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Client-Interaction.md

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02-Outreach/Client-Interaction.md

  1. ---
  2. type: outreach-play
  3. scope: 02-Outreach
  4. outreach_type: "Partner Tier Upgrade"
  5. tags: [outreach, client-interaction, partner-outreach]
  6. created: 2026-06-23
  7. updated: 2026-09-28
  8. aliases: ["Partner Tier Upgrade", "Partner Outreach", "Partner Conversion", "Partner-Outreach"]
  9. ---
  11. # Client Interaction (Partner Tier Upgrade)
  13. **Internal campaign name: `client-interaction`** (per the Client Interaction Tracker, since 2026-07-24). The Bitrix funnel was renamed **Partner Tier Upgrade** (2026-08-06 vault sync; same categoryId 24; formerly "Partner Outreach"). Its census key is `partner_outreach`.
  15. The purpose: convert high-value [[Retail]] clients who already spend at partner levels (at or above the $2,500 Palladium floor, lifetime) into enrolled Partner Program clients, and give existing partners a touch when they cross into a higher tier. These are accounts that buy like a [[Palladium-Partner]] or [[Platinum-Partner]] but haven't been formally tiered yet. Sequenced LinkedIn-first (research + connection), then email, then a gift mockup, then continued reach-outs toward a touch-point call.
  17. This play maps to the Bitrix **Partner Tier Upgrade** funnel (categoryId 24). The original design sequence: LinkedIn Research & Connection → 1st Reachout → 2nd Reachout → Need Artwork/Mockup → Gift Mockup Sent → 3rd/4th Reachout → Client Approved → Gift Sent/Delivered → Client Replied → Qtly Touch-Point Scheduled → Deal won. Most of the reachout stages have since been retired from the funnel; the live stage names are `STAGE_NAMES["24"]` in `07-Automation/partner_pipeline/stages.py`, and the retired ones stay named in `RETIRED_STAGE_NAMES`.
  19. ## Source / scope
  20. - Intake: a Plinth customer export, filtered to lifetime value at or above the partner floor and deduped against the live cat-24 funnel (2026-06-23). The net-new candidates were seeded as stubs in a separate intake folder (since flattened; all stubs now live in `03-Clients/client-stubs/`).
  21. - Rows below the bar dropped; confirmed dups already in the funnel removed; one candidate kept despite a likely-dup flag (Matt's call, 2026-06-23). See [[LEDGER]]. (The cleaned candidates workbook is not included in this repo.)
  22. - Tier mapping: all from the [[Retail]] baseline group. Stubs are seeded but **not yet enriched**: run the `client-enrich` skill to populate each `## Research` section.
  24. ## Target list
  26. Every stub with a Partner Tier Upgrade block in `outreach_pipelines`, showing the block's live fields. Highest order count first.
  28. ```dataview
  29. TABLE WITHOUT ID file.link AS "Client", company AS "Company", user_group_correct AS "Tier", outreach_pipelines.partner_outreach.stage AS "Stage", outreach_pipelines.partner_outreach.status AS "Status", outreach_pipelines.partner_outreach.entered AS "Entered", outreach_pipelines.partner_outreach.last_touch AS "Last Touch", total_orders_count AS "Orders"
  30. FROM "03-Clients/client-stubs"
  31. WHERE outreach_pipelines.partner_outreach
  32. SORT total_orders_count DESC
  33. ```