Case Study For Client Danyell

Financial Coach Has A Total Life Reno & Gains 1st Client in 66 Days

Danyell is a spitfire of a soulful aligned woman with big dreams who wanted to totally transform her life & become a paid financial coach.

Her desire while enrolled at Passion Profit CEO was to:

• Start a Completely Remote Financial Coaching Business That She Can Operate From Her Phone
• Structure Her Business For 6-Figure Growth
• Gain Her First PAID Clients
• Travel The World & Visit A Lot Of Beaches
• Start Putting Herself First & Create The Life She Wants To Live

Our Focus Of Work Together Included:

• Life & Mindset Coaching (Yes, Danielle – The Business Strategist, has trained to provide this service at UCI & was a Health & Life Coach prior to becoming a Business Strategist so she is qualified to serve this way.)
• Business Planning
  • Branding
  • Competitor Analysis
  • Audience
  • Offer Formation
  • Marketing & Sales Archetyping
  • Marketing & Sales Conversion System & Setup
  • Business Operations & Project Management
    • Weekly Work Schedule
  • Financial Planning
  • Realistic Goal Setting
  • CRM System
• A Selling Challenge (to help master the art of sales)
• Logo Formation
• FB Business Page
• Analytics Tracking
• Offer Template Formation

The Transformation

Danyell came to Passion Profit CEO already working her business as a sole-proprietor & had been in operation unofficially for several years providing free “beta” services to family & friends.

She wanted to find the confidence to start charging & know that her offers were good enough to attract & gain high-quality clients who had no objection in investing.

That said, she already had much of her business planning done.

Danyell knew she helped average working individuals and families manage their household and debt budgets & didn’t venture into life insurance or retirement when it came to those financials. She knew she prepared her clients for wealth-building and debt-free living and that a huge part of what she does is to analyze their spending and habits along with coaching them on money mindset so their bad habits could be eliminated. She helps set small and large savings goals and create plans within budgets to reach them. Danyell additionally promotes celebration and flexibility as goals are reached.

Not only that but Danyell came with a collection of resources she had created to help cut expenses and shrink overspending in several money categories which made it easier to build off of to create her offers & lead generation pieces.

So when we got started working together, we honed in not so much on the business aspect at first but the life she wanted to create because…

Your life directly influences your business & your business impacts & creates more of the life you desire. 

We first had to work on the toxic environment she was in so that she had the mental space to work on her business. She was in a job that she absolutely hated so that was GOAL ONE to brainstorm & figure out how to replace that income so she could fire her boss.

Once we had a good plan in place for that & she was confident to begin implementation, we also began filling in the gaps she had in her overall business plan so she could have even more clarity & started coaching to find alignment for creating a repeatable sales system she enjoyed.

CHA-CHING!!!

This Girl Is On FIRE!!!

She came to change her life, live more of the way she desired on the daily, put her mental health & physical needs first, spend more time at the beach, & start a business with PAYING clients … she done just that.

AMAZING how Danyell takes charge & uses her skillset, knowledge, & wisdom of finance to serve & help others in such a HUGE way & her perseverance through challenges does not go unnoticed.

She says I am a master at my skill but so is she & all of us Passion Profit CEO’s are… if we aren’t, we are ambitious enough to do the work to BECOME it.