Here's a draft case study for Shavonna and the brand strategy work we did for her company Bougie Wealth Group:

Client: Shavonna Perkins, CEO of Bougie Wealth Group

Objective:

Reposition Bougie Wealth Group as the premier financial coaching firm for Kingdom-centered wealth-building strategies tailored to professional women and couples.

The Challenge: As a faith-based financial coach, Shavonna needed to differentiate her brand in a crowded market and effectively reach her ideal clients - Christian professional women and couples seeking financial liberation aligned with Biblical principles. She required a comprehensive brand strategy that would resonate deeply with her audience and establish her as the go-to expert in her niche.

The Solution:

1. Brand Essence & Competitive Positioning

   • Defined Bougie Wealth Group's brand mission, vision, and purpose rooted in facilitating generational wealth through a Kingdom mindset.

   • Crafted a compelling brand story and value proposition: "Providing strategic financial action plans to help clients avoid living below God's promises and stop worrying about money."

   • Conducted a thorough competitive analysis, identifying unique differentiators like a focus on luxury lifestyles and integrating spiritual principles.

2. Brand Identity & Personality

   • Established "The Ruler" as the primary brand personality archetype, reflecting authority, discipline, and a desire to create order from chaos in clients' financial lives.

   • "The Sage" was defined as the influential secondary archetype, positioning Shavonna as a trusted expert and guide on the journey to financial truth.

   • Developed brand heart attributes like godliness, bravery, strategic thinking, and a Kingdom focus to authentically connect with the audience.

3. Audience Insights & Marketing Strategy

   • Profiled the core audience as ambitious millennial professional women (aged 30-45) seeking financial stability to afford their desired lifestyles while staying true to their faith.

   • Mapped the audience's buying journey, pain points, goals, and personality alignment with "The Explorer" archetype's desire for authenticity and self-discovery.

   • Outlined a high-level marketing approach focused on building trusted community connections, offering exclusivity, transparency, and inspirational brand messaging.

4. Content Strategy & Implementation

   • Provided a comprehensive content plan with detailed guidelines for social media, blogging, email marketing, collaborations, and lead magnets.

   • Crafted a strategic hashtag taxonomy and editorial guidelines to consistently reinforce Bougie Wealth Group's brand voice and values across platforms.

   • Identified opportunities for guest speaking, media features, strategic partnerships, and a "Budget Party City Tour" to increase brand awareness.

The Results:

With a refreshed brand strategy that authentically aligned with her audience's desires, Shavonna was able to reposition Bougie Wealth Group as the premier destination for professional women seeking financial empowerment through a faith-based lens. Her content marketing efforts fostered a highly engaged community, attracting a steady stream of leads and enabling her to scale her coaching services effectively. Moreover, the brand's unique positioning opened doors to impactful speaking engagements, media features, and partnerships, further solidifying Shavonna's influence as a thought leader in the wealth-building space.