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Affiliate outreach library

Compliant scripts that actually convert.

Every script below has been reviewed for compliance with Thompson Coburn's advertising guidelines and state bar solicitation rules. Use them verbatim, or adapt within the guardrails. Never go outside them.

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Compliance first

You may never claim a specific refund amount for a specific prospect, guarantee approval, or represent yourself as a legal service provider. Lead with the opportunity and hand off to Thompson Coburn. Violating these rules is the fastest way to lose affiliate status.

Phone sequence 1. Opening call 2. Voicemail 3. Follow-up call 4. Objection handlers

Phone sequence

Use for mid-to-high value prospects (estimated $500K+ exposure). Cold phone converts at 3-5x cold email for this audience if executed properly. Key: earn the right to the next sentence every 15 seconds.

Opening cold callPrimary
~90 seconds · Target: CFO, Controller, Owner
You (pattern interrupt)
"Hi {Name}, this is {Your Name} — I know I'm calling out of the blue. Is this a terrible time or just a bad one?"
Why it worksMost cold callers open with "How are you today?" and get hung up on. This earns a laugh or a micro-commitment. Either response gets you 30 seconds.
You (permission + relevance)
"I'll be brief. I help mid-market importers recover tariff overpayments after the Supreme Court ruling in February. Your company shows up on our list of importers that likely paid IEEPA duties on shipments from {country}. I wanted to give you 30 seconds on what's happening so you don't miss the window. Can I?"
They say — "Go ahead"
You (the pitch, 30 seconds)
"Quick version. In February, SCOTUS ruled the IEEPA tariffs the Trump administration imposed in 2025 were unconstitutional. CBP is now refunding duties on qualifying entries through a system called CAPE. The catch: deadlines are running — protest windows are 180 days per entry, and the cleanest path to a full refund is litigation at the Court of International Trade. A Top 100 law firm called Thompson Coburn is handling these cases. I work with them as a referral partner. They'll review your import records at no cost and tell you what you're likely owed. Does it make sense for me to set up that conversation?"
Listen forInterest signals: "How does it work?" / "What's the cost?" / "Send me info." Resistance: "We already have counsel" / "Not interested" / "Send to my assistant."
They say — "Send me more information" (most common)
You (close the loop)
"Happy to. Two quick things before I send it: one, the eligibility review from Thompson Coburn is free, so there's no cost to finding out if you qualify. Two, is email {their email} still the best for you, or should I send it somewhere else? I'll send a short summary and the intake link today, then check back Thursday to see if you had questions. Sound good?"
Why "check back Thursday"Specific day = commitment. Open-ended "follow up soon" fails. Always book the follow-up on the first call.
Voicemail scriptIf no answer
20-25 seconds · Leave every time
You
"Hi {Name}, {Your Name} calling about the Supreme Court ruling in February that struck down the 2025 IEEPA tariffs. Your company shows up as a likely affected importer. I'm with a firm called Thompson Coburn filing refund claims. No cost to find out what you're owed. I'll send a quick email as well. My number is {your number}, again {your number}. Worth a two-minute call."
RuleState your number twice, slowly. Most voicemails fail because the number gets lost.
Follow-up call (after email sent)Day 3-4
45 seconds · Re-engage without being pushy
You
"Hi {Name}, {Your Name} again — I sent you a note Tuesday about IEEPA refund claims through Thompson Coburn. Didn't want to let it fall through the cracks because the protest deadlines are actually real. Three questions, and I'll take any as a no: should I send this to someone else on your team, is the timing just bad, or do you want me to line up a quick call with the attorneys?"
Why the triple-option closeGives the prospect three easy outs that all advance the conversation. Asking "did you see my email?" is a guilt-ask — this is a utility-ask.
Objection handlersReference
Never argue · redirect to value
"We already have legal counsel."
You
"That's good to hear. Does your current counsel have an active IEEPA tariff refund practice with cases on file at the Court of International Trade right now? Thompson Coburn does, and they often collaborate with existing counsel. Worth a 10-minute intro call to see if there's value in coordinating?"
"We're too small for this."
You
"The threshold for a meaningful claim is around $100K in IEEPA duties paid, which maps to roughly $500K-$1M in imports over the year. Is that ballpark your company, or well below? If you're not sure, the review is free — worst case, you find out definitively."
"What does this cost?"
You
"Eligibility review is free. If you qualify and choose to proceed, Thompson Coburn charges a $10,000 engagement fee to file your case, and a 20% contingency on the actual refund when it hits your bank. If nothing recovers, the only money out is the engagement fee. On a $500K refund, you keep $390K net of fees."
"Is this legit? Sounds like scam territory."
You
"Fair question — you should check it. The Supreme Court ruling is public: Trump v. V.O.S. Selections, Inc., February 20, 2026. Thompson Coburn's trade practice publishes the active case tracker on their website. CBP's CAPE refund system launched April 20. Before we go further, I'd actually want you to verify all of that independently. Ready when you are."
Why this winsInviting verification is the opposite of a scam move. CFOs respect it. Send them the links after the call.
5-email sequence 1. Cold opener 2. Value drop 3. Deadline 4. Breakup 5. Revival

Email sequence

Five-email sequence over 18 days. Under 100 words each. No decorative formatting. Plain text converts 2-3x better than designed templates for B2B cold outreach to finance leaders.

LinkedIn sequence

Connection + follow-up pattern. Conservative send volume (20-25 new connection requests per day per account) protects your LinkedIn account. Connection acceptance rate for this audience runs 20-35% with these notes.

Social content

Organic posts for LinkedIn, X, and professional communities. Zero hype, high signal. These are the posts that generate inbound. Publish 2-3 per week during active campaign periods.

Dos and don'ts

These are not suggestions. Violating any of the "don'ts" will result in affiliate termination. Thompson Coburn's compliance team monitors affiliate activity. This protects everyone.

Do

  • Lead with the SCOTUS ruling and let it do the heavy lifting
  • Say "likely applies" or "may qualify" — never "you qualify"
  • Refer every specific legal or dollar-amount question to Thompson Coburn
  • Use the dollar ranges from the calculator as illustrations, not promises
  • Send prospects to your intake page to start the review
  • Follow up a maximum of 4-5 times per prospect across channels
  • Respect opt-outs immediately and permanently
  • Identify yourself as an Opscale Exchange affiliate, not as legal counsel
  • Keep written messaging compliant with CAN-SPAM, TCPA, and state bar rules
  • Send disclosures and engagement letters from Thompson Coburn — never from you

Don't

  • Claim a specific refund amount to a specific prospect ("you'll get $X")
  • Guarantee approval or claim a case is a "sure thing"
  • Represent yourself as an attorney or legal service
  • Collect payment from clients directly — ever
  • Run paid ads without pre-approval on creative
  • Send from shared domains, burner domains, or spoof identities
  • Use fabricated urgency ("only 5 slots left") — the real urgency is enough
  • Scrape LinkedIn with bots, buy email lists, or use unapproved scraping tools
  • Make claims about the Supreme Court ruling that go beyond the actual ruling
  • Contact prospects after they've opted out or referred to Thompson Coburn directly
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Final reminder

The compliance rules aren't bureaucratic. They protect the program's legal standing. If the Thompson Coburn partnership dies because an affiliate made a misleading claim, nobody earns anything. Stay inside the guardrails and the program is durable. Step outside them and you lose your seat.