Kara Morgan
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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Recent projects

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 calendarLead generationClient engagementAttracting and recruiting potential installers from the BIPOC communityDeveloping a training and job shadowing program for female installers from the BIPOC communityDeveloping a participant training manualIDEAL 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 clientsAttract and train new installers from the BIPOC communityFINAL DELIVERABLES: Participant training manualSocial Media CalendarMarketing Strategy/Plan

Matches 3
Category Social work + 4
Closed
Planit! Efficiency Solutions
Planit! Efficiency Solutions
Oakville, Ontario, Canada

eCommerce Website Development

PlanIt! Efficiency Solutions is looking for help to enhance our website with eCommerce capabilities to side projects and social enterprise initiative. We want to raise awareness, market and commercialize our disruptive solar blind technology on our site. We also want to sell our products from the site. The site needs to be more user-friendly and easy to navigate. The site needs to have demo videos, and be able to integrate with a CRM. Patrons will have the ability to log-in to their accounts.The primary project requirements include:Create a user-friendly site with ecommerce capabilities and allow patrons to login.The site will have the ability to integrate with a CRMallow users to submit online forms, provide measurements and possibility preview what the blinds will look like in their homes or businesses.KEY PROJECT ACTIVITIES:Online form creationLead generation platformSimplify blog post pageCreate Landing pagesClient engagementIntegrate with social media platformsIDEAL ROLES & RESPONSIBILITIES:We’re excited to work with students who can help us not only brainstorm, execute and implement strategies that helps us achieve the following:Attract and engage new clientsAutomate and simplify our social media presenceDeveloping strategies for improving your online presence by recommending programs, tools, methods of engagementDeveloping strategies for increasing engagement on your various public accounts, blogs, newsletter etc. This will be remote project open to the right team in any province in Canada.We are located in southern Ontario.

Matches 0
Category Digital marketing + 4
Closed
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 calendarLead generationClient engagementAttracting and recruiting potential installers from the BIPOC communityDeveloping a training and job shadowing program for female installers from the BIPOC communityDeveloping a participant training manualIDEAL 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 clientsAttract and train new installers from the BIPOC community FINAL DELIVERABLES: Participant training manualSocial Media Calendar Marketing Strategy/Plan

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

Optimize Social Media Strategy

PlanIt! Efficiency Solutions is looking for help enhancing and streamlining our social media presence and increase our online presence across multiple platforms. We want to attract new market niches to our products and services including bringing more visibility to our disruptive solar blind technology. We are trying to reach new audiences through lead generation, campaigns and other suggested means to fully engage our target markets and stakeholders.The primary project requirements include:Develop a custom social media strategy that will build on our existing strategy.Add new tools or optimize existing tools to increase social media engagement and presenceRevising and enhancing current social media strategy presence to increase visibility, attraction, engagement and conversionKEY PROJECT ACTIVITIES:Elevating our digital and social media presenceDeveloping and implementing a social media calendarLead generation ideasGenerate blog post ideas and scheduleCreating campaigns e.g. email etc.Client engagementReview and revise social media profiles and pagesCreate a newsletter template and content ideasIDEAL ROLES & RESPONSIBILITIES:We’re excited to work with students who can help us not only brainstorm, execute and implement strategies that helps us achieve the following:Attract and engage new clientsAutomate and simplify our social media processConducting an audit of your current social media presenceDeveloping strategies for improving your online presence by recommending programs, tools, methods of engagement, social channels, or communication piecesDeveloping strategies for increasing engagement on your various public accounts, blogs, newsletter etc. Conducting an assessment of the effectiveness of your current communication channel(s)Identifying best practices to reach a new target audienceIdentify new verticalsIdentifying best practices within your current market segment to achieve a larger market shareDeveloping a content planCreating social media content postsCreate or expand on your social media policy or crisis management planOptimize the design and management of customer journey for existing and potential clientsOptimize, lead gen automation, onboarding and customer retention processStreamline workflow and process management StrategiesFINAL DELIVERABLES:A Social Media StrategyImplementation PlanOverview of tools and trainingA final report on the project to date and KPI measurementThis will be remote project open to the right team in any province in Canada.We are located in southern Ontario.

Matches 0
Category Customer segmentation + 4
Closed