Client Reports

Elite Immigration Law had a productive week with two active workstreams closing to good outcomes and one high-stakes filing coming into its final days. Yolanda and the team advanced the Torres I-130 file substantially — birth certificate translation received, updated employer letter still outstanding as of Friday. The filing deadline is Monday Aug 4 which puts us three business days from execution. Marcus led the Patel RFE evidence gathering; documents from the employer are in, waiting on two prior W-2s from the client (David reached out Friday and expects them Monday). The team held the weekly L10 on Tuesday and solved the "attorneys emailing outside Clio" issue by adding a Clio-first requirement to the intake SOP with a 30-day review to check adherence. Scorecard: 4 measures green, 2 yellow (case turnaround, initial-consult booking rate), 0 red. Rock status: 3 of 4 on-track; the "document-checklist standard" Rock remains off-track pending the Torres file post-mortem. Next week: file Torres by Monday, ship Patel RFE by Thursday, run the deferred document-checklist Rock review on Friday. Overall health: green with a Monday-morning yellow flag on Torres.

Harbour Insurance Group had a mixed week — solid execution on the umbrella cross-sell campaign, real problems on the renewal pipeline. Dana and Marcus bound 2 more umbrella policies this week (running total 4 of 8 targeted for the Rock), and the campaign's HubSpot sequence is performing above baseline on open and reply rates. On the other side of the ledger, three renewals are now inside the 30-day window without carrier quotes started — commercial auto for Meridian, GL for Bay Coffee, WC for Elk River. Meridian in particular has emailed twice this week asking for status and the second email hasn't been answered as of Friday afternoon. Applied Epic API sync remains blocked; the vendor timeline pushed to late September which means the Rock will not complete this quarter and needs to be moved back to the Issues List for the next L10. Producer hiring is progressing well: two interviews scheduled for next week for the second commercial-lines seat. Scorecard: 5 measures green, 2 yellow (renewals quoted 60+ days out, avg quote turnaround), 1 red (Meridian email response time). Rock status: 2 on-track, 1 off-track, 1 complete. Health: yellow — leading indicator that the renewals process is fraying under the producer capacity constraint. Recommended action for next week: block 4 hours Monday morning to work the three at-risk renewals; call Meridian directly.

Pacific Marketing had a strong week — the best in the trailing 60 days on almost every measure. Bluewave Realty's renewal conversation went well: the client agreed to a revised smaller retainer ($4,200/mo instead of $6k) with a scoped SEO + one paid channel package. This is a retention win at 70% of prior value and unlocks Jordan's time for new business development. The paid media specialist offer was accepted with a start date of August 24 which resolves the delivery capacity Rock ahead of schedule. Coastal Dental's campaign relaunch is performing at 1.4x plan and Jordan is pitching the client on a scope expansion into paid social. On the harder side: overdue deliverables count remains at 4 (all on the Meridian Fitness account) and the Meridian relationship needs a real conversation this coming week — the account is at risk of churn if the delivery pattern continues. Scorecard: 7 measures green, 1 yellow (overdue deliverables), 0 red. Rock status: 3 on-track, 1 complete (onboarding SOP shipped). Health: green with a specific action item on Meridian Fitness. Recommended for next week: call Meridian principal directly Monday, run a 90-min account rescue session Tuesday, resume normal cadence by Wednesday.