Enrollment training · Proposal for Visions In Education

Enrollment doesn't
just happen.

Your marketing and enrollment teams built an engine that grows Visions 5 to 10% a year. Most of the building can't see how it works. One Value Engine workshop puts the whole picture in front of everyone, and on paper before Tom retires.

For Tom, Rick, Justina & the Visions team 6 weeks · $9,000 fixed · Planned start · after the holidays, date to be confirmed
01 · The situation

The engine works.
Few people can see it.

Justina's team writes the student and staff stories. Rick's team works the waitlist while the school is full. Each team sees its own slice, and the analysts down the hall see neither.

When the reasons stay hidden, good calls get overruled. Ten years of survey data says flexibility brings families in, and the word still got pulled after a few teachers went to the CEO.

Tom built both departments and retires in about 10 months. The engine has outlasted 3 CEOs. Now its history needs to live somewhere besides one person's head.

What we heard
  • 01
    Teams work in silosMarketing and enrollment don't see each other's steps
  • 02
    Office staff rarely get trainingTeachers train constantly; the enrollment side doesn't
  • 03
    Flexibility got pulledDespite 10 years of survey data behind it
  • 04
    The history lives with TomEnrollment didn't exist before 2012
  • 05
    The engine changed this yearNew sequences and automations, no shared map
Visions In Education · Enrollment Value Engine02
02 · The investment

One fixed price.
Done in 6 weeks.

Fixed price $9,000 Invoiced on the 1st of each month for work delivered the month before.
Scoped hours 48 Design and build only. Every hour is on the scope pages.
Weeks 6 Leadership homework to follow-up debrief, with the workshop after the holidays.

The price covers the Value Engine worksheets, the vision and vocabulary session, the process map, the workshop, the tools guides and the follow-up. The leadership briefing and the written playbook sit at the end.

Add-ons on page 10 update these numbers03
03 · What we're building

One map of the engine.
Everyone reads it the same way.

01

A North Star first

Tom, Rick and Justina work through the Value Engine worksheets, then we set the vision together in one session. The rest of the building gets a direction before it gets details.

02

Words that mean one thing

We write down the shared vocabulary, starting with flexibility and what it means to a family with a complicated life. A word backed by data is harder to pull.

03

The whole process, mapped

Every step from first touch to enrolled, with its owner, its purpose and the data it produces. The waitlist shows up as next year's staffing data, which is what it is.

04

Your tools, in context

The contact, applied, pre-enroll and No Academy sequences, the ads and the dashboard, each shown at its station in the workshop. The people who run them get a one-page guide per tool.

05

A workshop people talk in

A 2 to 3 hour session where staff explain another team's steps back to the room. Misreadings surface and get fixed live, and the people doing the work point out better ways.

06

A follow-up that sticks

Each team takes a short assignment home after the workshop. We read every response, correct what still reads wrong, and hand Tom, Rick and Justina the efficiency ideas staff raised.

Visions In Education · Enrollment Value Engine04
04 · What goes away

Five risks.
Four go away.

What Visions lives with today, and what changes after the workshop.

The riskTodayAfter the workshop
Knowledge in one headThe history leaves when Tom retiresClosed
Vision, vocabulary and map in Rick and Justina's hands
Teams in silosEach team sees only its own sliceClosed
Each team can explain the other's steps
Growth taken for granted5 to 10% a year reads as automaticClosed
Staff trace each enrolled family back through the work
An engine nobody re-mappedThis year's builds live in email threadsClosed
One current map of every step
Decisions overruled from aboveFlexibility got pulled after a few complaintsStill a risk
The data is visible, but leadership isn't in this room

The briefing add-on is how the last one closes. We'd rather name it than oversell the other four.

Visions In Education · Enrollment Value Engine05
From Visions In Education

"It doesn't just happen magically. It happens because a lot of purposeful work and an effort to make it all happen."

Tom TafoyaChief Strategy Officer, Visions In Education
Visions In Education · Enrollment Value Engine06
05 · The timeline

6 weeks,
homework to debrief.

W1W2W3W4W5W6
Worksheets and source review
W1
Leadership homework
W2
Vision session and process map
W3
Workshop deck and tool guides
W4
Workshop
W5
Follow-up and debrief
W6

The 6 weeks start once we agree on a date after the holidays. Each add-on you switch on gets its own lane here.

Visions In Education · Enrollment Value Engine07
06 · The scope · Part 01 of 02

What your teams get.

Open any line to see what's included.

#ItemTypeDesignBuild
  • Value Engine worksheets reach Tom, Rick and Justina a week ahead
  • Vocabulary worksheet starts with flexibility and what it means to families
  • About 2 hours of homework for each of the three leaders
  • We read every worksheet first, so session time goes to decisions
  • One 2-hour session sets the North Star for both departments
  • Shared vocabulary written down, flexibility first, with the data behind it
  • Every step from first touch to enrolled, reviewed with Rick and Justina
  • Each step shows its owner, why it exists, and what data it produces
  • Waitlist work shown as next year's staffing data, not busywork
  • 2 to 3 hour session for marketing, enrollment, analysts and invited staff
  • Staff explain another team's steps back, and we correct what got missed
  • Self-assessment asks who your prospective families are, and how you know
  • Dry run with Tom, Rick and Justina before the room fills
  • Contact, applied, pre-enroll and No Academy sequences shown at their stations
  • Ads, SEO report and marketing dashboard tied to the steps they feed
  • One-page guide per tool names who runs it and what they change
  • Tool changes stay with the current marketing work, outside this project
  • A second FYC lead joins every session, start to finish
  • One runs the room while the other captures what staff say
  • Teach-back pairs get coached at two tables at once, not one
  • Both leads read the follow-up responses before the debrief
Part 01 subtotal0h45h
Visions In Education · Enrollment Value Engine08
06 · The scope · Part 02 of 02

What makes
it run.

#ItemTypeDesignBuild
  • Rick's 10 years of survey data and waitlist reports feed the deck
  • Every number shown in the workshop traces back to a Visions source
  • Sequence and ads results pulled from reports your team already gets
  • Each team gets a 1 to 2 hour follow-up assignment
  • We read the responses and flag anything that still reads wrong
  • Efficiency ideas from staff come back sorted for Tom, Rick and Justina
Part 02 subtotal0h3h
+Project Management15% of design + build0h3h
+Design Review10% of design0h0h
+QA and Testing20% of build0h0h
Base scope total · 48 hours, plus 3 for PM, review and QA · $9,000 fixed0h51h
Project total$9,000 · 48 hours · 6 weeks

Tom, Rick and Justina each commit about 6 hours across the 6 weeks.

Visions In Education · Enrollment Value Engine09
07 · Add-ons

Add what you need.
The price is fixed either way.

Switch any add-on on to see the new total. Each one is fixed price, and you can add it now or after launch.

Senior Leadership Briefing

$2,20010 hours+1 week
  • 1-hour strategic briefing for senior leadership, with Tom presenting alongside
  • Survey data and waitlist demand framed for staffing and growth decisions
  • Shows why outside audits keep marketing and enrollment sharp
  • Built from the same process map, so both rooms hear one story

Enrollment Playbook

$4,50020 hours+2 weeks
  • Vision, vocabulary, process map and tool guides in one written playbook
  • Tom's history of the engine, from blue folders to today, on record
  • Rick and Justina review it and take ownership before Tom retires
  • Gives new staff and new leaders the same starting point
Your total $9,000 · 48 hours · 6 weeks
Visions In Education · Enrollment Value Engine10
Picking it back up

Good to be building this with you, Tom and Justina.

Thanks for thinking of us for this one. We've had a hand in a lot of the engine, and it'll be good to help your teams see all of it.

Whenever the timing feels right after the holidays, we'll get the worksheets over to you.

Contact

Brian Hammond
VP of Sales, FYC Labs

Reach me

bhammond@fyclabs.com
fyclabs.com

Pricing valid for 30 days from November 3, 2026fyclabs.com