Pre-Onboarding Brief

Path. go-to-market: decisions made, the offer stack, all sixteen campaigns, and how the onboarding call runs.

Working document from the Aug 18 planning session. Read top to bottom before the Nykelle call. Section 05 is the call itself.

~45,000
Title-first contact universe, probed live Aug 18. Floor, before blend dedupe.
6
Offers and assets in the stack, one hero.
16
Campaigns designed. Three picked for cycle one.
6
Open items. All resolve on the onboarding call.
01 · Decision Log

What's already decided, and why.

Motion
B2B only. Path. is a consumer product, but cold outreach never targets consumers. We sell to wellness operators: gyms, studios, clinics, med spas. Locked in the MSA; confirmed in planning.
The economic spine
Operator revenue is retention math. Clients quit when progress is invisible; the scale hides fat-vs-muscle change; the operator absorbs the churn. Path. is the between-visits measurement layer at retail price. Every campaign derives from this, not from a template.
Buyer
Owner / Founder / Co-Founder. Secondary at larger clinics: practice manager, clinic director, medical director. A retail-priced system is an owner decision, not a committee purchase.
Headcount
1-50. Hard floor at 1; soft ceiling, up to ~60 on perfect fit.
Geography
US only.
Industries
In: wellness and fitness services, medical practices (GLP-1 and weight-loss clinics explicitly in), alternative medicine, recreational facilities. Out: hospitals, insurance, pharma, YMCA-type nonprofits.
Triggers
Six personalization signals, never filters: scan mentions (InBody/DEXA), GLP-1 programs, challenges, new locations, trainer hiring, HSA/FSA billing.
Tone
Casual peer-to-peer for gyms and studios. One notch more formal for clinics and med spas.
Legal rails
No medical claims. No drug brand names ("GLP-1 programs" only). "HSA/FSA eligible" stated plainly, no tax advice. The two research citations on their site are referenced as tracking research, never as product claims. Every stat in copy ships as a bracketed variable until verified.
Sourcing
All title-first lists build as a blended, deduplicated union across our data providers, plus a Google Maps lane for single-location operators no database indexes well. Universe figures in this doc are the probed floor; dedupe happens at list build.
02 · The Offer Stack

Six pieces. One hero, one variant, one upsell, three supporting assets.

Free evaluation unitHero · E1, gyms and studios
A free Path. system, framed as a 30-day client trial: "run it with one real client for 30 days." Not a giveaway. The framing self-selects operators who actually have clients, filters out freebie-seekers, and builds the week-4 follow-up conversation into the offer itself. The unit is the wedge; the wholesale relationship is the harvest. Nykelle's willingness to fund units confirmed in planning; monthly volume is open item 2.
Meeting-first variantClinics and med spas
Clinics have a compliance reflex and respond to peer conversations, so their E1 never offers hardware. It opens on the muscle-loss question and asks for 15 minutes on how clinics track composition through a GLP-1 course. The unit is offered on the call instead.
Pilot packUpsell · sold on calls, never in email
Three to five units for the operator's trainers plus a ready-to-run challenge kit, at a wholesale tier. This is what the sales conversation graduates into once the trial lands; it never appears in cold copy.
Sample client progress reportAsset · E2/E3 value exchange
A filled-in example of what a client's 30-day Path. report looks like. Cheap to send mid-sequence, previews the product without shipping hardware, and gives the E2 email something concrete to trade for a reply.
Challenge measurement kitAsset · pairs with the challenge campaign
A one-pager on running a transformation challenge scored on composition change instead of scale weight, with Path. as the measurement infrastructure. Pairs with campaign 07 and feeds the pilot-pack conversation.
Retention-math one-pagerAsset · pulls toward the call
The operator-facing margin and retention model with their numbers left as blanks, filled in together on a call. Deliberately incomplete so it earns the meeting rather than replacing it.
03 · Market Evidence

The universe, probed live on Aug 18.

SegmentBuyerProbed floor
Wellness and fitness services (gyms, studios, coaches)Owner / Founder32,096
Medical practices (incl. GLP-1 and weight-loss clinics)Owner / Medical Director8,986
Alternative medicine (med spas, chiro, functional med)Owner / Founder1,973
Recreational facilities (training facilities)Owner / Founder1,780
Single-location long tail via Maps, per metroOwneruncounted, deep

Read: the universe comfortably exceeds sending capacity (~16k leads per three-touch cycle). Blend dedupe at list build moves these floors up, not down. No segment requires stretching the ICP to hit volume.

04 · The Sixteen Campaigns

What each one actually is.

Ordered broadest to most niche. Volume campaigns and signal campaigns run in parallel against the same market and race on positive replies; the first three launch in cycle one. Chains, volume targets, and probe data per campaign live in profiles/healthbypath/campaign-strategy.md.

Free unit straight offer
Cycle 1
The whole probed universe gets a two-line casual email asking one question: worth sending you a Path. system to run with one client for 30 days? No personalization beyond name and business type; the free unit IS the message. This is the volume baseline every other campaign has to beat.
Creative ideas
Cycle 1
We scrape each prospect's website and the email proposes three specific ways their business could use Path., pulled from their actual programs: composition tracking inside their named challenge, data check-ins for their online coaching tier, Path. retailed next to their supplements. Racing this against campaign 1 answers whether personalization pays for itself in this vertical.
Google Maps locals
Ready
Single-location gyms, studios, and med spas pulled metro by metro from Google Maps. Most of these operators barely exist in B2B databases, so this lane reaches businesses nobody else is cold-emailing. Same free-unit ask, light city and category personalization.
New owner, new location
Ready
Owners who took over or opened within the last six months. They're buying equipment and designing the member experience right now, so the unit lands as launch help: "every founding member gets a Path. system" is a differentiator they can use this month.
Already-scanning operators
Fast follow
Operators whose sites mention InBody, DEXA, or body scans. They already sell measurement, so there's nothing to educate: the email says you sell the scan, Path. is what happens between scans, and there's margin in it. Highest expected reply quality in the portfolio.
GLP-1 clinic muscle-loss
Cycle 1
Clinics running GLP-1 programs, whose patients are asking about muscle loss. The email opens on that exact question and asks for 15 minutes on how clinics track composition through a course of treatment. Meeting-first, more formal, no drug brand names, unit offered on the call.
Challenge runners
Ready
Gyms and studios advertising transformation or 8-week challenges. A challenge scored on scale weight punishes people who gained muscle; the email proposes scoring on composition change, with Path. as the challenge's measurement kit. Naturally graduates into the pilot pack.
HSA/FSA margin play
Ready
Operators who advertise HSA/FSA billing. Their clients can buy Path. with pre-tax dollars and the operator keeps retail margin, so this campaign leads with the stocking story instead of the retention story. The one campaign that sells the retail line first.
Lookalikes
Blocked on item 1
Companies that resemble the operators already using Path. Written and ready, but it can't build until Nykelle names seed accounts on the call. If she has even two or three informal operator users, this jumps to a top-three campaign because it carries the only social proof we have.
Online coaches
Ready
Remote trainers and coaching businesses with no physical location. They never see their clients, so Path. becomes their entire measurement stack: the client scans at home, the coach watches real composition trends instead of asking for a selfie and a scale number. Big, cheap universe at 1-10 headcount.
Body-contouring med spas
Ready
Med spas selling body-contouring packages. Their clients pay thousands and want proof it worked; Path. documents composition before and after, which turns outcomes into reviews and referrals. Careful language: Path. tracks, it never validates treatment efficacy.
Hiring-trainers signal
Ready
Operators with open trainer or coach job postings, meaning growth mode and budget. The email references the posting and pitches Path. as the way client check-ins stay consistent while the staff doubles: three coaches, sixty clients, one system instead of three notebooks.
Fitness-business engagers
Week 1 · LinkedIn
Owners engaging with gym-business creators on LinkedIn (retention threads, pricing threads, studio-growth content). They're actively working on their business, so the message references the topic they engaged with. Runs on the managed LinkedIn seat, which is live before email warmup completes.
Review-mining
Pilot
Operators whose recent Google reviews mention results, plateaus, or accountability. The email references the theme (never the reviewer): your members clearly care about seeing results, here's how operators make results visible. Deepest personalization in the set; pilots small before scaling.
Corporate wellness providers
Ready
Companies that sell wellness programs to employers. Employers keep asking them to prove the program worked, and Path. is the measurable component that survives that question. Different economics: one deal deploys tens or hundreds of units, so fewer, bigger conversations.
Functional and longevity practices
Ready
Functional medicine, longevity, and concierge practices already sell measurement as the product: panels, biomarkers, tracking. Path. slots into that story as the at-home composition layer with retail margin attached. Formal-adjacent tone, zero medical claims.
05 · The Onboarding Call

How the call runs. Intake, not pitch.

The feel to aim for: a doctor's intake. She talks, we read down the list and capture answers. Nykelle should talk for most of the call; every block below ends with something written down. Target 40 minutes.

Min 0-5

Anchor check

Read the one-liner and ICP back to her exactly as decided (section 01). She corrects anything that's off. Don't re-open settled decisions; this is a verification pass.

"Here's how we've framed it: we're selling Path. to gyms, clinics, med spas, and studios as the tool that makes client progress visible between visits. Owners, one to fifty headcount, US. Anything there you'd change before we build lists against it?"
Min 5-20

The six questions, read down in this order

  • 1. Best customer. "Is anyone already using Path. with clients, even informally? Who's the single best example?" Unlocks the lookalike campaign and every social-proof line. If she names one, ask for permission to reference them.
  • 2. Unit cost. "What does a unit cost you landed, and how many free evaluation units per month are you comfortable funding?" Sets the ceiling on campaign 1's volume.
  • 3. Keep it anyway. "If an operator runs the 30-day trial and doesn't convert, do they keep the unit? We recommend yes; it keeps the offer clean." Yes/no.
  • 4. Week-4 call. "When a trial hits day 30, who runs that follow-up call: your team, or ours first-mile then handoff?" Name a person.
  • 5. Exclusions. "Send us every existing customer, partner, or friendly you don't want cold-emailed. We already exclude competitor hardware makers." Ask for a list by end of week; don't wait on it to build.
  • 6. Entity name. "Confirming paperwork runs under Path. Health and Wellness LLC." Carryover from MSA work.
Min 20-30

Offer walk

Walk the stack in section 02: hero trial framing, clinic variant, pilot pack, the three assets. She approves or amends. If unit economics from question 2 are tight, this is where the free-unit campaign gets throttled or gated harder.

Min 30-36

Cycle-one preview

Walk campaigns 01, 02, and 06 in one breath each. Tell her exactly what she'll see and when: copy for review in a shared doc during infrastructure warmup, launch on warmed inboxes around week three, first scoring readout 21 days after launch.

Min 36-40

Logistics

  • Comms channel (Slack or email thread) and who's in it
  • Positive-reply routing: who gets alerts, expected response time on her side
  • LinkedIn seat access for the managed profile
  • Weekly cadence: what we send, what we need back

Exit criteria. The call is done when: