01
Initial inquiry
You provide basic information about the company, goals, current challenges, desired timing, and estimated budget.
The Univert Growth Framework
A clear path from business challenge to measurable action.
Every engagement follows a disciplined process. The exact activities change by project, but the goal stays consistent: understand the situation, make the right decisions, build the right solution, and improve it over time.
1
Discovery
Understand the business.
We review goals, customers, competitors, offers, current marketing, sales process, technology, team capacity, and constraints. This prevents recommendations from being based on assumptions.
Stakeholder interviewCurrent-state reviewData requestOpportunity map
2
Diagnosis
Identify the real growth gaps.
We determine where demand, conversion, retention, operations, or customer experience is breaking down. The output is a prioritized list of issues and opportunities—not a long list of random ideas.
Positioning gapsChannel gapsSales leakageWorkflow friction
3
Strategy
Define the direction and priorities.
We create a practical roadmap covering objectives, target customers, messaging, channel roles, customer journey, sales process, required assets, owners, milestones, and performance indicators.
Growth roadmap90-day planBudget prioritiesMeasurement plan
4
Execution
Turn the plan into working assets and systems.
Depending on scope, this may include messaging, website planning, content calendars, campaigns, CRM configuration, lead workflows, reporting dashboards, automation maps, and team guidance.
Asset creationSystem setupCampaign launchTeam enablement
5
Optimization
Measure, learn, and improve.
We review performance against the agreed indicators, identify what is working, adjust weak points, document lessons, and define the next set of priorities.
Performance reviewTestingReportingNext-stage planning
Engagement flow
What happens before work begins.
02
Consultation
We discuss fit, priorities, decision-makers, available resources, and the type of support that may be appropriate.
03
Written proposal
You receive a defined scope with deliverables, fees, timeline, assumptions, payment terms, and responsibilities.
04
Agreement and invoice
No online checkout is used. The engagement begins after required documents and payment terms are satisfied.
05
Kickoff
We confirm access, communication, project milestones, review cadence, and the information needed to start.
06
Delivery and review
Work is delivered through agreed milestones with clear feedback, approvals, and documented next steps.