Automatic emails
The four sets of emails that send themselves, in full: what starts each one, who is allowed to get it, and every email in order.
Mrs. Brand Advisor
After the quiz
What somebody gets after taking the quiz. It picks up on whichever answer showed the biggest gap.
Fires when someone completes the diagnostic · 3 sent, 2 scheduled
- 01immediately
Your opportunity diagnostic results
Your results, plus the one gap I would close first. No pitch in this one — just the read.
- 02+3d
The partnerships already sitting around you
Most businesses are surrounded by opportunities they cannot see yet. Here is how to find yours.
- 03+7d
Want me to look at this with you?
If the diagnostic landed, a short call is the fastest way to turn it into a plan.
Get In the Room™
Staying in touch with the room
For members and anyone who has come to an event. Invitations and introductions, never a sales pitch for the advisory work.
Fires when someone joins the community list · 0 sent, 0 scheduled
- 01immediately
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.
- 02+5d
Who you should meet this month
Three members whose work overlaps with yours, and why an introduction is worth making.
- 03+14d
The next room is open
Early access to the fall series before it goes out publicly.
Get In the Room™
Around an event
Runs 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.
Fires when someone registers for an event · 1 sent, 1 scheduled
- 01immediately
You are in — here is what to expect
Address, timing, parking, and who else is coming. Nothing to prepare.
- 02+2d
Three people to find in the room
Picked from the guest list against what you said you are working on.
- 03+9d
The introductions you asked for
Warm intros from the night, plus how to get into the Opportunity Directory before the next one.
Mrs. Brand Advisor
Once they have paid
Starts 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.
Fires when someone books a service · 0 sent, 0 scheduled
- 01immediately
Welcome — and your intake form
Confirmation, what happens in week one, and the one form I need back before we start.
- 02+2d
Let us get the kickoff in the diary
Ninety minutes, and the only meeting where I do more listening than talking.
- 03+10d
Your first milestone
The opportunity map, ranked, with the three I would open first.