Overview

Where the database stands today: how many contacts, which ecosystem they belong to, how they arrived, and the last thing each of them did.

Contacts
18
One per email
Every entry point resolves here
Diagnostic, event, referral and form all dedupe on the email address.
In both ecosystems
4
Overlap
One record, two audiences
They receive consulting and event mail without being duplicated.
Diagnostics taken
2
Self-serve
Each one wrote its own contact
Scored in code, written up by the model, filed automatically.
Receiving nothing
3
Needs a look
2 opted out · 1 unmatched
Opted in but matching no track still means silence. Surfaced, not hidden.
Ecosystem growth, last six months
Contacts in each ecosystem over time. Somebody in both is counted in both — the overlap is the point.
Ecosystem split

Who belongs to which side of the business

  • Mrs. Brand Advisor only7
  • Both4
  • Get In the Room™ only7
Pipeline

Contacts by stage

  • Lead3
  • Engaged7
  • Qualified3
  • Client3
  • Past client2
How they arrived

Contacts by source

  • Diagnostic1
  • Contact form2
  • Newsletter2
  • Event8
  • Referral5