[业务解构]90后客服女生离职创业，如何利用平台接单，从负债的小众旅行社，到年赚百万美金利润的设计生意？

Courtney Allen，创建了一个演示文稿设计公司 （presentation design agency 16X9），可以完全在线工作的生意，赚到了上百万美金。

2012大学毕业后，她在Cisco公司做了两年多个客服管理工作。但是上班的工作并不适合她，没有成就感，她决心要创业。她希望能利用自己的平面设计创意特长，同时也想有更多的自由。

她兜兜转转做了不少事情，一开始，她开了一家小型的旅行社，提供全球精品线路策划。但是赚不到钱，反而背了不少债务，只能和父母住在一起。

在痛定思痛之后，她想到自己在打工时曾经接触过PPT设计的事情。当她通过调查发现市场上确实有这样的大量需求，一个生意就开始真正启动了。

一开始，她在upwork接单的平台自由职业者。

通过平台，她找到了一大堆优质客户，其中包括Adobe、P&G和Home Depot。

在Upwork接单几年之后，有了像样的Profile，她开始把业务外包，建立了自己的独立业务平台。

她建立了一个团队，雇佣一批黑人女性作为骨干成员。

主要业务是设计

• keynote presentations, 
• 创业公司的pitch decks,
• 为公司设计定制的模版 

Courtney经常在全球旅居工作，在线接单，在线分包。

接下来，我们对她的生意做一个简明扼要的分析。

Courtney Allen 的Upwork Profile

https://www.upwork.com/fl/~01fdf7a8ed3bd7cf69

收入：200+万美金

业务领域：presentation设计

技能：

• Microsoft PowerPoint
• Presentation Design
• Presentations
• Keynote
• Project Management
• Graphic Design
• PPTX
• Google Slides
• Visual Presentation Design
• Full Presentation Design
• Sales Presentation
• Microsoft Word
• Google Docs
• Training Presentation
• Business Presentation

教育背景：2012年Boise State University州立大学的平面设计本科毕业。

居住地：亚特兰大，旅居工作

2014年起自由职业，接了长期客户。

2019年开始做Upwork，Upwork上 接单从几百美金的单做起，到现在每单基本上都在数千美元。

单价费率目前设置为：150美金/小时

2019年：70-75美金/小时

2020年：75-100美金/小时

2021年：100-125美金/小时

2022年：125-150美金/小时

Title：

PowerPoint Wizard

Overview：

A PowerPoint Wizard and a Picasso of Keynote (titles lovingly bestowed upon me from past clients), I have worked on thousands of decks for Fortune 100 companies, global agencies, and tech startups over the past ten years. As a contractor at Microsoft, I stepped into the role of Art Director to oversee the creation of hundreds of new templates for Microsoft Office. While providing consistent, high-quality work, I have had the pleasure of establishing long-term relationships with Home Depot, Exxon Mobil, Cisco Systems, Bloomberg, and many more. Alongside executive presentations, I specialize in pitch decks and RFPs-- my presentations and proposals have helped companies secure millions in funding and won bids.

My style is minimalist yet meaningful: my philosophy is that good design should enhance your story, not distract. Template creation, advanced animations, and data visualization are just some of the many services I provide to my clients.

I understand the importance of quick turnarounds and acute attention to detail while designing presentations and work closely with my clients to ensure I meet deadlines with 100% satisfaction.

大单：2000美金以上的大单达到了50多个。

业务数量：在Upwork的4年里，Courtney承接的项目接近900个。

超哥点评：

在这个账号里，我们看到Courtney的upwork起步时间是2019年年初，

但她自述upwork的开始时间是2016年。那么可以猜测她也许曾经有做其他账号从零开始起步。

当她确认了有足够大的市场之后，2018年开始有建立独立品牌的想法就更成立了。

当她通过平台做了五年的积累，有了足够多的客户，自己2018年开始建立的平台和团队也逐步开始成熟，接管了不少长期老客户，她也脱身成为了真正的管理者。

看中了Presentation业务的巨大市场需求，专门定位是提供executive presentations, investor pitch decks, event presentations, training materials, and templates。

理想客户是：Microsoft, Bloomberg, Exxon Mobil之类需要高质量、优质presentation服务的公司

Slogan：On-demand presentation design，Sophisticated storytelling for maximum visual impact.

Slogan说明了主要的特色和优势，定制化的presentation设计，有足够强的视觉效果，以及高超的叙事技巧。

首页的介绍：Welcome to 16X9. We’ve earned a reputation as one of the world’s top presentation design company — recognized by leaders in tech, healthcare, and financial services, to name a few. At 16X9, we deliver what our clients expect: perfection. In fact, our entire design team is Microsoft Certified in PowerPoint and quality is one of our greatest virtues — it’s why some of our clients have referred to us as “PowerPoint wizards” and we’re fun to work with, too.

首页的介绍指出了自己的行业重点是, healthcare, and financial services

Title：PowerPoint wizards

认证：Microsoft Certified in PowerPoint 

说明了技能的重点在于MS的Powerpoint

可以进一步查看Courtney的业务介绍。

About Us

We specialize in executive presentations, investor pitch decks, event presentations, training materials, and templates.

Since our inception, 16X9 has had the pleasure of establishing long-term relationships with companies like Microsoft, Bloomberg, Exxon Mobil, and many more.

With 16X9, you get the best of both worlds: a cadre of presentation designers and project managers available right when you need us — without having to hire in-house talent (or increase labor costs) for sporadic projects. Consider us your dedicated team, your go-to resource for professionally built presentations.

Our Story

Established in 2017, 16X9’s team members have worked together successfully since 2013 — both for corporate teams and on freelance projects. Today, 16X9 is a globally recognized company with clients spanning across verticals and time zones.

While our founder sets the precedent in terms of vision and achievement, our in-house creatives have emerged as leaders in their respective roles. Our entire design team are Microsoft Office certified in PowerPoint and several members have won design awards for their work.

网站的域名注册时间为2018年04月09日。

Courtney Allen的Upwork之路是从2019年初开始的。

显然，Upwork是Courtney明确的引流接单渠道。

通过Upwork，她实现了4年整体变现200多万美金的收入。作为一个迷你团队来说，这也是非常了不起的成果。

网站：

• 基本的业务系统，相当于一个在线生意型Profile
• 有咨询表单
• 有核心业务介绍
• 有报价
• 有案例页面

案例、客户：

在网站上提供了诸多知名客户的Logo

提供了单独的案例页面，分类作品展示

• Conferences and Event Examples
• Corporate Training Materials Examples
• Executive Presentation Examples
• Investor Pitch Deck Examples
• Template Design Examples

Upwork Profile：

积累了大量的客户历史和证言

主要卖点

Why 16X9 Design?

节省时间、节约费用 SAVE TIME AND MONEY

Our design experts will free up your internal teams so they can focus on what they do best. Leave it to 16X9 — and we’ll complete your project quickly and on budget.

更好的沟通 BETTER ENGAGEMENT

Improving the quality of your presentations will strengthen the credibility of your message — and will boost confidence in your brand.

更好的效果 GET RESULTS

Whether your goal is to attract investors, increase sales, or inspire an internal team, our experts design each presentation with its unique audience in mind.

团队成员

Courtney Allen

CEO

老板本人，负责统筹管理，个人品牌，整体系统建设运营管理，团队管理。

Josephine Akinwumiju

Accounting Manager

负责财务，收款放款

Michaele Watts

Senior Account Manager &
Tech Services Lead

负责客户销售、客服管理，对接客户

Quill McClain

Project Manager

负责项目管理，对接外包

工作流程

首页描述了team的工作流程。

How We Work

Our people are equal parts designers and communicators, a formula that results in consistency, transparency, reliability, and flawless project execution. From project start to finish, At 16X9, we interact regularly with clients, keeping you up-to-date on all changes, whether they are related to the content, layout, or budget. Here’s what to expect at every stage of the process.

我们有标准化的流程。

KICK-OFF PHONE CALL

Great relationships start with great conversation. That’s why we begin by discussing your needs and objectives, then help you determine if 16X9 is the best fit for your project.

先从沟通需求开始

GATHERING CONTENT

Let us get better acquainted with your brand. First, fill out the intake form we provide, then submit relevant files, and we’ll have what we need to create great work.

intake form先搜集资料、文件

PROPOSAL & TIMELINE

Once we have content in hand, 16X9 defines deliverables for both parties. Putting a proposal and timeline in place sets expectations — and sets your project up for success.

提交Proposal，确定交付时间

SAMPLE SLIDES

To make sure we capture the ideal look and feel for your presentation, 16X9 provides sample slides for review. At this stage, we discuss adjustments to colors, design, layout, etc.

先提供sample做review，对颜色、设计、排版等细节做调整的沟通

CLIENT REVIEW

We’re perfectionists so you don’t have to be. But feedback strengthens our work (and your message), so we happily make necessary design changes.

我们负责细节，你只要提意见就好，我们会做相应修改。

FINAL DELIVERABLE

We take pride in creating exceptional work — but we’re even happier when our clients are happy. So when you get the goods, we make sure your presentation is our absolute best.

最终交付。

另外，关于保密：

Confidentiality Assurance

The 16X9 team is trusted by some of the largest companies around the globe — and we value our client relationships and their desire for confidentiality.
For your peace of mind, we guarantee:

• Complete, end-to-end security
• Full transparency on your project
• No unauthorized access to your files
• All contractors are under strict NDA

提供保密承诺。

产品·服务的具体类型

公司培训资料

CORPORATE TRAINING MATERIALS

Many corporations rely heavily on self-guided trainings — both for onboarding new hires and educating existing team members on new products, services, or company policies. Due to COVID-19’s impact on work environments around the globe, online training is more prevalent than ever.

At 16X9, we’ve built hundreds of training decks for enterprise-level brands, so we understand the design principles that facilitate autonomous learning. By incorporating animation, voiceovers, and compelling visuals, we build user-friendly trainings that are easy to navigate and will hold your employees’ attention.

在线培训资料的需求日益增长。

整合动画、配音、视觉效果的培训资料制作。

会议活动资料

CONFERENCES AND EVENTS

When hosting an in-person corporate event or online conference with multiple presenters and hundreds (or thousands) of attendees, organizers know that consistency is key — in branding, content, and the look and feel of the speakers’ presentations. This is where we come in.

16X9 specializes in creating high-quality presentations that are visually compelling and reflect continuity across speakers. When there are dozens of decks for multiple presenters, even on short notice, we’re up to the task. We’re also available to create event templates that adhere to a company’s brand guidelines, as needed.

Sometimes, speakers require last-minute edits of their presentations and troubleshooting during in-person events. We offer onsite support for these unique challenges, when requested.

品牌内容的视觉效果，演讲者的快速资料设计准备，我们愿意接受到现场的挑战提供服务。

演讲演示资料

EXECUTIVE PRESENTATIONS

At 16X9, we create executive presentations with your corporate audience and objectives in mind.

COMMUNICATE
YOUR VISION

We incorporate exceptional storytelling and stunning visuals to capture — and keep — your audience’s attention.

CELEBRATE
YOUR WINS

Share organizational milestones, spotlight esteemed employees, and motivate your team with inspiring presentations.

EDUCATE YOUR AUDIENCE

When releasing a product or announcing a new service, empower key players in your organization with informative news and updates.

ESTABLISH CREDIBILITY

Go beyond the conventional with expertly designed presentations that put you — and your entire organization — in the best possible light.

整合故事和视觉效果，抓住客户眼球。

投资者宣讲资料

INVESTOR PITCH DECKS

WE’LL RAISE YOUR CONFIDENCE SO YOU CAN RAISE CAPITAL.

Need to raise capital or refine your story? 16X9 creates powerful pitch decks for startups and organizations seeking funding.

16X9 has helped 250+ startups across multiple industries secure millions of dollars in funding. We’ve built presentations for companies in just about every industry imaginable — including healthcare, technology, and financial services. We’ve even been asked by some of the top accelerators in the world — like Techstars and Georgia Tech’s ATDC — to provide design services to their member networks.

Whether you’re seeking seed funding or Series C, we know what investors are looking for. 16X9 creates unique pitch decks that are well-designed and memorable. So, when you could use a little extra insight, we’ll give you both a powerful presentation and the support you need to deliver a successful pitch.

无论是天使投资还是C轮融资，都有丰富的经验。

精心设计，容易打动人。

AREAS OF EXPERTISE

STARTUPS: ANGEL & SEED INVESTMENT PRESENTATIONS

In recent years, the investment landscape has changed drastically — and continues to evolve. This is why a high-quality pitch deck is critical for startups seeking their first round of funding. Our specialists work with you to develop a presentation based on our proven strategy of gaining capital raises.

VENTURE FUNDING: GROWTH CAPITAL PITCH DECKS

Is it time to raise your Series A or Series D round of funding? Our experienced designers create high-quality presentations known for setting our clients apart from their competitors. We’ve perfected our process so you can focus on delivering the perfect pitch.

INVESTMENT ONE-PAGER

If an investor isn’t ready to view your pitch deck just yet, we’ll help you design a one-page teaser that says it all.

重点优势：创业公司的天使投资、风险投资，单页的快速展示

模版设计

TEMPLATE DESIGN

Your organization invests in its brand identity and marketing — why not also in your corporate presentations? 16X9 is contracted by top brands like Microsoft and Bloomberg to build clean, professional templates that elevate the content and quality of their communications. With our templates, you can expect:

SUPERIOR DESIGN
We create all templates in-house, from start to finish — so you don’t have to worry about getting carbon copies of tired and overused presentation designs. None of our work is sourced by third parties, either. To help define your brand’s visual style, 16X9 provides three initial design concepts — all high in quality and with your specific vision in mind.

TECHNICAL EXPERTISE
16X9 builds each template within your preferred presentation platform or software. This process is efficient and cost-effective for our clients because we don’t waste valuable time bouncing back and forth between software programs and importing/exporting files.

Based on your needs, we can make certain aspects of your template editable, such as icons and images. However, some of our clients prefer minimal editing ability for brand continuity. Whatever your preference, we test each template before final delivery to ensure it functions properly and is easy to use. We even include handy “Get Started” guides as requested, and if you need additional help, we can provide training for your company’s representatives.

We are Accessibility experts.  If your template needs to be accessible, we can help make sure it is inclusive for all.

CONSISTENCY

Upon request, we’ll conduct an audit of your existing template(s) to ensure slides were built correctly from a technical standpoint. We are also happy to refresh outdated presentations by importing previous content into newly designed templates.

其他服务

Other Services

GRAPHIC DESIGN

Are you presenting at a conference or trade show but still need branded printouts or other marketing collateral? 16X9 frequently provides supplemental graphic design work to our existing clients.

From infographics to reports, our designers will ensure any additional design projects are consistent and on-brand so you’re well-prepared for your event and sure to make a great first impression.

POWERPOINT TRAINING

We provide customized trainings to make sure you get the most out of your presentation design software. During these trainings, we address your specific needs — whether by providing tips, tricks, shortcuts, and best-use guidelines, or answering questions about the software or your specific template.

For clients wanting a deeper dive, we’ve even created an intensive PowerPoint course.

CONSULTING

Our experience isn’t limited to design only. We’ve assisted enterprise-level organizations with the restructuring of their internal communications and marketing teams — providing consulting services for creating corporate templates, brand guides, and design process flows. During major company transitions, 16X9’s brand experts can help put systems in place that streamlines in-house design work.

产品·服务的定价

CLEAN-UP

Prices start at $1,250: up to 20 slides

We’ll use your template and content that you provide, and we’ll make sure your slides are consistent, on-brand, and presentation-worthy.

• Formatting clean-up
• Consistent font and color usage
• Minimal layout design
• Includes two rounds of revisions

REDESIGN

Prices start at $2,500: up to 20 slides

For greater impact, we’ll completely redesign your existing presentation.

• Create three initial design options
• Basic template creation
• Layout conception and data visualization
• Includes two rounds of revisions

CONCEPTUALIZATION

Contact us for pricing

Even if you have only rough sketches or images, we can transform these into editable slides that will bring life to your story.

MIDAS TOUCH

Contact us for pricing

As a full-service presentation design firm, we offer services such as full template building,
complex animations, high-level design, and more.

介绍了报价体系，可以了解基本的费率结构和报价逻辑。

基本上属于按需求定制的套餐费率模式。