Magnetic Energy — Outbound Marketing Stack

Phase 0 · Mandatory Implementation Gate

🛡️ Compliance Integration — Consent Before Contact

Before any additional outreach capability is built or activated, every top-of-funnel intake source must capture clear, affirmative and auditable permission for the follow-up channels actually used. Consent must be carried with the lead through the CRM, automations, dialers, messaging systems and authorized partners—not inferred from possession of contact information.

Clear Affirmative ChoiceUse a conspicuous, unchecked consent control next to plain-language disclosure covering calls, texts/SMS, email and direct messages, including automated or prerecorded technology where applicable.

Named Parties & PartnersIdentify the consumer-facing brand and describe or specifically identify authorized marketing/service partners as required. Consent cannot be silently expanded to unrelated or unidentified parties.

Evidence LedgerStore disclosure text/version, checkbox state, source/form URL, timestamp, IP/device evidence where permitted, contact fields, campaign/source IDs and downstream consent transaction history.

DNC & Suppression GateCheck federal, state, internal and channel-specific suppression requirements before outreach. Any consent-based exception must be legally valid, documented, current and scoped to the contacting party and channel.

Universal RevocationHonor reasonable opt-out or consent-revocation requests through supported channels—not only written mail—and synchronize suppression immediately across CRM, n8n, SMS, email, Voice AI, RVM and call-center systems.

Agent EnforcementCall-center and automated systems must refuse outbound marketing when consent evidence is absent, expired, revoked or outside scope. Exceptions require an approved, documented legal basis.

HARD RULE: No new outreach build-out or production activation proceeds until the consent language, evidence schema, suppression logic, partner scope, revocation workflow and agent controls have passed legal/compliance review and end-to-end testing.

Every Day

Top of Funnel — Acquisition & Activation

📊

Paid Ad Campaigns (Meta)

Top of Funnel

Facebook & Instagram lead generation ads targeting homeowners in IL (Illinois Power Savings) and nationwide (National Power Savings). Continuous daily spend with dayparting for cost efficiency.

Lead form capture → auto-import to CRM
A/B tested creative angles (power stability, bill savings, storms)
English & Spanish campaigns running in parallel
Retargeting warm audiences from prior months

📞

Call Center Outreach

Outbound Dialing

ViciDial-powered outbound calling to new leads, form fills, and pipeline prospects. Daily dials fuel the entire sales pipeline.

New lead follow-up (speed-to-lead < 1 hour)
Appointment setting for Discovery Calls
Re-engagement of aged pipeline prospects
Inbound call handling for blast callbacks

🚪

Canvasser / Door-Knock Teams

Field Outreach

Boots-on-the-ground neighborhood canvassing in target IL markets. Door-to-door teams generate high-intent leads through direct homeowner conversations and same-day Discovery Call booking.

Neighborhood canvassing in high-fit IL zip codes
Direct homeowner education on solar + battery backup
Same-day Discovery Call / appointment booking
Installs yard signs and generates referral buzz on-site

Every Week

Mid-Funnel — Nurture & Engagement

📱

Viral Social Media

Brand-building organic content across Facebook, Instagram, and TikTok. Designed to drive shares, build trust, and keep the brand top-of-mind between ad exposures.

Customer installation showcases (before/after)
Educational content (how solar + battery works)
Trending audio / viral formats adapted for solar
Storm season & power outage tie-in content

🔄

Drip Campaigns (Voice + Email)

CRM Nurture

Automated nurture sequences to CRM prospects who haven't closed yet. Keeps prospects warm and creates regular touchpoints until they're ready to buy.

Email drip: educational, testimonial, and offer rotation
Voice AI drip: periodic check-in calls from Adrianna
Segmented by pipeline stage (discovery, design, follow-up)
Goal: move prospects down the funnel → appointment

Every Month

Full-Funnel — Promotion & Retention

🚀

Monthly Blast — Special Promotion

All Leads

A "shake the tree" campaign targeting cold and stale leads across the entire database. Each month features a different limited-time promo offer designed to create urgency and re-engage dormant prospects who haven't booked a Discovery Call yet. The promo is the lure — the goal is getting them back on the phone.

Goal: Re-engage cold/stale leads → book Discovery Calls
Group 1 (large): RVM + Voice AI + Email
Group 2 (small, curated): Email only
SMS permanently excluded (opt-out risk)
Hard limit: < 2% opt-out rate
Each month = different promo & creative

🤝

Referral Request

Installed Customers

Monthly outreach to every closed/install customer asking for neighbor referrals. Installed customers are the highest-converting lead source — their endorsement carries more weight than any ad.

Targets: all customers with completed installations
Channel: email + Voice AI follow-up
Incentive: referral bonus or credit
Tracks: referral source attribution in CRM

⭐

Review Request

Installed Customers

Monthly request for Google, Facebook, and Better Business Bureau reviews from installed customers. Reviews directly improve ad performance, local SEO, and lead quality.

Targets: all customers with completed installations
Channels: Google Business, Facebook page, BBB
Review links sent via email + SMS follow-up
Boosts local search ranking & social proof

Cadence Summary

Frequency	Activity	Audience	Channel(s)	Objective
Daily	Paid Ad Campaigns	Cold audience (homeowners)	Meta (FB + IG)	Lead generation
Daily	Call Center Outreach	New leads + pipeline	ViciDial outbound + inbound	Appointment setting
Daily	Canvasser / Door-Knock Teams	Target IL neighborhoods	Field (door-to-door)	High-intent lead gen
Weekly	Viral Social Media	Organic audience	FB, IG, TikTok	Brand awareness + trust
Weekly	Drip Campaigns	Open CRM prospects	Email + Voice AI	Nurture → appointment
Monthly	Monthly Blast Promo	All leads	RVM + Voice AI + Email	Re-engage cold/stale leads → Discovery Call
Monthly	Referral Request	Installed customers	Email + Voice AI	New lead acquisition
Monthly	Review Request	Installed customers	Email + SMS	Social proof + SEO

Consumer-Facing Brands

All outbound marketing uses our consumer-facing DBAs — never "Magnetic Energy" in public-facing materials. Magnetic Energy LLC is the corporate entity for suppliers, contractors, partners, and post-installation relationships.

Illinois Power Savings

IL homeowners

support@illinoispowersavings.com

National Power Savings

Non-IL homeowners

support@nationalpowersavings.com

Outbound Marketing Stack