HELPING HUNDREDS OF
INDIVIDUALS AND BUSINESSES
CREATE THEIR VISIONS IN
SCIENCE
An Introduction and Proposal For
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.
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.
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:
Overview
Sacred LIghts Collective (aka. Dr. Kate) is a unique online community platform looking to take a multi-disciplinary background and apply it towards growing from 1:1 services into community services that helps individuals in areas of spirituality, awakening, wellness, overall well-being. This will happen through live and recorded classes, workshops, and events, serviced via an agency agency of service providers.
The aim of Sacred Lights's vision is to take an existing infrastructure of 1:1 services from Dr. Kate, and growing it through strategic digital sales and marketing services into community centered services from supporting team members.
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.
10/31/2022
1
Approach
There is a significant opportunity for growth within the company due to its foundation being set, the existing market interest and relevance, and the network of service providers ready to serve.
This strategic growth approach will help position the company as a leader in the space, including spiritual services for individuals, coaches and other services providers, and events, and take the existing 1:1 services and build out a model that serves many.
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Stage 1 Define
DEFINING YOUR GROWTH SOLUTION.
2 weeks minimum
Stage 2 Design
LEARN. DESIGN. BUILD. TEST.
4 weeks minimum
Stage 3 Deliver
IMPLEMENT AND GROW.
4 Weeks + Ongoing
Stage 1
Define
2 weeks minimum
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Gather Requirements
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Capture technical, historical, and general market criteria.
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Review use cases, trends, competitive analysis provided by the team.
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Research history, marketing data, and agencies.
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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:
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Growth phases
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Growth timeframe
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Project milestones
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Department deliverables
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Financial projections and costs
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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
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 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
4 Weeks + 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:
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Use existing services and infrastructure to build out model to serve many
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Build out organic lead generation system, including digital ecosystem funnel
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Sales, marketing, and operational processes development
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Sales, marketing, and operational process automation
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Sales leads process development
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Sales leads process deployment
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Marketing growth strategy ongoing oversight
Proposed
Work Structure
Fee Structure
$XXXX service fee
Includes 3 months of work mentioned
+ ongoing if desired
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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 2-3 months 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.
A regular check-in meeting with teams will take place at least every 2 weeks to ensure progress.
Any 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:
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Research and development
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Strategic road map design and development
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Partnership, process, and operations strategy
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Implementation of agreed Statement of Work
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Ongoing oversight and management of strategy
