Reference Library

The underlying knowledge base the chatbot draws from. 7 documents, always up-to-date with what\'s shipped.

O1DMatch — Internal Decisions & Product Signals (RAG)

Source

Extracted from ~6 months of internal + customer-facing emails (Oct 2025 through Apr 2026) across the sherrodsewardlaw.com tenant — 3,698 unique threads surfaced on the terms o1dmatch, @o1dmatch.com, BONUS100, TotallyFree100, interest letter, active match. Filtered below to decisions and commitments that BD and CS reps should know when pitching prospects or handling tickets.

The authoritative product catalog as of Apr 23, 2026: Talent Free / $250 Starter / $500 Active Match / Free IGTA-verified; Employer Free / $25 Starter / $49 Growth / $99 Business / $199 Enterprise (+$100 one-time setup on Starter/Growth/Business); add-on tools AI Visa Eval (free), Petition Gen ($50), Exhibit Maker ($25), VisaClear ($20), USCIS Scoring ($15); letter types O-1, P-1 Sponsorship, P-1 Competition, F-1 OPT/CPT.

Pricing Decisions

  • Talent Starter re-priced from $250 to $100/month, then raised back to $250. In Feb 2026 the UX-audit action plan instructed the team to update Talent to three tiers: Free ($0), Self-Service ($100/mo), Account Manager ($500/mo). The $100 Starter was built in Stripe as a new recurring product and shipped ("created a new recurring product in stripe and set price to $100 per month and link this product in o1dmatch with Talent Starter plan — [Done]"). The current catalog shows Starter at $250/month — so reps should treat $250 as the current price and understand any customer on $100 came from the earlier rollout and should not be re-quoted that rate.
  • Active Match is $500/month, cancel anytime. This has been the stable, standard quote across every customer-facing email reviewed (Mar 6, Mar 9, Mar 10, Mar 11, Mar 18, Apr 7, Apr 8). Stripe link: https://buy.stripe.com/28EcN44Zw2lV4uo3zGebu2u.
  • Employer tiers locked at $25 / $49 / $99 / $199, each with a $100 one-time setup fee on Starter/Growth/Business. Stripe price IDs on file (Feb 9, 2026):
    • Employer Starter monthly $25 — price_1SyzpMBsxM9WuBhjDErp1VyS
    • Employer Starter one-time setup $100 — price_1SyzsMBsxM9WuBhjREgFeX6y
    • Employer Growth monthly $49
    • Employer Enterprise — price_1Sz01fBsxM9WuBhjzFk5mQum
    • Talent Starter — price_1Sz03xBsxM9WuBhj9W0JriBg
    • Talent Active Match — price_1Sz088BsxM9WuBhjz2jjb5sS
  • Employer credit allotments are plan-tied: Free 50 credits, Starter ($25) 150, Growth ($49) 250, Business ($99) 350, Enterprise ($199) 500. This is the V3 tool-integration credit model — reps should quote these when an employer asks how many AI tool/exhibit runs they get.
  • Petitioner service product (separate from O1DMatch subscriptions) is $2,000 flat, non-refundable once services commence. Includes petitioner entity docs (Articles of Organization, EIN), coordination of interest letters through the O1DMatch portal, discounted staff attorney consultations. Does NOT include preparation of the O-1 petition itself. This is the petitioner-only offering BD can cross-sell to talent who need a U.S. entity to file under.

Active Match Tier — What's Committed

The $500/month Active Match tier is the only managed-service tier. Committed deliverables consistently described in outbound email:

  • O1DMatch staff actively recruits employers on the talent's behalf — reaches out to organizations in the candidate's wheelhouse, facilitates connections, helps generate interest letters needed for the petition / itinerary.
  • A dedicated team member is assigned per talent (language used with EB-1A/NIW and O-1 prospects: "A member of our team is assigned to identify and invite organizations you might be a good fit for").
  • Priority placement and dedicated support for securing interest letters.
  • "Fully managed. No ambiguity." (Apr 8 language to a customer) — contrast with Starter which is explicitly positioned as "self-service plan where YOU find your own employers using our tools."
  • Subscription begins employer outreach immediately upon Stripe checkout.
  • Cancel anytime (monthly subscription, no annual commitment).
  • Cross-sell path: the Apr 7 rep language describes Option 2 as "Active Matching — $500/month, we actively recruit employers on Coach [Name]'s behalf."

Subtle signals for reps:

  • A talent on the Free plan can only see job titles — not descriptions; must upgrade to Starter or Active Match to see full job details. Free talent can receive interest-letter notifications but cannot access the Interest Letter listing page (policy change in Mar 2026 per UX-audit action plan).
  • The $500/mo tier has a "nothing to match against" problem internally — leadership flagged on Apr 23 that the daily job-ingest pipeline is the binding constraint ("Every day without jobs is a day our $500/mo Active Match tier has nothing to match against"). BD should not promise instant matches to prospects in thin job categories.

Promo Code Policies

BONUS100

What it does: Creates a free Talent account with 3 months of premium (Starter-equivalent) access, then auto-drops to the Free tier. One-time use per user, enforced in code (Mar 2026 action plan: "create new Code :: BONUS100 [Done]", "Make sure user use promocode one time [Done]", "Free access for 3 months [Done]", "After expiry Drops to free tier [In-Progress]" as of Mar 3).

Who gets it: Inbound talent we want to trial the platform. The code is used widely in:

  • "Complete your o1dmatch profile" employer-match invite emails (Mar 18–24).
  • Aventus outreach emails ("From Aventus — match your talent with US employers").
  • IGTA outreach emails ("A Message from IGTA — Your Path to US Employment").
  • Direct 1:1 onboarding messages (e.g., "Create your account and use Bonus100 for free access").

Rules reps must follow:

  • BONUS100 must NOT be applied to Active Match. Active Match is the paid managed tier; BONUS100 only waives the Starter-equivalent feature access. Treat as non-stackable.
  • Code is one-time per user — if a talent says "it didn't work," check whether they already redeemed it on a prior signup.
  • Known customer-facing issue (Mar 31): signup flow did not always prompt for the code. Workaround: have CS apply it on the backend / direct the user to the correct onboarding URL (www.o1dmatch.com/onboarding/talent).

Note on legacy variants seen in the wild:

  • "Bonus1000" appears in older case-management auto-replies — this is a stale string and should not be used going forward. BONUS100 is canonical.
  • "TESTING100" appears in the Feb 20 Zair petitioner-service workflow — an internal testing code, not for customer distribution.
  • "FREE100Plan" is the Community Portal promo, not O1DMatch.

TotallyFree100

What it does: Permanent free access, VIP only. Per the Mar 24–25 investor research assignment: "TOTALLYFREE100 — Permanent free access (VIP only)."

Who gets it: Aventus and IGTA verified talent (per the authoritative catalog), plus VIP investor/partner comps. NOT a promo code for general BD distribution.

Known bug flagged Mar 18: "BONUS100 works but TOTALLYFREE100 is not recognized. This was supposed to [work]." If a VIP / IGTA-verified talent reports the code fails, route to dev — it was a known code-recognition gap and may not be fully shipped.

Rules reps must follow:

  • Do NOT hand TotallyFree100 out to regular prospects. It is reserved for Aventus/IGTA-verified candidates and VIP comps only.
  • If a prospect somehow got it and it "doesn't work," confirm it's been provisioned in the system before promising free access.

Interest Letter System — Commitments

Access gating by plan (Mar 2026, enforced in production):

  • Talent side: Free talent get notifications only. Starter and Active Match get the full Interest Letter listing page ("code has been updated to restrict users with a free subscription from accessing the Interest Letter listing. These users will only be able to receive notifications"). Receiving interest letters is a gated feature, not a free-tier give.
  • Employer monthly send limits (hard-enforced at form load and submit): Free 5 / Starter 15 / Growth 40 / Business 100 / Enterprise Unlimited. BD should not tell a prospect they get more than this on their tier.
  • Employer job-post limits: Free 2 / Starter 5 / Growth 15 / Business 50 / Enterprise Unlimited.
  • Browse Talent filters: Free gets Industry filter only; Starter and above get all filters.
  • Analytics Dashboard: Growth, Business, Enterprise only — locked for Free and Starter with upgrade prompt.
  • Featured Employer badge: Growth, Business, Enterprise plans only.

Shipped system features:

  • Interest letter generation is live (flagged "Working Fine" in clarity check), including lawyer and agency functionality.
  • E-signature via QuickInk shipped; SendGrid enabled for letter delivery.
  • Interest Letters Explanation added to the Talent side to mirror the employer-side explainer (shipped per Mar 3 action plan).
  • A "Seek a Petitioner" page was added to the talent sidebar (Mar 3, Done) — routes to IGTA, Innovative Automations, and Aventus as petitioner options.

Customer-facing promise language reps should use:

  • "These interest letters support your NIW / O-1 petition and itinerary."
  • "Once subscribed [to Active Match], we'll begin employer outreach immediately."
  • Talent self-petitions; employer just provides the interest letter — no sponsorship burden, no H-1B lottery risk, no visa guarantee required. This is the core employer pitch in outbound.

What we explicitly do NOT promise: no visa approval guarantee, no employment guarantee, no immigration legal advice (all confirmed disclaimers live per Feb 17 privacy/ToS implementation).

Placement Fee Policy

The searched emails do not establish a standalone "placement fee" policy per se — the revenue model is subscription-based. The closest placement-related commitments are:

  • Active Match $500/mo is the "placement"-equivalent offering — we are paid monthly to place interest letters, not a success fee per letter.
  • No per-letter or per-placement success fee is quoted to customers. All pricing is flat monthly subscription.
  • For the petitioner service ($2,000 flat), fee is non-refundable once services commence and explicitly does not include petition prep.
  • The only refund-like commitment on record is the Apr 7 Active Match guarantee (see next section).

If a prospect asks about "placement fees" or "success fees," the correct reps' answer is: "O1DMatch is subscription-based — $500/month gets you the full Active Match service with dedicated outreach. We don't charge separate placement fees on top."

Active Match Refund / Success Guarantee (Apr 2026 Commitment)

This is the most important recent commitment BD and CS must be aware of — it became policy through a specific customer conversation and is now referenced in customer-facing language:

The Apr 7, 2026 commitment (used in the "celebrity trainer" / mid-May filing thread and the Lanita-handled inquiry):

"If you subscribe today to our Active Match tier ($500/mo) and complete the steps below, here is our commitment: If you do not receive at least 3 interest letters by May 15th, we will [refund 50%]."

Terms as referenced Apr 8:

  • Subscribe to Active Match at $500/month.
  • Complete the required onboarding steps (profile, achievements, documents).
  • O1DMatch will work to secure at least 3 interest letters by May 15th.
  • 50% refund if we fall short.
  • "If we do have results, the remaining $400 balance will be due at that time to continue forward on the Active Match program" — suggests a $100 initial / $400 balance-on-results structure was offered in at least one case. Reps: do not generically promise this split — it was case-specific. The default is $500 up front, 50% refund if fewer than 3 letters by the committed date.

Why this matters: This commitment is referenced in writing to a customer who later subscribed to the $100 Starter instead and claimed that was what we offered. The internal response (Apr 8) firmly held the line: "$100 Starter is our self-service plan where YOU find your own employers. Active Match is the only tier where we actively work on your behalf. At no point was $100 discussed, offered, or agreed to [for the managed service]."

Rules reps must follow:

  • When quoting the 3-letters-by-[date] guarantee, always tie it to (a) Active Match specifically, (b) a customer-confirmed filing deadline, and (c) completion of required steps.
  • Do not extend the 50%-refund guarantee to Starter customers.
  • If a customer self-selects Starter after being pitched Active Match, document the pitch and hold the line — they do not inherit Active Match commitments.

Recent Product Shipping (Feb–Apr 2026)

  • Active Match AI engine (shipping as of Apr 23, not fully live): Stripe webhook → nightly job scrape → Apollo.io hiring-manager enrichment → Claude-tagged fit scoring → automated 3-email outreach on talent's behalf. Triggered when talent upgrades to $500/mo.
  • Cold-start employer data seeded: 12,000+ H-1B LCA-demonstrated employer contacts scraped; nightly job-pull pulls their live openings in; 15% of those employers get seeded free access to spark the flywheel (reps: do not promise free access to the other 85% — they pay standard employer-tier pricing).
  • 900+ vetted candidates currently ingesting (Apr 23 pitch deck).
  • Interest Letter Explainer shipped on the Talent side (Mar 3).
  • "Seek a Petitioner" page shipped on the Talent side with IGTA, Innovative Automations, and Aventus as options (Mar 3).
  • SendGrid enabled for interest-letter emails; QuickInk integrated for e-signature.
  • Plan-tiered feature gating across browse filters, job posting, interest-letter sending, analytics dashboard, and Featured Employer badge — all shipped Mar 2026.
  • Talent Starter Stripe product re-built at the $100 price point (has since reverted to $250 in the current catalog).
  • BONUS100 one-time-use enforcement and 3-month auto-expiry-to-free logic shipped.
  • V3 tool integration (AI Eval, USCIS Scoring, VisaClear) flagged "In-Progress" as of Mar 3. The authoritative catalog now lists these as live standalone products — reps can sell them. Pricing per the catalog: AI Visa Eval (free), Petition Gen $50, Exhibit Maker $25, VisaClear $20, USCIS Scoring $15.

Known Limitations / What We DON'T Do (Currently)

  • No visa approval guarantee, no employment guarantee, no legal advice. Standard disclaimers on all customer comms.
  • No PIN retrieval system surfaced in these email extracts — if a customer asks about a PIN-recovery flow, reps should not confirm one exists based on these records. Route to the product team.
  • Free talent cannot see full job descriptions — only titles. They also cannot access the Interest Letter listing page, only notifications.
  • Free employers get 5 interest letters/month, 2 active job posts. Hard limits, enforced at form load and submit.
  • Active Match is NOT a H-1B sponsorship service — the pitch to employers is explicitly "Zero visa burden. No lottery risk. Candidates self-petition — you just provide interest letters."
  • The $2,000 petitioner service is NOT a petition-prep service. It covers the petitioner entity only.
  • BONUS100 does not work on Active Match. Reps should not apply it.
  • TotallyFree100 is buggy (known Mar 18) and only intended for Aventus/IGTA/VIP — don't distribute.
  • Job inventory is the binding constraint on Active Match fulfillment. Leadership (Apr 23) explicitly called this out internally. Reps should not over-promise speed in categories where we have thin job coverage.

Open Commitments to Customers Still in Flight

  • May 15, 2026 — 3 interest letters or 50% refund for the Apr 7 Active Match subscriber with a mid-May filing deadline. CS should flag this account and track delivery.
  • Ongoing employer outreach on all active $500/mo Active Match subscribers — each has a team member assigned; CS should treat "no outreach happening yet" complaints as urgent tickets.
  • Petitioner-service clients (e.g., the Feb 20 Zair engagement): interest letters coordinated through the O1DMatch portal is a contractual commitment — CS must ensure those talent profiles and employer issuances actually flow through the portal, not ad-hoc email.
  • TotallyFree100 provisioning for Aventus/IGTA-verified talent — per the Mar 18 bug flag, the code was not recognized for at least some users. Until confirmed fixed, CS should manually verify VIP access on each Aventus/IGTA signup.
  • BONUS100 auto-drop to Free tier at month 3 was still flagged "In-Progress" on Mar 3. CS should watch for expired BONUS100 accounts that did NOT drop and manually correct plan state.
  • V3 tool integration (AI Eval, Scoring, VisaClear) was "In-Progress" Mar 3 and now lists as live in the catalog — CS should verify each Talent's account actually exposes the tools when they ask; the catalog change may be ahead of full rollout for some user segments.