Case Study: Strategic CFO Services for the Radiate Confidence Masterclass

I recently had the pleasure of collaborating with life coach Jackie Capatolla to create her new online course, the Radiate Confidence Masterclass. This 90-minute virtual workshop guides participants through Jackie’s proven 3-step method for rediscovering their inner glow.

My role in bringing this masterclass to life covered several key areas, reflecting the strategic CFO services Pittroe Business Services offers:

Financial Planning and Strategy I worked with Jackie to ensure the masterclass was not only impactful but also financially viable. This included pricing strategy and budget planning for marketing and technology needs.

Website Development I created a tailored webpage for the masterclass under Jackie’s existing WordPress site. This included setting up seamless integration with PayPal for registration payments and the creation of the Header Image. The financial strategy ensured that the setup costs were within budget while maximizing revenue potential.

Email Sequences To promote the masterclass, I wrote a 3-part email sequence that resonated with Jackie’s brand voice. These emails generated excitement and drove registrations. Financial insights were applied to predict and track the ROI from email marketing campaigns.

Advertising To get the word out, we leveraged her Facebook Group and listed the masterclass on Eventbrite. These platforms spotlighted the masterclass and highlighted participant benefits. Strategic planning ensured that advertising spend was allocated effectively to maximize reach and engagement.

Technology Management On the day of the live workshop, I provided technical assistance to ensure everything ran smoothly on Zoom. I also recorded the session for transcription. These are currently in development for an exciting course she’s creating! Efficient technology management helped minimize costs while ensuring a high-quality experience.

System Migration The third-party system Jackie used for mail was outdated and didn’t support her growing follower base. She only uses email blasts for events like this. It made no sense for her to pay for lack of features when I knew of a free system that would integrate well with her WordPress Website. It was easy to migrate her current list, improving operational efficiency and reducing costs.

It was an honor to support Jackie in bringing her vision to life with this masterclass. By handling the technical and promotional aspects, she could focus on delivering an incredible experience. The sold-out workshop will soon be available on-demand, continuing to empower women worldwide.