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LEAD-GEN — SOVEREIGNTY COMMUNITIES AND COMMERCIAL TIER

Status: DRAFT v1.0

Created: 2026-09-25

Author: Evelyn Caro

Basis: ICP v2.0 — Built from Portfolio as Evidence of Capability

Note: Operational document. Derives from ICP. Revise as ICP revises.

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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”

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Copyright © Evelyn Caro, September 25, 2026.

All rights reserved.

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