Program Overview

PROJECT — 30-Day Revenue Injection

• Project ID: growth-sales-30-day-revenue-injection
• Name: 30-Day Unretained-Lead Reactivation Campaign
• Domain: Sales growth
• Business area: Growth
• Dashboard folder: Growth / Sales
• Folder path: projects/growth/sales/30-day-revenue-injection
• Owner/orchestrator: Agent Maxwell Smart
• Executive approver: Andrew Driggs
• Operational owners: Yesenia Cervantes and Louise Smith
• Status: Active — awaiting launch approval
• Purpose: Collect at least $75,000 in initial payments within 30 days from reactivation of leads who contacted or consulted with the firm but did not hire.
• Current state: Campaign package drafted; contact data not yet exported from Prima.
• Current next action: Andrew approves campaign package; then send team launch brief and obtain Prima export.
• Acceptance criteria: $75,000 collected; campaign activity tracked; reusable unretained-lead reactivation pipeline established; client communications approved before release.
• Context to load: company/GROWTH.md, OFFER.md, OPERATIONS.md, AVATARS.md, VOICE.md, TEAM.md, OBJECTIONS.md.

Decisions

• Revenue target: $75,000 collected by September 9, 2026.
• Capacity focus: E-2 and family immigration.
• Working engagement target: 9 E-2 matters at $6,500 plus 9 family matters averaging $2,000 = $76,500.
• Primary audience: 100+ leads who called, inquired, or consulted but did not hire. Referrals and former-client cross-selling are deferred.
• No external outreach will be sent until Andrew approves the message package.

Outputs

• Campaign implementation plan and approval packet.
• Unretained-lead segmentation and prioritization template.
• Outreach scripts and follow-up sequence.
• Daily scorecard and management cadence.
• Team launch brief.

Current Status

STATUS — 30-Day Revenue Injection

• Phase: Launched / data acquisition
• Health: Green
• Latest progress: Andrew approved launch. Internal brief sent to Yesenia and Louise requesting the Prima export, consultation capacity, tracker owner, and data-access blockers.
• Blockers: Awaiting Prima contact export and team capacity confirmation.
• Next action: Receive the revised Prima export, deduplicate and score unretained leads, then prepare Wave 1 recipient list for Andrew oversight.
• Open questions: Exact distribution of E-2 versus family unretained leads; available consultation slots; approved consultation fee/offer treatment.
• Recent artifacts: Campaign implementation plan and approval packet.

Campaign Plan

30-Day Unretained-Lead Reactivation Campaign

Goal

Collect at least $75,000 by September 9, 2026 from leads who previously called or consulted with Driggs Immigration Law but did not hire the firm.

Working mix:

• 9 E-2 engagements × $6,500 initial payment = $58,500.
• 9 family engagements × $2,000 average initial payment = $18,000.
• Total = $76,500.

Maintain at least $112,500 of qualified potential initial payments in the active pipeline.

Phase 1 inclusion criteria

Include leads who:

• Called, emailed, submitted an inquiry, or completed a consultation.
• Did not sign an engagement agreement or pay an initial fee.
• Appeared to involve an E-2 or family immigration need the firm may currently accept.
• Have usable contact information.

Priority order:

1. Completed a consultation with Andrew but did not hire.
2. Spoke with Andrew or Yesenia but did not schedule/complete a consultation.
3. Submitted an inquiry and received a response but stopped engaging.

Exclude:

• Current or former clients.
• Referral-only contacts.
• Leads who hired another firm when known.
• Poor-fit matter types.
• Duplicate records, hostile contacts, and anyone who opted out or requested no further communication.

Required Prima fields

Lead ID; first/last name; email; phone; preferred language; inquiry date; consultation date; matter type; lead status; disposition/lost reason; last contact date; assigned owner; notes; referral source; do-not-contact indicator.

Priority score

Score each lead 0–2 on:

• Recency.
• E-2/family fit.
• Prior engagement depth.
• Evidence of readiness or urgency.
• Ability/readiness to pay based only on existing factual records, without discriminatory assumptions.

8–10 = Priority A; 5–7 = Priority B; 0–4 = exclude or later nurture.

Approval-draft outreach

Andrew personal message — completed consultation

Subject: Checking in

Hi [First Name],

I wanted to check in personally. We spoke previously about [general matter type], and I wondered whether your plans or circumstances had changed. If you are still considering moving forward, my office can arrange a conversation to review where things stand and determine the appropriate next step.

If you would like to reconnect, reply here and Yesenia will coordinate a convenient time.

Best,

Andrew Driggs

Staff message — prior inquiry or call

Subject: Would you like to reconnect with Driggs Immigration Law?

Hello [First Name],

You previously contacted Driggs Immigration Law regarding [general matter type]. We are checking in to see whether you still need assistance or whether your circumstances have changed.

If you would like to reconnect with our office, reply to this email or contact us at [approved contact information]. We can help coordinate the appropriate next step.

Sincerely,

Yesenia Cervantes

Driggs Immigration Law

Follow-up — day 3

Hello [First Name], I wanted to follow up on my recent message. If you would like to reconnect with our office, reply here and we will arrange the next step. If the timing is not right, no response is necessary.

Final follow-up — day 7

Hello [First Name], this is our final check-in regarding your prior inquiry with Driggs Immigration Law. If you would like to reconnect, please reply and we will help coordinate the appropriate next step.

Response handling

• Interested: respond promptly during business hours and schedule the appropriate next step.
• Unsure: ask one non-legal qualifying question and set a dated follow-up.
• Not interested or hired elsewhere: close the campaign status and stop the sequence.
• Legal question: route to Andrew; staff does not provide legal advice.
• Complaint or sensitive issue: pause campaign contact and escalate to Louise and Andrew.

Daily metrics

• Eligible leads identified.
• Leads contacted.
• Replies and meaningful conversations.
• Consultations booked and completed.
• Engagement letters sent and signed.
• Expected initial payments and cash collected.
• Active pipeline value and gap to $75,000.

Launch sequence

Day 0: export only unretained leads; deduplicate, segment, score, and reserve consultation capacity.

Day 1: Andrew sends personal messages to top completed consultations; staff sends first Priority A wave.

Day 2: staff sends remaining Priority A and highest Priority B contacts.

Day 3: first follow-up to nonresponders.

Day 7: final follow-up and forecast review.

Days 8–30: consultation, engagement, payment, and targeted reactivation follow-up.

Controls

• No referral campaign in Phase 1.
• No current/former-client cross-selling in Phase 1.
• No promises, discounts, or artificial urgency.
• Honor opt-outs and protect confidential information.
• Confirm applicable professional-responsibility and solicitation requirements before client outreach.
• Record substantive communications in Prima.

Team Instructions Checklist

Team Instructions — Unretained-Lead Reactivation Campaign

Goal: Collect at least $75,000 by September 9, 2026.

Phase 1 audience: Leads who previously called, emailed, submitted an inquiry, or consulted with Driggs Immigration Law but did not hire.

1. Data Export — Yesenia

• ☐ Export unretained leads from Prima.
• ☐ Include leads who completed a consultation but did not hire.
• ☐ Include leads who spoke with Andrew or Yesenia but did not complete a consultation.
• ☐ Include leads who submitted an inquiry, received a response, and stopped engaging.
• ☐ Include available fields: lead ID, name, email, phone, preferred language, inquiry date, consultation date, matter type, lead status, lost reason, last contact date, owner, notes, referral source, and do-not-contact status.
• ☐ Exclude current clients.
• ☐ Exclude former clients and referral-source outreach.
• ☐ Exclude poor-fit matters, duplicates, opt-outs, and do-not-contact records.
• ☐ Deliver the export to Agent Maxwell Smart.
• ☐ Report missing fields or Prima export limitations.

2. Capacity and Reporting — Louise

• ☐ Confirm available E-2 consultation capacity for the next 30 days.
• ☐ Confirm available family consultation capacity for the next 30 days.
• ☐ Designate the person responsible for updating the tracker daily.
• ☐ Confirm how initial payments and collections will be verified.
• ☐ Confirm the daily review time.

3. Data Preparation — Agent Maxwell Smart

• ☐ Confirm receipt of the Prima export.
• ☐ Preserve the original export as source data.
• ☐ Remove duplicates.
• ☐ Remove excluded and do-not-contact records.
• ☐ Categorize each eligible lead as E-2, family, or other.
• ☐ Score each eligible lead for recency, fit, engagement depth, readiness, and available payment indicators based only on existing factual records.
• ☐ Create Priority A and Priority B lists.
• ☐ Prepare the proposed Wave 1 recipient list.
• ☐ Identify missing information and operational blockers.

4. Pre-Outreach Review — Andrew and Agent Maxwell Smart

• ☐ Review the Priority A recipient list.
• ☐ Identify leads requiring Andrew’s personal outreach.
• ☐ Confirm the final message variants.
• ☐ Confirm professional-responsibility and solicitation requirements.
• ☐ Confirm consultation slots are reserved.
• ☐ Authorize Wave 1 release.

5. Outreach Execution — Yesenia

• ☐ Send approved Wave 1 messages.
• ☐ Record the outreach date, channel, and message version in the tracker.
• ☐ Respond promptly to interested leads during business hours.
• ☐ Schedule appropriate consultations.
• ☐ Send Day 3 follow-ups to eligible nonresponders.
• ☐ Send Day 7 final follow-ups to eligible nonresponders.
• ☐ Stop outreach immediately for opt-outs, complaints, or known hired-elsewhere leads.
• ☐ Escalate legal questions to Andrew.

6. Consultation, Engagement, and Collection

• ☐ Complete each scheduled consultation.
• ☐ Record consultation outcome.
• ☐ Send engagement agreement promptly when appropriate.
• ☐ Track signed agreements.
• ☐ Track expected initial payment.
• ☐ Confirm actual payment received.
• ☐ Open the matter in Prima after engagement and payment requirements are met.

7. Daily Scorecard — Louise

• ☐ Eligible leads identified.
• ☐ Leads contacted.
• ☐ Replies received.
• ☐ Meaningful conversations.
• ☐ Consultations booked.
• ☐ Consultations completed.
• ☐ Engagement agreements sent.
• ☐ Engagement agreements signed.
• ☐ Expected initial payments.
• ☐ Cash collected today.
• ☐ Cumulative cash collected.
• ☐ Active pipeline value.
• ☐ Remaining gap to $75,000.
• ☐ Blockers and required decisions.

8. Campaign Completion

• ☐ Confirm final cash collected by September 9, 2026.
• ☐ Document conversion rates by segment and message.
• ☐ Record lessons and improvements.
• ☐ Move nonresponsive eligible leads to an approved future nurture process.
• ☐ Present final campaign report to Andrew.

Launch Approval

Decision — Campaign Launch Approved

• Date: 2026-08-10
• Approver: Andrew Driggs
• Decision: Approved for launch.
• Goal: Collect at least $75,000 by September 9, 2026.
• Approved working mix: 9 E-2 engagements and 9 family engagements.
• Approved scope: Internal team launch, Prima export request, contact segmentation and prioritization, and preparation of outreach waves. Client-facing outreach remains subject to recipient-list and compliance controls in the approved plan.
• Launch email: Sent to Yesenia Cervantes and Louise Smith, with Andrew copied.
• Gmail message/thread ID: 19fec607e4d4d510

Phase 1 Scope Decision

Decision — Phase 1 Narrowed to Unretained Leads

• Date: 2026-08-10
• Approver: Andrew Driggs
• Decision: Begin with reactivation only.
• Included: Leads who called, inquired, or consulted but did not hire.
• Deferred: Referral campaign and former-client cross-selling.
• Revenue goal remains: $75,000 collected by September 9, 2026.