Case Study
Eva Macias
A financial educator that empowers Latina women to achieve financial freedom.
Eva offers a comprehensive list of financial services and courses to serve her community.
In July 2021, Eva found us through a community Facebook group that our CEO, Steph, had done a training in on brand strategy.
Eva’s vision is to help every Latina woman be in control of their finances, feeling empowered, and knowing that they are worthy of having it all for themselves and their families.
Needs when she came to us:
A complete brand overhaul from messaging to the look and feel of the brand.
A launch strategy and support with execution for her digital course and membership program. She had been running a 5 week program in person (pre-2020) and virtually every 8 weeks or so.
An ongoing marketing plan for her financial services business + online education platform.
Where we started:
During our first few weeks of working with Eva, we focused on laying her brand foundation. Together, we built out her brand guide which stores all messaging information from who she serves to her offer suite to how her brand is uniquely positioned in the marketplace.
From there, we built out the pre-launch and launch week plan for her Financial Bootcamp on-demand online course + developed a program to support previous clients who had already taken a version of this course in person or live.
During this time, Eva had a need for a newly designed and functioning website so we connected her with our web designer and developer, Lyndsey at Polished Code, who created a site for her in about 48 hours.
The results:
In the first 60 days of pre-launch and launch week, the Financial Bundle brought in roughly 40 clients resulting in $12,000. Since that time, Eva has gained numerous new clients both in her course and through her financial services.
Her email list has grown by nearly 600 subscribers in about 3 months and she had over 300 women register for a free masterclass she hosted leading into her on-demand course.
Where we are now:
Eva has been a client since July of 2021 and we continue to work on maximizing her marketing efforts to bring new clients into her ecosystem. We are executing a continued launch strategy that allows her to have intentional promotional periods for her Financial Bundle - online course + membership.