Everything we need
to build your system.

Appears at the bottom of every email. Include name, title or role, any license or credential numbers, business name, phone, and any required disclosures. Applied at the subaccount level, you won't add it manually to individual emails.

Be specific. The system is built to surface conversations that lead here.

This feeds your origin story and how your emails represent you. The more honest, the better.

Not a marketing differentiator, the real one. The thing you actually do or see differently.

Helps us understand where warm relationships already exist so the system connects to your current network rather than replacing it.

Something you genuinely talk about with your audience. It must be something you actually care about, the emails stay on it indefinitely.

This is the part that filters whether the system actually works for you. Your readers can tell the difference between someone who has thoughts and someone who is just talking around a topic. You don't need to be controversial, you just need to actually believe something.

Insider knowledge that adds credibility and makes occasional Value Drop emails feel useful rather than generic.

The Main Conversation needs to stay on theme without repeating itself. Help us understand how much terrain there is to work with.

How does it actually come up? What do you typically say when you introduce it?

Real participation reads as genuine and makes the emails credible.

Real names of real things make emails feel local. Generic emails read as written by anyone, anywhere.

Real people, not market segments. Describe the ones you most want more of.

The emails subtly filter for this type of person over time. The wrong-fit subscribers self-select out.

Small shared experiences create the "they get me" feeling. This is what gives the Main Conversation its sense of place.

Used to identify where business references can emerge organically rather than feeling forced.

Select all that apply. Most people are a blend with one or two dominant qualities.

Your general voice above is how you sound generally. This is how you specifically sound when the affinity topic comes up. They are often different.

These are the single best voice reference we have. Doesn't need to be polished. The more real, the better.

Not required. But if something has ever landed right with you as a recipient, it's useful context.

Examples: intentional living · parenting · local experiences · food · wellness · creativity · community · outdoor lifestyle · hospitality · home atmosphere · relationships · mindset · simplicity · meaningful experiences · craft · seasonality. Use yours.

These shape the worldview the emails are written from. They give the writing emotional consistency over time.

These observational moments are the raw material for the most resonant emails. The more specific, the better.

Over time these become the language of your world. Subscribers start recognizing and quoting them back.

The Main Conversation evolves with seasons. This helps the writing reflect real rhythms rather than forcing seasonal marketing.

These become the starting library for your Main Conversation. We use them as anchors so the emails feel personal. Over time we ask you for new stories as they happen.

Used for the occasional business-bridge email. Real, first-person, specific. Not marketing copy.

These slowly reveal personality across the Main Conversation. They make the relationship feel cumulative.

If left blank, the system makes its own choices from the rest of your inputs.

Stays private. Just helps us steer around anything sensitive.

Used as a visual reference only. We won't link to it unless you ask.

We'll apply the Do Not Contact suppression tag to anyone flagged here before any sequences run.

We'll block these in the calendar before launch.

If you have an existing GHL account, let us know, there may be data or settings worth migrating.