How We Work
EngineeredExecution
A disciplined, consultative implementation and partnership lifecycle designed exclusively for established middle-market and enterprise organizations.
Evaluation
The Pre-Engagement Pathway
Every engagement begins with a structured evaluation of the organization’s objectives, current digital environment, operational requirements, and growth priorities. Strategic Discovery informs the recommended infrastructure architecture, approved implementation scope, investment, timeline, responsibilities, and engagement terms before implementation begins.
Strategy Consultation
Submit a formal request for partnership.
Fit & Needs Review
Initial evaluation of operational readiness.
Strategic Discovery
Deep dive into growth requirements.
Partnership Proposal
Recommended structure & implementation scope.
Formal Approval
Execution of agreements & onboarding.
The Journey
Distinct Phases
Every engagement follows two commercially distinct and connected phases. Digital Growth Infrastructure Implementation architects, builds, and launches the approved infrastructure. After the included 30-Day Launch Stabilization period concludes, the engagement transitions into the required 12-month Managed Growth Partnership for ongoing hosting, strategic management, optimization, reporting, support, and continuous improvement.
Digital Growth Infrastructure Implementation
A custom-scoped engagement to architect, implement, integrate, and launch the specific infrastructure components documented within the approved implementation proposal.
Managed Growth Partnership
A required 12-month ongoing partnership that begins after stabilization and includes website hosting together with the strategic management, optimization, reporting, support, and continuous improvement included within the selected partnership tier and agreed monthly scope.
Starting monthly managed partnership fee
$1,497/month
The applicable monthly partnership fee begins only after the included 30-Day Launch Stabilization period concludes.
View Partnership LifecycleMethodology
Our Process in Action
A disciplined, consultative implementation and partnership lifecycle designed exclusively for established middle-market and enterprise organizations.
Strategic Discovery
A structured evaluation of the organization’s objectives, existing digital environment, operational requirements, growth priorities, internal capabilities, system dependencies, and measurable success criteria.
01
Digital Growth Infrastructure Planning
Mapping the exact architecture for CRM, automation, website, and analytics.
02
Infrastructure Implementation
Deployment of the website and conversion infrastructure, CRM architecture, automation, integrations, analytics, reporting, and optional AI Business Solutions included within the approved implementation scope.
03
Quality Assurance & Testing
Structured validation of the infrastructure delivered within the approved implementation scope, including applicable conversion pathways, forms, routing, workflows, tracking, reporting, integrations, and responsive experiences before production launch.
04
Launch
Production deployment of the approved infrastructure, followed by initial monitoring and validation to confirm that core systems, conversion pathways, tracking, routing, and integrations are operating as intended.
05
30-Day Launch Stabilization
An included post-launch period focused on monitoring, technical correction, approved launch-related adjustments, and operational validation to confirm that the infrastructure delivered within the approved implementation scope is operating as intended.
06
Managed Growth Partnership
After the included 30-Day Launch Stabilization period concludes, the required 12-month Managed Growth Partnership begins and the applicable Monthly Managed Growth Partnership Fee becomes active. The partnership includes ongoing hosting of the approved website infrastructure together with the strategic management, performance oversight, optimization, reporting, support, and continuous improvement included within the selected partnership tier and agreed monthly scope and capacity.
07
Implementation Engagement
Digital Growth
Infrastructure
A strategic engagement to architect, design, and deploy the interconnected digital systems that support business growth.
Digital Growth Infrastructure Implementation
Custom Scope
Custom implementation based on approved strategic requirements.
Discovery & Strategic Planning
- Business objectives and organizational priorities
- Stakeholder alignment and decision-making requirements
- Existing digital environment and infrastructure assessment
- Website, CRM, automation, analytics, and integration evaluation where relevant
- Operational friction and growth opportunity identification
- Competitive and market context review
- Measurement framework and success criteria
- Recommended infrastructure architecture and implementation priorities
- Approved scope, dependencies, timeline, and engagement requirements
Discovery and strategic planning inform the recommended implementation architecture and approved scope. Identified opportunities, systems, integrations, automation, content requirements, or AI Business Solutions are not automatically included unless documented in the approved implementation proposal.
Infrastructure Architecture & Deployment
- Website and conversion infrastructure included within the approved scope
- CRM architecture and pipeline configuration
- Workflow and marketing automation
- Lead routing and follow-up systems
- Email, SMS, appointment, and internal notification workflows where approved
- Analytics, attribution, and executive reporting infrastructure
- Approved system integrations and API connections
- Data migration where included within the approved scope
- Optional AI Business Solutions where strategically appropriate and approved
Only the infrastructure components documented in the approved implementation proposal are deployed. Additional systems, integrations, workflows, data migration, custom development, expanded automation, or AI Business Solutions outside the approved scope may require a separate implementation proposal or change order.
Review, Quality Assurance & Launch
- Structured stakeholder review against the approved implementation scope
- Consolidated feedback and approved revisions within the agreed review process
- Desktop, tablet, and mobile validation
- Form, conversion pathway, and lead-routing testing
- Workflow, automation, trigger, and notification validation
- Analytics, attribution, tracking, and reporting verification
- Approved integration and system validation
- Final launch-readiness review
- Production deployment following required approval
The review process covers corrections and approved refinements to the infrastructure delivered within the agreed implementation scope. New functionality, additional pages, new systems, expanded integrations, custom development, material content changes, or requests outside the approved scope may require a separate implementation proposal or change order.
30-Day Launch Stabilization / Hypercare
Included within the approved Digital Growth Infrastructure Implementation investment, this 30-day post-launch period focuses on monitoring, technical correction, approved launch-related adjustments, and operational validation for the infrastructure delivered within the approved implementation scope. When this period concludes, the required 12-month Managed Growth Partnership begins and the applicable monthly partnership fee becomes active.
- Monitoring of approved automation and workflow operation
- Correction of confirmed launch-related technical issues
- Lead-routing and notification verification
- Form and conversion-path validation
- Analytics, attribution, tracking, and reporting validation
- Approved integration and system monitoring
- Website and conversion infrastructure stabilization where included
- Launch-related support for the systems delivered within the approved scope
- Preparation for transition into the required 12-month Managed Growth Partnership
Launch Stabilization does not include new systems, additional pages, expanded functionality, major content changes, new integrations, custom development, ongoing campaign management, continuous optimization, or other work outside the approved implementation scope. These requests may require a separate implementation proposal or change order.
Ongoing Partnership
From Infrastructure
To Managed Growth
Broader Digital Growth Infrastructure implementation followed by continuous strategic management.
Discovery
Business objectives, stakeholder alignment, technical audit, and strategic planning.
- Business & organizational discovery
- Digital infrastructure assessment
- Competitive intelligence
- Growth opportunity identification
- Digital Growth Strategy development
- Measurement & KPI planning
Implementation
Architecture and deployment of the interconnected digital infrastructure components documented within the approved implementation scope.
- Website and conversion infrastructure where included
- CRM implementation and pipeline architecture where approved
- Workflow and marketing automation
- Search visibility and technical foundations
- Analytics, attribution, tracking, and executive reporting
- Approved integrations and API connections
- Data migration where specifically included
- Optional AI Business Solutions where strategically appropriate and approved
Each implementation is individually scoped. Only the systems and capabilities documented in the approved implementation proposal are deployed. Additional systems, integrations, data migration, custom development, expanded automation, or AI Business Solutions outside the approved scope may require a separate implementation proposal or change order.
Launch
Following required stakeholder approval and launch-readiness validation, the infrastructure delivered within the approved implementation scope is deployed into the production environment.
- Final approval of the delivered implementation scope
- Production deployment of approved systems and infrastructure
- Domain, routing, and environment configuration where included
- Activation of approved forms, workflows, automations, and integrations
- Initial analytics, attribution, and reporting validation
- Initial lead-routing and notification verification
- Confirmation that core approved systems are operating as intended
- Transition into the included 30-Day Launch Stabilization period
Launch confirms production deployment of the approved implementation. New functionality, additional systems, major content changes, expanded integrations, custom development, or requests outside the approved scope may require a separate implementation proposal or change order.
Stabilization
The included 30-Day Launch Stabilization period provides focused post-launch monitoring, technical correction, approved launch-related adjustments, and operational validation for the infrastructure delivered within the approved implementation scope.
No Monthly Managed Partnership Fee is charged during this period.
- Monitoring of approved systems, workflows, and integrations
- Correction of confirmed launch-related technical issues
- Form, conversion pathway, and lead-routing validation
- Analytics, attribution, tracking, and reporting verification
- Website and conversion infrastructure stabilization where included
- Launch-related support for the approved implementation
- Confirmation that core delivered systems are operating as intended
- Preparation for transition into the required 12-month Managed Growth Partnership
Stabilization does not include new systems, additional pages, expanded functionality, major content changes, new integrations, custom development, ongoing campaign management, continuous optimization, or other work outside the approved implementation scope. After the 30-day period concludes, the required 12-month Managed Growth Partnership begins and includes ongoing hosting of the approved website infrastructure within the selected partnership tier and agreed monthly scope and capacity.
Managed Growth
The required 12-month Managed Growth Partnership begins after the included 30-Day Launch Stabilization period concludes. Throughout the active partnership, Summit Theory Digital hosts the approved website infrastructure and provides strategic management, performance oversight, optimization, reporting, support, and continuous improvement within the selected partnership tier, agreed monthly scope, and capacity.
The applicable Monthly Managed Growth Partnership Fee becomes active immediately after the included 30-Day Launch Stabilization period concludes.
- Ongoing hosting of the approved website infrastructure
- Strategic oversight and performance management
- Optimization of approved website and conversion infrastructure where included
- Search visibility, authority, and content management where included
- CRM, pipeline, workflow, and automation optimization within the approved scope
- Management and optimization of approved acquisition channels where included
- Analytics, attribution, reporting, and executive performance intelligence
- Approved AI-assisted capabilities or AI Business Solutions where included
- Strategic recommendations and continuous improvement within the agreed monthly capacity
Managed Growth services vary according to the selected partnership tier and approved monthly scope. Major implementation work, new systems, additional acquisition channels, large-scale redesigns, custom development, expanded automation, additional AI Business Solutions, and requests outside the agreed scope may require a separate implementation proposal or change order.
Commercial Structure
Investment Distinction
We separate the capital required to engineer your infrastructure from the ongoing management required to grow it.
Digital Growth Infrastructure Implementation
A custom-scoped engagement that architects, implements, integrates, and launches the specific digital infrastructure components documented within the approved implementation proposal.
Investment
Custom Scoped
Potential components may include website and conversion infrastructure, CRM architecture, automation, analytics, reporting, integrations, data migration, and approved AI Business Solutions where strategically appropriate. Not every implementation includes every capability.
Managed Growth Partnership
A required 12-month ongoing partnership that begins after the included 30-Day Launch Stabilization period and provides website hosting, strategic management, optimization, reporting, support, and continuous improvement within the selected partnership tier and agreed monthly scope.
Starting Fee
$1,497/mo
The applicable monthly partnership fee becomes active after stabilization concludes. Major implementation work, new systems, expanded functionality, custom development, additional acquisition channels, expanded automation or AI Business Solutions, and requests outside the agreed monthly scope may require a separate implementation proposal or change order.
Build the Infrastructure
for What Comes Next
Strategic Discovery establishes the priorities, dependencies, implementation scope, investment, and engagement requirements needed to architect a connected Digital Growth Infrastructure aligned with your organization’s objectives.
Schedule a Strategy ConsultationInquiries: partnerships@summittheorydigital.com