Sparks Legacy Academy

Overall Progress

13/42 steps complete

31%

Launch: 2026-06-19

Selected Package

Tier 2: Professional

Deliver the recommended Professional package now while keeping Enterprise capabilities clearly available as a future upgrade path.

Build$8,500 one-time

Hosting$125/month

Timeline7-8 weeks

Included in Professional

Everything in Essentials: marketing site, course player, basic quiz types, Stripe subscription billing, basic agency support, authentication, progress tracking, simple white-labeling, and three course shells.
Advanced quiz types: ordering/sequencing, drag-and-drop, and matching questions.
Comprehensive tracking with completion percentages and automated certificates.
Agency admin dashboard to add/remove seats, view team progress, and manage billing.
Multi-seat purchases and automated volume pricing at agency seat thresholds.
Course analytics for completion rates, quiz scores, and engagement metrics.
Custom subdomain white-labeling using the shared Professional template.
Automated welcome, progress reminder, and completion emails.

Future Enterprise Upgrade Opportunities

Fully custom branded experience per agency, including unique logos, colors, and full custom domains.
Advanced exportable analytics dashboard for deep reporting beyond Professional course analytics.
API access or CRM/marketing-tool integrations.
Live session or webinar integration.
Gamification such as badges, leaderboards, and streaks.
Content authoring tools for creating and publishing new courses without developer help.
Installable mobile PWA experience.
Quarterly content refresh services.
Included setup for up to two new courses per year.

Delivery Notes

Enterprise capabilities can be added later through an approved upgrade or change order.

Professional white-labeling includes controlled subdomain and template branding; full custom domains and unique agency themes are Enterprise upgrade opportunities.

Professional analytics include core completion, quiz, and engagement metrics; advanced exportable reporting remains an Enterprise upgrade opportunity.

The delivered shells support Michelle's launch curriculum; self-serve net-new course authoring remains an Enterprise upgrade opportunity.

Source: michelle_sanders_proposal (3).pdf

Phase 1·Week 1 · Mon 04-27 → Fri 05-01

Kickoff & Brand System live

Kickoff meeting, architecture confirmed, branding assets collected, and the living Build Guide + Brand Style Guide published so Michelle can watch the build in flight.

Passed

6/6

CHECKPOINT: Phase 0 → Phase 1

14/14 checks

Phase 2·Weeks 2–3 · Mon 05-04 → Fri 05-15

Academy Marketing & Sales Site launched

Fully responsive front-end for selling Sparks Legacy Academy courses. This is separate from the Sparks Legacy Team agency site, which has not started in this repo.

Passed

6/6

CHECKPOINT: Phase 1 → Phase 2

13/14 checks

Phase 3·Weeks 3–4 · Mon 05-11 → Fri 05-22

Course Delivery + Quiz Engine operational

Professional-tier delivery: three course shells live with video + slide player, progress tracking, automated certificates, and the advanced quiz engine (MC, T/F, type-in, ordering, drag-drop, matching).

In Progress

0/5

Milestone:A learner can enroll, watch a lesson, complete a mixed-format quiz, see a score, and auto-earn a completion certificate.

Video player with slide deck support

Preview player shell is live in /learn with Prev/Next controls, local lesson completion, slide rail, resource panel, and representative course content seeded from Michelle's Drive materials. Real video playback, timestamps, and auto-complete remain next.

In Progress

Three course shells

Social Security and Medicare Foundations 101 now reflects four syllabus modules; the Master Class now reflects five advanced modules and final scenario exam framing; one reserved launch shell remains modeled for Professional scope. Net-new self-serve course authoring remains Enterprise upgrade scope.

Testing

Advanced quiz engine

Interactive preview supports multiple-choice, true/false, type-in, ordering, matching, and scenario sorting with per-question feedback, pass threshold, and retake flow using seeded examples from the 101 quiz packet and Master Class knowledge check. Production drag/drop and quiz persistence remain next.

In Progress

Quiz scoring + pass/fail thresholds

Client-side score calculation, 80% pass threshold, attempt count, and pass/fail feedback are live in /learn. Stored attempt history and admin metrics remain database work.

In Progress

Progress tracking + automated certificates

Learner dashboard (/dashboard, 'My Learning') shows enrolled courses, progress, and certificates; /learn carries lesson completion, course progress, certificate readiness + preview. Full journey reads end to end: checkout → My Learning → course → quiz → certificate. PDF generation, email delivery, and persistence land with the DB foundation.

In Progress

CHECKPOINT: Phase 2 → Phase 3

0/16 checks

Phase 4·Weeks 4–5 · Mon 05-18 → Fri 05-29

Stripe subscription billing live

Secure Stripe checkout for individual seats, automated volume-tier discounts at agency thresholds, and a Professional-tier billing management portal for learners and agency admins.

In Progress

1/5

Milestone:An individual buys a seat, an agency buys 25 seats and auto-hits the volume tier, and both can manage their subscription without Corey's help.

Stripe products + pricing

Real Stripe Products + Prices created (Foundations 101, Master Class, Both Bundle, Monthly Access) with stable lookup keys for clean revenue reporting. First-month-free coupon scoped to the monthly product.

Passed

Individual purchase via embedded Stripe Checkout

Live on-page embedded checkout (card fields render in-form, no redirect): one-time course fee charged today, first month of monthly access free, $29.95/mo begins next month. Card + Link only (recurring-safe). Clickwrap consent gate. Access-grant on success webhook lands with the DB foundation.

In Progress

Automated volume-tier pricing

Seat count ≥ threshold → auto-apply volume discount price. Tier thresholds configurable by admin.

Not Started

Subscription management portal

Stripe customer portal for learners (update card, invoices, cancel) and agency admins. Manage-billing entry points are wired in the learner + agency dashboards; live portal session connects with the DB foundation.

In Progress

Dunning + access revocation

Failed payment → 7-day grace → Mailgun reminder → auto-revoke access if unresolved. Re-subscribe restores access instantly. Webhook handler stubs the lifecycle events; revocation lands with the DB foundation.

Not Started

CHECKPOINT: Phase 3 → Phase 4

0/16 checks

Phase 5·Weeks 5–6 · Mon 05-25 → Fri 06-05

Agency Admin Dashboard operational

Professional-tier portal where agency managers add/remove agent seats, see team progress, and manage agency-level billing. Advanced exportable analytics remains upgrade scope.

In Progress

0/4

Milestone:Michelle (or any agency owner) can log in, add 12 agents to seats, see exactly who finished which course, and update billing — without ever calling Corey.

Agency admin portal shell + RBAC

Agency Admin Dashboard preview is live at /agency: KPI overview, team roster, billing summary, and invite flow. Clerk role gating (agency_admin / agent / super_admin) lands with the DB + auth foundation.

In Progress

Add / remove agent seats

Invite-by-email and remove-seat interactions are live in the dashboard preview (seats assign/free against the purchased count). Real Clerk invitations + scoping land with auth.

In Progress

Team progress visibility

Per-agent Enrolled / Started / Completed / Certified status, progress, and quiz averages render in the roster; team completion and average-quiz KPIs computed live. Backed by real data with the DB foundation.

In Progress

Agency-level billing view

Billing summary shows tier, per-seat + total monthly access, next invoice, and volume discount; manage-billing entry point wired. Live Stripe portal session connects with the DB foundation.

In Progress

CHECKPOINT: Phase 4 → Phase 5

0/16 checks

Phase 6·Weeks 6–7 · Mon 06-01 → Fri 06-12

White-Label branding + automated comms

Professional-tier per-agent subdomain branding with a controlled template. Automated welcome, progress reminder, and completion emails wired up. Core course analytics live.

Not Started

0/7

CHECKPOINT: Phase 5 → Phase 6

0/16 checks

Phase 7·Week 7 · Mon 06-08 → Fri 06-12

QA & Full Testing

End-to-end QA across devices and flows. Bug triage and fixes, final client walkthrough, and content review before launch prep.

Not Started

0/4

CHECKPOINT: Phase 6 → Phase 7

0/16 checks

Phase 8·Week 8 · Mon 06-15 → Fri 06-19

Launch & Handoff

Final client approval, DNS configuration, production deployment, admin training (Loom + live), and handoff documentation.

Not Started

0/5

Accounts Registry

Every external account Sparks Legacy Academy depends on. Ownership, URL, and status tracked here so a successor can pick up the keys without a scavenger hunt.

Service	Purpose	Owner	When	Status
Domain — sparkslegacyacademy.com	Primary domain for the course platform. Registered + pointed to Vercel; currently serving the Coming Soon page while the full build stays on the preview URL.	Corey / Michelle (Squarespace DNS)	Phase 1	Active
Domain — sparkslegacyteam.com	Agency marketing site — live on Vercel via Squarespace DNS	Michelle / Mark (Squarespace DNS, Corey delegated)	Phase 1	Active
Vercel	App hosting + edge for both sites (sparks-legacy-academy, sparks-legacy-team) and the academy coming-soon project	Corey (team seat for Michelle post-launch)	Phase 1	Active
GitHub	Source of truth — osconaril/sparks-legacy-academy, sparks-legacy-team, sparks-legacy-academy-soon	Corey (Michelle added as collaborator at launch)	Phase 1	Active
Stripe	Subscription billing. Test mode live: Products + Prices (Foundations, Master Class, Bundle, Monthly Access), first-month-free coupon, embedded checkout. Swap to live keys before taking real payments.	Michelle (Sparks Legacy Team LLC) — Corey admin access	Phase 4	Active
Neon	Postgres database (serverless) — powers real enrollment, progress, quiz attempts, certificates, and access-grant. Provision next.	Corey	Foundation (Phase 3 backend)	Pending
Clerk	Authentication — super_admin / agency_admin / agent roles. Note: Next 16 renames middleware → proxy; wire carefully. Provision with Neon.	Corey	Foundation (Phase 3 backend)	Pending
Mailgun	Transactional + automated comms (welcome, reminders, certificates)	Corey	Phase 6	Pending
Vercel Blob	Lesson asset storage (video, slide decks, PDFs)	Corey	Phase 3 backend	Pending
Domain — courses.com wildcard	Professional-tier wildcard subdomain for per-agent white-label (*.courses.com), not full custom domains	Corey / Michelle	Phase 6	Not Started
Sentry	Error monitoring — frontend + backend	Corey	Phase 8	Not Started

Continuity Export

The bus-factor safety net. One admin click bundles everything a competent developer needs to keep Sparks Legacy Academy running without any prior context.

Safety Net

Export Continuity Bundle

Built in Phase 6. Requestable via admin button + scheduled monthly email to Michelle.

Source code snapshot

source.tar.gz

Full git archive of main @ export time

Database dump

db-dump.sql

Neon Postgres pg_dump (schema + data)

Build guide (this page)

build-guide.html + roadmap.json

Complete roadmap + checkpoint state frozen at export time

Accounts Registry

accounts-registry.md

Every account, owner, URL, and recovery path

Environment variable manifest

env-manifest.txt

Names only (never values). Tells the successor what to regenerate.

CONTINUITY_README

CONTINUITY_README.md

Step-by-step runbook: how any competent dev redeploys Sparks Legacy Academy from this bundle