SCIENCE
HELPING HUNDREDS OF
INDIVIDUALS AND BUSINESSES
CREATE THEIR VISIONS IN
An Introduction and Proposal For
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.
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 >
"
"
Knowledge is power, only with action.
PROPOSAL
Strategic Growth Development
Draft Proposal:
October 17, 2022
Prepared For:
Overview
Constantin Dietrict (aka. Tino) is a unique entrepreneur looking to take a multi-disciplinary background and applying it towards creating a lifestyle brand that sparks conscious connection through communication for individuals, couples, and companies.
The aim of Tino's vision is to spark a movement that is first grounded in content distribution to establish a marketplace, which grows into coaching and consulting services, courses, books, events, and more.
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 Tino.
This proposal outlines an approach for developing a growth strategy for company's current vision, and establishes a foundation for future product expansion and overall growth.
10/17/2022
1
Approach
There is a significant opportunity for growth within the company due to it being in it's inception as well as to the existing market interest and relevance.
This strategic growth approach will help position the company as a leader in conscious communications services, including lifestyle, coaching, courses, events, and more.
_________________________
_________________________
_________________________
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.
2 months minimum + ongoing
Stage 1
Define
2 weeks minimum
…………………………………………………………………………………………………………………………………………………………………………………………………………
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.
…………………………………………………………………………………………………………………………………………………………………………………………………………
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
…………………………………………………………………………………………………………………………………………………………………………………………………………
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
…………………………………………………………………………………………………………………………………………………………………………………………………………
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.
…………………………………………………………………………………………………………………………………………………………………………………………………………
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 design and media development, mobile-optimized websites and supporting SEO, promotional initiatives and materials development, marketing and sales strategies, data-technology driven digital marketing support, strategic partnerships and business development, coaching and consulting and LM-systems development.
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.
…………………………………………………………………………………………………………………………………………………………………………………………………………
Build
Build selected path operational processes, supporting marketing and sales materials and processes, team members, and prepare for market testing.
…………………………………………………………………………………………………………………………………………………………………………………………………………
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
…………………………………………………………………………………………………………………………………………………………………………………………………………
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
Proposed
Work Structure
Fee + Commission
$8,000 per month service fee
2 month minimum
…………………………………………………………………………………………………………………………………………………………………………………………………………
General Terms
CREOVISIO understands the long-term collaboration potential and is willing to structure an arrangement for after the initial 2 months that decreases monthly guarantees and incentivizes growth collaboration with a commission on revenue for the long term vision and ongoing management support needed.
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 above >
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:
Luke Jensen, Growth Strategy Lead
Joe Mebrahtu, Sales 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
sample brand prototype iteration >
SCOPE OF WORK