WORX  By Nagla
On-Ramp

Build the foundation your practice runs on

WORX On-Ramp is designed for IECs who want clarity and structure before layering in more tools or curriculum. It establishes the business architecture behind your advising work, how leads are tracked, how applications are managed, and how work moves forward without constant reinvention.

This is the ideal starting point if you want your systems to support your expertise instead of competing with it.

✅ Module 0: Business Architecture & Practice Foundations
A complete framework for defining workflows, completion standards, and operational clarity.
✅ Lead Tracker (Google Table)
A centralized system for managing active and completed leads.
✅ Application Component Tracker (Google Table)
  A practical tracker for application components and progress.

Create alignment between structure and systems

This bundle is for IECs who want to establish a strong foundation and reinforce it with tools that support execution, communication, and visibility. Rather than adding pieces in isolation, the bundle allows your architecture and systems to work together from the start.

It’s a strategic setup for advisors who want immediate clarity with room to grow, without committing to the full curriculum.

✅ Everything in WORX OnRamp
✅ Everything in the 2026 Enhancement

Best for: IECs who want a cohesive, intentional setup that supports both current needs and future growth.