You have your Score. Here is the sequence — based on what came out of your two sessions — to move from 26/40 to a system that fills your calendar without manual follow-up.
Your Capital Event Score is 26/40 — Building Momentum. You have been running programs for 20 years, launching 10–12 times per year, and sitting on an audience of 195 email subscribers, a Facebook community, an audio content library, and a past client database of 20,000 people. That is not a lead generation problem. That is a capture and conversion system problem. The moment you connect your Zoom sessions to an automated follow-up sequence, your score moves.
These five stages came directly out of your sessions. You do not need all five running at once. You need them in order. Two are already done.
You completed the Pre-Diagnostic and the Capital Event Score session. You know your cluster, why your Zoom attendees are your highest-converting lead pool, and where the conversion gap lives. You are operating from a strategic model, not a general marketing framework.
Your Capital Event Score is 26/40. Four dimensions scored: Blindspot Gap (7/10), Network Proximity (6/10), Monopoly Position (6/10), Window Timing (7/10). Your cluster is named, your five priority lead pools are documented, and your 12-week action plan is in your hands.
Mailchimp has a native Zoom integration — free, no code required. Go to Mailchimp → Settings → Integrations → Zoom → Connect. Once connected, every attendee who joins your free sessions is automatically added to your Mailchimp audience. This is the single action that changes your entire conversion rate. Do this before anything else in Stage 3 or 4.
Where to find it: mailchimp.com → Account → Integrations → Zoom. Existing Mailchimp account required (you already have one).
Once Zoom feeds your Mailchimp list, every new subscriber needs a follow-up sequence. Your Email Campaign Digital Employee (DE 2 — see Section 05) writes every email in your voice in under 5 minutes. Three emails, automated: Email 1 (Day 1) — welcome + free clearing link. Email 2 (Day 3) — transformation insight + soft TidyCal link. Email 3 (Day 7) — direct invitation to book the free 50-min session. Build in Mailchimp Customer Journeys: Starting Point = "Joins audience." Use your DE to write each email.
Your Squarespace site currently has no free Zoom session CTA above the fold, no visible email capture, and a "Group Programs" nav link that routes to ThetaHealing (wrong page). Your Website Redesign Digital Employee (DE 1 — see Section 05) turns Squarespace's built-in AI into your creative director. You describe what you need, it gives you a Squarespace AI prompt to paste in, and the copy is generated inside the editor. No developer needed. A homepage mockup showing the target structure is included in your deliverable folder.
These recommendations came directly out of the May 5 Pre-Diagnostic and the May 11 Capital Event Score session. Each one is a DIY action — no additional services required. Steps 5–7 use the Digital Employees delivered with this set.
Score: 26/40. Cluster identified. Five priority lead pools documented. 12-week action plan delivered. Strategic Brief delivered. This document delivered. The product of both sessions is in your hands.
Mailchimp → Settings → Integrations → Zoom. Free. Native. No code. Every future Zoom session attendee auto-adds to your list. This was the #1 recommendation from your May 11 session — identified as the single highest-leverage action in your current system.
Your Email Campaign DE (DE 2) is a Gemini Gem pre-configured with your voice, your session formats, and your program details. Open it and ask: "Write nurture email 1 for a new subscriber who just joined from my free Zoom session." It writes in your voice. You paste the email into Mailchimp Customer Journeys. Three emails: Day 1 welcome, Day 3 insight, Day 7 TidyCal invitation. Full setup instructions in Section 05.
Your Website Redesign DE (DE 1) is a Gemini Gem that acts as your creative director. It generates Squarespace AI prompts — not final copy. You paste the prompts into Squarespace's built-in AI, which writes the copy directly in your editor. Use it section by section: homepage hero first, then email capture block, then the Free Sessions page (which doesn't exist yet). A homepage mockup showing the target layout is included in your deliverable folder. Full setup instructions in Section 05.
Every Monday or Tuesday before your free Zoom session: open the Email Campaign DE, tell it the topic, date, time, and Zoom link. It writes the full announcement email in under 2 minutes. You paste it into Mailchimp and send. This replaces 30+ minutes of staring at a blank Mailchimp editor each week. The DE also handles post-session follow-ups, monthly newsletters, and re-engagement campaigns when you need them.
You run live sessions every week and have an audio content library — but none of it becomes short-form video. The third Digital Employee recommendation is a Video Repurposing DE using Gemini: paste in your session transcript or topic, it generates a short-form script (60 seconds), a title, and a caption. You record a short cut or clip the relevant session moment. Then use Fiverr to source a video editor ($30–$60/video) for polished reels, or use CapCut (free mobile app) yourself. Full recommendation in Section 05.
The infrastructure fixes above are sequence-level. Section 06 documents the deeper strategic problems identified in your sessions — ICP definition, offer framing, cohort proliferation, pricing signal, and site architecture. These are longer-horizon improvements but they limit your ceiling if left unaddressed. Read Section 06 when you're through the first four steps.
These are the actions from your sessions, sequenced by leverage. The first two cost nothing and take under 30 minutes combined.
| When | Action | Tool | Cost |
|---|---|---|---|
| This week | Connect Zoom integration in Mailchimp — Settings → Integrations → Zoom | Mailchimp | Free |
| This week | Fix "Group Programs" nav on creatingbeyond.com — routes to wrong page | Squarespace | Free |
| Week 2 | Move TidyCal booking CTA to top third of 1-on-1 coaching page | Squarespace | Free |
| Week 2 | Set up NotebookLM notebook — upload homepage copy, testimonials, past emails | NotebookLM (Google) | Free |
| Week 2 | Create Gemini Email Campaign Gem using the configuration in DE 2 document | Gemini Advanced | $19.99/mo (Google One) |
| Week 3 | Write 3-email nurture sequence using Email Campaign DE → build in Mailchimp Customer Journeys | Gemini + Mailchimp | Included in Mailchimp plan |
| Week 3 | Create Gemini Website Redesign Gem using the configuration in DE 1 document | Gemini Advanced | Same Google One plan |
| Week 4 | Use Website Redesign DE to rewrite homepage hero — paste prompt into Squarespace AI | Gemini + Squarespace AI | Free (included in Squarespace) |
| Week 4 | Build Free Sessions page using Website Redesign DE — 6 sections, email opt-in included | Gemini + Squarespace AI | Free |
| Ongoing | Send weekly session announcement emails using Email Campaign DE → Mailchimp | Gemini + Mailchimp | Within existing plans |
| Month 2 | Explore video repurposing using DE 3 prompt model + OpusClip, CapCut, or Fiverr editor | Gemini + OpusClip / CapCut | Free–$60/video |
Two Digital Employees are fully built and included in your deliverable folder. A third is outlined below as a recommendation for month 2. All three run on Gemini Advanced — one Google account, one platform.
These Digital Employees are fully configured and ready to deploy — but they only produce results when you set them up and use them. Your deliverable package contains the complete configuration documents. No additional services from Compound Leverage are required. The steps below show you exactly what to do. The timeline is 4 weeks if you follow it. Nothing here is difficult — it is sequential. Skip steps and the system breaks. Follow them in order and you will have a functioning website, a running email nurture sequence, and a video workflow by the end of month 2.
This DE acts as your creative director for creatingbeyond.com. It does not write final copy. It writes Squarespace AI prompts — you paste them into Squarespace's built-in AI tool, and the copy is generated directly in your editor. This keeps the workflow inside Squarespace with no extra tools.
"I need to rewrite the homepage hero to feature the free Zoom sessions. The visitor just found me for the first time. I want them to feel like there's something real here, not a sales pitch."
This DE writes every email you send through Mailchimp — session announcements, the 3-email nurture sequence, monthly newsletters, post-session follow-ups, and re-engagement campaigns. It writes in your voice. It uses the same NotebookLM notebook as DE 1 — no duplicate setup.
"Write nurture email 1 for a new subscriber who just joined from one of my free Zoom sessions. They don't know me yet. Give me 3 subject line options."
You run live sessions every week and have an audio content library — but none of it becomes short-form video. This DE closes that gap. You give it a session topic or transcript. It outputs a 60-second script, a hook line, a title, and a caption formatted for Instagram Reels or Facebook. Then you clip and post — or hand to a Fiverr editor.
Upload your Zoom recording. OpusClip uses AI to find the strongest 60-second clips automatically — captions, reframing, and highlights included. Free plan: 60 min/month. Paid: $9/mo. Best option if you want speed with no editing skill required.
Free mobile or desktop app. Manual trimming, auto-captions, basic filters. Use when you already know which clip you want and just need captions and polish. Takes more time than OpusClip but costs nothing.
If you upload Zoom recordings to YouTube, YouTube Studio has a built-in editor. Go to YouTube Studio → Content → select your video → Editor. Trim clips, cut sections, add end screens. Use Clips to create short shareable segments directly from your long-form videos. Free, no extra tools needed — best if your content already lives on YouTube.
Search: "instagram reels editor" or "short form video editor spiritual coach" or "social media video editing"
Filter for: Top Rated sellers · 4.9+ rating · 100+ orders · Check their portfolio for warmth and clarity (not flashy corporate edits)
What to send them: Your raw video or audio clip, the DE-generated script, your brand colors, and one example of a style you like.
Expected turnaround: 2–4 business days. $30–$60 for a 30–60 second polished reel.
The infrastructure fixes in Sections 2–5 address your conversion system. These advisory notes address the business architecture. They don't require action this week — but they are the reason a practitioner with 20 years of experience, 20,000 consultations, and a 20K Facebook community is running at 5–10 participants per cohort instead of a waitlist.
Your current site, emails, and session descriptions speak to "anyone who wants transformation." After 20 years and 20,000 consultations, you know exactly who gets the deepest results from ThetaHealing. Name that person. One sentence. What is happening in their life when they find you? What specifically is stuck — a career plateau, a relationship pattern, a money block that logic can't explain?
"24-session coaching package over 6 months" describes what you do. It doesn't tell a prospect what changes for them. Someone on the fence doesn't want to buy 24 sessions — they want to stop replaying the same pattern in every relationship, or make the decision they've been avoiding for three years, or finally stop feeling like an imposter in a career they built themselves.
When something is always available, the decision is always deferrable. Running 10–12 cohort launches per year means every potential client knows there's another chance next month. There is no reason to decide this week. This is why you get inquiries that don't close — the window never actually closes.
$1,200/month or $6,000 full pay for a 24-session 6-month container with a 20-year certified practitioner doing 20,000+ consultations is a premium price — but only if the positioning earns it. If the site reads as a mid-tier wellness coach, the pricing creates confusion rather than conviction. The price can only hold when the positioning commands it.
creatingbeyond.com currently has no visible free session entry point, no email capture above the scroll line, a broken nav route, and the most important CTA (free 50-min booking) buried after 1,200 words. A visitor who doesn't already know you lands, reads, and leaves with no path forward. The site describes you. It doesn't move people through a decision.
You have a 20K Facebook community that is engaged with your content. These people know you. They have seen your sessions. They watch your clearings. But there is no automated path from "Facebook follower" to "email subscriber" to "booking." The community is a warm audience with no conversion architecture behind it.
These observations are based on publicly visible site data and the business model described in your sessions. They are offered as strategic context, not criticism. After 20 years, the work is clearly there. The infrastructure that captures it is the gap.
Five documents delivered from your two sessions. Read them in order: Score first, Brief second, this document third. Then build from the DE documents.