Convertiv

• Pricing model: Custom quote with hybrid engagement structures: Convertiv appears to sell both fixed-price projects and ongoing retainers, with recurring/monthly retainer work especially evident for CRO and broader ongoing digital/growth support. Their own site positions delivery through embedded "Forward Teams℠" / "Team-as-a-Service," which strongly suggests staffed ongoing engagements rather than packaged self-serve plans.
• Starting price: $25,000+ project minimum
• Typical range: $100-$149/hr
• Billing: Hybrid: fixed-price projects and recurring retainers/monthly engagements; hourly rate bands are published on directories.

Convertiv does not appear to publish public pricing plans or package menus on convertiv.com; the site drives buyers to contact sales and frames delivery as embedded "Forward Teams℠" and multiple "Team-as-a-Service" offerings. Concrete figures do exist on reputable third-party directories: Clutch lists a $25,000+ minimum project size and a $100-$149/hr average hourly rate, while DesignRush lists a minimal budget of $25,000-$50,000 and a $149/hr average hourly rate. Client-reported Clutch reviews add useful context: one client said Convertiv's annual retainer was about $300,000 and total spend about $500,000, and another said they were on a monthly CRO retainer with about $60,000 invested so far; these are reported deal sizes from reviews, not agency-published list prices. UpCity also lists a "$2,000 or more, monthly" retainer minimum, but because directory self-reported minimum-retainer fields can be less reliable than verified review spend, treat that as a directory listing rather than a confirmed agency-published offer.

Convertiv engagements appear to start with a structured discovery and assessment of the client’s goals, systems, and user journeys, then move into documented strategy and design/build work delivered by a cross-functional team through regular weekly check-ins and a Jira-based project hub. After client review of proposed approaches, Convertiv implements, tests/QA’s, launches, and then supports reporting or training so the client can operate the new marketing, web, or analytics setup.

1. 1

   Assess the current state with stakeholders

   Convertiv begins by gathering input from client stakeholders through interviews, surveys, and working sessions to understand the current setup, pain points, and desired future state. On its GTM architecture page, the firm also describes this as assessing the full stack, including CRM, marketing automation, data hygiene, campaign structure, and lead management process.

2. 2

   Define the plan, architecture, and shared playbooks

   After discovery, Convertiv translates findings into recommendations such as documented definitions, playbooks, information architecture, wireframes, or target system architecture. Case-study evidence shows it creates shared guidance for campaign concepting and launches, while review evidence shows clients moved through early UX/IA and web-kit planning stages before build work.

3. 3

   Coordinate work through a dedicated project manager and weekly cadence

   Clients describe a named project manager coordinating communications, scheduling, deadlines, and documentation, with weekly meetings or status calls. Work is tracked in Jira, and reviewers say Convertiv sends agendas, updates the project hub quickly, and recaps meetings with next actions for the week ahead.

4. 4

   Design and build with a cross-functional delivery team

   Convertiv then executes the scoped work using specialists across UX, design, development, SEO, analytics, and account management, depending on the engagement. Review and case-study evidence shows this phase can include design and documentation, website development, workflow redesign, integrations, data cleanup, search improvements, or marketing operations configuration.

5. 5

   Review and approve the proposed approach before launch work proceeds

   Before final rollout, Convertiv appears to walk clients and sponsors through concepts or technical approaches and gather sign-off. One case study states the approach was approved by the executive sponsor and IT before implementation, and Clutch reviewers note status calls with leadership to review progress and ensure the client was happy with what they were seeing.

6. 6

   Implement, test, QA, migrate, and launch

   Once the direction is agreed, Convertiv moves into implementation and launch preparation. Clients specifically mention development, implementation and QA, as well as testing/QA, migration, and go-live; Convertiv’s own case studies likewise describe implementing, QA’ing, and launching the new process or platform.

7. 7

   Hand off reporting, training, and ongoing optimization support

   After launch, Convertiv supports clients with reporting, analytics visibility, and enablement. Evidence includes extensive training that clients found easy to follow, creation of reporting structures aligned to business questions, and ongoing channel-performance reporting or optimization work in longer-term digital marketing engagements.