
Prepared for Level Access · UserWay
UserWay
Growth Support.
A 3-month retainer engagement focused on growing UserWay revenue through strategic initiative definition, documentation, and cross-team alignment.
01 — Scope
UserWay Growth Support
A focused engagement to define, document, and structure the priority initiatives that drive UserWay revenue growth.
Key Activities
- Define 2H initiative roadmap
- Build out revenue generating strategies
- Structure and document priority initiatives
- Develop business requirements for UserWay teams
Focus Areas
- User Journey
- Product Architecture
- Pricing Strategy
- Free-to-Paid Conversions
- Customer Retention
02 — Output
What you'll receive.
UserWay Growth Initiatives for 2H 2026
A prioritized set of initiatives focused on revenue growth for the second half of 2026.
Strategic Support for UserWay Digital Team
Ongoing guidance and structured documentation to align the digital team around key growth priorities.
Documentation for Teams to Execute
Clear, development-ready requirements and initiative briefs that teams can act on immediately.

03 — Terms & Conditions
Governed by the existing MSA executed 12 / 06 / 2021.
Start Date & Fee Schedule
Engagement begins June 1, 2026. A monthly retainer of $7,000 is invoiced at the start of each month. Out-of-scope work will be scoped and agreed upon separately.
Hard Costs & Change Orders
Hard costs (photography, printing, hosting, etc.) are outside this estimate and quoted separately. Out-of-scope requests or feedback delays will be addressed via a change order agreed upon by both parties.
Expenses
Level Access reimburses R Squared Group for reasonable, pre-approved expenses including travel, lodging outside the DFW area, car rental, meals, and customer-related entertainment. Records available upon request.
Payment Process
Invoices are paid either (a) by check to R Squared Group or (b) by wire to the checking account provided within each invoice.
04 — Acknowledgement
Ready to move forward.
Type your name, acknowledge the terms, and click Execute Proposal to sign electronically. A signed PDF copy will download automatically.