Interactive Curriculum Preview
The Complete College
Planning System
WORX is a structured curriculum toolkit for Independent Educational Consultants: 14 sequential modules that guide students from initial kick-off through final enrollment, with ready-to-use tasks, templates, and IEC advisor resources at every step.
Structure
Module 01
Client Kick-Off
3 tasks
3 templates
3 IEC
Module 02
Client Onboarding
5 tasks
3 templates
3 IEC
Strategy
Module 03
Application Foundations
4 tasks
3 templates
5 IEC
↕ Execution
Module 04
College Research
5 tasks
3 templates
4 IEC
Module 05
Application Requirements
5 tasks
3 templates
11 IEC
↕ Execution
Module 06
Standardized Testing & Score Strategy
5 tasks
2 templates
5 IEC
↕ Execution
Module 11
College Tours & Visits
5 tasks
4 templates
4 IEC
↕ Execution
Execution
Module 07
Essay Brainstorming
4 tasks
5 templates
3 IEC
Module 08
Common App Essay
5 tasks
3 templates
3 IEC
Module 09
University of California PIQs
5 tasks
3 templates
3 IEC
Module 10
Supplemental Essays
7 tasks
3 templates
3 IEC
Completion
Module 12
Financial Aid
5 tasks
3 templates
4 IEC
↕ Strategy
Module 13
Admissions Results
4 tasks
3 templates
4 IEC
Module 14
Off-Boarding
5 tasks
4 templates
3 IEC
WORX Tool
Interactive ROI Calculator
Built around your numbers, your caseload, your pricing, your practice. See exactly what WORX could mean for your bottom line.
Standalone Add-Ons
Purchasable Separately
Two additional collections extend the core WORX curriculum toolkit and can be purchased outside of the 14-module system.
WORX ON RAMP
Module 0: Business Architecture
→
IEC practice readiness before working with the first student. 14 tasks that build the business systems a consultant needs to deliver WORX well.
Revenue Readiness and Client Status Definitions
Meeting Architecture and Intake With Purpose
Service Model, Pricing Alignment, and Scope of Services
Agreements Function and Student Start-Line
Student Journey Map and Tools vs. Systems
WORX Starter Kit Orientation and Defining Completion
WORX On-Ramp Spreadsheet: Leads Tracker and App Components Tracker
Module 0 Completion Checklist
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WORX Enhancement
Curriculum Trackers and Communication Tools
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A full suite of tracking and communication resources that work with or without the 14-module core curriculum. The trackers are built around the same phases and sequencing IECs already use, so they fit any advising process.
Detailed WORX Curriculum Tracker: Student and Master versions (all 14 modules)
Overview WORX Curriculum Tracker: Student and Master versions
Student Situational Email Templates (20 templates)
Parent Situational Email Templates (20 templates with Parent Pulse pairings)
Structured Parent Pulse Pages
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