Your position in the Holistic Wellness & Transformation Coaching Market, scored across four dimensions that determine how quickly and defensibly you can convert your existing audience, relationships, and content into consistent client revenue.
| Deliverable | Description | Status |
|---|---|---|
| Capital Event Score | 26/40 score across 4 dimensions · 5 priority lead pools · 12-week action plan · DE recommendations | DELIVERED |
| Strategic Brief | Positioning stack · Program architecture · Funnel gap analysis · 4-phase growth architecture | DELIVERED |
| What To Do Next | 10-action sequenced plan · DE usage guides · Strategic advisory on ICP, offer framing, cohort structure, pricing, site | DELIVERED |
| DE 1 · Website Redesign | Full Gemini Gem system prompt · Squarespace AI prompt workflow · Site audit · 4-week build plan | DELIVERED |
| DE 2 · Email Campaigns | Full Gemini Gem system prompt · 8 email formats in Roxanne's voice · 3-email nurture sequence · Mailchimp setup | DELIVERED |
| Homepage Mockup | Annotated redesign of creatingbeyond.com homepage showing funnel-first structure, outcome-based CTAs, simplified nav | DELIVERED |
| NotebookLM Notebook | Pre-built brand & voice knowledge base — "Creating Beyond — Brand & Voice Guide" — shared directly to client's Google account. Powers both DE 1 and DE 2. | DELIVERED |
Your Slot Position Card scores your current position across four dimensions. Your cluster is the Holistic Wellness & Transformation Coaching Market: coaches, healers, and spiritual practitioners who serve solopreneurs, entrepreneurs, and women in transition. You have been operating inside this cluster for over 20 years as a ThetaHealing practitioner and transformation coach with an international reach. The audience already knows you. The gap is not awareness — it is the system that captures people who already show up and converts them on a defined timeline.
A score of 26/40 is Building Momentum. You have an active launch calendar, a documented audience, and 20 years of relationships no new entrant can replicate. The constraint is not positioning or credibility. It is the absence of a capture system that catches every free Zoom attendee, routes them into a nurture sequence, and closes the gap between 5–10 participants and your 25-participant program target.
Each dimension was scored using signals from your two sessions, your program structure, your existing audience data, and your current marketing footprint. Below is the specific evidence that determined each score and what moves it higher.
Zoom sessions run weekly with 10–30+ attendees. No post-session email sequence exists. Audio content library available but no email gate or intake form. 20,000+ past clients with no systematic re-engagement campaign in recent years. Email list at 195 — well below what 20 years of practice and weekly sessions should generate.
+2 points: Zoom→Mailchimp integration live and 3-email nurture running. +1 point: Audio content with embedded opt-in form.
Active email list of 195. Facebook community with 20K+ members. Regular free Zoom session attendance. 20+ years of client relationships across multiple countries. Strong personal brand within the ThetaHealing and transformation coaching community. No CRM or contact tracking system in place — proximity exists, activation path does not.
+2 points: Mailchimp audience grows above 500 via Zoom integration. +1 point: Consistent weekly email to list.
20+ years as a certified ThetaHealing practitioner. 20,000+ personal consultations worldwide. International delivery. 24-session depth-first container is a differentiated format in a market full of short-term coaching programs. The credibility is real. The packaging — a named methodology, consistent price point, and prospect-facing track record summary — is incomplete.
+2 points: Named group program with consistent enrollment page live. +1 point: Testimonials embedded on coaching page, not isolated to /testimonials.
10–12 program launches per year. Current enrollment gap: 5–10 participants vs. 25 target. Zoom session attendees from the last 3 sessions have not been contacted. ThetaHealing weekend courses ($550–$600) are scheduled through June 2026 with available seats. Both the free Zoom list and the ThetaHealing attendee list are active windows right now.
+2 points: Launch email sequence runs 30 days before each program opens. +1 point: Post-session follow-up email goes out within 24 hours of every Zoom.
Building Momentum means your position is real — you have audience, track record, and launch cadence. The constraint is the system that connects your existing assets into a conversion path. The moves that take you from 26 to 32+ are all operational, not strategic — they require building the capture and nurture infrastructure, not repositioning.
| Score Range | Tier | What It Means |
|---|---|---|
| 10–20 | Early Stage | Cluster not yet identified. Audience is small or untested. Positioning undifferentiated. Primary work is market research and offer validation. |
| 21–27 | Building Momentum ← You | Real audience, real credibility, active launch calendar. The gap is the capture and nurture system — not awareness or positioning. Highest leverage actions are operational: Zoom integration, email sequence, and website funnel path. |
| 28–34 | Strong Position · Activation Gap | Capture system is live. Leads are flowing. The gap is conversion — turning nurtured leads into program participants at a higher rate. Automation and segmentation become the priority. |
| 35–40 | Dominant | Capture, nurture, and conversion systems are operating continuously. Programs fill ahead of launch. The work is maintaining position and expanding into adjacent clusters. |
You are not 26/40 because of weak positioning or small audiences. You are 26/40 because attendees who show up to your Zoom sessions have no automated path into a follow-up sequence. Every session you run without Zoom→Mailchimp connected is a cohort of warm leads that expires within 48–72 hours. The Zoom integration costs nothing and takes 15 minutes to set up.
Your lead pools are not lists of strangers. They are people who have already shown up — to your sessions, to your community, to your programs. The gap is that none of them have a systematic path to the next step.
Based on your score and your two sessions, the first Digital Employee to build is the Creating Beyond Lead Capture Engine: a Gemini-based automation that connects Zoom session attendance to Mailchimp entry, triggers the 3-email nurture sequence, and routes warm leads toward your free 50-min breakthrough session booking. This is not a complex build — it is a configuration job. The tools you need (Zoom, Mailchimp, Gemini, TidyCal) are already in your stack.
What it does: Captures every Zoom session attendee into Mailchimp within 24 hours of the session. Triggers a 3-email nurture sequence automatically. Routes warm leads toward the free 50-min TidyCal booking. Sends weekly session announcement emails in Roxanne's voice using a Gemini Gem trained on her existing content.
Platform: Gemini Advanced (Gem) + NotebookLM + Mailchimp + Zoom native integration. All tools are in the Google ecosystem — aligns with your Gmail setup.
Build the Lead Capture Engine first. These three DEs are sequenced for after it is live and producing leads. Each one is a Gemini Gem — same platform, same NotebookLM knowledge base.
Converts Zoom session content into posts, email topics, and social clips automatically. Roxanne records the session. The Gemini Gem receives the recording notes or transcript and produces: 3 social post options, 1 newsletter intro paragraph, 1 email insight for the nurture sequence. Reduces content production time from 2+ hours per session to under 20 minutes.
Drafts the monthly newsletter in Roxanne's voice from session notes and upcoming program information. Roxanne provides a bullet-point brief (what happened this month, what's coming up, any program openings). The Gemini Gem produces a 300–400 word newsletter ready to paste into Mailchimp. No blank-page drafting required.
Builds the launch email sequence, landing page copy, and social announcement posts for each group program or ThetaHealing course opening. Roxanne provides the program details (dates, price, what's included, who it's for). The Gemini Gem produces the full launch package: 3-email launch sequence, Squarespace AI prompt for the program page, and 5 social post options for Facebook and email. Used for each of the 10–12 annual launches.
The first two actions take under 30 minutes and cost nothing. Everything after that builds on the Zoom integration being live.
| Week | Action | Tool | Goal |
|---|---|---|---|
| Week 1 Urgent |
Connect Zoom → MailchimpMailchimp → Settings → Integrations → Zoom. Export last 3 session attendee lists from Zoom dashboard. Import to Mailchimp manually. | Mailchimp + Zoom | Every future session attendee auto-captured. Past 30–90 warm contacts in list. |
| Week 1 Urgent |
Fix "Group Programs" nav routing on siteCurrently routes to ThetaHealing page. Fix to point to group programs. 5-minute Squarespace edit. | Squarespace | Visitors looking for group programs land in the right place. |
| Week 2 Build |
Build 3-email nurture sequenceMailchimp Customer Journeys. Starting point: joins audience. Email 1 (Day 1): welcome + free clearing link. Email 2 (Day 3): transformation insight. Email 3 (Day 7): TidyCal booking invitation. | Mailchimp | New Zoom attendees receive automated personal follow-up within 24 hours. |
| Week 2 Build |
Move TidyCal booking button to top of coaching pageCurrently buried below 1,200 words. Squarespace edit — 5 minutes. | Squarespace | High-intent visitors can book without reading the entire page first. |
| Week 3 Build |
Add Mailchimp signup block to homepage above foldUse Squarespace Newsletter Block connected to Mailchimp. Replace the tiny text "newsletter" link with a visible form. | Squarespace + Mailchimp | Homepage visitors have a direct email capture path. |
| Week 3 Build |
Create Gemini NotebookLM notebookUpload homepage copy, 1-on-1 page copy, testimonials, past email newsletters, bio, session topics. Generate Briefing Doc. Create Website Redesign Gem using provided configuration. | NotebookLM + Gemini | Gemini Gem has Roxanne's voice loaded and ready to generate copy. |
| Week 4 Launch |
Build Free Sessions page on SquarespaceNew page: What happens at free sessions, upcoming schedule, Mailchimp opt-in, archive link, 3-step funnel explainer. Use Squarespace AI with briefs from Website Redesign Gem. | Squarespace AI + Gemini | Dedicated landing page for Zoom session traffic and Facebook community referrals. |
| Week 5–8 Operate |
Create Email Campaign Gemini Gem + send weeklyUse provided Email Campaign DE configuration. Ask Gem for session announcement each week. Send Monday or Tuesday before the session. Confirm post-session follow-up goes out within 24 hours. | Gemini + Mailchimp | 195-person list receives consistent weekly contact. Zoom attendees get follow-up within 24 hours. |
| Week 9–12 Scale |
Run re-engagement campaign to cold list segmentSegment: no open in 90+ days. Ask Email Campaign Gem for re-engagement email. Subject: warm, honest, no guilt. Offer: free session or new clearing. Track re-activation rate. | Mailchimp + Gemini | Recover cold segment and identify highest-value re-engagement leads for next program launch. |
The Strategic Brief covers your positioning layers, program architecture, engagement model, and growth phase roadmap from 26/40 to 35+. It is a companion document to this Score — read it alongside this document for the full picture.
The What To Do Next document covers the 5-stage system, the path forward from your two sessions, and the 10-action sequenced plan. All recommendations are DIY-executable from your existing tools at no additional cost.