Who gets which email
The right message reaches the right people without you keeping a single list by hand. This screen shows who would get what, and names anyone who would get nothing.
15 of 18 people would get at least one email.
The other 3 would get nothing — named below, each with the reason. You never keep these lists by hand: they are worked out from which side of the business someone belongs to and what they agreed to hear about.
After the quiz
10 peopleWhat somebody gets after taking the quiz. It picks up on whichever answer showed the biggest gap.
The first one they get
Your opportunity diagnostic results
Your results, plus the one gap I would close first. No pitch in this one — just the read.
Staying in touch with the room
9 peopleFor members and anyone who has come to an event. Invitations and introductions, never a sales pitch for the advisory work.
The first one they get
Welcome to Get In the Room™
What the room is, who is in it, and how to get the most out of the Opportunity Directory.
Around an event
9 peopleRuns from the moment somebody signs up to the week after. Confirmation, then the details, then the follow-up that turns someone who came along into a member.
The first one they get
You are in — here is what to expect
Address, timing, parking, and who else is coming. Nothing to prepare.
Once they have paid
3 peopleStarts the moment somebody buys, and carries the questions, the first call and the first piece of work — so none of it rests on you remembering.
The first one they get
Welcome — and your intake form
Confirmation, what happens in week one, and the one form I need back before we start.
3 people get nothing at all
Not hidden and not an error — but worth knowing, because silence is easy to mistake for everything working.
Each card shows the first email of a series. See all four series in full →