Operations Setup · Milestone-Based Build-Out

Youth Education Organization — Operations Ecosystem

A phased, no-code build-out plan. Each milestone is built, tested, and approved before payment is released.

6
Milestones
~7 wks
Timeline
$5,600
Total Investment

Project Summary

Milestones run in sequence; payment is released after each phase is approved.

PhaseEst. DurationCost
M1 Website & Registration10 business days$1,450
M2 Payments & Scheduling5 business days$650
M3 Student Learning Platform5 business days$850
M4 CRM & Email Automation7 business days$1,000
M5 Project Management System5 business days$800
M6 Documentation & Training5 business days$850
Total~7 weeks$5,600

How the Project Flows

Build → Connect → Test → Approve → Get Paid — repeated each milestone.

flowchart TD K["Discovery / Kickoff
Confirm stack, accounts, brand, pricing
~2 days · included"] M1["M1 · Website & Registration
10 days · $1,450"] M2["M2 · Payments & Scheduling
5 days · $650"] M3["M3 · Learning Platform
5 days · $850"] M4["M4 · CRM & Email Automation
7 days · $1,000"] M5["M5 · Project Management
5 days · $800"] M6["M6 · Documentation & Training
5 days · $850"] DONE["Handoff · Full ecosystem live
~7 weeks · $5,600 total"] K --> M1 -->|Approved| P1(["Paid $1,450"]) --> M2 M2 -->|Approved| P2(["Paid $650"]) --> M3 M3 -->|Approved| P3(["Paid $850"]) --> M4 M4 -->|Approved| P4(["Paid $1,000"]) --> M5 M5 -->|Approved| P5(["Paid $800"]) --> M6 M6 -->|Final review| P6(["Paid $850"]) --> DONE M1 -.registration data.-> M2 M1 -.contact data.-> M4 classDef pay fill:#dcfce7,stroke:#16a34a,color:#14532d; class P1,P2,P3,P4,P5,P6 pay;

Milestone Details

The step-by-step workflow inside each phase.

M1

Website & Registration

10 days $1,450
flowchart TD S(["Start · 10 days · $1,450"]) S --> A["Set up site (WordPress/Squarespace)"] A --> B["Build 11 pages: Home, About, Programs, Registration,
Parent Info, FAQ, Contact, Volunteer, Sponsor, Donations"] S --> C["Build registration form (Jotform/Google Forms)"] C --> D["Capture: Parent, Student, Emergency,
Medical, Program, Consent, Waivers"] B --> E["Wire automations"] D --> E E --> F["Confirmation email to parent"] E --> G["Internal notification to staff"] F --> T["Test: dummy registration end-to-end"] G --> T T --> AP{"Client approves
site + workflow + emails?"} AP -->|Yes| PAID(["Milestone 1 Paid · $1,450"]) AP -->|Fixes| E classDef pay fill:#dcfce7,stroke:#16a34a,color:#14532d; class PAID pay;
M2

Payments & Scheduling

5 days $650
flowchart TD S(["Start · 5 days · $650"]) S --> A["Configure Stripe:
program payments, multiple prices,
promo codes, discounts, confirmations"] A --> B["Connect Stripe to M1 registration flow"] S --> C["Configure Calendly:
parent consults, partnership meetings, discovery calls"] B --> T["Test: live transaction + promo code + test booking"] C --> T T --> AP{"Client approves
Stripe + Calendly + full flow?"} AP -->|Yes| PAID(["Milestone 2 Paid · $650"]) AP -->|Fixes| A classDef pay fill:#dcfce7,stroke:#16a34a,color:#14532d; class PAID pay;
M3

Student Learning Platform

5 days $850
flowchart TD S(["Start · 5 days · $850"]) S --> A["Configure Google Classroom / MS Teams"] A --> B["Classrooms, assignment workflow, resource folders,
announcements, attendance, student onboarding"] S --> C["Build Canva templates:
certificates + completion awards"] B --> T["Test: stand up sample classroom + run onboarding"] C --> T T --> AP{"Client approves
environment + sample + templates?"} AP -->|Yes| PAID(["Milestone 3 Paid · $850"]) AP -->|Fixes| A classDef pay fill:#dcfce7,stroke:#16a34a,color:#14532d; class PAID pay;
M4

CRM & Email Automation

7 days $1,000
flowchart TD S(["Start · 7 days · $1,000"]) S --> A["Configure HubSpot Free"] A --> B["Segment contacts: Parents, Students,
Volunteers, Sponsors, Community Partners"] S --> C["Configure Mailchimp"] C --> D["Automations: Welcome, Reg confirm, Reminders,
Weekly updates, Graduation, Feedback surveys"] B --> E["Sync M1 registration data to HubSpot to Mailchimp"] D --> E E --> T["Test: trigger each automation + verify segments"] T --> AP{"Client approves
CRM + automations + contact mgmt?"} AP -->|Yes| PAID(["Milestone 4 Paid · $1,000"]) AP -->|Fixes| A classDef pay fill:#dcfce7,stroke:#16a34a,color:#14532d; class PAID pay;
M5

Project Management System

5 days $800
flowchart TD S(["Start · 5 days · $800"]) S --> A["Build ClickUp workspace · 7 spaces:
Operations, Curriculum, Marketing, Partnerships,
Volunteers, Fundraising, Administration"] A --> B["Add workflows, templates,
custom statuses, automations"] B --> T["Test: create sample projects/tasks in key spaces"] T --> AP{"Client approves
workspace + samples + docs?"} AP -->|Yes| PAID(["Milestone 5 Paid · $800"]) AP -->|Fixes| A classDef pay fill:#dcfce7,stroke:#16a34a,color:#14532d; class PAID pay;
M6

Documentation & Training

5 days $850
flowchart TD S(["Start · 5 days · $850"]) S --> A["Write SOPs per system"] S --> B["System docs + administrator guide"] S --> C["Record walkthrough videos for each system"] A --> Q{"Can a brand-new team member
run everything unaided?"} B --> Q C --> Q Q -->|No| A Q -->|Yes| R["Final review: docs + videos delivered"] R --> PAID(["Milestone 6 Paid · $850 · Handoff"]) classDef pay fill:#dcfce7,stroke:#16a34a,color:#14532d; class PAID pay;
Note: Timeline and pricing are estimates based on the scope described and assume milestones run sequentially with client feedback turned around within 2 business days. Tool subscription costs (Stripe fees, paid plan upgrades, etc.) are billed to the organization directly.