package
Teachable
course platform
Course Curriculum Development & Strategy
In-Person Filming & Direction
Video Editing
Workbook, PDF and Slide Deck Design
Consulting & Audit
Course Platform Setup
scope of work
The Tax Firm Blueprint
ERICA HEYWARD
Based in Atlanta, Georgia, Erica Heyward is the owner and founder of The Ultimate Tax Experience and an Enrolled Agent with the IRS and a highly sought-after tax and small business expert. She specializes in tax planning, preparation, and accounting services for individuals and small businesses.
HOW ERICA DETERMINED SHE NEEDED HELP WITH HER ONLINE COURSE CREATION
Curriculum Development
- Organized Content: I organized her brain dumps into clear, structured modules and lessons. Each lesson was designed to build on the previous one, ensuring a logical flow of information.
- Focused on the Transformation: We tailored the content to address the transformation and goals of Erica’s target audience. By understanding their pain points and what they wanted to achieve, we made the course material informative, practical and actionable.
These steps turned Erica’s scattered thoughts into a comprehensive course that students could easily follow and apply, helping them build and manage their own successful tax firms.
FILM DAY
Scripts were loaded in the teleprompter, lights and camera all set — my role was to ensure Erica delivered every bit of her course just right. I was there, guiding through the pacing, ensuring all vital points were covered and filmed.
- before notes
- before notes
- before notes
LET'S TALK ABOUT THE VIDEO EDITS
- Enhanced Audio Clarity: Background noise removed and audio levels balanced for a better listening experience.
- Streamlined Presentation: Removed 'ums,' pauses, and mistakes for a smoother, more professional delivery.
- Interactive Elements: Introduction of engaging visuals and annotations to highlight key points.
- Integrated Branding: Consistent use of brand colors, logos, and fonts to strengthen brand identity.
the online course platform
- I handled all the technical setup and integration.
- I inserted lesson outcomes and transcripts to make the course accessible for all students
- I uploaded all videos while linking essential assets like workbooks.
- Additionally, I branded the course platform. These efforts ensured a seamless, user-friendly experience.
- Developed SOPs for she understands how to update the course platform.
When Erica logged in, everything was completely set up and read for her to start selling.
Online course graphic design
- Google Doc workbooks
- Course lesson graphics
- Teachable platform "download here" graphics
- Student download PDFs
- Video course covers
— erica heyward of the ultimate tax experience
“When I was struggling with my online course, Ericka was a game-changer. Unlike my previous experiences, Ericka brought professionalism, efficiency, and invaluable insights to the table. She wasn't just another course creator; she was a lifesaver.
Ericka quickly revised my curriculum, offering perspectives and ideas that never crossed my mind. Her expertise shone through in how she transformed each module, whether it needed a Loom video, workbook, or worksheet. She didn’t just make them visually appealing; she made them effective and engaging.
Working with Ericka was a breath of fresh air. Her professionalism was evident in her preparation and organization. She came fully equipped, ready to tackle any challenge, and even improvised brilliantly when something was missing. I had her complete attention, which made me feel valued and understood.
The aesthetic and practicality she brought to my course were exactly what I needed. Ericka helped me turn my vision into a reality, and for that, I am immensely grateful."
