OMEGA COUNSEL · SALES BRIEF
Prepared for Marin
Business Development & Client Relations Intern
A field guide for thoughtful, high-frequency outreach to immigration firms.
01 / YOUR ROLE
How you’ll build the relationship
Run outbound calls, email, and LinkedIn. Each touch moves a firm one step closer, so that when a case comes up, Omega Counsel is who they call. Warm leads receive a relevant, specific follow-up; check-in calls open a low-pressure conversation about caseload, bandwidth, and current needs.
A win looks like
• A scheduled intro call with Jack: email captured and booked directly.
• A scoped single project, such as a flat-fee brief or motion.
• A confirmed “call me when it comes up” with a clear next-touch date.
Flag anything time-sensitive to Jack and Evelyn immediately.
02 / OPERATING SYSTEM
I
Phone
Get past the gate, confirm who to talk to, and occasionally reach the attorney. A good assistant conversation is a full win.
II
The channel firms actually respond on. Every call reached or not ends in an email the same day.
III
A parallel touch. Connect and follow up with the same specific point you made on the call or in the email.
Daily workflow
Warm leads first. Work the check-in list. Log every call with the outcome and follow-up date. Keep LinkedIn short and specific. Flag anything time-sensitive the same day. Before signing off, record exactly who needs the next touch so nothing goes cold.
03 / PRICING & THE OFFER
Most firms will want to do flat-fee or hourly. Monthly retainers save them money (Jack puts extensive attention towards briefs and ends up costing firms more), and lets them roll over un-used credits.
Start with a scoped project
Pre-Hearing and BIA briefs $1,000–$1,700 · memoranda $700–$1,000 · country conditions research $500 · petitions, motions, and responses $500–$1,500. 50% is due upfront; 50% upon completion.
The main offer
$5,000/mo flexible credit for variable work; unused amounts carry forward. Most firms will want to choose this offer because it gives them the bandwidth to delegate their legal writing to us without having to pay for multiple projects or worry about billable hours. $6,000/mo monthly retainer for up to 40 hours of any service (the primary offer), effective at $150/hr. Retainers are paid in full upfront.
04 / YOUR RESOURCE LIBRARY
The sales script, outreach templates, and service offering are organized here as working PDFs. Add each finalized file to its card before sharing this page with the team.
05 / HOW TO TALK ABOUT IT
The conversation
Keep it about their caseload, bandwidth, and deadlines not us. Do not hard-sell urgency. Take one clear yes at a time. A retainer should feel like the natural conclusion of what they’ve already told you.
Non-negotiable
No cursing. Absolutely nothing unprofessional. Speak as if you are representing your own business. Never misrepresent a lead, a reply, or an engagement only describe exactly what happened.
IF IT COMES UP
“We operate as the attorney of record’s contract counsel, all work stays under your firm’s supervision and privilege.”