Streamlining Operations for Global Strategic Consulting Firm

Carina Whaley

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Business Strategist

Virtual Business Manager

Asana

Google Drive

As Director of Operations at the fwrd group, I led the implementation of a comprehensive growth strategy aimed at enhancing our position as a premier marketing and growth strategy agency in New York City, specializing in the fashion, beauty, and wellness industries. Our strategy focused on segmentation and targeting, where I worked alongside the owner/founder to identify and prioritize the luxury beauty and wellness markets among small businesses and entrepreneurs. This involved creating detailed buyer personas for each niche to understand their specific needs, pain points, and preferences, which informed our tailored sales pitches and proposals designed using Canva.
To streamline our service offerings while maintaining a high-end brand image, I developed three tiered packages: 'Self-Serve', 'Professional', and 'Exclusive'. These packages catered to varying client needs and project scopes, enhancing scalability and accessibility while ensuring premium service delivery. Implementing self-serve automations on our website, including workbooks and questionnaires, empowered solo entrepreneurs and small businesses to generate customized marketing plans and brand strategies independently, further augmenting our service customization capabilities.
Innovative service customization initiatives included integrating automation tools and scalable systems into our offerings, leveraging platforms like Loom for personalized video introductions and researching advanced invoicing solutions to streamline financial processes. Our emphasis on content marketing was underscored by the creation of a monthly newsletter featuring industry trends, business strategy insights, and successful case studies, fostering engagement and nurturing our lead pipeline effectively.
Enhancing our digital presence and community engagement was pivotal, with initiatives to revamp social media strategies aligned with our website branding and leveraging partnerships and networking opportunities within the fashion, beauty, and wellness sectors. Through strategic collaborations and targeted networking efforts, we bolstered brand visibility and industry authority, positioning the fwrd group as a trusted partner for growth and innovation.
To measure and optimize our efforts, I implemented and managed a scalable tracking system using Asana, enabling comprehensive project management and performance evaluation across client campaigns. This system facilitated data-driven decision-making, allowing us to track ROI metrics, client satisfaction levels, and operational efficiency.
Furthermore, I championed client satisfaction initiatives through automated feedback surveys and personalized follow-ups, ensuring continuous improvement and fostering long-term partnerships. Our approach emphasized direct revenue growth tactics such as referral programs, retainer agreements, and upselling/cross-selling opportunities, maximizing client engagement and revenue potential.
Overall, my tenure at the fwrd group was characterized by strategic leadership in operational excellence, client-centric service innovation, and sustainable business growth. This comprehensive growth strategy not only elevated our market presence but also solidified our reputation as industry leaders committed to delivering exceptional results and value to our clients in the competitive landscape of fashion, beauty, and wellness.
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Posted Jun 21, 2024

Optimized operational processes and implemented a growth strategy for a global strategic consulting firm for the beauty & wellness industries.

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Business Strategist

Virtual Business Manager

Asana

Google Drive

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