How many emails does The Slate Method include?

The Slate Method includes 58 custom emails total: a 6-email Welcome Series that orients every new subscriber into your world, and 52 weekly conversation emails that send one per week across the year. Every email is written through the SLATE prompt engine to match your voice card, no generic templates.

What automations are included in the build?

Three automations are included: (1) Welcome Series, triggered by Contact Created, handles intake and delivers all 6 Welcome emails on a day-spaced schedule, then adds the contact to the weekly broadcast audience; (2) Engagement Detection, fires on any reply, tags the contact as engaged, advances the pipeline, and sends you a notification; (3) Do Not Contact, triggered by a manual tag, removes the contact from the weekly broadcast and sets DND to stop all email sends.

What is the referral pipeline structure?

The referral pipeline has 6 stages: New Contact (just entered), Warming (in the Welcome Series), Engaged (replied or interacted), Referred Others (has sent business to you), Became a Client (became a customer of your business), and Long-Term Nurture (cooled but still on the weekly list).

Are the emails personalized to my voice?

Yes. Every email is written through the SLATE prompt engine using the voice card you complete during onboarding. This includes your tone, recurring themes, the affinity your conversation lives inside, real stories from your life, and the kind of person you want in your world. You review and approve every email before the system goes live.

What happens when a contact replies to an email?

The Engagement Detection automation fires immediately when a contact replies. It pauses the automated nurture, tags the contact as engaged, moves them to the Engaged pipeline stage, and sends you a notification. From that point, you take over the conversation personally.

What's Inside The Slate Method, Full CRM System Inventory

Full System Inventory

Everything built
into your
account.

A complete inventory of what The Slate Method delivers. Every contact field, every email, every automation. Nothing hidden, nothing to figure out after you sign.

What you receive

A · CRM Foundation Fields · Pipeline · Tags

B · Email Library 6 + 52 emails

C · Three Automations Full automation

D · Pages + Calendar 2 pages · 1 calendar

E · Training + Community Every week · ongoing

Custom emails

Automations

Pipeline stages

Contact tags

A CRM Foundation

The data model
under everything.

5 custom contact fields, 2 custom values, a 6-stage referral pipeline, and an 8-tag library that lets the automations stay in sync. Built once, it tracks every relationship from first contact onward without any manual sorting.

Custom Fields + Values

What we track on every contact.

Business TypeSingle-line field that segments contacts by industry.
Relationship SourceHow you originally met this person.
Last Personal TouchDate of last direct 1:1 outreach.
Referral SourceWhich contact referred this person in.
Notes / VoiceLarge-text field for personal context.
Shared AffinityCustom value — the through-line of all emails in this account.
Business One-LinerCustom value — one plain sentence for the business-bridge emails.

Pipeline · 6 Stages

How a contact moves through the relationship.

01 · New ContactJust entered the system.
02 · WarmingCurrently in the Welcome Series.
03 · EngagedReplied or interacted.
04 · Referred OthersHas sent business to you.
05 · Became a ClientBecame a customer of your business.
06 · Long-Term NurtureCooled but still on the weekly list.

Tag Library · 8 Tags

How the automations talk to each other.

Welcome ActiveSet at intake. Marks the contact as in the Welcome Series.
Welcome CompleteMarks the 6-email series done.
Conversation ActiveAdds the contact to the weekly broadcast audience.
Engaged RepliedSet on any reply. Triggers the agent notification.
Referred OthersManual. Matches the pipeline stage.
Do Not ContactManual flag. Triggers full suppression workflow.
Conversation Year 1 CompleteLongevity marker after a full year on the weekly list.
Bad EmailApplied on a bounce. List hygiene.

B Email Library

58 custom emails,
two sequences.

Every email is written to open a conversation, not close a sale. The 6-email Welcome Series orients each new subscriber into your world. The 52 weekly conversation emails keep the relationship alive for a full year, then loop, rotate, and evolve.

Nothing is pulled from a template library. Every email is generated through the SLATE prompt engine using your voice card, your affinity, your conversation pillars, and your story library. You review each one before launch. If it does not sound like you, we rewrite.

The Welcome Series · 6 Emails

Days 1 to ~30

First-touch sequence sent to every new contact. Designed to establish tone, create familiarity, and orient the subscriber into the conversation. Intimate, warm, identity-rich. Not educational content. Not a newsletter. The reader should finish this series thinking, "these are my kind of people."

The Introduction

Who you are, what you care about, why this list exists. No ask.

The Worldview

An honest point of view on your affinity. Filters the room.

The Origin Story

A specific, real moment that shaped how you see things.

The Insider Note

Something you genuinely know that most people don't.

The Invitation

Low-pressure opening for connection, no agenda.

The Handoff

Transitions naturally into the ongoing conversation. No mention of automation or sequences.

52 Weekly Conversation Emails

After Welcome · one per week for a year

One conversation email per week for an entire year. Every email is unique. Each one is written from your voice card and rotated across recurring themes drawn from your life and your worldview. The conversation evolves with seasons. It references past stories, develops recurring ideas, and builds a sense of belonging over time. This is the layer that keeps a database warm for years.

How the 52 weeks are written

Conversation Pillars

5 to 8 recurring themes from your life that the emails naturally rotate through. Identified from your onboarding answers, used as a frame for variety.

Seasonal Rhythm

The conversation reflects spring, summer, fall, winter, holidays, and your real seasonal rhythm. Not forced seasonal marketing.

Email Type Rotation

Observational stories, local discoveries, reflective notes, recommendations, behind-the-scenes moments, identity emails, occasional business bridges. Never repetitive.

Open Loops

Every email seeds something the next one can pick up. Foreshadowing, unresolved ideas, future stories. Conversation feels alive, not scripted.

Story Library

Real moments from your life anchor the writing. We start with what you provide at onboarding and ask for new stories as they happen.

Business Bridge

Your work shows up subtly, in roughly 20 to 30 percent of emails. It emerges from the larger life conversation, never forced.

After the first 52 weeks: the system starts again with new emails with the relationship now cumulative. Subscribers remember earlier stories, recognize recurring phrases, and gradually feel like they are part of your world. Year two writes itself from year one's foundation.

C The Three Automations

The engine that
runs the system.

Three automations handle everything. The Welcome Series combines intake and all 6 emails into one workflow triggered the moment a contact is created. Engagement Detection fires on any reply and notifies you to take over personally. Do Not Contact fully silences anyone who opts out, whether mid-Welcome Series or on the weekly list.

WF 01

Welcome Series

Trigger · Contact Created

Intake and the 6-email nurture series in one workflow. Tags the contact Welcome Active, opens a pipeline opportunity at New Contact, then sends the 6 Welcome emails on a day-spaced schedule (days 1, 3, 5, 8, 11, 14). After a 7-day breath, adds the Conversation Active tag, which places them in the weekly broadcast audience. A bounce inside this workflow applies the Bad Email tag.

WF 02

Engagement Detection

Trigger · Customer Replied

Fires on any reply, to the Welcome Series or the weekly broadcasts. Adds Engaged Replied, advances the pipeline to Engaged, and sends you an internal notification so you can take over personally. The contact keeps receiving emails while you reply; nothing is paused or removed.

WF 03

Do Not Contact

Trigger · Tag Do Not Contact added

The manual opt-out path. Removes Conversation Active to drop the contact from the weekly broadcast audience, then enables DND (Do Not Disturb) on email, which makes GHL skip every email step in every workflow and broadcast. Together, a Do Not Contact contact is fully silenced wherever they are. Native unsubscribe sets DND automatically without touching this workflow.

D Pages + Calendar

Two pages.
One calendar.

Every form submission and every booking fires the right automation automatically. No manual routing, no followup step for you. Both pages are branded to you and customized during the build phase.

Page 01

Contact Intake

Your direct line into the system. Drop in new contacts as you meet them, after coffee meetings, after networking events, or anytime you want someone added to the rotation. Each submission fires the intake workflow automatically. The new contact is tagged and enters the Welcome Series the same day.

Fields: Name · Email · Phone · Business · How we met

Page 02

Book a Meeting

The booking page for your connection calendar. Linked in emails and shared directly. When someone books, the meeting confirmation workflow fires. The relationship moves to your hands.

Embedded GHL calendar · confirmation and reminder emails sent by the calendar itself

Calendar

Coffee / Connection Meeting

A 30-minute connection calendar tied to your availability. Pre-loaded with buffers, lead time, and automatic confirmation messaging so no booking goes unacknowledged.

30 min · 24hr notice · Email + SMS confirmations

Ongoing contact intake

Two paths in. Either way, it's set up right.

After launch, your contact list keeps growing. New conversations, new referrals, new business owners you meet over coffee. There are two ways to get them into the system:

Path one: you send them to us. Forward an email, send a list, or write us a quick note. We add each contact correctly with the right tags, right starting sequence, and right pipeline stage.

Path two: you add them yourself. Use your Contact Intake page to enter new contacts directly. The system handles the rest automatically. Same result.

E Training + Community

Weekly calls.
A real community.

The system is built and managed for you, but you are not alone in running your part. Every week for as long as you are on the retainer, you have a training call and a community of people doing the same work.

Weekly Training Calls

Every week.

Starts during the buildYou understand what is being put together while it is being built.
Continues every weekFor as long as you stay on the retainer, with no end date.
Working sessionsBring real questions about your sends, replies, and contacts.
System updates explainedNothing changes under you without context.
Strategy, not just techHow to actually use what the system creates.

Private Client Community

Other people running the same system.

Open to every clientIncluded in the monthly retainer fee.
Ask questions anytimeGet answers from us and from other clients.
Share what is workingThe replies, the referrals, the sends that landed.
Learn from peersOther relationship-driven businesses running their pipeline through The Slate Method.
Always-on accessAvailable whenever you need it, not on a schedule.

02 Customization

What stays the same.
What is made for you.

The architecture is created from a master template. That is what makes delivery fast and scope clean. We then customize the parts that make it yours: your voice, your contacts, your branding. The structure holds. Everything on top of it is personalized.

Personalized for you

What we adjust during your build.

All 58 emails generated through the SLATE prompt engine using your voice card
From-name and from-email address set at your account level
Landing pages branded with your colors, logo, and headline copy
Calendar availability set to your actual hours and preferences
Your full contact list imported, tagged, and staged
Custom field defaults matched to your business and model

Structural and consistent

What never gets rebuilt.

All three workflow architectures and their step logic
The 6-stage pipeline and stage definitions
The 8-tag library and how workflows reference each tag
The day-spacing schedule of the 6-email Welcome Series
The weekly send rhythm of the 52-email conversation
Reply detection and goal-exit handoffs between automations

Ready to see
this running?

Book a discovery call to walk through the system, or pay and start the build today. Both paths lead to the same place.

Book a Discovery Call Pay and Get Started

Everything builtinto youraccount.

The data modelunder everything.

58 custom emails,two sequences.

The engine thatruns the system.

Two pages.One calendar.

Weekly calls.A real community.

What stays the same.What is made for you.