Prepared for Christopher P. Finney · Finney Law Firm, Cincinnati

A research and outreach plan for Finney Law Firm.

The list shows the research format. This page explains how I would build a careful monthly system around Finney's counties, property types, board-of-revision work, and approval rules.

General calendar note: a tax-year 2026 board-of-revision complaint is ordinarily due by March 31, 2027, or the later close of first-half collection. Each county, parcel, owner, prior filing, and eligibility point still needs checking.

1 · The offer

Each cycle, I would build a small, verified batch of Ohio valuation leads around the counties and property types you approve — the volume the evidence supports, not a fixed count.

Evidence first. Each row records the current county-auditor value, contrary evidence, current owner, source, confidence, and any gap still open.
Clear limits. A research lead is not called a case, a filing recommendation, or a likely property tax reduction.
Your approval before outreach. You approve the audience, wording, sender, source disclosures, advertising language, and contact route. Nothing goes out first and gets reviewed later.
Requests, not automatic bookings. Interested owners can request a conversation through the route you approve. Wiri checks and confirms each request.

Targeted owner outreach starts only after Finney approves the ethics and advertising approach. That includes the audience, sender, source of each lead, wording, required labels, and how responses are handled.

Quality guarantee. Any delivered lead that fails the agreed evidence standard is replaced free in the next batch. This covers research quality only — never replies, calls, clients, or outcomes.

2 · How the outreach treats owners

Same-thread researched outreach, not a blast. Each touch is one researched note to one owner, in one thread.
Fresh research before every touch. Numbers are re-checked against the live county record before anything is sent.
Follow-ups spaced farther apart over time. A short sequence that slows down; silence ends it.
Permanent opt-outs. One request removes an owner from every future batch, forever.
Small verified lists over big burned ones. Fewer owners, each provable, beats a large list fired once.
Pool refreshes each cycle. Every batch is researched fresh; stale rows never carry forward unchecked.

3 · The arithmetic and return chain

The useful model starts with your own inputs. It does not assume replies, meetings, clients, or revenue.

A model to complete with your real operating numbers.
Input	How it is used
Approved leads	How many verified owners meet the rules you set?
Approved outreach	How many may be contacted under the ethics and advertising process you approve?
Interested responses	How many ask to discuss their county-auditor value?
Completed consultations	How many requested conversations actually take place after human scheduling?
Close rate	What share becomes a matter after your own conflicts and qualification checks?
Average engagement value	Potential engagement value = completed consultations × close rate × your average engagement value.

When the chain fills. The first 16 are live now. The next release lands in December, when Delaware County posts its certified 2026 values and the held-back parcels can be called honestly — one way or the other. From there the chain runs into the January–March filing window, when owners are looking at their new assessments and your season is at its busiest. Early batches are smaller by design: the volume grows as the evidence does.

This is a planning chain, not a forecast. Results depend on evidence quality, your approvals, response, conflicts, qualification, and legal judgment.

4 · How month one would run

Set the rules. Confirm counties, property types, minimum evidence, capacity, contact methods, and advertising requirements.
Build and check. Research candidate properties. Independently recheck the strongest rows and a random sample.
Approve before contact. Finney reviews the audience, facts, wording, sender, and disclosures. No owner outreach starts without that approval.
Learn from real results. Track page visits, form replies, call requests, completed calls, and outcomes. Change the weak step rather than making promises.

5 · A few questions for a useful first month

These answers set the research rules and let us complete the model with your numbers.

Please do not include client names or confidential case details. Share only general practice preferences and planning numbers.

6 · Request a short call

Fifteen minutes to compare the process with Finney's actual counties, capacity, and approval rules. Weekday afternoons, 2–5 PM Eastern.

This is a time request, not a reservation. Wiri will check it, confirm by email, and then send the Google Meet link.

Request a time