Portfolio/Conscious Counsel — Legal Templates & Consulting (B2B → wellness businesses)Wednesday, April 29 at 9:02 PM EST
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Recruiting· started 2026-04-28

Conscious Counsel — Legal Templates & Consulting (B2B → wellness businesses)TRIAL

Chad (founder/SDR) <chad@joinconsciouscounsel.com> · Last touched 2d ago
Review 2 actions →
North starFirst Reach-sourced wellness business booked into Chad's calendar via Cynthia's SDR layer (SMS or cold email). Then conversion to paid template/consulting customer.
Status
trial
Pending actions
2
review below
Analyses shipped
0
Last touched
2d ago
Current snapshot
B2B Reach trial. Old funnel: 1,409 leads → 0 customers. Pivoting to ICP-targeted lookalikes from Chad's existing customer book.
Top of mind
2 pending
deliverable01Build anchor cohort from Chad's existing customer list
CC2-WK17-01
Expected
ICP-validated paying-customer cohort feeding the lookalike engine
Cost
2 hr (depends on list size from Chad)
Severity
high
  • channel: deliverable
  • expected: ICP-validated paying-customer cohort feeding the lookalike engine
  • cost: 2 hr (depends on list size from Chad)
  • severity: high
  • reason: B2B-mode rollout requires the anchor cohort first. Chad has the list — get it imported, normalized, and used as the seed for PDL company-search.
research02PDL lookalike search from anchor cohort
CC2-WK17-02
Expected
200-400 lookalike wellness businesses (yoga / pilates / health coach / retreat)
Cost
1-2 hr
Severity
med
  • channel: research
  • expected: 200-400 lookalike wellness businesses (yoga / pilates / health coach / retreat)
  • cost: 1-2 hr
  • severity: med
  • reason: This is the deliverable that proves trial value. Without lookalikes, we're back to the broken 1,409-leads funnel.
Analyses
No analyses yet. Drop markdown into vault/clients/conscious-counsel/analyses/.
Recent activity
2026-04-28
2026-04-28
### 20:30 — [milestone] Customer book ingested + classified Chad sent his Sept→Apr customer book (`data/chad-customers-sep-apr.pdf`, 91 unique customers across 8 months). Pipeline: 1. **Parsed** → `data/customers-parsed.json`: 41 with busin…
Vault README

Conscious Counsel — Legal Templates & Consulting (B2B → wellness businesses)

Status: active — Reach tenant provisioned 2026-04-28, in trial Stage: B2B-mode anchor cohort to be assembled from Chad's existing customer list Decision maker: Chad (founder/SDR) chad@joinconsciouscounsel.com MRR / deal size: trial → target paid plan Started: 2026-04-28 (Reach tenant created) Last touched: 2026-04-28

Profile

Conscious Counsel sells legal templates and consulting to wellness businesses — yoga studios, pilates instructors, health coaches, retreat leaders. Lead gen funnel was producing leads at $5-10 each but converting near zero (1,409 leads → 0 customers); Cynthia already operates the SDR layer (Chad's GHL/SMS + Instantly cold email). New Reach tenant exists so we can source NEW lookalike wellness businesses from Chad's existing customer book.

What we're doing for them

  • Reach tenant operations (search, enrichment, outreach) in B2B mode
  • Build anchor cohort from Chad's existing customer list (paying wellness businesses)
  • Define ICP filters: female-founded wellness businesses 35-55 (yoga, pilates, fitness studios, health coaches, retreat leaders, supplement brands)
  • Find lookalike wellness businesses via PDL company search
  • Enrich decision-makers (owners) for outbound

North star for this engagement

First Reach-sourced wellness business booked into Chad's calendar via Cynthia's SDR layer (SMS or cold email). Then conversion to paid template/consulting customer.

Context links

Open threads

  • Receive existing-customer list from Ricki → save to data/conscious-counsel-existing-customers.{txt,json}
  • Ingest as anchor cohort in Reach B2B mode (tenant=user_u5681925e9280, cohort=anchor)
  • Run lookalike discovery via PDL /v5/company/search
  • Enrich decision-makers via Apify harvestapi~linkedin-company-employees
  • Decide outreach channel: cold email (Instantly via Nango) vs SMS (GHL)

How they like to communicate

  • Chad is the customer; Ricki operates this on his behalf via Cynthia
  • Default: clean weekly numbers, not narrative