
Professional Case Studies
AI-Driven Transformation Saves $18K+ and Elevates Customer Experience
Events Platform | D2C | Live Entertainment
Role /// CX/DX Consultant
Client /// Non-Profit Music Venue (Anonymized)
Primary Stakeholders /// CEO/Founder, Creative Director, CMO
Modernizing Digital Experiences ////////////////////
A focused advisory engagement introduced AI-enabled tools and operational improvements that delivered 10X ROI, saving over $18,000 in the first year and boosting customer satisfaction and marketing performance.
IMPACT
DX Operational Assessment
Led discovery workshops to identify critical gaps in martech, CRM, and customer support workflows.
Diagnosed issues including:
Over-reliance on a single overwhelmed team member
No data-driven decision-making
Low tech maturity and lack of AI tools
AI-Enabled Tool Selection & Roadmap
Evaluated and recommended AI-powered solutions to automate customer service, streamline marketing, and centralize reporting.
Guided proofs of technology (POTs) for key upgrades across ESP, CRM, and CMS stacks.
Voice of Customer (VoC) Strategy
Designed a scalable VoC program with clear plans for surveys, primary research, and CSAT tracking.
MY PROCESS
Prior approaches were reactive and manual. I established a strategic roadmap rooted in AI, automation, and proactive CX measurement, empowering the team to scale impact without scaling headcount.
What I Changed—and Why It Worked ////////////////////
10X ROI in year one
$18K+ in operational cost savings
30–50% expected time savings across marketing and customer support workflows
OUTCOMES
What Limited Results Before
The client needed:
Guidance on selecting and integrating AI tools
A clear prioritization framework for operational improvements
Expertise to build a sustainable, insight-driven approach to CX
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