Josh Halpern — Halpern Law (Personal Injury)

Status: active-paying — $2K/mo (recurring) Stage: ongoing Meta ads + bad-fit lead exclusion work Decision maker: Josh Halpern (firm owner, PI lawyer) Stripe customer: cus_UHugnvSR1Y5JZV Started: 2026-04-06 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

• Analysis: https://analysis.cynthiaconcierge.com/josh-halpern
• Vault: ~/vault/clients/josh-halpern/
• Bad-fit sync service: ~/services/josh-halpern-bad-fit-sync.js
• Existing artifact: bad-fit-exclusion-audience-plan.md (in this folder)

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