidelines for the newly created logo
- Finalize the Dr Locs website setup w/product images and descriptions and linked forms.
- Create a marketing content strategy for the: social media, blog, email, and text message marketing channels.
- Set up a central communications portal for the brand ambassador program.
- Generated weekly content content for blogs (written by external copywriter), emails, social media
- Managed backend website updates and maintenance and photographed images for all products.
- Setup and managed the village rewards program
Note: I no longer offer marketing management as a stand alone service. Nor do I offer social media management services. If you are an OBM client, I will work with your external SMM contractors.
GOALS AND CHALLENGES
WHAT I DID
THE DESIGNS
WORDS OF THANKS
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THE DESIGNS
Dr Locs had just did a rebrand. I was able to refine and give them a central for their branding by creating brand guidelines and being the first to use the new elements for the brand.
Amongst several deliverables I designed and managed the following:
I additionally
Amongst several deliverables I designed and managed the following:
- Brand Guidelines (to work with external teams)
- Brand Ambassador Welcome Guide
- Email Graphic Templates
- Social Media Video Graphics (based on the shot videos from my marketing strategy)
I additionally
- Photographed all the images on the website for the products
- Created marketing campaigns and led imagery and visuals for video photoshoots.
GOALS AND CHALLENGES
WHAT I DID
THE DESIGNS
WORDS OF THANKS
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"This woman took my business in her palm, twirled it up in the air, and produced the best tasting straight-out-of-Italy pizza I’ve ever had in my life.
With a marketing background, I understand that a lot of people say they get online branding and how it flows with your overall online systems and presence but don’t really GET IT. If you truly allow her to take the wheel, you’ll see so many gains!!"
Qwantel is truly a gem for my business. It’s like I’ve prayed for her all my life!
She communicates professionally, pays attention to what does and doesn't work, and never takes herself or anything personally to CREATE RESULTS for you to WIN! I'd highly recommend her."
WORDS OF THANKS
GOALS AND CHALLENGES
WHAT I DID
THE DESIGNS
WORDS OF THANKS
GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORDS OF THANKS
Kani Gordon Hair Group is Atlanta's top hair loss and alopecia salon. Their goal is to offer an engaging space where you can refine and redefine how you look and feel. Their salon mission, passion, and focus revolves around hair loss & alopecia clients.
CLIENT TYPE: ONLINE BUSINESS MANAGEMENT
hair loss & alopecia salon
kanishia
MASTER COSMETOLOGIST AND WIG CREATOR
Challenges: Being one of the most sought after professionals in Atlanta (and all over the world) Kanishia knew it was time to teach others her craft. She wanted to take her in-person training and create an online hair replacement course for professional cosmetologist and barbers. As a multi-talented stylist, her talents go beyond her chair. She also wanted to finally launch her overdue wig website because the DMs and text messages were becoming quite overwhelming with her busy schedule. She needed streamlined
systems and customer support in place for both!
Goals: Build her hair replacement course online with system automations for students. Create and launch her wig website with systems setup and customer support channels.
GOALS + CHALLENGES
GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORDS OF THANKS
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SYSTEMS
- Using the Thinkific platform, I setup her online course. This included editing, module setup, and creating graphics for the course.
- Created and designed her wig website. This included using the Wordpress (Elementor pro) website builder and Woocommerce store setup.
GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORDS OF THANKS
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THE DESIGNS
Amongst the several graphics I created in the process the most important included:
- Course Graphics for Hair Replacement Course
- Wig Website Design and Creation
- Brand Refresh (I previously created her logo)
- Wig Packaging Inserts
- Promotional Graphics for wig launches
- All video graphics for wig sales
GOALS AND CHALLENGES
WHAT I DID
THE DESIGNS
WORDS OF THANKS
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"Truly, Qwantel has been a Godsend. I needed direction for the growth of my business. I knew what I saw in my mind but it was hard to pull the pieces together. Qwantel led my thoughts into the tangible with a kind, patient, yet action-oriented fashion.
She didn't allow any of my goals to fall through the cracks, keeping me in line by laying out content, processes, and procedures to guide my trajectory. She's been a tremendous asset to my business and life. Qwantel is a professional that can be trusted to deliver excellence in all she does. I'd highly recommend her."
WORDS OF THANKS
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GOALS AND CHALLENGES
WHAT I DID
THE DESIGNS
WORDS OF THANKS
law firm
GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORD OF THANKS
In need of getting your Legal House in order? Look no further than C. Handy Law. C. Handy Law is an intellectual property and entertainment law firm dedicated to helping creatives and entrepreneurs protect and leverage their legacy. They also provided contract templates via their contract template shop: Boss Contract Society.
CLIENT TYPE: ONLINE BUSINESS MANAGEMENT
casey
INTELLECTUAL PROPERTY AND ENTERTAINMENT LAWYER
Challenge: Casey came to me with a need to organize her systems and to separate her two businesses: Entertainment Law Firm and Digital Contract Template Shop. Both needed to run like well-oiled machines targeting two separate audiences and needing a few separate systems.
Goal: Set up the Project Management workspace for the team, build and setup the necessary systems for both businesses and create a new brand for the contract template shop.
GOALS + CHALLENGES
GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORD OF THANKS
SYSTEMS
- Created a new brand identity for her contract shop (name, marketing strategy, and brand guidelines).
- Designed website for the Contract shop using the Showit Platform.
- Updating her Affiliate program platform and email sequences (for contract template store) (Using: Convertkit and Tapfiliate)
- Migrated and Updated the C. Handy Law website to the Showit Platform.
- Migrated her CRM from 17hats to Dubsado and set up her workflows, proposals, forms, and systems backend. This included Zapier automation setup.
GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORD OF THANKS
THE DESIGNS
Casey had already been through a rebrand with C. Handy Law. Her brand designer did an amazing job so when migrating and designing the C. Handy website to the Showit platform, it was easy to follow the guidelines.
For this brand I designed:
Boss Contract Society however had to be completely rebranded. I designed the following:
For this brand I designed:
- New Dubsado Proposal and Form Templates
- Migrated and Designed new website for Law firm
Boss Contract Society however had to be completely rebranded. I designed the following:
- Brand Strategy (logo, colors etc)
- Website
- Contract Template PDF
- Affiliate Program (Welcome Guide)
- Social Media Graphics
GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORDS OF THANKS
"Qwantel's commitment to excellence is unmatched! In less than a year, she's helped me improve every aspect of my business. I've seen growth in my income and overall clarity in my business. The systems and SOPs she's implemented have allowed me to hit goals that had previously taken a back seat.
I'm much more confident in making decisions, and feel at ease bringing her all of my big crazy ideas and goals! I know she won't let anything slip through the cracks, and that the work will get done! The fact that she's a joy to work with and a great team player is the icing on the cake."
WORDS OF THANKS
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GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORDS OF THANKS
GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORD OF THANKS
The Legacy Accounting Firm is a virtual Tax & Accounting firm for mothers in business and entrepreneurs who want more freedom and less stress when it comes to their business finances. If you seek a one-stop shop for your taxes and accounting look no further.
CLIENT TYPE: OPERATIONS ADVISORY SUPPORT
accounting firm
dede
ACCOUNTANT AND TAX EXPERT
Challenges: When Dede came to me, she was going through a rebrand for her accounting business and her systems needed an entire new upgrade. Thankfully, she was already using one of the top CRMs: Dubsado: but her previous service provider didn’t have her using Dubsado to its fullest capabilities. She was still doing a lot of things manually for both her tax and accounting business.
Goals:
Goals:
- Set up Dubsado CRM for both her accounting and tax firm
- Setup her project management tool for both businesses in ClickUp
- Design a new website to match her recent rebrand and setup her automations within her business to work with her external businesses.
GOALS + CHALLENGES
GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORD OF THANKS
SYSTEMS
- Two Dubsado CRM systems setups w/updated workflows to match her new services for both businesses (accounting and taxes)
- Two ClickUp project management tool setups which included Zapier automations for client onboarding
- Designed new website for her accounting firm (using Showit Platform)
- Redesigned and migrated her existing tax website and updated the branding to be more cohesive with the new accounting firm (and combined them to act as sister firms)
- Provided a team resource hub on how to operate new systems for her external team members.
GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORD OF THANKS
THE DESIGNS
Using her recent brand guidelines from her logo designer, I used her colors and theme to match and provide her the following designs:
- Dubsado Proposal and Form Headers
- Accounting Firm Website
- Tax Firm Website
GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORD OF THANKS
"Working with Qwantel is the BEST investment I could have made for my business. I feel like she's my business coach at times. I know my industry and enjoy doing the work, but I don't always know the other factors involved in running a business such as marketing, processes, and client retention.
Qwantel gave my business the makeover it needed, inside and out, to help fast track my success. I am forever grateful and I will always consult with her first. "
WORDS OF THANKS
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GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORD OF THANKS
barbershop
GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORD OF THANKS
This is NOT your average barbershop. They are the ELITE of barbershops and after being serviced you'll immediately see why. Ideal Barbershop provides timely, precise haircuts in an upscale environment that their customers can rely on for an exceptionally well-groomed image. They not only offer barbershop services but also have a haircare line: Ideal Haircare.
CLIENT TYPE: ONLINE BUSINESS MANAGEMENT
mike & chaunte
OWNERS OF IDEAL BARBERS, INC
Challenges: With an already successful barbershop, Mike and Chaunte were venturing into new territory of offering a new product line. They were also at a loss as to what systems they should implement for email and nurture their newsletter, sell their products and maintain project management for specific tasks.
Goals: Implement the proper systems for email, project management and client outreach.
GOALS + CHALLENGES
GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORD OF THANKS
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SYSTEMS
- Systemized and Implemented new systems for email and project management: Klaviyo, and ClickUp.
- Designed and drafted weekly email content (service no longer offered)
- Created an Instagram Strategy for barbershop page
- Created and edited video content to enhance the website user experience to display how to use the products
Note: I no longer offer social media management services as a stand alone service. If you are an OBM client, I will work with your external SMM contractors.
GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORD OF THANKS
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THE DESIGNS
Mike and Chaunte, already had a fantastic graphic designer on hand so there was not much needed in this department.
With the guidance from the brand guidelines I was able to design weekly emails, and create videos for social media and websites.
With the guidance from the brand guidelines I was able to design weekly emails, and create videos for social media and websites.
GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORD OF THANKS
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"I love the way, in any process, Q would always share here process in SOP format so you can always reference them and share them with those continue within your company. "
WORD OF THANKS
GOALS AND CHALLENGES
SYSTEMS
THE DESIGNS
WORD OF THANKS
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