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SCIENCE

HELPING HUNDREDS OF
INDIVIDUALS AND BUSINESSES
CREATE THEIR VISIONS IN

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An Introduction and Proposal For

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Welcome to 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.

 
 

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 can 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. Here are some of CREVISIO's current and past projects, relevant to yours >

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Knowledge is power, only with action.

PROPOSAL

 

Strategic Growth Development

 Draft Proposal: 
 October 26, 2022 

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 Prepared For: 

 

Overview

Morgan’s Rock is a high-end eco-lodge located on the south-western coast of Nicaragua. Morgan’s Rock specializes in hosting couples, families, and groups in an immersive, locally inspired, well-being experience, reconnecting guests with themselves, each other, and nature.
 

The aim of Morgan’s Rock is to offer superior services to its target audiences both locally and globally, and expand market awareness of its unique suite of services that offer high quality experiences for overall relaxation and well-being, while supporting the local community and nature.
 

As part of this vision, the company aims to develop an innovative marketing and sales growth strategy and new internal division for the company and such growth.

CREOVISIO is excited to support the creation of a marketing and sales growth strategy for Morgan’s Rock.
 

This proposal outlines an approach for developing such growth strategy for current Morgan’s Rock products, and establishes a foundation for future product expansion and overall growth from the company. 

10/26/2022

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1

 

Approach

There is a significant opportunity for growth within the company due to its unique value proposition.
This strategic growth approach will help position the company as a leader in resort options across the country of Nicaragua, Central America, as well as internationally.

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Stage 1 Define
4 weeks minimum

Stage 2 Design
4 weeks minimum

—-   Learn
  –   Design
  –   Build
  –   Test

Stage 3 Deliver
2 months minimum + ongoing

10/26/2022

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2

 

Stage 1
Define

4 weeks 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 company history, market and marketing data, and agencies. 

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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 

  • Revenue projections 

  • Product growth metrics 

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10/26/2022

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3

NOTE : This process is led with your team, and will usually require 3-4 weeks of CREOVISIO’s time to audit documents, conduct meetings, and complete road map.

 
 

Stage 2
Design

4 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:
Interviews with current / potential customers and team members, and online.

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Design

Based on the strategic growth road map, teams will design a path for building the internal teams and marketing for agreed deliverables, and may include: Brand exercises and communications design, events strategies, group retreats strategies, marketing packages for daily, weekend, and group packages, promotional initiatives, traditional and digital data technology supported marketing, strategic partnerships, sponsorships, graphics designs, and materials, and operational support for hotel and villa websites and Airbnb engines, as well as all supporting marketing, sales, and operating systems and teams.
 

This work results in several options for discussion and selection by division and 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.

10/26/2022

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4

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Test

Review each designed deliverable and their unique processes, materials, and strategies with team and target audiences, develop partners and the internal team. Capture feedback to refine the designs and strategic road map further. 

Stage 3
Deliver

2 months minimum + ongoing

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Implement

Implement strategic road map initiatives with all internal and external agreed parties, including: Leadership teams, internal teams, divisions, partners, and all growth initiatives. Implementation may include: 
 

  • Internal marketing, operations, and sales team development

  • Sales, marketing, and supporting digital and print materials 

  • Sales, marketing, and operational processes development 

  • Sales, marketing, and operational process automation 

  • Sales leads process development  

  • Sales leads process deployment 

  • Growth strategy deliverables ongoing management 

10/26/2022

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5

 

Proposed
Work Structure

Exchange + Commission

$200 / hour service exchange for room + commission on gross profit from sales

4 months minimum / up to 240 hours
+ ongoing

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10/26/2022

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6

General Terms

CREOVISIO understands the long-term collaboration and is interested in collaborating into helping establish a marketing and operational foundation for events, retreats, and marketing at Morgan’s Rock properties that will support mutual growth. In addition to the exchange, CREOVISIO will receive a performance based commission on gross profit generated on agreed Morgan’s Rock projects. This exchange will exist for 4 months minimum, then ongoing, covering two projects:

 

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

 

Project 2: Strategic Road Map Implementation
Implementation of agreed strategic road map deliverables.


Projects will be governed by a Statement of Work document that outlines the project(s) timing, deliverables, and terms. Projects may run concurrently or in sequence, as agreed.

A regular check-in meeting with Morgan’s Rock team 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 2-3 person team with the following core members:
 

Luke Jensen, Growth Strategy Lead
Dan Lawless, Tech Systems Specialist 

 

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

Services covered within the scope of this proposal include:

  • Research and development 

  • Strategic road map design and development

  • Partnership, process, and operations development

  • Ongoing strategy oversight and management 

  sample brand prototype iteration >  

A Preview of Morgan's Rock Event Concepts

Beach
BRUNCH

BEACH + BRUNCH + YOGA + LIVE MUSIC

GROUP
Getaways

WELLNESS + TEAMS + GROUPS

 
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DRAFT : STATEMENT OF WORK

 
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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.

Luke Jensen
Founder