The whole picture
Everything on one screen: the path everyone travels from stranger to client, the two sides of the business sitting on top of it, and how many people are at each point right now.
Everybody walks this path, whichever door they came in through
01
They visit
—
Somebody is on your website. There is no record of them yet, and we do not pretend there is.
02
They get in touch
3
They fill something in. How they found you, and what they agreed to hear about, is captured right then — or never.
03
They go on the list
18
One entry per email address. Every door in — quiz, event, referral, purchase — ends up in the same place.
04
They get sorted
16
Which side of the business they belong to, and what they want to hear about. You never sort this by hand.
05
They hear from you
3
Emails are lined up and go out on their own. Anyone who said no keeps their place in the line, marked and skipped.
06
They are ready to buy
3
The emails have done their job. The next thing they need from you is a price.
07
They buy
3
Paying you. Buying something is what changes their status — you do not have to go and update it.
08
You do the work
3
Questions, first call, delivery. Where they are up to is written down, so no step relies on you remembering it.
09
You stay in touch
2
People you have finished with. The cheapest work you will ever win, and the easiest to let go quiet.
Mrs. Brand Advisor
This is where you sell advice. The quiz is the free thing that starts it, the assessment is the first thing anyone pays for, and each step leads to the next.
Ways in
- Opportunity Diagnostic →2
- Tell Me About Your Business form2
- Referral5
- Newsletter2
- 1We note how they found you and what they agreed to hear about
- 2Three emails go out over ten days, without you doing anything
- 3They move from just arrived, to in touch, to ready for a proposal, as you work them
- 4They buy something, and they become a client with steps of their own
- 5The work finishes, and they move to past clients so you can come back to them
Get In the Room™
This is where you sell the room. Events, the directory, sponsorship. It has its own emails and its own voice, and it never borrows the advisory list.
Ways in
- Event registration →10
- Sponsorship enquiry3
- Directory / membership interest →3
- 1We note that they are here for the events, and what brought them
- 2They get a confirmation, then who to look out for, then introductions afterwards
- 3Ticking them off on the night turns a sign-up into someone who actually came
- 4Anyone asking about sponsoring is flagged to you straight away
- 5Directory membership is its own paid thing, on the same person’s entry
Where the two meet
4 people belong to both sides of the business. They have one entry between them, one history, and two sets of choices about what they hear from you — so they get emails from both, while somebody who only comes to events gets only event emails. Nobody is ever moved across quietly: it takes a ticked box on an event form, or taking the quiz, and either way a line goes into their history saying which it was.