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
educator speaker
Angle: authority resource fit
Subject: possible resource fit between legal genealogy education and legacy film delivery
Contact path: thelegalgenealogist.com contact path
Lead with educational resource not hard referral ask
speaker researcher
Angle: conference and client overlap
Subject: possible fit between your client-service work and a new family-film offer
Contact path: digiroots.net contact path
Use conference and public speaker credibility
dna educator speaker
Angle: education first collaboration
Subject: possible education-first fit for a legacy-film resource
Contact path: genesandgenealogy.com speaker enquiry path
Do not lead with memorials
professional genealogist writer
Angle: coaching and story delivery
Subject: possible fit between family-history coaching and a research-to-film offer
Contact path: public business contact path
Lead with writing coaching and finished delivery
professional genealogist lecturer
Angle: lecturer resource fit
Subject: possible lecturer-resource fit for archive-to-film referrals
Contact path: public business contact path
Best as trusted referral source not aggressive outbound
historian genealogist writer
Angle: archive heavy premium fit
Subject: heirlooms history and a possible premium research-to-film fit
Contact path: public site or contact form
Strong heirloom and archivist angle
accredited genealogist educator
Angle: accredited partner fit
Subject: possible AG-level partner fit for archive-driven family films
Contact path: public business contact path
Use AG credential and premium trust framing
writer genealogist
Angle: writing to legacy delivery
Subject: possible fit between family-history writing and legacy film delivery
Contact path: public business contact path
Publishing angle first
writer historian
Angle: story format conversion
Subject: possible story-format fit for family-history clients
Contact path: public business contact path
Lead with narrative delivery
speaker editor historian
Angle: education and editorial overlap
Subject: possible educational fit between historical storytelling and legacy film
Contact path: public speaker or site contact path
Use editor and historian credibility
genealogist writer media
Angle: content and collaboration fit
Subject: podcast writing and a possible family-film collaboration angle
Contact path: public business contact path
Content creator angle
genealogy educator speaker
Angle: education platform fit
Subject: possible fit between your genealogy education platform and a legacy-film resource
Contact path: public site contact path
Strong audience reach and workshop potential
genealogy writer educator
Angle: family story narrative fit
Subject: your family-story writing work looks like a strong fit for this
Contact path: public site contact path
Strong narrative and emotional legibility angle
dna educator speaker
Angle: dna to story resource
Subject: possible downstream resource for DNA-led family-story clients
Contact path: yourdnaguide.com contact path
Lead with downstream resource angle
genealogy platform founder
Angle: platform visibility fit
Subject: possible platform-resource fit for a family legacy film offer
Contact path: cyndislist.com contact path
Best for visibility and resource inclusion
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. |
| Keep cash target visible | The sprint is optimized for 4 signature closes plus 1 documentary deposit, not vanity activity. |
Use Tree Stories as the family-history research and story-mapping layer when a lead has meaningful family material but the names, generations, and relationships are still too messy for a premium legacy project to move cleanly.
| Lane | Role | Current framing |
|---|---|---|
| Research Add-On | Entry add-on | Focused family structure and story prep before production. |
| Legacy Map | Premium add-on | Multi-generation family map and documentary prep layer. |
| Film Pairing | Upsell path | Tree Stories feeds Cinematic Family Stories when the family wants both research and finished delivery. |
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 |
| Amy Johnson Crow | Amy Johnson Crow | genealogy educator | United States | 1 | not contacted | Prepare workshop-and-client-resource send | 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 |
| D. Joshua Taylor | D. Joshua Taylor | genealogy educator media | United States | 1 | not contacted | Prepare education-and-visibility 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 |
| Diana Elder | Diana Elder | genealogy educator writer | United States | 1 | not contacted | Prepare archive-to-story send | 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 |
| Judy G. Russell | Judy G. Russell, JD, CG, CGL | educator speaker | United States | 1 | not contacted | Prepare educator-resource send | 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 |
| Maureen Taylor | Maureen Taylor | photo historian educator | United States | 1 | not contacted | Prepare photo-preservation send | public contact path |
| Melissa Barker | Melissa Barker | archive educator | United States | 1 | not contacted | Prepare archive-preservation send | public contact path |
| 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 |
| Sunny Morton | Sunny Morton | genealogy writer educator | United States | 1 | not contacted | Prepare family-story writing send | public contact path |
| Tejano Genealogy Society of Austin | — | genealogy society | Austin, TX | 1 | not contacted | Personalize preservation/workshop note | public contact path |
| Thomas MacEntee | Thomas MacEntee | genealogy educator speaker | United States | 1 | not contacted | Prepare education-platform send | public contact path |
| Blaine Bettinger | Blaine Bettinger | dna educator author | United States | 2 | not contacted | Prepare education-first send | 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 |
| Cyndi Ingle | Cyndi Ingle | genealogy platform founder | United States | 2 | not contacted | Prepare platform-resource send | public contact path |
| David Allen Lambert | David Allen Lambert | society educator | United States | 2 | not contacted | Prepare society-and-education send | public contact path |
| Denise Geelhart | Denise Geelhart | genealogist writer media | United States | 2 | not contacted | Prepare content/collab send | public contact path |
| Diahan Southard | Diahan Southard | dna educator speaker | United States | 2 | not contacted | Prepare education-resource 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 Louise Cooke | Lisa Louise Cooke | genealogy media host | United States | 2 | not contacted | Prepare media-resource send | public contact path |
| 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 |
| Michelle Leonard | Michelle Leonard | dna educator speaker | United States | 2 | not contacted | Prepare education-first send | public contact path |
| Nancy Archdekin | Nancy Archdekin | professional genealogist lecturer | United States | 2 | not contacted | Prepare lecturer/resource send | public contact path |
| Nicole Dyer | Nicole Dyer | genealogy writer educator | United States | 2 | not contacted | Prepare story-and-writing 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 |
| Thomas W. Jones | Thomas W. Jones | genealogy author educator | United States | 2 | not contacted | Prepare authority-resource send | public contact path |