leadgen_v1:
principle: > Lead-gen is the operational bridge between the ICP and the first engagement. The ICP defines who qualifies. This document defines how to find them, reach them, and convert them.
input: “ICP — BUILT FROM PORTFOLIO AS EVIDENCE OF CAPABILITY.md (v2.0)” status: “DRAFT v1.0”
# ———————————————————- # SEGMENT 1 — GENEALOGY AND LINEAGE NONPROFITS # Priority: HIGHEST — already validated by meeting # ———————————————————-
segment_1_genealogy: priority: “HIGHEST” rationale: “Cynthia Evans meeting held Aug 28 2026. Offer documented. No response yet.”
target_organizations:
- name: "10 Million Names"
status: "MEETING HELD — awaiting response"
contact: "Cynthia Evans, Research Director"
source: "~/Repos/Mirror-Project/meeting with cynthia/"
next_action: "Follow up — meeting was Aug 28, email Aug 29, no response as of 09/25"
offer: "Free RAG pipeline build for existing data. Path B volunteer documented."
partners: "Harvard, American Ancestors, ABC News, Georgetown"
- name: "American Ancestors"
status: "Named as 10 Million Names partner — separate licensing conversation"
source: "10M_Names_Response_Final_2026-08-24.md"
next_action: "Hold until 10 Million Names responds — do not approach independently"
- name: "Freedmen's Bureau Records Project"
status: "NAMED in provenance — outreach queued"
source: "MIRROR_PROVENANCE_v3.5_2026-07-04.md lines 63, 74, 83"
next_action: "Begin outreach — named as next step in provenance"
- name: "Community archives serving FBA and Freedmen"
status: "Segment defined, specific orgs not yet named"
next_action: "Identify by searching genealogy nonprofit directories"
lead_sources:
- "Genealogy nonprofit directories"
- "National Genealogical Society member list"
- "African American genealogy societies"
- "Harvard / Georgetown / ABC News partner pages (per 10M Names partners)"
- "Cynthia Evans referral network"
contact_path:
- "Research Director or Executive Director"
- "Digital infrastructure lead if exists"
- "Cynthia Evans as warm referral for others in her network"
outreach_sequence:
step_1: "Follow up with Cynthia Evans — check in, no pressure, restate offer"
step_2: "If no response in 2 weeks, send a short nudge with a specific ask"
step_3: "If still no response, approach Freedmen's Bureau Records Project independently"
step_4: "Use any 10M Names progress as a credential for the next approach"
qualification_questions:
- "Do you have a database of fragmented records that need connecting?"
- "Is data sovereignty a concern for your community?"
- "Would you accept a free pipeline build with no obligation?"
- "Would you grant a testimonial and reference if the build succeeds?"
success_criteria:
- "One deployment — RAG pipeline built for a genealogy nonprofit"
- "Signed testimonial"
- "Named reference"
- "Case study written with permission"
# ———————————————————- # SEGMENT 2 — LAW FIRMS # Priority: HIGH — Kott proposal, ABA + EY links # ———————————————————-
segment_2_law_firms: priority: “HIGH” rationale: “Dr. Kott proposal 09/25/2026. ABA + EY links provided. Not yet owner-validated.”
target_profile:
size: "20-150 attorneys"
practice: "Litigation, regulatory, compliance, or IP"
geography: "DMV first — DC, Northern Virginia, Maryland"
trigger: "AI governance question from client, regulator, or insurer"
lead_sources:
- "DC Bar directory"
- "Virginia State Bar directory"
- "Maryland State Bar directory"
- "Legal press — Law.com, National Law Journal, ABA Journal"
- "LinkedIn — managing partners, GCs, practice chairs"
- "Dr. Kott / SCORE DC network"
contact_path:
- "Managing partner"
- "General counsel or outside counsel coordinator"
- "Practice chair for litigation / regulatory / IP"
- "IT or operations director if AI governance is their remit"
outreach_sequence:
step_1: "Identify 20 firms matching the profile in DMV"
step_2: "Send short intro email referencing ABA + EY AI governance concerns"
step_3: "Offer 30-minute readiness conversation — no pitch, no deck"
step_4: "Bring the portfolio — the work is the proof"
step_5: "Convert to a fixed-scope, fixed-fee readiness assessment"
qualification_questions:
- "Are attorneys at your firm using AI tools?"
- "Is there a firm-level AI use policy?"
- "Has a client or insurer asked about AI governance?"
- "Would you grant a testimonial and reference if the work succeeds?"
success_criteria:
- "One pilot — AI governance readiness assessment"
- "Signed testimonial"
- "Named reference"
- "Case study written with permission"
# ———————————————————- # SEGMENT 3 — COMMUNITY ORGANIZATIONS SERVING FBA AND FREEDMEN # Priority: MEDIUM — mission-aligned, funding uncertain # ———————————————————-
segment_3_community: priority: “MEDIUM” rationale: “Mission core. May not have budget. Offer volunteer or grant-funded builds.”
target_organizations:
- "FBA community organizations"
- "Freedmen descendant organizations"
- "Indigenous data sovereignty organizations"
- "Community archives and historical societies"
lead_sources:
- "Community organization directories"
- "MIRROR_PROVENANCE named partners"
- "Referrals from genealogy segment"
contact_path:
- "Executive Director"
- "Program Director"
- "Community archivist or historian"
outreach_sequence:
step_1: "Identify 10 organizations aligned with the mission"
step_2: "Intro email — mission alignment, no pitch, offer to build free"
step_3: "Offer to build a RAG pipeline for their existing records"
step_4: "Position as free for the community, licensed for commercial use"
qualification_questions:
- "Do you hold records that need connecting?"
- "Is data sovereignty central to your work?"
- "Would you accept a free build with no obligation?"
- "Would you grant a testimonial and reference if the build succeeds?"
success_criteria:
- "One free community deployment"
- "Testimonial from the community, not the organization"
- "Case study written with permission"
# ———————————————————- # SEGMENT 4 — ORGANIZATIONS BURNED BY CLOUD AI OR DATA LOSS # Priority: MEDIUM — derived from portfolio evidence # ———————————————————-
segment_4_cloud_burned: priority: “MEDIUM” rationale: “Portfolio AWS loss arc proves you have felt the loss. Empathy is the lead.”
target_profile:
- "Organizations that lost data to a cloud provider"
- "Organizations locked into a cloud AI vendor"
- "Organizations that cannot send data to third-party AI"
- "Organizations fearing vendor failure"
lead_sources:
- "Industry press covering cloud failures"
- "Professional networks where loss has been shared"
- "Referrals from law firms and compliance functions"
outreach_sequence:
step_1: "Identify organizations publicly affected by cloud failure or lock-in"
step_2: "Intro email — reference the AWS loss arc as empathy, not as pitch"
step_3: "Offer a sovereign AI readiness conversation"
# ———————————————————- # TRACKING # ———————————————————-
tracking: columns: - “Prospect name” - “Segment” - “Contact name” - “Contact role” - “Source” - “First contact date” - “Last contact date” - “Status” - “Next action” - “Notes” format: “Simple markdown table or CSV — start now, refine later” cadence: “Review weekly”
# ———————————————————- # METRICS # ———————————————————-
metrics: - “Qualified conversations per week” - “Proposals out per month” - “Pilots closed” - “Testimonials collected” - “References granted” - “Case studies written”
# ———————————————————- # WHAT THIS DOCUMENT IS NOT # ———————————————————-
not_claimed: - “No clients exist — none named anywhere” - “No ROI figures exist — none named anywhere” - “No testimonials exist — none named anywhere” - “Cynthia Evans has not responded — follow-up is the first action” - “Law firms are a Kott proposal, not yet owner-validated” - “This document is DRAFT v1.0 — derived from ICP v2.0”
# ———————————————————- # IMMEDIATE NEXT ACTIONS # ———————————————————-
immediate_next_actions: high: - “Follow up with Cynthia Evans — 4 weeks since meeting, no response” - “Draft follow-up email to Cynthia referencing the Aug 29 email” - “Identify first 10 genealogy nonprofits beyond 10 Million Names” - “Identify first 20 DMV law firms matching the ICP” medium: - “Build simple tracking table” - “Draft intro email templates for each segment” low: - “Review Kott’s ABA and EY links for law-firm outreach language”
sources: - “ICP — BUILT FROM PORTFOLIO AS EVIDENCE OF CAPABILITY.md (v2.0)” - “~/Repos/Mirror-Project/meeting with cynthia/” - “~/Repos/Mirror-Project/md files/community-outreach.md” - “~/Repos/Mirror-Project/md files/10M_Names_Response_Final_2026-08-24.md” - “~/Repos/Mirror-Project/md files/MIRROR_PROVENANCE_v3.5_2026-07-04.md” - “Dr. Kott email 09/25/2026” - “Handover YAML 09/25/2026”