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.