BeingTribal

Member Experience Preview

Her Journey, From Intake to Belonging

Here's exactly what a new member experiences the moment she completes the intake form — and how the welcome email guides her next step.

STEP 01 Moment 0

Intake Form Submitted

She fills out the 4-field intake form — name, email, and her biggest priority right now.

The form saves to the IntakeForm entity, triggering the automation instantly.

STEP 02 Within seconds

Welcome Email Arrives

A warm, personal welcome email lands in her inbox — acknowledging her by name and naming her priority back to her.

Sent via SendEmail integration. Includes a clear next step and her discovery-call link.

From: Rena @ BeingTribal

To: sarah@email.com · just now

BeingTribal

Dear Sarah,

You did it. You said yes to yourself, and that is where everything begins.

You shared that your biggest priority right now is to build your tribe — finding women who truly get it. I want you to know: you're not behind. You're not too late. You're right on time.

Explore First — No Pressure

Before we talk, wander through a few of the spaces I've built for women like you. You don't need an account — just come see.

Field Guide

The beautiful coffee-table journey through the Four Truths

Resources

TRIBAL framework teachings, guides & worksheets

Journal

Daily reflections — gratitude, prayer, one-word prompts

Tribal Circle

See the community of women already gathering

Your Next Step

Book a free 15-minute discovery call with me. We'll find exactly where you belong in this journey — no pressure, just a real conversation.

Book My Discovery Call →

You don't have to figure it out alone anymore. That's the whole point.

With love and Gratitude,

Rena

Rena Whittaker

President/Founder · BeingTribal

www.beingtribal.com

BeingTribal · Remember who you are · Build your tribe · Lead your ripple

STEP 03 Within hours

She Explores Before She Books

Before committing to a call, she wanders through the app — reading the Field Guide, browsing resources, and trying a journal reflection.

The email recommends four no-pressure areas to explore first, so she can feel the space before she trusts it.

Recommended Areas to Explore First

Field Guide

The beautiful coffee-table journey through the Four Truths

/field-guide

Resources

TRIBAL framework teachings, guides & worksheets

/resources

Journal

Daily reflections — gratitude, prayer, one-word prompts

/reflect

Tribal Circle

See the community of women already gathering

/tribal-circle

No login required for these — she can wander freely before she decides.

STEP 04 Within 24 hours

She Books Her Discovery Call

Once she's had a taste of what BeingTribal feels like, she clicks through to book a discovery call — from a place of curiosity, not pressure.

The email CTA guides her to the single most important next action — when she's ready.

STEP 05 Days 1–7

She Joins the Circle

She registers, steps into the Tribal Circle, and begins her daily practice — one degree at a time.

The nurture sequence has done its job: she feels seen, welcomed, and ready.

Instant

Delivery

Personal

By Name

1 Clear

Next Step

"Every woman who finds BeingTribal should feel like she's been expected — not processed."

— The BeingTribal Way