Segments
Build an audience out of ecosystem, stage and type, then see exactly which email track each person in it would receive — and who receives nothing, with the reason.
Diagnostic Follow-Up
10What someone receives after taking the opportunity diagnostic. Picks up on their weakest dimension.
What they receive first
Your opportunity diagnostic results
Your results, plus the one gap I would close first. No pitch in this one — just the read.
Get In the Room™ Nurture
9For community members and event attendees. Invitations and introductions — never consulting pitches.
What they receive first
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.
Event Follow-Up
9Runs from the moment someone registers through the week after the event. Confirmation, logistics, then the follow-up that actually converts an attendee into a member.
What they receive first
You are in — here is what to expect
Address, timing, parking, and who else is coming. Nothing to prepare.
Client Onboarding
3The paid-client path. Fires on purchase and carries the intake, the kickoff and the first milestone so none of it depends on Rachel remembering.
What they receive first
Welcome — and your intake form
Confirmation, what happens in week one, and the one form I need back before we start.
4 people receive both tracks — Camille Reyes, Bianca Ortiz, Renee Chandler, Georgina Ellis. One record each. They are in both ecosystems, so they get consulting and event mail, while a community-only contact gets only event mail.