Mrs. Brand Advisor

One record per email address, whichever door they came through. Open anyone to see their whole history, what they receive, and the one thing to do next.

Contact	Eco	Stage	Source	Email	Next action
Marisol VegaVega Interiors	MBA	Qualified	Contact form	Opted in	Send a proposal
Danielle OkaforOkafor Wellness Partners	MBA	Client	Referral	Opted in	Deliver the current milestone
Priya RamanRooted Botanicals	MBA	Lead	Diagnostic	Opted in	Qualify — is there a real opportunity here?
Karen WhitfieldWhitfield Legal	MBA	Engaged	Contact form	Opted in	Book a discovery conversation
Tomas IversonIverson Financial Group	MBA	Past client	Referral	Opted in	Re-open — ask what changed since
Adaeze NwosuBright Lane Pediatrics	MBA	Engaged	Newsletter	Opted in	Book a discovery conversation
Simone BradfordBradford Portrait Studio	GITR	Engaged	Event	Opted in	Book a discovery conversation
Lena MarchettiMarchetti Leather Co.	GITR	Engaged	Event	Opted in	Confirm sponsorship for the next Get In the Room™
Trina BoydDJ Trina B	GITR	Engaged	Event	Opted in	Book a discovery conversation
Hollis GrantGrant & Co. Florals	GITR	Lead	Referral	Opted in	Qualify — is there a real opportunity here?
Yvette SandersSanders Wealth Collective	GITR	Qualified	Event	Opted in	Confirm sponsorship for the next Get In the Room™
Nadia PrescottPrescott Creative	GITR	Lead	Newsletter	Opted in	Qualify — is there a real opportunity here?
Camille ReyesReyes Studio Photography	GITRMBA	Qualified	Event	Opted in	Send a proposal
Bianca OrtizOrtiz Skin Lab	GITRMBA	Client	Event	Opted in	Deliver the current milestone
Renee ChandlerChandler Speaks	GITRMBA	Engaged	Event	Opted in	Book a discovery conversation
Georgina EllisEllis & Ivy Events	GITRMBA	Client	Referral	Opted in	Prepare the kickoff from their intake answers
Sabrina KohlKohl Bakehouse	GITR	Engaged	Event	Opted out	Book a discovery conversation (reach out directly — not opted in)
Marcus DellDell Media House	MBA	Past client	Referral	Opted out	Re-open — ask what changed since (reach out directly — not opted in)