This page is generated from the current prospect and send-sheet CSVs. Use it to manage the pre-send stack, track where the first outreach wave stands, and keep the offer pipeline visible in one place.
speaker educator
Angle: storytelling overlap
Subject: your storytelling work overlaps strongly with a new family-film offer
Contact path: Laura@LauraHedgecock.com
Use storytelling and ancestry framing
professional genealogist
Angle: research to film referrals
Subject: possible research-to-film referral fit for your clients
Contact path: kate@familyhistoryinvestigations.com
Lead with premium downstream offer
professional genealogist educator
Angle: education plus referral
Subject: possible fit between family-history education and legacy film delivery
Contact path: dianelrichard@mosaicrpm.com
Good webinar/collaboration candidate
professional genealogist speaker
Angle: referral or education
Subject: possible partner fit for family-history clients and speaking audiences
Contact path: public_APG_contact_path
Do not over-explain production
writer educator
Angle: writing to film
Subject: writing self-publishing and a possible archive-to-film collaboration
Contact path: public_blog_or_site_contact_path
Strong writing/publishing overlap
professional genealogist speaker
Angle: preservation language fit
Subject: your preservation language is exactly why I’m reaching out
Contact path: public_business_contact_path
Strong preserve/document language in APG profile
family history writer
Angle: archive to story fit
Subject: your family-history writing angle looks like a strong fit for this
Contact path: public_business_contact_path
One of the strongest story-format fits
family history writer speaker
Angle: narrative family history
Subject: narrative family-history work and a possible premium partner fit
Contact path: ancestryhelp.net contact path
Lead with narratives and family histories
apg chapter officer
Angle: chapter network intro
Subject: APG chapter network and a simple family-film referral angle
Contact path: writerjenniferdunn@gmail.com
Use chapter-network and writer angle
apg chapter officer
Angle: chapter visibility
Subject: possible APG chapter-level visibility for a legacy-film offer
Contact path: lisa@weavergenealogy.com
Resource/referral framing over hard sell
Start with the first 5 named sends, not all 10 at once. Watch reply quality, then widen only after the first subject lines and angles prove out.
| Move | Reason |
|---|---|
| Send 5 named emails | Preserves signal and lets you tighten copy before volume. |
| Track objection themes | These will tell you whether proof, price, or positioning is the bottleneck. |
| Use research-to-film page for genealogists | Premium archive-heavy partners need a cleaner angle than general memorial framing. |
| Quote fast, escalate selectively | Calls should be reserved for premium, unclear, or strategically important leads. |
Source: partner-prospects batch 1 + batch 2.
| Organization | Contact | Category | Location | P | Status | Next Step | Contact Path |
|---|---|---|---|---|---|---|---|
| All Faiths Funeral Services | — | funeral home | Austin, TX | 1 | not contacted | Personalize memorial-focused email | public contact path |
| Association of Professional Genealogists | — | professional network | United States | 1 | not contacted | Use organization-level outreach and shortlist build | admin@apgen.org |
| Austin Genealogical Society | — | genealogy society | Austin, TX | 1 | not contacted | Personalize member-resource/workshop note | public contact path |
| Carol Genung | Carol Genung | professional genealogist speaker | United States | 1 | not contacted | Prepare personalized preservation-focused send | public contact path |
| Debbie Smyth | Debbie Smyth | professional genealogist speaker | United States | 1 | not contacted | Use APG/public profile contact path | public contact path |
| Diane L. Richard | Diane L. Richard | professional genealogist educator | United States | 1 | not contacted | Prepare personalized education/referral send | dianelrichard@mosaicrpm.com |
| Dr. Jennifer Cote | Dr. Jennifer Cote | historian genealogist writer | United States | 1 | not contacted | Prepare archive-heavy premium send | 8609702628 |
| Genealogical Speakers Guild | — | speaker network | United States | 1 | not contacted | Use organization-level outreach and member discovery | contact@genealogicalspeakersguild.org |
| Harrell Funeral Home | — | funeral home | Austin, TX | 1 | not contacted | Personalize partner intro and identify family-resource contact | public contact path |
| ICAPGen | — | accreditation body | United States | 1 | not contacted | Use organization-level outreach and shortlist build | info@icapgen.org |
| Jill Morelli | Jill Morelli, CG, CGL | writer educator | United States | 1 | not contacted | Use public site/blog contact path | public contact path |
| Kate Townsend | Kate Townsend, CG | professional genealogist | United States | 1 | not contacted | Prepare personalized research-to-film send | kate@familyhistoryinvestigations.com |
| Kathleen L. Weber | Kathleen L Weber | professional genealogist writer | United States | 1 | not contacted | Prepare personalized family-story send | public contact path |
| Kelly Sinclair | Kelly Sinclair | family history writer | United States | 1 | not contacted | Prepare personalized archive-to-story send | public contact path |
| Laura Hedgecock | Laura Hedgecock | speaker educator | United States | 1 | not contacted | Prepare personalized storytelling-centered send | Laura@LauraHedgecock.com |
| National Genealogical Society | — | national society | United States | 1 | not contacted | Personalize webinar/member-resource ask | public contact path |
| Sarah Lockwood | Sarah Lockwood | family history writer speaker | United States | 1 | not contacted | Prepare personalized narrative-focused send | public contact path |
| Senior Transitions of Austin | — | estate transition | Austin, TX | 1 | not contacted | Personalize archive-preservation angle | public contact path |
| Spoken Heart Ceremonies | — | memorial celebrant | Austin, TX | 1 | not contacted | Personalize celebrant angle | public contact path |
| Sue McNelly | Sue McNelly, AG | accredited genealogist educator | United States | 1 | not contacted | Prepare AG/premium-partner send | public contact path |
| Tejano Genealogy Society of Austin | — | genealogy society | Austin, TX | 1 | not contacted | Personalize preservation/workshop note | public contact path |
| Captured Austin Photography | — | family photographer | Austin, TX | 2 | not contacted | Personalize milestone-gift angle | public contact path |
| Captured by Isha | — | family photographer | Austin, TX | 2 | not contacted | Personalize family-story angle | public contact path |
| Denise Geelhart | Denise Geelhart | genealogist writer media | United States | 2 | not contacted | Prepare content/collab send | public contact path |
| Dr. Nicholas Dixon | Dr Nicholas Dixon | speaker editor historian | United States | 2 | not contacted | Prepare educator/collaboration send | public contact path |
| Jennifer Dunn | Jennifer Dunn | apg chapter officer | United States | 2 | not contacted | Prepare chapter-networking send | writerjenniferdunn@gmail.com |
| Lisa Weaver | Lisa Weaver | apg chapter officer | United States | 2 | not contacted | Prepare chapter-networking send | lisa@weavergenealogy.com |
| Michael Cassara | Michael Cassara | speaker researcher | United States | 2 | not contacted | Use public site contact path | public contact path |
| Nancy Archdekin | Nancy Archdekin | professional genealogist lecturer | United States | 2 | not contacted | Prepare lecturer/resource send | public contact path |
| Roger D. Joslyn | Roger D. Joslyn | writer genealogist | United States | 2 | not contacted | Prepare writing-and-legacy send | public contact path |
| Susan Skilton | Susan Skilton | writer historian | United States | 2 | not contacted | Prepare story-format send | public contact path |