Workflows
Company Resources
Foundational
- Vision & Values
- Gravy Notion
- Gravy Shared Drive
- Company Dashboard
Style & Tone
- Brand / Style Guide (design guide) - sample here
- Content
- Newsletter Archive
- Lumina Library
Workflow Documentation
Outreach Workflows
Outreach to Potential Lumina Speakers
Video | Document |
Outreach to Potential Expert Network Members
Video | Document |
Outreach to Potential Capitalize Dinner Guests
Video | Document |
Outreach to Potential Syndicate Investment Opportunities
Video | Document |
Outreach to Potential Sponsors
Video | Document |
Outreach to Target Member Prospects
Video | Document |
Outreach to Potential Partners
Video | Document |
Outreach to Organizations for Speaking Engagements
Video | Document |
Journey Workflows
Setting Up and Sending a Prospect Journey
Video | Document | Last Updated on 2.19.25 by Aubrey
Creating a New Member Onboarding Journey
Video | Document | Last Updated on 2.19.25 by Aubrey
Creating a Personalized Member Hub Journey
Video | Document | Last Updated on 2.3.25 by BWJ
Updating and Creating New Journey Templates
Video | Document | Last Updated on 2.3.25 by BWJ
Lumina Workflows
Scheduling and Setting Up a Lumina Talk
Video | Document |
Creating and Sending Lumina Prep Materials to Speakers
Video | Document |
Preparing and Publishing a Lumina Talk
Creating and Sending a Post-Recording Action Plan to Speakers
Video | Document |
Activating a Speaker Post-Lumina Engagement Plan
Video | Document |
Social Media Workflows
Creating Social Video Clips from a Lumina Talk
Video | Document | Last Updated on 2.3.25 by BWJ
Converting a Social Video Clip into a LinkedIn Post
Video | Document | Last Updated on 2.6.25 by BWJ
Nucleus Workflows
Coordinating & Scheduling the First Nucleus Group Meeting
Video | Document | Last Updated on 2.14.25 by BWJ
Sending Nucleus Pre-Meeting Preparation Materials
Video | Document |
Sending a Personalized Nucleus Insights Report using Read AI
Video | Document