R Squared Group
Proposal · May 20, 2026

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.

Investment
$7,000/mo
Duration
3 Months
Effort
35–40 Hours
Start Date
June 1, 2026

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.

Deliverable 01

UserWay Growth Initiatives for 2H 2026

A prioritized set of initiatives focused on revenue growth for the second half of 2026.

Deliverable 02

Strategic Support for UserWay Digital Team

Ongoing guidance and structured documentation to align the digital team around key growth priorities.

Deliverable 03

Documentation for Teams to Execute

Clear, development-ready requirements and initiative briefs that teams can act on immediately.

Desktop computer displaying the UserWay accessibility website homepage

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.

Level Access
Signature preview
Your signature

On execution, a signed PDF copy will be downloaded automatically.

R Squared Group
Signed
David Richardson
SignatureMay 20, 2026
David Richardson
Chief Executive Officer