Luxe Incentives: Business and AI Transformation
The Challenge
Lead business and AI transformation for Luxe Incentives, initially brought on for email marketing but quickly expanded to innovate business operations and model.
To scale and optimize business operations, I developed and implemented a comprehensive strategy, including business operations setup, sales funnel creation in HubSpot, marketing content strategy, and UX brand guidelines for Luxe and her clients.
In 6 months, I set up Luxe Incentives to succeed and grow. Here’s what I did.
SERVICES Business operations setup, sales funnel creation, marketing content strategy, UX brand guidelines, executive coaching, team mentorship
PROJECT Complete business and AI transformation to elevate the business and develop an exit strategy for Jacque. End-to-end guidance, consulting, and mentorship.
STRATEGY Business ops, sales ops, marketing ops, UX brand guidelines, executive coaching, team mentorship
RESULTS Increased leadership and team effectiveness, leading to business scaling and growth for long-term success and company valuation.
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The solution
Business and AI Transformation
Design Thinking Workshops
Facilitated design thinking workshops with the team to understand the entire team's needs and pain points, current customer journey, personas, jobs to be done, vision and mission, website and competitive analysis, and steps moving forward.
Analyzed Luxe Incentives' current customer journey to identify pain points and opportunities.
Defined detailed customer personas and their jobs to be done.
Clarified vision and mission statements to align with business goals.
Conducted a website and competitive analysis to inform strategic decisions.
Setting up business and sales operations
Worked closely with Luxe Incentives to establish comprehensive business and sales operations that support their expanded business model. This involved evaluating their existing processes, setting up new internal operations, integrating AI tools, and aligning their sales funnel with the newly designed customer journey map.
Conducted an audit and assessment of existing standard operating procedures (SOP) to identify areas for improvement.
Guided the setup of internal operations for both incentive travel and engagement platforms to ensure seamless functionality.
Optimized the HubSpot sales funnel to match the redesigned customer journey map, enhancing efficiency and effectiveness.
Trained Jacque and her team on using AI tools and integrated AI into their operations to improve productivity and decision-making.
Provided ongoing support and coaching to Jacque and her team to ensure successful implementation and continuous improvement.
redesigned customer journey map
Led the transformation of Luxe Incentives by mapping out a redesigned customer journey, thoroughly auditing their sales funnel in HubSpot, and conducting a comprehensive analysis of their email marketing and social media strategies. This effort was aimed at optimizing their current operations and expanding their business offerings.
Created a redesigned customer journey map to identify gaps and streamline the user experience.
Audited the existing sales funnel in HubSpot and implemented optimization strategies.
Analyzed email marketing and social media strategies to enhance engagement and reach.
Set up operations to expand the business from selling incentive travel and gift cards to corporate clients to offering incentive travel and engagement platforms, thereby broadening Luxe's business strategy.
Developing a comprehensive marketing strategy
Worked closely with Jacque and her team to develop a comprehensive marketing strategy. This included conducting a thorough website audit, establishing UX brand guidelines, formulating a digital marketing strategy, crafting an email marketing strategy, and providing close mentorship to the marketing lead for effective implementation.
Conducted a website audit and assessment to identify areas for improvement and ensure alignment with best UX practices.
Established comprehensive UX brand guidelines, including fonts, color palette, images, and icons, to maintain consistency across all marketing materials.
Developed a digital marketing strategy leveraging AI tools to enhance targeting, personalization, and engagement.
Created an email marketing strategy to nurture leads and drive conversions, incorporating AI to optimize email performance.
Provided close mentorship to the marketing lead, guiding the effective implementation of the strategies and ensuring continuous improvement.
Holistic business and AI transformation
While it was imperative to guide Jacque and her team through business and AI transformation, I went above and beyond to explore Jacque's unique needs, vision, thought leadership, and exit strategy goals. I ensured that our work was an authentic expression of the legacy she wanted to leave.
In my role as a consultant, I engaged in deep conversations with Jacque to understand her core values, vision, and exit strategy goals. This allowed us to tailor the transformation process to align with her authentic self.
As a strategist, I researched and implemented the best solutions based on her specific needs. This involved not just standard practices, but also learning new platforms to ensure customer satisfaction and optimal results.
To ensure a comprehensive and cohesive business transformation, I provided ongoing support and management, consistently aligning operations and strategies with Jacque's evolving goals and vision.
Beyond business transformation, I guided Jacque through personal growth to help her uncover her deeper expression and implement it in both internal operations and strategies from end to end.