Lead Flow

Source of truth for how leads enter, convert, and resolve. Owned by Pete, mirrored on bridge /lead-flow.

Where leads come from (today, UK trades pilot)

Source	Status	Volume target
Katie's cold calls	LIVE from 2026-06-22	40-50 dials/day
Brother pilot referrals	Pending Day-7 feedback	Word-of-mouth
Direct site / Carrd UK page	Built, low traffic	Opportunistic

Where leads come from (archived US Audit motion)

Source	Status
Apollo scrape (medical practices)	DORMANT
Google Maps scrape (lead-scraper.js)	DORMANT
Cold email F0 (variants a/b/c)	DORMANT
Cold email F1 (follow-up)	DORMANT
Polly cold-pitch outbound	DORMANT

Conversion path — UK trades (the main one tomorrow)

1. Katie dials → live conversation → YES
2. Captures details in Call Log → posts to Matt
3. Matt clones Polly + buys 2nd UK number (Option A) within the hour
4. Test call from Polly to the trade — they hear it work on their own number
5. Trade dials forwarding code → Polly is live on their missed calls
6. Day 6 → Matt SMSes payment prompt → YES = Stripe link → live customer
7. Day 30 → renewal anniversary, churn check

Conversion path — original US (paid Cal.com flow)

1. Direct site or cold email → CTA
2. Cal.com paid audit event ($999, 30-min) → Stripe checkout → webhook
3. Webhook posts to bridge /api/cal-webhook → schedules Polly outbound at slot time
4. Polly runs the discovery (mode discovery) → 48h audit report (report.js → email.js)
5. Customer reviews report → upsell to build engagement ($3-5K)

Outcomes

• ✅ Audit report delivered (US)
• ✅ Pilot live → £99/mo recurring (UK)
• ✅ Build engagement closed ($3-5K, US)
• ❌ Opt-out — STOP via SMS or email reply → opt-outs.json

See also

• Diagram — full Mermaid flowchart of every entry point and surface
• Polly — the assistant on the receiving end
• Bridge service — the wiring that connects it all

Maintenance rule

When any of the following change, update both this file AND /opt/yourevenings/bridge/src/lead-flow.js:

• A new entry point added
• A Polly mode added/renamed
• A Stripe product changed
• Cal.com event added/renamed
• An outbound channel paused

Then rebuild the bridge.