Sequences

← Segments

The four automated tracks in full: what fires each one, who it is gated to, and every email in order. Reference detail behind the Segments screen — real delivery needs a domain, SPF and DKIM, which is not part of this demo.

Mrs. Brand Advisor

Diagnostic Follow-Up

What someone receives after taking the opportunity diagnostic. Picks up on their weakest dimension.

Fires when someone completes the diagnostic · 3 sent, 2 scheduled

  1. 01

    Your opportunity diagnostic results

    Your results, plus the one gap I would close first. No pitch in this one — just the read.

    immediately
  2. 02

    The partnerships already sitting around you

    Most businesses are surrounded by opportunities they cannot see yet. Here is how to find yours.

    +3d
  3. 03

    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.

    +7d

Get In the Room™

Get In the Room™ Nurture

For community members and event attendees. Invitations and introductions — never consulting pitches.

Fires when someone joins the community list · 0 sent, 0 scheduled

  1. 01

    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.

    immediately
  2. 02

    Who you should meet this month

    Three members whose work overlaps with yours, and why an introduction is worth making.

    +5d
  3. 03

    The next room is open

    Early access to the fall series before it goes out publicly.

    +14d

Get In the Room™

Event Follow-Up

Runs 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.

Fires when someone registers for an event · 1 sent, 1 scheduled

  1. 01

    You are in — here is what to expect

    Address, timing, parking, and who else is coming. Nothing to prepare.

    immediately
  2. 02

    Three people to find in the room

    Picked from the guest list against what you said you are working on.

    +2d
  3. 03

    The introductions you asked for

    Warm intros from the night, plus how to get into the Opportunity Directory before the next one.

    +9d

Mrs. Brand Advisor

Client Onboarding

The paid-client path. Fires on purchase and carries the intake, the kickoff and the first milestone so none of it depends on Rachel remembering.

Fires when someone books a service · 0 sent, 0 scheduled

  1. 01

    Welcome — and your intake form

    Confirmation, what happens in week one, and the one form I need back before we start.

    immediately
  2. 02

    Let us get the kickoff in the diary

    Ninety minutes, and the only meeting where I do more listening than talking.

    +2d
  3. 03

    Your first milestone

    The opportunity map, ranked, with the three I would open first.

    +10d