Vertex Education | Legacy Traditional Schools β€” Student Acquisition & Retention Architecture
v1.0 β€” April 2026
Live Dashboard
At a Glance
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πŸ“Š Enrollment Status
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πŸ’¬ Discussion Needed
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βš™οΈ Workflow / Automation / Sequence β€” Summary
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πŸ“‹ Workflow / Automation / Sequence β€” Detail
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Executive Diagnosis
The Case for Change
The crisis reproduces every year without a functioning acquisition and retention system. This architecture is that system.
Mission Filter
We change lives through education. Parent and student experience is the product. If a decision improves numbers but degrades experience β€” it is the wrong decision.
πŸ“Š Business Impact β€” The Gap
Numbers pulled from Tableau March 2026. Assumes each student = ~ $10,000.00
StateCurrentSY TargetGapValue at Stake
AZ19,11522,0532,938$29.4M
TX1,4291,717288$2.9M
NV4,1764,19014$140K
New State7501,000250$2.5M
Total25,47027,9603,490$34.9M
Reframe
Enrollment is a milestone, not a system. The crisis reproduces every year without a functioning acquisition and retention system. This architecture is that system.
πŸ†• New State Pilot β€” Clean Slate Opportunity
No legacy decisions. Designated pilot for full lifecycle architecture from day one. First proof of concept for rebuilding architecture across all states. 750 enrolled β†’ 1,000 target.
🧭 Decision Framework
Every decision passes through these four questions:
    Two Tracks Running in Parallel
    Track 1 β€” Current cycle recovery (PM Β· 6–10 weeks): All-hands enrollment effort. Day-to-day delivery.
    Track 2 β€” Architecture build (Eugene Blackmon): Designing the destination-anchored system simultaneously so current work does not become permanent debt. Filter: Is this compatible with where we are going, or are we creating debt?
    πŸ“Œ Standing Rules
    Reality Check β€” April 2026
    Current State
    These are the facts on the ground as of April 2026. Each one represents a gap the architecture is designed to close. Click any item to expand.
    Where We Are Going
    The Destination β€” Full Guardian Lifecycle
    Nine destination standards that define what a functioning acquisition and retention system produces. Click any card to expand the full standard.
    System Principle
    Every part of that system ensures the right message reaches the right family, in the right form, at the right time, without requiring the Guardian to adapt themselves to Legacy's processes.
    Evidence Base
    Success Levers
    Eight evidence-backed levers that drive the architecture's sequencing decisions. Each connects a proven pattern from another industry to a specific Legacy gap.
    Integration Architecture
    HubSpot Capabilities β€” Integration Map
    HubSpot as the center hub. Integration nodes grouped by lifecycle zone. Click any node to expand relationship, data flow, and key rules.
    HubSpot HubSpot Central Hub
    Full Guardian Journey
    Lifecycle Pipelines
    Complete swimlane maps for each lifecycle journey. Click any stage header to expand detail. Drip campaign rows are marked ⚠️ Hypothesis β€” content and timing pending validation with team leads.