Kara Morgan
Kara Morgan
Founder, COO & Lead Innovator -
(2)
3
Location
Oakville, Ontario, Canada
Bio

Hi! I'm Kara from PlanIt! PlanIt! Efficiency Solutions Inc. is a boutique consultancy in Southern Ontario that provides efficiency products and services to growth-oriented service providers. Our holistic approach helps solopreneurs, start-ups and scale-ups increased productivity and reduce operating costs.

Through automation and simplified workflows, we help business owners reduce effort and increase output without feeling overwhelmed or burdened so they can maintaining balance in their personal lives. We focus on operational efficiency, energy efficiency and financial stability, business process analysis, project management and administration management.

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Market research Operations Market expansion Sales strategy Copy writing

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Latest feedback

Recent projects

Planit! Efficiency Solutions
Planit! Efficiency Solutions
Oakville, Ontario, Canada

Raising Awareness & Commercializing of Disruptive Solar Blind Technology

PROJECT DESCRIPTION: PlanIt! Efficiency solutions is looking for a team to help us raise awareness, market and commercialize our disruptive solar blind technology. Our innovative blinds are not like the commercial blinds currently available in the marketplace. With our blinds, there is no trade off between visibility and UV protect or heat penetration. You get optimal visibility (90%) and optimal UV protection (92-95%) all year round. These blind are eco-friendly, easy to clean and maintain and reduce heating and cooling costs by approximately 40% which cuts done on annual emissions. We want to promote these benefits to small business, property owners and potential partners and installers. We need you to help us implement a creative marketing strategy to accomplish this. KEY PROJECT ACTIVITIES: Creating a marketing strategy and marketing plan.. Elevating our digital and social media presence Developing and implementing a social media calendar Lead generation Client engagement Attracting and recruiting potential installers from the BIPOC community Developing a training and job shadowing program for female installers from the BIPOC community Developing a participant training manual IDEAL ROLES & RESPONSIBILITIES: We’re excited to work with students who can help us not only brainstorm but also execute a strategy that helps us achieve the following: Attract and engage new clients Attract and train new installers from the BIPOC community FINAL DELIVERABLES: Participant training manual Social Media Calendar Marketing Strategy/Plan

Matches 4
Category Lead generation + 4
Closed
Planit! Efficiency Solutions
Planit! Efficiency Solutions
Oakville, Ontario, Canada

Mail List Migration to Customer Relationship Management Platform

PlanIt! Efficiency solutions is looking for someone to help us optimize or CRM tool; part of this will involve transfer our mail list from Mailchimp to the CRM. This will involve optimizing the many features offered by CRM to allow us to automate lead generation, campaigns and deals/projects and ultimately fully engage our target markets and stakeholders. The primary project requirements include: Optimizing the set up of the CRM and create a standard process for automating how and when we engage new contacts and provide value that will move them to become clients. Add integrations that will enhance the usability of the CRM. Setting up Standard Operating Procedures (SOPs) for onboarding new contacts from our target markets and moving them from contact stage to client stage. Medium to advanced knowledge of CRMs and Mailchimp required. We’re excited to work with students who can help us not only brainstorm, but also execute a strategy that helps us achieve the following: Make a seamless transition from Mailchimp to the CRM Optimize the design and management of customer journey for existing and potential clients Optimize, lead gen automation, onboarding and customer retention process Review and enhance social marketing strategies and tool Streamline workflow and process management Strategies This will be remote position open to the right person in any province in Canada. We are located in southern Ontario.

Matches 0
Category Operations + 4
Closed
Planit! Efficiency Solutions
Planit! Efficiency Solutions
Oakville, Ontario, Canada

Mail List Migration from Mailchimp to Zoho

PlanIt! Efficiency solutions is looking for someone to help us transfer our mail list from Mailchimp to Zoho CRM. This will involve adding appropriate information to each record and optimizing the many features offered by Zoho that will allow us to automate lead generation, campaigns and deals/projects. The primary project requirements include: Finalizing the set up of our Zoho CRM and create a standard process for automating how and when we engage new contacts and provide value that will move them to become clients. Add some of the other integrations that will enhance the usability of the CRM. Setting up Standard Operating Procedures (SOPs) for onboarding new contacts from our target markets and moving them from contact stage to client stage. Medium to advanced knowledge of Zoho CRM and Mailchimp required. We’re excited to work with students who can help us not only brainstorm, but also execute a strategy that helps us achieve the following: Maker a seamless transition from Mailchimp to Zoho CRM Optimize the customer journey for existing and potential clients. This will be remote position open to the right person in any province in Canada. We are located in southern Ontario.

Matches 0
Category Lead generation + 4
Closed
Planit! Efficiency Solutions
Planit! Efficiency Solutions
Oakville, Ontario, Canada

Raising Awareness of Underemployment of BIPOC Women in the Construction Industry

PROJECT DESCRIPTION: PlanIt! Efficiency solutions is looking for a team to help us raise awareness, market and commercialize our disruptive solar blind technology. Our innovative blinds are not like the commercial blinds currently available in the marketplace. With our blinds, there is no trade off between visibility and UV protect or heat penetration. You get optimal visibility (90%) and optimal UV protection (92-95%) all year round. These blind are eco-friendly, easy to clean and maintain and reduce heating and cooling costs by approximately 40% which cuts done on annual emissions. We want to promote these benefits to small business, property owners and potential partners and installers. We need you to help us implement a creative marketing strategy to accomplish this. KEY PROJECT ACTIVITES: Creating a marketing strategy and marketing plan.. Elevating our digital and social media presence Developing and implementing a social media calendar Lead generation Client engagement Attracting and recruiting potential installers from the BIPOC community Developing a training and job shadowing program for female installers from the BIPOC community Developing a participant training manual IDEAL ROLES & RESPONSIBILITIES: We’re excited to work with students who can help us not only brainstorm but also execute a strategy that helps us achieve the following: Attract and engage new clients Attract and train new installers from the BIPOC community FINAL DELIVERABLES: Participant training manual Social Media Calendar Marketing Strategy/Plan

Matches 3
Category Social work + 4
Closed