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HELPING HUNDREDS OF
INDIVIDUALS AND BUSINESSES
CREATE THEIR VISIONS IN

SCIENCE

An Introduction and Proposal For

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The Growth Agency.

Since 1998, CREOVISIO has been leading select human-centered individuals and businesses through a proprietary process, that combines strategic vision, creative strategy, over twenty years experience, an international network of thousands of contacts, and action... to realize visions.                 

 
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THE PROCESS

DEFINE

First we understand the full vision of what you want to create and the variables available to create it.

DESIGN

Then we align the available variables in a specific order, creating a path to make the vision a reality.

DELIVER

Then we walk the path.
The bridge from vision to reality, is action. Together we will make it happen.

 

PHILOSOPHY

Anything is possible.

Relationships are built on trust.

If visions can truly be created, then they are really just well thought-out, executed, plans.

CORE TEAM

A mobile group of dedicated experts, helping world changing companies change the world.

SERVICES

With over 20 years experience, an international network of thousands of contacts, a proven process, and access to all of the services listed below, together, we will realize your vision.

 
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PROJECTS

Over the last 20 years we've helped hundreds of clients around the world, across 10+ industries, create their visions.  It's a process. Explore some of CREVISIO's current and past projects, specifically relevant to yours >

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Knowledge is power, only with action.

PROPOSAL

Strategic Growth Development

 Draft Proposal: 
 October 31, 2022 

 Prepared For: 

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Overview

Delvin worldwide (aka. Janelle) is a unique entrepreneurial family looking to take a multi-disciplinary background and apply it towards growing a company that helps individuals, couples, families, and companies in areas of wellness, family, and overall success.
 

The aim of Delvin's vision is to take an existing infrastructure of courses, content, and services and growing it through strategic digital sales and marketing services, including recruitment of sales reps and overall leads into funnel to create a movement.
 

As part of this vision, the company aims to develop an innovative marketing and sales growth strategy to build and enhance it's existing infrastructure into all it can be.

Having helped dozens of online and lifestyle businesses in the United States since 1998, and currently working in the US, Canada, Mexico, Indonesia, Nicaragua, and soon, Costa Rica, CREOVISIO is excited to support the creation of a growth strategy for Delvin worldwide.
 

This proposal outlines an approach for developing a growth strategy for the company's current vision, and establishes a foundation for future expansion and overall growth. 

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Approach

There is a significant opportunity for growth within the company due to its foundation being set and the existing market interest and relevance.

This strategic growth approach will help position the company as a leader in the space, including services for couples, families, and individuals.

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Stage 1 Define
DEFINING YOUR GROWTH SOLUTION.
1 weeks minimum

Stage 2 Design
LEARN. DESIGN. BUILD. TEST.
2 weeks minimum

Stage 3 Deliver
IMPLEMENT AND GROW.
Ongoing

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Stage 1
Define

1 week minimum

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Gather Requirements

  • Capture technical, historical, and general market criteria.

  • Review use cases, trends, competitive analysis provided by the team.

  • Research history, marketing data, and agencies.

  • Evaluate marketing, sales, systems, and operational needs. 

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Create Strategic Road Map

A strategic growth road map defines the path forward for all team members, partners, and divisions throughout the project. The strategic road map will typically include: 
 

  • Growth phases 

  • Growth timeframe 

  • Project milestones 

  • Department deliverables 

  • Financial projections and costs

  • Product growth metrics 

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NOTE : This process is led with your team, and will usually require 2-4 weeks of CREOVISIO’s time to audit documents, conduct meetings, and complete road map.

 
 

Stage 2
Design

2 weeks minimum

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Learn

Conduct research to more deeply understand the context of use. This research will guide the creation of marketing criteria for evaluating work. Research may include:
Research with current / potential customers, team members, and comparables.

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Design

Based on the strategic growth road map, teams will design a path for building the inbound sales and marketing initiatives, and may include: New storytelling, core messaging, growth strategies, content strategy design, funnel system development, digital ecosystem development, digital events strategy, strategic partnerships and business development, and advisory oversight.
 

This Strategic Design work results in several options for discussion and selection by company leaders. Selected path(s) are refined until ready to move forward.

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Build

Build selected path operational processes, supporting marketing and sales materials and processes, team members, and prepare for market testing.

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Test

Review designed processes, materials, packages, and strategies with team and target audiences, development partners, and the internal team. Capture feedback to refine the designs and strategic road map further. 

Stage 3
Deliver

1 Month + ongoing

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Implement

Conduct agreed Strategic Growth Road Map initiatives with all internal and external agreed parties, including: Leadership teams, internal teams, divisions,
3rd party partners. Implementation may include: 

 

  • Build out organic lead generation system, including digital ecosystem funnel

  • Sales, marketing, and operational processes development 

  • Sales, marketing, and operational process automation 

  • Sales leads process development  

  • Sales leads process deployment 

  • Marketing growth strategy ongoing oversight

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Proposed
Work Structure

Fee Structure

$12,000 service fee

Includes 2 months of work mentioned

+ ongoing collaboration

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General Terms

CREOVISIO understands the long-term collaboration potential and is willing to structure an arrangement for a staged approach where after the initial 2 months parties may assess deliverables and potential for ongoing growth collaboration.

This exchange will exist for 2 months minimum as outlined above, then ongoing if desired, covering two main projects:

 

Project 1: Strategic Road Map Development
Designing a strategic growth road map for implementation as
defined above for agreed growth objectives.

 

Project 2: Strategic Road Map Implementation
Development and launch of agreed strategic initiatives.


Projects will be governed by a Statement of Work document that outlines the project timing, deliverables, and terms. Projects may run concurrently or in sequence, as agreed.
An example Scope of Work is attached below >

A regular check-in meeting with teams will take place at least every 2 weeks to ensure progress.

Additional expenses will be submitted for approval beforehand, and will be invoiced separately from fees.

Teams and Resources

Proposed work assumes a 3-4 person team with the following core members:

Joe Mebrahtu, Sales Strategy Lead

Luke Jensen, Growth Strategy Lead

Dan Lawless, Tech Systems Specialist

Joe McVeen, Marketing Specialist
 

Where needed, additional supporting team members and subject matter experts will execute specific tasks at no additional cost. This does not include internal sales, marketing, and operational team members, software fees, and marketing experts/services to execute agreed projects.

Services covered within the scope of this proposal include:

  • Research and development 

  • Strategic road map design and development

  • Partnership, process, and operations strategy

  • Implementation of agreed Statement of Work

  • Ongoing oversight and management of strategy

 
 
 

THINK BIG.

We only work with select purpose-driven, open-minded individuals or business leaders who are ready to commit to a journey through the uncomfortable unknown and into a space of possibilities.

It is a pleasure to present our proposal for discussion with you.