FinancialTier 2 - StrategicPursueFirst-time partner

Generation Wealth Conference

TBA / Chicago, Obama Presidential Center / Sep 12, 2026

System score
75/ 100
Base Tier 2 - Strategic
Estimated cost
$3,000
Estimated reach
300
Lead time
127 / 60 days
Immutable score

Inputs stay immutable; score outputs update only through the audited refresh path.

Approval discipline

Executive overrides require reason, approval owner, and measurable success target.

Audit evidence

Actions write hash-chained records with identity assurance and retention metadata.

Score model

Computed automatically - never manually edited.

Tier 2 - Strategic
75
/ 100
Base Tier 2 - Strategic
Audience alignment
25 / 25
Conversion environment
20 / 20
Reach
5 / 15
Lead capture
10 / 15
Brand alignment
6 / 10
Repeat exposure
6 / 10
ROI feasibility
3 / 5

Recommendation

Based on score, lead time, and partner status.

Pursue
Suggested budget
$5,000 - $15,000
4 rationale points
Rationale
  • Base tier from score: Tier 2 - Strategic.
  • Pursue with a defined budget cap: booth and QR capture are the minimum.
  • Approval owner: Product and Strategy; escalate above $15,000.
  • Strong persona match - high signal for activation potential.

Decision

Score is immutable. Decisions are logged and overrides require a reason.

On record
System recommends: Pursue
Decision: Pursue
May 7, 2026
System-alignedNOT_REQUIRED

Name or email of the approver

Product, Strategy, Marketing Lead, or Executive Leadership

Required discipline for strategic overrides

Activation plan

0 of 29 steps complete (0%).

Before event0 / 19
During event0 / 5
After event0 / 5

Tracking assets

Live referral and QR assets for this event.

dfi-btVJDz0mcL
Referral link
/r/dfi-btVJDz0mcL
Open
QR code
/qr/dfi-btVJDz0mcL
Open
QR scans
0
Referral clicks
1

Metrics & attribution

QR scans and referral clicks come from live tracking routes; cost-per-lead and drop-off auto-calc on save.

Pre-event

0-1 (e.g., 0.34)

During event

Used for cost-per-lead

QR/referral activation within 7 days

Post-event

Primary attribution within 7 days

30-60 day window

Directional organic spikes after high-visibility events

Cost / lead: -
Cost / activated: -
Drop-off rate: -
Post-event report
ROI target: $50/activated member. Status: INSUFFICIENT_DATA
  • Primary attribution window: 7 days from QR scan or referral click.
  • Assisted attribution window: 30 days.
  • Primary activated members: 0.
  • Assisted conversions: 0.

Event facts

Captured at intake (immutable).

Category
Financial
Date
Sep 12, 2026
Location
Chicago, Obama Presidential Center
Organizer
TBA
First-time partner
Yes
Lead capture
POSSIBLE_WITH_EFFORT
Repeat exposure
ONE_TIME_WITH_FOLLOWUP
Estimated cost
$3,000
Estimated reach
300
Tracking code
dfi-btVJDz0mcL
Referral link
/r/dfi-btVJDz0mcL
Created
May 7, 2026