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SCIENCE

HELPING HUNDREDS OF
INDIVIDUALS AND BUSINESSES
CREATE THEIR VISIONS IN

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An Introduction and Proposal For the Team + EcoSystem of

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An Independent Strategic 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 do come true, 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.

 
 

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 14, 2022 

 Prepared For: 

 
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Overview

Cantarana and El Manglar are boutique hotels located on the western coast of Costa Rica, in Palm Beach Estates, Playa Grande, specializing in hosting single travelers, couples, families, and groups in an immersive, locally inspired, holistic experience, reconnecting guests with themselves, each other, and nature.
 

The aim of Cantarana and El Manglar is to offer superior services to it’s target audiences both locally and globally, and expand market awareness of its unique suite of services that offer high quality experiences for overall 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 to enhance it's existing infrastructure into all it can be.

Having helped 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 Cantarana and El Manglar.
 

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

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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 coastal boutique hotel options in Central America, especially in Guanacaste, Costa Rica.

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Stage 1 Define
2 weeks minimum

Stage 2 Design
4 weeks minimum

—-   Learn
  –   Design
  –   Build
  –   Test

Stage 3 Deliver
2 months minimum + ongoing

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2

 

Stage 1
Define

2 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, marketing data, and agencies. 

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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 

  • Revenue projections 

  • Product growth metrics 

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3

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

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:
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 internal teams and marketing initiatives, and may include: New branding and storytelling, core messaging, growth strategies, content and media development, mobile-optimized websites and supporting SEO, Airbnb marketing enhancement, guest experience guides, new group retreats strategies, promotional initiatives, marketing packages for daily, weekend, and group packages, data-technology driven digital marketing support, strategic partnerships, designs, and materials.
 

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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4

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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

2 months minimum + 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: 

 

  • Sales and marketing materials 

  • Sales, marketing, and operational processes development 

  • Sales, marketing, and operational process automation 

  • Sales leads process development  

  • Sales leads process deployment 

  • Marketing growth strategy ongoing management 

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5

 

Proposed
Work Structure

Service Exchange + Additional

$200 / hour service exchange for room 

2-4 months / up to 100 hours

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General Terms

CREOVISIO understands the long-term collaboration potential and is willing to invest at a discounted hourly rate + service exchange towards helping establish an enhanced marketing foundation, and potentially help with ongoing marketing and operational process oversight to support mutual growth.
This exchange will exist for 2 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 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 1-2 person team with the following core members:
 

Luke Jensen, Growth Strategy Lead
Dan Lawless, Systems Automation 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 development

  • Implementation of agreed Statement of Work

  • Ongoing strategy oversight and management 

 
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EXAMPLE : SCOPE OF WORK

  sample brand prototype iteration >  

 
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Playa de
PALMAS

A Secluded Hideaway in Untouched Costa Rica.

CANTARANA & EL MANGLAR BOUTIQUE HOTELS  |  POOLS  |  DIRECT BEACH ACCESS  |  MULTIPLE RESTAURANTS & CAFES  |  MARKETS  |  YOGA  |  SURF  |  EXPERIENCES

LIVE + EAT + EXPERIENCE + PURA VIDA

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