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

Everything built
into your
subaccount.

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 · Five Workflows Full automation
D · Pages + Calendar 2 pages · 1 calendar
E · Training + Community Every week · ongoing
58
Custom emails
5
Automations
7
Pipeline stages
10
Contact tags
A CRM Foundation

The data model
under everything.

Custom contact fields, a 7-stage referral pipeline, and a 10-tag library that lets the automations stay in sync. Built once, it tracks every relationship from first contact to active referral without any manual sorting.

Custom Fields
What we track on every contact.
  • Business TypeDropdown 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 / VoiceLong-text field for personal context.
Pipeline · 7 Stages
How a contact moves toward referral.
  • 01 · New ContactJust entered the system.
  • 02 · WarmingCurrently in the Welcome Series.
  • 03 · EngagedReplied or interacted.
  • 04 · Referral ReadyRelationship is warm.
  • 05 · Active ReferralActively sending business.
  • 06 · Closed / WonReferral converted.
  • 07 · InactivePaused or cooled.
Tag Library · 10 Tags
How the automations talk to each other.
  • Welcome ActiveContact is currently in the Welcome Series.
  • Conversation ActiveIn the weekly conversation rotation.
  • Welcome Checkpoint 3Tracking send progress.
  • Welcome CompleteFinished the 6-email Welcome Series.
  • Engaged RepliedTriggers the human handoff.
  • Meeting BookedExits all active sequences.
  • Referral SentContact is actively producing.
  • Do Not ContactGlobal suppression.
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.

C The Five Automations

The engine that
runs the system.

Five automations work together so every contact gets the right touchpoint at the right time. Intake fires the Welcome Series. Welcome graduates contacts into the weekly conversation. Reply detection pauses the automation and notifies you the moment someone responds.

WF 01
Welcome Series Nurture
Fires when a contact is tagged Welcome Active
Sends the 6 Welcome Series emails on a day-spaced schedule across the first month. Exits immediately if the contact books a meeting. On completion, hands off to the weekly conversation sender.
WF 02
New Contact Intake
Fires on form submit or manual entry
The front door. Checks for suppressions, then tags the contact as Welcome Active. Opens a pipeline opportunity and hands off to the Welcome Series. Every new contact goes through this before anything sends.
WF 03
Meeting Booked Confirmation
Fires on calendar booking
The moment someone books through your calendar, this stops the active nurture. Sends a confirmation email and SMS. Advances the contact in the pipeline. No manual step needed from you.
WF 04
Weekly Conversation Sender
Fires when a contact completes the Welcome Series
The year-long conversation. Sends one of the 52 weekly conversation emails on a steady weekly rhythm. Runs through the full year, then loops with the relationship intact. The layer that keeps your database alive without any ongoing work from you.
WF 05
Engagement Detection
Fires when any contact replies to an email
The human handoff. The moment someone replies, this pauses the automation. Tags them as engaged. Moves them out of the sequence and notifies you. From that point, you take over the conversation personally.
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 and the automation pauses. The relationship moves to your hands.
Embedded GHL calendar · wired to Workflow 03
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. Forever.
  • 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 cloned from a master template. That is what makes delivery fast and scope clean. Then we 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 subaccount 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 five workflow architectures and their step logic
  • The 7-stage pipeline and stage definitions
  • The 10-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.

© 2026 The Slate Method · Rose & Slate LLC
Spokane, Washington