Enhancing Growth

Digital Transformation Case Study:

Leading Health Retail ProviderHow Innovate Forward Marketing Leverages AI for Growth

The Challenge

A leading health retail with 1,500 locations nationwide faced significant limitations with their digital strategy that restricted their growth potential. When we joined this national franchise, the company lacked a cohesive digital approach, missing opportunities to connect with customers throughout their journey.

    • Clear summary of primary challenges, goals, and objectives

    • Discussion & documentation of solution options including approach, schedule, tasks, owners, & risks

    • Implementation cost estimation of primary solution options

    • Options to be done in-person, remotely, or by email

    • Intended to be short-term and completed within three weeks

    • Team-focused workshops to develop relevant, actionable paths forward on marketing challenge of your choice

      • Common workshops include: Product roadmap & positioning, customer experience, growth strategy, go-to-market strategy

    • Pre-work, workshop, documentation of feedback & next steps, & follow up interactions included

    • Can be done in-person or remotely

    • Intended to be short-term and completed within three weeks

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We implemented a comprehensive 18-month digital transformation strategy designed to expand their digital marketing capabilities, create a full-funnel customer experience, and establish systems that would allow for consistent brand presentation while empowering franchisees.

Complete Digital Infrastructure Overhaul

Migrated to a new CMS, redesigned the website UX/UI, and developed a franchise portal allowing local customization within brand guardrails while maintaining SEO integrity.

Solution

The transformation resulted in substantial improvements across all key performance indicators, demonstrating the powerful impact of a strategic digital overhaul when executed with thorough planning and stakeholder support.

Significant Performance Improvements

Achieved a 19% boost in traffic with the same marketing spend, 53% improvement in time on site, 25% increase in conversion rates, and 40% year-over-year growth within 2 months after full implementation.

Results

Key Learnings

The digital transformation project revealed several crucial insights about implementing large-scale digital changes, particularly in franchise organizations with complex stakeholder needs.

    • Reviewing your existing marketing strategy against business goals

    • Identifying strengths, risks, & opportunities over the next 12-18 months

    • Discussion & documentation of strategy options including approach, pre-requisites, & risks

    • Providing phased approach based on available skills & bandwidth

    • Defining the roles, responsibilities & skill gaps for delivery

    • Aligning cross-functional leaders on the needs of cross-functional projects

    • Actionable roadmap & backlog to support delivery against the defined strategy

    • Documenting go-to-marketing needs, goals, timeline, & outcomes

    • Defining ideal customer profiles (ICPs) & product positioning

    • Setting strategic launch plans

    • Defining cross-channel content needs

    • Evaluating skills & resources needed to deliver on your strategy

    • Prioritizing hires & optimizing team to fill skill gaps

    • Upskilling existing talent through mentorship, coaching, & guided training

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Let’s Do This Together

Is your business struggling with digital fragmentation or hoping to transform your customer experience across multiple locations? Innovate Forward specializes in creating cohesive digital strategies that drive measurable results while respecting the unique needs of complex business models.