Prepared for: Secure Choice Mortgage

A Catchy Growth System Proposal

Catch x Maeven
EXECUTIVE SUMMARY

YOU BUILT THE REPUTATION. NOW LET'S BUILD THE MACHINE.

You’re the #1 Motto Franchise in the nation. Now it’s time to turn momentum into something scalable. This proposal installs the foundation to drive:

  • More mortgage leads
  • More realtor referrals
  • Stronger recruiting power
  • A consistent brand presence
  • Expansion-ready growth
DIAGNOSTIC :: PHASE 1

WHERE YOU
ARE NOW

Winning with Grit.
Not Infrastructure.

You’re the market leader. But right now, that growth is fueled by sheer effort and relationships. That works until you try to scale. Without a machine, you create friction points.

[ ! ] UX_ERROR
A website that doesn’t guide people to take action.
[ ! ] PATH_MISSING
No clear “Apply / Get Started” user journey.
[ ! ] BRAND_FRAGMENTATION
Inconsistency across platforms and team profiles.
[ ! ] DATA_BLINDSPOT
Limited tracking and visibility into what’s actually working.
[ ! ] FOUNDATION_NULL
No structured Paid Media + SEO foundation yet.
[ ! ] TOOLING_GAP
Brokers lack the digital tools + consistency needed to scale.
/// You’ve built massive momentum. Now we make it easier to convert, easier to measure, and easier to repeat.
/// SOLUTION ARCHITECTURE

Let's Make
It Catchy.

This isn’t “marketing.” It’s growth infrastructure.
A website that converts traffic into conversations
A brand that looks premium everywhere people find you
Clear pathways for buyers / realtors / recruits
Tracking + retargeting installed
Paid + SEO foundations for scalable growth
Toolkits that equip brokers to dominate
/// GROWTH DRIVERS

Our Audience

01
TARGET_A
Buyers &
Owners
They demand speed, clarity, and confidence.
02
TARGET_B // PRIMARY
Realtors
Your #1 referral channel. The lifeblood of the machine.
03
TARGET_C
Recruiting
Attract top talent + equip the team to dominate.
/// OPERATING MODE: CMO

Our Approach

We step in to build the engine.
Not just deliver content.
01
Fast wins that improve conversions immediately.
02
Tracking infrastructure so every result is measurable.
03
Total brand consistency across the entire team.
04
Realtor + Recruiting support that actually scales.
X
Only work that adds value or multiplies value.
/// PROJECT SCOPE

High-Level Outcomes

More Mortgage Leads ↑
More Realtor Partnerships ↑
More Recruiting Momentum ↑
More Consistency + Pro ↑
More Scale Into New States ↑
SYSTEM OPTIMIZATION
Less
Friction
For Everyone.
Clients ↘
Brokers ↘
Referral Partners ↘
/// THE STRATEGIC PATH

Proposed Roadmap

01
Launch Pad
TIMELINE: 30 DAYS
+ Foundation Setup

Full installation of tracking pixels, analytics infrastructure, and conversion benchmarking.

+ Website Triage

Immediate improvements to UX/UI focused purely on increasing conversion rates.

+ Brand Guardrails

Creation of the Social Kit and Brand Sync Sessions to align the team.

↓
02
Growth System
TIMELINE: 60–90 DAYS
+ Partner Engine

Realtor partner assets and a dedicated landing page to drive referrals.

+ Retargeting Layer

Setup and launch of retargeting campaigns to capture lost traffic.

+ Content & Message

Content templates and a "light" messaging sprint to refine the voice.

↓
03
Dominance Build
TIMELINE: 90+ DAYS
+ Full Web Overhaul

Complete redesign and development of a new, scalable website platform.

+ Brand Refresh

Comprehensive brand update to ensure premium consistency everywhere.

+ State Expansion

Scalable digital rollout strategy to launch into new state markets.

/// ENGAGEMENT MODEL

Investment

Because this project includes strategy, optimization, implementation, and iterative improvements, we structure the work to stay flexible and performance-driven.

Hourly Rate
$165/hr
Performance Based
Monthly / Month-to-Month
No long-term commitments. We earn your business every 30 days.
Flexible Scope
Priorities shift. Our scope can expand or contract anytime based on your needs.
Optimization First
As we uncover new opportunities, we’ll recommend priorities and adjust hours accordingly.
Total Visibility
You’ll always have visibility into what we’re doing, why we're doing it, and how long it takes.
You Are In Control
You stay in control of the pace and the investment.
/// FINANCIAL BREAKDOWN

Estimated Pricing

Below are estimated hour ranges based on discussion. Final hours may vary depending on discovery during implementation.

Phase 01: Launch Pad
Immediate wins + install the foundation
Timeline: Weeks 1-4
Tracking + pixels + analytics setup
6–10 hrs
$990–$1,650
Website experience improvements
10–18 hrs
$1,650–$2,970
Social kit + brand guardrails
8–14 hrs
$1,320–$2,310
Brand Sync Sessions (team rollout)
6–12 hrs
$990–$1,980
Quick performance reporting
2–4 hrs
$330–$660
✅ EST. PHASE 01 PRICING
32–58 hrs $5,280 – $9,570
Phase 02: Growth System
Repeatable growth engine installation
Timeline: Months 2-3
Realtor partner landing page + assets
12–22 hrs
$1,980–$3,630
Retargeting campaigns setup + launch
8–16 hrs
$1,320–$2,640
Content structure + templates
10–20 hrs
$1,650–$3,300
Light messaging sprint
6–12 hrs
$990–$1,980
Recruiting support assets
6–12 hrs
$990–$1,980
✅ EST. PHASE 02 PRICING
42–82 hrs $6,930 – $13,530
(Typically completed over 2–3 months depending on pace + approvals.)
Phase 03: Dominance Build
Full brand + web overhaul & scale
Timeline: Months 3+
Full website redesign + conversion copy
40–80 hrs
$6,600–$13,200
Full brand refresh
35–70 hrs
$5,775–$11,550
Scalable rollout across states
10–20 hrs
$1,650–$3,300
Long-term creative + performance support
10–20 hrs / mo
$1,650–$3,300 / mo
✅ EST. PHASE 03 PRICING
95–170 hrs $15,675 – $28,050
(Plus ongoing monthly support if desired.)
ALREADY BUILT
/// FINAL THOUGHTS

You’ve Already Built
The Hard Part.

Secure Choice didn’t get here by accident. You laid the foundation. We are just here to build the skyscraper.

FND_01
✓
You Have Trust
FND_02
✓
You Have Relationships
FND_03
✓
You Have Momentum
This proposal isn’t about changing what’s working—it’s about removing the roadblocks and building the infrastructure that allows it to scale.
Business Strategy
Hunter
Harrison
Specializing in Strategic Vision and "catchy" creative direction.
Account Manager
Daniel
Mercer
Focused on business development and operational efficiency.
Design Lead
Jonathan
Edwards
20+ years of experience in high-end visual design and branding.
Stop Competing.
Start Dominating.
Let's #MakeItCatchy
Secure Choice Mortgage X Catch // Growth Systems
/// Final Authorization

Ready to Build
The Machine?

Initiate Phase 1