Costa Rican Ecovillage

When this Costa Rican ecovillage reached out for “help with a spreadsheet,” I quickly uncovered broader issues: a lack of a business plan and a flawed financial model, both of which exposed their investors to significant risk amid expansion efforts. I worked closely with stakeholders to address these gaps, developing a comprehensive business and financial strategy to support sustainable growth and investor confidence. Additionally, I provided high-level marketing, SEO, and social media recommendations to enhance their online presence.

Key Contributions

• Collaborated with business stakeholders to assess daily operations and expansion plans.
• Developed questionnaires to guide owners in clarifying their goals and operational needs.
• Created a 7-year financial forecast, including P&L, overhead expenses, sales forecasts, staffing projections, and capital expenditures.
• Provided demographic analysis to help management identify and target their ideal customer base.
• Offered high-level marketing strategy to focus on profitable promotion avenues post-fundraising.
• Conducted a full website audit, delivering SEO and content marketing recommendations.