Strategic Execution for Wealth-Focused Digital Initiatives


At Convergence Projects, we transform complex digital initiatives into streamlined successes for financial professionals. Our methodical approach brings structure, accountability, and confidence to your most important digital projects—whether you're launching a new platform, maintaining operations, or recovering from implementation challenges.

Select the service that aligns with your current needs, and we'll handle everything from there.

OUR SERVICE PORTFOLIO

LAUNCH COMMAND™

Expert Digital Launch Management


For financial advisors, accountants, and wealth professionals launching digital products, platforms, or programs.


Whether you're introducing a new course, onboarding experience, service offering, or digital platform — this package gives you structured, stress-free delivery. We handle the moving parts so your team can focus on excellence, not execution.


SERVICE INCLUSIONS:

  • Comprehensive project roadmap with milestone-based timeline

  • Strategic go-to-market execution plan (content, technology, team, marketing)

  • Proactive stakeholder coordination with weekly progress updates

  • Full-spectrum delivery management across content, technology, and creative assets

  • Two 60-minute team alignment sessions to ensure unified vision

  • Post-launch performance analysis with KPI assessment (2 weeks after launch)

PROCESS TIMELINE:
8–10 weeks


 DELIVERABLES:
 Strategic launch plan (PDF), Project management workspace setup (ClickUp/Asana), Digital asset handoff portfolio


INVESTMENT :

AUD: $7,500–$10,000

CAD: $6,500–$9,000

USD: $5,000–$7,500

PLATFORM PULSE™

Precision Operations & Program Management


For established platforms, recurring educational programs, and membership services.


We implement systematic operational excellence—coordinating teams, optimizing tools, managing content calendars, and ensuring consistent service delivery across your platform ecosystem.


SERVICE INCLUSIONS:

  • Weekly sprint planning and execution reporting

  • Team and contractor coordination with comprehensive quality assurance

  • Strategic content and program delivery scheduling

  • Systematic issue tracking with prioritized resolution protocols

  • Monthly strategic planning session with leadership

PROCESS TIMELINE:

Monthly retainer (3–6 month engagement recommended)


 DELIVERABLES:
Weekly status updates, Monthly operations performance report, Optional KPI visualization dashboard


INVESTMENT (MONTHLY):

AUD: $3,000–$5,000

CAD: $2,500–$4,500

USD: $2,000–$4,000

CLEAN UP & COMEBACK™

Launch Recovery & Strategic Redeployment


For digital initiatives that haven't achieved desired outcomes.


We diagnose implementation challenges, identify immediate improvement opportunities, and develop a structured relaunch strategy—delivering renewed momentum and clear direction.


SERVICE INCLUSIONS:

  • 90-minute comprehensive project analysis and team debrief

  • Prioritized issue identification with actionable solutions matrix

  • Systematic bottleneck assessment and risk mitigation planning

  • Optimized relaunch timeline with critical path analysis

  • Single-page recovery roadmap with clear ownership assignments

PROCESS TIMELINE:
2–3 weeks


 DELIVERABLES:
Comprehensive issue analysis, Strategic relaunch plan, Accountability framework


INVESTMENT:

AUD: $3,000–$4,500

CAD: $2,500–$4,000

USD: $2,000–$3,500

ENHANCEMENT OPTIONS

Customize any service package with these strategic add-ons:

Enhancement Investment (AUD / CAD / USD) Description
Dedicated Communication Channel $500–$750 per month Secure Slack or Monday workspace for real-time updates and priority communication
Implementation Team Oversight $750–$1,500 per month Comprehensive management of internal or external implementation resources (administrative, technical, design)
Standard Operating Procedures Library $750–$2,000 Development of up to 10 customized SOPs for critical operational workflows
Vendor Coordination Package $400 (one-time) Comprehensive vendor briefing including scope definition, access provisioning, and quality standards
Strategic Operations Evaluation $650 (one-time) 90-minute diagnostic assessment of systems architecture, team structure, and delivery processes

DETERMINE YOUR OPTIMAL SOLUTION


Not certain which service configuration best addresses your requirements? Let's discuss your specific situation.

We'll help you identify the most effective approach to achieve your objectives—efficiently and with complete confidence.


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