Creates an active member and starts them at Day 1.
Customer
Tier
Status
Joined
Funnel stage
Actions
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People who asked for an invite or joined the waitlist (Daily, Plus, Direct). Deduped by email, most recent first. These are not customers yet.
When
Email
Requested
Name
Location
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Raw page views with IP and location, most recent 200. Your captured leads live in the Leads tab, not here.
When
Location
IP
Name / Email
Source
Page
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The Daily runs entirely from here now. Content, schedule, and per-subscriber progress all live in the engine. MailEngine is just the send transport.
Daily send engine
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Send hour (UTC)
From name
From email
— editions in the library · — subscribers started · — total sends. Every member walks the library from edition #1, one per business day. When you enable this, turn OFF the old daily in MailEngine to avoid double sends.
The send sequence
Every member walks these in order, one per business day, starting at #1. Toggle a day off to skip it, or edit any play. This is the full daily sequence.
Day
Subject
Theme
Active
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Day #
Subject
Theme
Preheader
Body (HTML)
Plus & Direct member requests — audits, questions, 1:1 messages, session and DWY requests. Open ones first.
When
Member
Tier
Type
Detail
Status
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Schedule an event
Office hours (Plus and up) and quarterly sessions (Direct) show up in members' areas automatically.
When
Title
Kind
Tier
No events yet.
Daily LinkedIn posts to pull your ICP into signing up. Keep the link in the first comment for reach. 48 ICP pain-point drafts are pre-loaded — edit, schedule, mark posted.
Full transparency on the model: recurring revenue, revenue by tier, and the visitor to customer funnel. Updates live from the engine.
MRR
$0
ARR
$0
ARPU
$0
Active subs
0
Canceled
0
Revenue by tier
Tier
Active
Price
MRR
Acquisition funnel
Stage
Count
Conversion
The bonus content members unlock as they progress: 12 weekly playbooks and 52 Vault tools. Edit any of them here.
Weekly playbooks
Week
Title
Active
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Vault tools
Week
Kind
Title
Active
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Week #
Kind
Title
Summary
Body (HTML)
Referral partners (fractional CMOs, agencies, coaches, accountants). Approve a pending application to assign a code and email their link. Commission is a recurring % of each referral's subscription. Applications come in from /affiliate.
Partner
Kind
Status
Code
Active refs
You owe/mo
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Marks the referral graduated and emails the partner to take them back. This is the trust promise that keeps referrals flowing.