Client Portfolio
The Wellness Den
Business Analysis and Sales Forecasting for an esthethican based in Dallas, TX. We worked on performance of services and comparison of year over year monthly sales. The Wellness Den was taking off in sales, so they needed a robust business plan and strategy to match growing sales. Devon is a full time business owner, so we focused on creating consisce and clear reporting that she that could quickly execute strategic decisions, creating a tangible impact for her business. We were able to identify seasonality trends and reviewed sales growth variance from 2023 to 2024. One of the outputs of this project was a Sales Dashboard which projected sales and contained visualizations of category trends and net profit. Example of delving into the wellness and asthetics industry.
Services Performed:
- Net Sales Analysis
- Financial Dashboard comparing year over year trends
- Sales and Services Projections
- What-If Analysis
Elysse Bradford Photography
Budgeting and Planning for an up and coming photographer who needed organization and understanding of how to increase client sales. Elysse worked with the team to develop a budget to work towards her financial goal of owning her domain name. Elysse is currently pursuing a Masters Degree, so we were able to ease the stress of her business set up and trying to organize her projects and analysis. Also, we revised her bio and creating a pricing package based on market analysis. She was also interested in visualizing her Instagram statistics, so we created a digestable chart to ingest this information. Example of delving into the photography and creative industry.
Services Performed:
- Start-Up Budgeting and Planning
- Understanding and trending out Instagram analytics
- Organizing and updating current bio on webpage
- Creating Pricing Packages
Eating Artfully
Overall setup of operation processes for a Dallas based bakery company who needed cost analysis, performance tracking, and What-If Cost reporting. Natalie at Eating Artfully was a full time employee as well while pursuing her baking passion, therefore we worked with her to create a easy to follow project roadmap, streamlined her invoicing process, and created common templates. She needed help with organizing her operation so she could focus on her baking with her already limited schedule. After we created a baseline for her operations, the next step was to complete market analysis so she could present her customers with a fair market price for her goods. Example of devling into the baking and food industry.
Services Performed:
- Competitive Analysis and Pricing
- Organization of invoices and template creation
- Cost Analysis and ROI
- Performance Analysis and monthly reporting