Portfolio/Josh Halpern — Halpern Law (Personal Injury)Wednesday, April 29 at 8:59 PM EST
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Paid media· started ~2026-04 (· $2.0k/mo

Josh Halpern — Halpern Law (Personal Injury)PAYING

Josh Halpern (firm owner) · Last touched 2d ago
Open analysis →Review 1 action →
North starCost per qualified PI lead. Less waste on people who'll never sign as cases.
Status
active paying
Pending actions
1
review below
Analyses shipped
2
latest 2026-04
Last touched
2d ago
Current snapshot
Paying $2K/mo via Stripe (since 2026-04-06). Meta ads + bad-fit exclusion audience automation running.
Top of mind
1 pending
ops01Add daily briefing failure alert
JH-WK17-03
Expected
zero missed briefings
Cost
1 hr setup
Severity
high
  • channel: ops
  • expected: zero missed briefings
  • cost: 1 hr setup
  • severity: high
  • reason: Briefing email is the standing client-facing rhythm. If the cron silently fails Josh notices before we do. Need a Slack alert on failure.
Analyses
Josh Halpern Law — Lead Quality Analysis (2026-04)
2026-04 · josh-halpern-2026-04-source.md
Josh Halpern — Bad-Fit Exclusion Audience Plan
— · bad-fit-exclusion-audience-plan.md
Recent activity
2026-04-28
2026-04-28
### [milestone] Subfolder layout normalized + analysis source archived Added analyses/data/notes subfolders. Moved `bad-fit-exclusion-audience-plan.md` → analyses/. Created `analyses/josh-halpern-2026-04-source.md` archiving the published a…
—
~2026-04 (exact date in commit history)
### [milestone] First paying client of the 60-day sprint Josh became the first $5K/mo paying customer toward the 100-customer goal. ### [analysis] Bad-fit exclusion audience plan Plan drafted at `bad-fit-exclusion-audience-plan.md` — strate…
Vault README

Josh Halpern — Halpern Law (Personal Injury)

Status: active-paying — first paying client of the 60-day sprint Stage: ongoing Meta ads + bad-fit lead exclusion work Decision maker: Josh Halpern (firm owner) Started: ~2026-04 (first paying client per memory) Last touched: active

Profile

Personal-injury law firm running Meta ads for case lead-gen. We manage the ad account end-to-end: creative, audiences, optimization, daily reporting. Volume is high enough that bad-fit leads are a real cost — work focuses on tightening targeting + exclusion audiences so spend goes toward qualified PI cases (not everyone clicking "I was in an accident").

What we're doing for them

  • Meta ads management (creatives, audiences, budget pacing)
  • Bad-fit lead exclusion audience builds (see bad-fit-exclusion-audience-plan.md)
  • Daily 8am EST briefing email (FB ads, leads, convos, proposed actions — per paying-clients-briefing.md memory)
  • josh-halpern-bad-fit-sync PM2 service syncs bad-fit signals from CRM → exclusion audience

North star for this engagement

Cost per qualified PI lead. Less waste on people who'll never sign as cases.

Context links

Open threads

  • Bad-fit exclusion audience plan execution (see file)
  • Daily briefing cadence — verify it's firing reliably

How they like to communicate

  • Daily 8am EST briefing email (the standing rhythm)
  • Ad-hoc questions via direct message