🎯 Today — Decisions
Stake-ranked from live signals; each button is the specific next move; generated 2026-05-20T18:30:00.557761+00:00
✅ Approvals
✉️ Direct drafts25
Needs-review: Andy Hadank — Re: Snowblaze B-32 walkthrough (May 7 checkpoint reply)
Andy replied 6:18 PM MDT (00:18Z 5/8) to Joseph's 5/6 update. Visible content: 'Very thorough and greatly appreciated. I exchanged messages with Brian already and will be back in touch with him early next week. I'll reach out to Jeremy (thank you for the additional referral)…' (snippet truncated at ~200 char limit — full body likely has more, possibly questions or commitments not visible). Active deal, high stakes — flagging for direct review rather than auto-drafting on partial body. Suggested
Needs-review: New inbound lead — Radhika Ratnabalasuriar / 23997 Church Pk Rd, Fraser
New homeowner form-fill via SkyRun.com /vacation-rental-management/ (Paid search / adword / National_PMax). 1BR/1BA single-family home. Two routing paths surfaced it: (1) Daniela 11:17 MDT to Rachel+Joseph as 'second homeowner' notification; (2) April Dittmer fwd via info@skyrun.com 10:37 MDT to Joseph. Wholesale-style inbound; not in SoT inventory; DNC-clean. Pending Joseph+Rachel decision on ownership — Joseph has an open draft to Rachel from 5/8 on wholesale-leads handoff approach (queue id d
Needs-review: Retima Dangol — referral via Monica Graves (121 Elk Trail #6, WP)
Daniela@skyrun.com forwarded an inbound homeowner-lead form-fill to both Rachel and Joseph at 14:53 MDT. Lead: Retima Dangol, 303-217-6667, retimadangol@gmail.com — 3BR/3BA condo at 121 Elk Trail Unit 6, Winter Park; no hot tub, not recently updated, currently listed for sale but exploring STR while listed. Referred by Monica Graves. Rachel is on TO line so she may want to lead the response; substantive cold-reply to a referred prospect — risk to Monica Graves channel if wrong tone. NOT auto-dra
Needs review: Maritt Bird (realtor) — asking if SkyRun manages at Granby Ranch / Grand Elk
Maritt Bird (theagencyre.com) replied 5/12 1:45pm MDT to your 1:40pm outreach with one question: "Do you manage any in Granby Ranch or Grand Elk Golf Course?" Live-ea did NOT draft — (1) skill rule routes realtor 'anything else' to YELLOW flag (you handle realtor relationships personally), (2) factual answer about which subdivisions are in current SkyRun portfolio requires a primary-source check against Track owner list that live-ea cannot verify with the tools in scope. Quick reply candidates i
SL REPLY — Michael Bird replied to HOT+WARM cold outreach
SmartLead Master Inbox reply from Michael Bird (maritt.bird@theagencyre.com) on 2026-05-13T20:49:25.119839+00:00 via HOT+WARM campaign. Surfaced by sl_reply_ingest (15-min cron). Body captured below; tap deep_link to open the conversation in SL.
Form-fill — Bill Smith — 207 Lakota Park Dr Winter Park
SkyRun.app income-estimator form-fill. 5BR / 3.5BA + hot tub in Winter Park. Form estimate $77,850.00 (range $73,958–$81,743). DNC: clean. Voice-check: clean. Ready to send.
Forwarded lead — Ryan — 310 Cougar Ave, Fraser, CO 80442 - unit J3.Thank you,Ryan and Alicen Robley303.563.9687
Internal forward from bryan@skyrun.com. Prospect Ryan (rdrnpc@gmail.com). Property: 310 Cougar Ave, Fraser, CO 80442 - unit J3.Thank you,Ryan and Alicen Robley303.563.9687. DNC: clean. Voice-check: clean. Ready to send.
NEW CALL — Mike Pankratz (deal:pankratz_39_beaver_brook) — unprocessed
Transcript 2026-05-19_transcript-call-1-with-mike-beaver-brook-trail-trail-propert_verbatim_transcript.txt (2026-05-19) maps to active deal deal:pankratz_39_beaver_brook (stage=discovery_call_scheduled) via slug2:beaver+brook. Verbatim excerpt below — surfaced within the 5-min freshness loop, NOT waiting for nightly-consolidation. Full commitment extraction runs at the daily commitment-tracker pass.
Follow-up draft — Ryan & Kim Devine (2026-05-14) (deal:devine_granby_ranch)
Auto-drafted from transcript 2026-05-14_devine-granby-ranch-2nd-meeting_full-transcript.txt (2026-05-14) by post_call_drafter (2026-05-20T15:05:00Z). Operator review + send.
Follow-up draft — Ryan & Kim Devine (2026-05-17) (deal:devine_granby_ranch)
Auto-drafted from transcript 2026-05-17_transcript-devine-meeting-2_verbatim_transcript.txt (2026-05-17) by post_call_drafter (2026-05-20T15:06:00Z). Operator review + send.
Overdue commitment draft (checkin) — Ryan & Kim Devine (deal:devine_granby_ranch)
Overdue commitment 966a187a1acf (promised 2026-05-16, 4d ago). Auto-drafted by commitment_followup_drafter (2026-05-20T15:18:19Z). freshness_check: No evidence in the recent queue context that Rachel's opinion was ever collected or emailed to the Devines — the queue shows only overdue/due-today commitment flags and two unfilled post-call draft slots, so this email has not been sent yet
Follow-up draft — Mike Pankratz (deal:pankratz_39_beaver_brook)
Auto-drafted from transcript 2026-05-19_transcript-call-1-with-mike-beaver-brook-trail-trail-propert_verbatim_transcript.txt (2026-05-19) by post_call_drafter (2026-05-20T15:42:42Z). Operator review + send.
Inbound — sallie@grandcountyassociation.realtor: grand county statistics - april 2026
Direct inbound from sallie@grandcountyassociation.realtor (live-ea-chrome). No auto-draft — review for routing.
Inbound — sallie@grandcountyassociation.realtor: thanks for upgrading!
Direct inbound from sallie@grandcountyassociation.realtor (live-ea-chrome). No auto-draft — review for routing.
Inbound — sallie@grandcountyassociation.realtor: your friday tasks: 1 due today
Direct inbound from sallie@grandcountyassociation.realtor (live-ea-chrome). No auto-draft — review for routing.
Inbound — rachel@skyrun.com: re: 230 buckhorn
Direct inbound from rachel@skyrun.com (live-ea-chrome). No auto-draft — review for routing.
Inbound — mjpankratz@gmail.com: rental properties
Direct inbound from mjpankratz@gmail.com (live-ea-chrome). No auto-draft — review for routing.
Inbound — ericklbishop@yahoo.com:
Direct inbound from ericklbishop@yahoo.com (live-ea-chrome). No auto-draft — review for routing.
Inbound — ericklbishop@yahoo.com: rental properties
Direct inbound from ericklbishop@yahoo.com (live-ea-chrome). No auto-draft — review for routing.
Inbound — ericklbishop@yahoo.com:
Direct inbound from ericklbishop@yahoo.com (live-ea-chrome). No auto-draft — review for routing.
Inbound — ericklbishop@yahoo.com:
Direct inbound from ericklbishop@yahoo.com (live-ea-chrome). No auto-draft — review for routing.
Inbound — ericklbishop@yahoo.com:
Direct inbound from ericklbishop@yahoo.com (live-ea-chrome). No auto-draft — review for routing.
Inbound — ericklbishop@yahoo.com:
Direct inbound from ericklbishop@yahoo.com (live-ea-chrome). No auto-draft — review for routing.
Inbound — ericklbishop@yahoo.com:
Direct inbound from ericklbishop@yahoo.com (live-ea-chrome). No auto-draft — review for routing.
Inbound — ericklbishop@yahoo.com: re: 230 buckhorn
Direct inbound from ericklbishop@yahoo.com (live-ea-chrome). No auto-draft — review for routing.
📧 SmartLead6
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📬 Postcards7
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⚡ Operator queued actions25
⚡ Build & stage projection
Operator clicked "Build & stage projection" on /preview at 2026-05-18T19:32:55.303Z. Decision kind: build_projection. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Build & stage projection
Operator clicked "Build & stage projection" on /preview at 2026-05-18T19:42:27.033Z. Decision kind: build_projection. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Build & stage projection
Operator clicked "Build & stage projection" on /preview at 2026-05-18T19:50:41.334Z. Decision kind: build_projection. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Build & stage projection
Operator clicked "Build & stage projection" on /preview at 2026-05-18T21:57:19.339Z. Decision kind: build_projection. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Deliver the commitment
Operator clicked "Deliver the commitment" on /preview at 2026-05-18T21:57:29.085Z. Decision kind: keep_promise. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Stage the projection check-in
Operator clicked "Stage the projection check-in" on /preview at 2026-05-18T21:57:40.167Z. Decision kind: draft_reply. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Build & stage projection
Operator clicked "Build & stage projection" on /preview at 2026-05-19T02:43:59.004Z. Decision kind: build_projection. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Build & stage projection
Operator clicked "Build & stage projection" on /preview at 2026-05-19T03:09:22.707Z. Decision kind: build_projection. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Deliver the commitment
Operator clicked "Deliver the commitment" on /preview at 2026-05-19T03:09:25.700Z. Decision kind: keep_promise. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Stage the projection check-in
Operator clicked "Stage the projection check-in" on /preview at 2026-05-19T03:09:28.706Z. Decision kind: draft_reply. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Build & stage projection
Operator clicked "Build & stage projection" on /preview at 2026-05-19T03:14:23.596Z. Decision kind: build_projection. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Deliver the commitment
Operator clicked "Deliver the commitment" on /preview at 2026-05-19T03:14:26.356Z. Decision kind: keep_promise. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Stage the projection check-in
Operator clicked "Stage the projection check-in" on /preview at 2026-05-19T03:14:29.086Z. Decision kind: draft_reply. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Build & stage projection
Operator clicked "Build & stage projection" on /preview at 2026-05-19T12:21:02.585Z. Decision kind: build_projection. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Deliver the commitment
Operator clicked "Deliver the commitment" on /preview at 2026-05-19T12:21:06.014Z. Decision kind: keep_promise. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Stage the projection check-in
Operator clicked "Stage the projection check-in" on /preview at 2026-05-19T12:21:09.464Z. Decision kind: draft_reply. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Build & stage projection
Operator clicked "Build & stage projection" on /preview at 2026-05-19T15:59:57.389Z. Decision kind: build_projection. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Stage the projection check-in
Operator clicked "Stage the projection check-in" on /preview at 2026-05-19T16:00:23.393Z. Decision kind: draft_reply. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Build & stage projection
Operator clicked "Build & stage projection" on /preview at 2026-05-19T17:38:53.649Z. Decision kind: build_projection. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Deliver the commitment
Operator clicked "Deliver the commitment" on /preview at 2026-05-19T17:38:57.409Z. Decision kind: keep_promise. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Stage the projection check-in
Operator clicked "Stage the projection check-in" on /preview at 2026-05-19T17:39:01.225Z. Decision kind: draft_reply. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Build & stage projection
Operator clicked "Build & stage projection" on /preview at 2026-05-19T18:28:38.840Z. Decision kind: build_projection. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Build & stage projection
Operator clicked "Build & stage projection" on /preview at 2026-05-20T12:45:19.756Z. Decision kind: build_projection. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Build & stage projection
Operator clicked "Build & stage projection" on /preview at 2026-05-20T13:14:42.175Z. Decision kind: build_projection. Cohort size: 1. Staged for execution — open this item to act on it.
⚡ Deliver the commitment
Operator clicked "Deliver the commitment" on /preview at 2026-05-20T13:14:45.953Z. Decision kind: keep_promise. Cohort size: 1. Staged for execution — open this item to act on it.
🔔 Live ntfy alerts1
Commitments — 2 ESCALATED, 2 overdue, 1 due today
Devine P2 recommendation overdue 2 & 4 days; Pankratz EOD 5/19 projection + HOA 1 day late. Kim/Ryan decision due today. Drafts BLOCKED — Gmail MCP down this fire, R-24 freshness gate cannot verify Sent folder. Operator: verify Pankratz projection actually went out yesterday + send Devine P2 (Lot 100) recommendation if not already in Sent.
✅ Meeting actions5
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🗂️ HS updates21
Update HS: Chris Hart (308 Balsam Drive Granby) → discovery_complete + projection_pending
From transcripts/2026-04-27_chris-hart-308-balsam-initial-conversation_full-transcript.txt (Apr 27 2:14 PM): Chris confirmed (1) currently with Red Awning, frustrated with comms+execution; (2) open to hot tub install if SkyRun handles maintenance; (3) accepted 30% flat pricing without pushback; (4) wants projection email + services roadmap before walkthrough; (5) flexible on walkthrough timing. Suggested: move HS lifecycle stage from 'lead' (initial inquiry) to 'discovery_complete' OR custom 'pr
Update HS: Steven Weber → projection_rework (Dreamcatcher anchor, single estimate)
From notes/2026-04-27_weber-103-reserve-way-projection-strategy_followup.txt (2026-04-27): Rachel guidance — 'numbers too low, I never give multiple years, look at Dreamcatcher as a comp'. Suggested: stage projection_pending → projection_rework. Note append: 'Rachel guidance: numbers too low, single estimate only, Dreamcatcher comp anchor; rebuild before 5/2 deadline (Steven out of country 5/2 + ~10 days then 3 more weeks in June). Vacasa identified as competitor (Steven 80,000 hours line during
Update HS: Ryan & Kim Devine — projection_pending note (deliverable restructure)
From notes/2026-04-27_devine-granby-ranch-three-property-numbers_followup.txt (2026-04-27): Rachel guidance — 'lead with the nice big one right off the bat and then we tell them it takes some time to get there. Sauna is a good perk but not something we can really give numbers off of yet. Hop on a call if you need to dissect.' Suggested: HS lifecycle stage UNCHANGED (still Lead/Discovery). Note append only: 'Rachel guidance: lead with Year 2 stabilized big number, drop multi-year split, exclude s
Update HS: Andy Hadank — May 7 next-step CONFIRMED (note append only, no stage change)
From notes/2026-04-27_andy-hadank-snowblaze-confirmation-reply_followup.txt (2026-04-27 7:09 PM): Andy's reply 'Sounds great and really appreciate your thorough notes... Looking forward to connecting toward the beginning of May.' Confirms all action items from Joseph's 2:25 PM walkthrough followup + locks May 7 next checkpoint. Personal-rapport signal ('your personal situation' line). Suggested: HS lifecycle stage UNCHANGED (still verbal_commit + walkthrough_complete). Note append only.
HS: Steven Weber → HOT TUB CORRECTION + revised projection
Supersedes prior Weber HS updates. CORRECTION: walkthrough on 2026-04-27 confirmed property HAS a hot tub on lower level (Spa Man services). SoT had it tagged as 'No' — now corrected to 'Yes' across Lead Details, Leads, HubSpot Import, Postcard Targets tabs. Score recalculated: 55 → 80 (HotTub+25). Tier WARM → HOT. Projection re-run with hot-tub-equipped baseline.
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Update HS: Devine Granby Ranch deal — log 2nd meeting + suggest stage progression
From transcripts/2026-05-14_devine-granby-ranch-2nd-meeting_full-transcript.txt (Devine 2nd meeting, 11am MDT today): Joseph + Ryan + Kim reviewed all 3 Granby Ranch properties. Lot 100 Evergreen framed as strongest value pick. 30% management fee held firm. 500-hour STR material-participation rule discussed in depth for Devine 1031-family tax strategy. Next: in-person meeting for management agreement + property tour. Suggested stage move depends on current HS stage — recommend reviewing Devine d
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📋 Morning Brief
🔴 ACTIVE-DEAL LEAK — operator action required
Sweeper (sl-active-deal-sweeper, 2026-05-15 05:02Z): status partial, requires_operator_action.
- overlap 1 / removed 0 / failed 1
weberst@gmail.com(Weber / 103 Reserve Way active deal) — auto-remove failed:row_not_found(Quasar gate, needs interactive removal). 7th repeat.
Canary (sl-active-deal-canary): heartbeat stale ~25.5h (last 2026-05-14 03:30Z; cadence every 5 min). Last good read was clean, but the probe has not fired since.
Do this first: SmartLead → HOT+WARM (3184605) → search weberst@gmail.com → Pause Lead. Then re-run the canary to confirm clean.
Good morning, Joseph — 2026-05-15
📅 Meetings in the next 24h
_No external meetings with a calendar invite in the next 24h._ (Mike Marach pinged about a Fri 10am MT BD-training slot — internal, needs your yes/no; see Open loops.)
Today's 3 priorities
- 🔴 Outbound leaks — pull two recipients. (a)
weberst@gmail.com(Weber, active deal) stuck in HOT+WARM SmartLead — sweeper can't auto-remove (Quasar gate); pause the lead manually. (b)rickshaum@gmail.com(Shaum, current owner, added DNC 5/13) leaked into HOT+WARM SL (status=Completed) — pull. Also 8 leak hits in Postcard Targets (6 homeowner + 2 active-deal) — pull before next print. - 🔴 BeenVerified down 6 days.
bv_driver.py:656NameError — one-line fix: addimport subprocess(between lines 69–70). Flagged 5/13, still unapplied. 5 bounce re-enrich leads stuck since 5/3 (R305010, R304969, R037600, R305929, R310939) — their deliverability stays broken until BV runs. - 🟢 Devine — your move (HOT, time-sensitive). 2nd meeting done 5/14; Lot 100 Evergreen favored. You owe: (a) consult Rachel on Lot 100 vs 113, then email a recommendation to Kim + Ryan; (b) confirm exact 500-hr STR material-participation rule. Kim said they'll decide "by early next week" — don't let the recommendation slip.
Inbox signals from yesterday
- New inbound lead (RED): Bill Smith — 207 Lakota Park Dr, Winter Park / bill@wurx.com / est $77,850 (5BR/3.5BA, hot tub). ⚠️ Name authenticity flagged by Bryan; you said you'd verify. Not yet in SoT/HS — verify before any outreach.
- Prospect reply (RED): Ryan Devine — "are we meeting now?" — meeting happened (captured); no outstanding email.
- Internal: Mike Marach — "Are you able to make our meeting?" Proposed 10am MT Fri 5/15. Needs your confirm/counter.
Overnight movement
- 3 new meetings consolidated (Devine 2nd + post-Devine Rachel debrief + Rachel/Joe afternoon call) — all verified-sent transcripts. Graph +5 entities / +6 relationships.
- EA voice calibrated (5 thumbs-up, all positive; no rejected patterns).
- SoT unchanged (867 leads). Gmail scans 4/4 ran clean.
Active deals
- Devine / Granby Ranch — 2nd mtg complete 5/14; Lot 100 favored; 30% held. Next: Rachel-consult recommendation email + 500-hr rule + Devine schedules in-person agreement review.
- Hadank / Snowblaze B-32 — stage
qualifiedtobuyper 5/1 live-verify (not re-verified today; verify HS live before any past-tense stage claim). Checkpoint-reply draft still sitting in Drafts. - Weber / 103 Reserve Way — projection sent; active-deal SL exclusion still failing (see top block).
- Pankratz / 39 Beaver Brook — Mon 5/18 11am MST call; pre-brief on disk.
💰 Pipeline forecast (carried from 2026-05-14 snapshot)
| Window | Expected commission | Δ vs prev (5/8) |
|---|---|---|
| Next 30 days | $29,712 | — |
| Next 90 days | $59,424 | — |
| Full pipeline (all open) | $99,040 | +$50 |
_Fresh HS re-compute skipped this run to stay in budget; DQ pulled hs_contacts=943 today._
📈 Revenue pulse (yesterday)
- Track: _Data not available — Track not reachable in scheduled-autonomous run._
- KeyData: _Data not available — KeyData not reachable in scheduled-autonomous run._
Open loops worth noting
- Mike Marach Fri 5/15 10am MT BD-training slot — confirm or counter (Rachel still wants progress visibility on the training).
- Stale SmartLead queue: 20/20 items in
pending_smartlead_actions.jsonlstale >7d (queued 4/28) — drain or dismiss. Also 65 stalepending_hs_updates. - Rachel: Hans (Sarasota franchisee) intro incoming via Kim Devine link; 3 blogs to Jasmine this week; stale FB/IG — check Jasmine on corporate branding rules first; chase the missing May 8 Brian email.
- 📦 30 acknowledged HS dup pairs (all merged in UI; linter flag persists) — informational.
Flags
- 🩸 R-23: 52 high-risk un-cited claim-shaped sentences across 34 memory files (queue:
health/memory_claim_review_queue.json). Review/cite or remove. Top: devine, rachel-in-flight, vp-marketing memories. - System status: RED — BV error, canary missed-run, sweeper operator-action.
— consolidated at 11:08 PM MDT, informed by 4 gmail scans today
🔥 Active Deals
Active deals
Hadank / Snowblaze B-32 switch
- Lead ID
- R194580
- Last touch
- 2026-05-19
- Next action
- Walkthrough done 4/23, post-walkthrough emails sent. Joseph still owes mgmt agreement template + GL/Granby contractor names. Checkpoint May 7. NO CONTRACT SENT — verified live HS 2026-05-02 02:50Z. The 2026-04-30 contract-sent notification was a false-positive from deal_sync.py mapping bug (now fixed) that propagated into KG until the 5/1 evening watchdog detected the drift.
Weber / 103 Reserve Way
- Last touch
- 2026-04-30
- Next action
- Joseph emails Track + KeyData rental projection (TODAY)
deal:devine_granby_ranch
- Last touch
- 2026-05-20
- Next action
- Email Devines Rachel's P2-vs-P3 opinion. Wait for Devines to send in-person Winter Park visit dates (target early next week). When dates arrive, send calendar invite + optional property-tour add-on. Carry-forward: Marriott Bonvoy verification, builder furnishing-credit talk-track, P1 verbal $88K vs paper $82K reconciliation.
deal:chris_hart_308_balsam
- Last touch
- 2026-04-27
- Next action
- Joseph: complete Chris Hart benchmarking comp (19th Hole + Indian Trail data from Rachel) and send written info per BD-meeting commitment.
Trevor Pyle / 230 Buckhorn (warm re-engaged)
- Last touch
- 2026-05-18
- Next action
- Wait for Trevor reply (5 biz days = ~5/5). If silent, Joseph polite check-in. If reply → Joseph property-specific intel jump-in. Rachel norm: 'better on weekends'.
Elle Koagedal / Tabernash House (warm re-engaged switch)
- Last touch
- 2026-04-28
- Next action
- Wait for Elle reply (5 biz days = ~5/5). If silent, Joseph polite check-in. If reply → Joseph property-specific intel jump-in.
deal:whitney_yeddis_109_deer_track
- Last touch
- 2026-05-05
deal:pankratz_beaver_brook
- Last touch
- 2026-05-13T17:50Z
Radhika Ratnabalasuriar / 23997 Church Pk Rd, Fraser
- Last touch
- 2026-05-11
Retima Dangol / 121 Elk Trail Unit 6, Winter Park
- Last touch
- 2026-05-11
Recent meetings
- 2026-05-18 Mike Pankratz — discovery call (39 Beaver Brook Trl, Fraser)
- 2026-05-16 Joseph → Eric Bishop — callback voicemail (inbound prospect, existing listings)
- 2026-05-14 SkyRun / Devine 2nd Meeting — Granby Ranch property selection + management
- 2026-05-14 Post-Devine Joseph→Rachel debrief — STR 500-hour material participation
- 2026-05-14 Rachel + Joe afternoon sync — Hans (Sarasota franchisee) intro, pipeline, blog, social
- 2026-05-12 BD Meeting: Joseph + Rachel — Devine prep, cost segregation/1031, Daniela close-lost, 20-property goal
- 2026-05-12 Kina Miller / Danny Ezrol — Pole Creek Meadows close-lost arc
- 2026-05-11 Joseph + Adam Fleckles — PWA dev call (verbatim)
- 2026-05-05 Devine / Granby Ranch — Ryan net-revenue question (inbound)
- 2026-05-04 grand-county-property-scout 5/4 weekly fire — pushed R313386 standalone
Graph summary
- People
- 50
- Properties
- 13
- Systems
- 17
- Campaigns
- 3
- Relationships
- 213
- Last consolidated
- 2026-05-18T05:06:49Z
- Scope
- Grand County, CO only. Vermont on hold pending possible sale of that book of business.
🕸 Relationships
Who's hot, who's dormant, who to re-engage. Refreshed nightly by consolidation Section I.
🔗 Most connected people
🫀 System Health
Heartbeat status of all scheduled tasks over the last 48h. RED = missed run or error. YELLOW = partial success or warnings.
🔴 Overall: RED
daily-beenverified-enrichment
2m ago
1 warning(s)
daily-data-quality-check
8.1h ago
Partial success
transcript-scan
3.0h ago
transcript-scan: parsed=yes status=ok metrics={"candidates": 3, "new_files": 1, "new": ["2026-05-20_
gmail-deep-scan
2.1h ago
gmail-deep-scan: parsed=yes status=ok metrics={"messages_scanned": 12, "categorized": 1, "insights_w
grand-county-property-scout
never seen
No heartbeat recorded in the last 48h
nightly-consolidation
never seen
No heartbeat recorded in the last 48h
historical-gmail-backfill
n/a
completed — task self-disabled
📊 Activity Dashboard
All emails / deals / meetings / leads / system health, since you started, with monthly trends. Pulls from HS + SoT + heartbeats.
⏱ Scheduled Tasks
The full ambient fleet — runs in the background whether you're here or not.
daily-beenverified-enrichment
0 6 * * *
BV contact enrichment — 20 leads/day (blocked at credit cap, soft-fails)
daily-data-quality-check
0 7 * * *
SoT ↔ HubSpot ↔ SmartLead reconciliation
transcript-scan
0 8,12,16 * * *
Gmail + local sweep for new SkyRun transcripts
gmail-deep-scan
0 9,13,17,22 * * *
Categorize inbox, download attachments, surface insights
grand-county-property-scout
0 6 * * 1
Weekly STR property discovery + enrichment + push
nightly-consolidation
0 23 * * *
Roll up day → upsert graph → write morning brief + refresh PWA
historical-gmail-backfill
0 3 * * *
Backfill entire Gmail archive — ~250 msgs/run, resumable
💰 Subscription & Usage
What this system costs to run and where usage sits against free-tier caps.
Net-new monthly cost
- Cloudflare Registrar (josephbowens.com)
- $0.76/mo ($9.15/yr)
- Cloudflare Pages / KV / Functions / Access
- $0 (free tier, well under caps)
- ntfy.sh push
- $0 (free, unlimited personal use)
- TOTAL net-new
- ~$0.76/mo = $9.15/yr
Existing BD-adjacent subscriptions
- BeenVerified Starter
- $9.99/mo — 🔴 currently exhausted (upgrade path: Premium $89.99/mo)
- Claude Code
- pre-existing Joseph subscription
- SmartLead
- pre-existing SkyRun subscription
- HubSpot
- pre-existing SkyRun corporate tier (CRM only — sequences decommissioned)
Free-tier headroom
- Cloudflare Pages builds
- ~60/mo of 500/mo allowed
- Cloudflare KV ops/day
- ~200/day of 100,000/day allowed
- Cloudflare Access users
- 1 of 50 allowed
- ntfy.sh
- No limit hit (informal ~100/day/topic)
Full breakdown: see reference_subscription_costs.md
📁 Consolidation Reports
Nightly archive. Each captures graph diffs, memory changes, inbox signals, active deal status, and flags.
No consolidation reports yet. First one lands tonight at 11pm.
🧠 Project Memory
The facts that every Claude session starts with. Organized by type.
User (4)
- User contact info (critical phone + email rule)970-817-8700 is the ONLY phone number that goes on any SkyRun-related material, ever. Joseph.Bowens@SkyRun.com is the only email.
- Current market focus — Grand County, CO onlyJoseph's sole active market is SkyRun Grand County; Vermont is on hold pending a possible sale of that book of business
- Joseph's Claude persona stack (exec-team-as-a-tool)Joseph operates six distinct Cowork exec personas plus the main SkyRun project — each with its own scope and memory (count corrected 2026-04-30; was wrong "five" in original frontmatter despite body always listing six personas + main)
- User role and identityJoseph Bowens is Director of BD for SkyRun Grand County, contracted via Arc Consulting Services LLC, reporting to Rachel Scott
Feedback (32)
- RULES — master registry, impossible-to-miss enforcementSingle registry of every rule in the system. Each rule has (1) statement, (2) behavioral test ("if about to violate, abort"), (3) enforcement mechanism (gate/script/assertion). Read before any action. Gate-proof verifies every rule has working enforcement. All rules are non-negotiable — hence rules.
- Adam Phase 1A — no credentials yet (don't push)Behavioral rule. Per Adam Fleckles 2026-05-12 18:46Z reply, Adam can't share full login credentials until Executive approval. Don't push him. Build in parallel; mirror-deploy his PWA shell; wait for the exec-approval gate to unblock.
- HubSpot annualrevenue field stores commission amount, NOT purchase priceannualrevenue was repurposed to hold $1,000 (Bowens Sourced) or $700 (other) — purchase price lives in lead_source_notes as PP:######
- Check Rachel/Joseph prior decisions before drafting outreachBefore drafting an intro/discovery/follow-up reply to ANY prospect, the agent MUST search Gmail + active-deal memory files for prior decisions on that prospect (especially Rachel-vetoes or Joseph closed-lost calls). Hardwired 2026-05-02 after Tim Beegle Brooke-forward bypassed Rachel's 4/27 "this is a no" and an agent drafted a 30% pitch reply not knowing about the veto.
- Commission rate messaging — 30% in outreach, never 35%SkyRun's advertised flat rate is 30%; the ability to flex to 35% is a negotiation tool only, never in cold outreach
- Rental projection deliverables — one big number, levers exposed, single-estimate formatRachel prefers ONE big stabilized number led with up-front, no multi-year split, levers (ADR/Booked Nights) directly editable. Updated 2026-04-27 with Devine + Weber feedback.
- Do what's asked thoroughly, first time — Joseph notices shortcutsJoseph has twice called out half-measures explicitly; the pattern is to complete specified tasks fully rather than bail early with a partial result
- Email drafting standard — read everything first, re-sweep before compose, lint before saveThree-phase mandatory workflow for any draft Joseph might send. Phase 1 intake. Phase 2 freshness re-sweep right before compose (catches new signal). Phase 3 linter chain (claim_audit → draft_audit → voice_check) before save. Hardwired 2026-05-09 after Joseph reported drafts still felt under-cooked despite voice linter.
- Live-EA voice calibration from Joseph's feedbackAccumulated lessons from thumbs-up/down on live-ea drafts. Live-ea reads this before drafting every run. Updated weekly by nightly-consolidation Section H.
- Email status verification — sent vs draft, verify before assertingBefore claiming any email was sent (or saying "this was already sent"), verify via Gmail MCP directly. Never trust transcript-scan notes, queue entries, file metadata, or chat-history references alone.
- Freshness before surfaceNever surface "overdue" or "needs action" items to Joseph based on stale ledger data without first re-checking the underlying source-of-truth channels.
- HS Email engagement logging — VERIFIED + RECONCILED (2026-05-05 update)Final state — SL→HS engagement logging IS working through alias-via-Gmail integration. 2026-05-05 sl-to-hs-email-sync cron run confirmed: 67 of 80 Gmail-path candidates (84%) already logged in HS as Email engagements; 13 had no HS contact (shared-email pairs); 0 missing → 0 created. BCC dropbox + alias-via-Gmail path is the working ingestion path. The 5/4 baseline gap of 82 (24%) measured pre-2026-04-26 sends; everything since has been logging cleanly. Continuous engagement-reconciler runs every 30 min to detect any future regression. PROOF 17 in gate-proof verifies the reconciler stays alive.
- HubSpot reconciliation uses lead_source_notes ID-tokens, not trackingsourceHS v3 API treats trackingsource as filter-works/read-fails; lead_source_notes ID-token parsing is the canonical SoT↔HS reconciliation method
- HS scope — Joseph-owned ONLY (Day-One rule, explicitly hardwired 2026-05-04)Never read, modify, create, delete, or assign-ownership of any HubSpot contact NOT owned by Joseph (hubspot_owner_id = 88361194). Includes unowned contacts. Day-One rule. Behavioral test — any HS query returning >918 contacts has a missing scope filter.
- HS deal stage — current API state is sole source of truthWhen determining a deal's CURRENT stage, query HS live (`/api/crm/v3/objects/deals/{id}?properties=dealstage`). DO NOT infer stage from email notifications, calendar events, or transcript content — those are HISTORICAL evidence and may reflect reverted/false-positive states. Hardwired 2026-05-01 after the Hadank double-false-positive.
- Always dedup before adding any new leadBefore inserting a lead into SoT or HubSpot, check the master inventory JSONs by address AND lead_id
- Stability-first — minimize MCP/runtime deps, prefer deterministic PythonStanding architecture directive. For the box/cloud fleet, default to deterministic Python (+ cloud_bridge) with NO MCP and NO LLM-in-loop; use Claude only for genuine reasoning, fed pre-gathered text (no live MCP tools). MCP is optional/interactive-only, never the scheduled-fleet backbone.
- Never ask Lindsay for HS admin actionsJoseph cannot route HubSpot admin/Super-Admin asks through Lindsay. Don't propose it as a workaround.
- Never skip an enrichment source — explicit Joseph rule (Grand County)Joseph stated on 2026-04-20 that Grand County enrichment must hit all 6 sources; partial is a failure state
- Never trigger account-auth promptsHard ban on any action that causes Joseph to be prompted for account credentials, password changes, identity verification, login flows, MFA challenges, or admin re-auth.
- No-fabrication discipline (binds the agent, not just scheduled tasks)Personal source-verify rule for the agent itself. Every factual claim — date, day-of-week, dollar figure, message ID, person's name, quote, status, file path — AND every referential resolution (which draft, which lead, which file the user means) gets verified against an authoritative source BEFORE emit. No agreeable hedging. No prose continuity. No working-memory inference for tool-accessible artifacts. Hardwired 2026-04-30 after the agent shipped multiple fabrications under Joseph's name in a single session, then re-offended that same afternoon by inferring "which draft Joseph meant" from working-memory salience instead of looking.
- No operator-blame commentary in external surfacesHardwired 2026-05-13. Never auto-generate operator-mistake commentary on any coworker-visible surface — even "redacted" markers signal that something incriminating happened.
- Never route Joseph through terminal/CLI stepsJoseph cannot/will not run terminal commands (esp. in the remote box VNC) — it fails for him every time. Deliver browser-only: put the exact page in front of him.
- No unnecessary blockers — request the permission, don't push the work onto JosephWhen the agent hits a tool/permission/access wall, the FIRST move is to request the access needed — not to tell Joseph to do the manual work himself. Pushing his own work back onto him is a time-suck and burns tokens on dialogue. Hardwired 2026-05-09 PM after Joseph: "Hardcode never to do that again — just ask for the permissions you need and I'll accept."
- User pattern — exec-persona Cowork handoff promptWhen Joseph "onboards" a new Claude persona, he wants a comprehensive handoff doc, not a fresh restart
- Rachel's deliverable rules — single source of truth (HARDCODED, validated pre-ship)Every piece of Rachel feedback on client-facing deliverables (PDFs, PPTXs, XLSXs, projection emails). Sourced verbatim from Rachel emails / BD-meeting notes with date + thread citation. Each rule has a mechanical check that runs in skyrun-builder/scripts/validate_deliverable.py before any artifact is shipped. NO deliverable goes out without passing all checks.
- Primary-source check BEFORE any deal draft — Sent folder AND verbatim last-meeting transcript (not memory/insights)2026-05-19 — Drafted Joseph a duplicate "set up a call" email to Eric Bishop AND an inverted-premise apology to Ryan Devine, both because I relied on memory + gmail-deep-scan INSIGHTS instead of his Gmail Sent folder and the verbatim last-meeting transcript. Eric: already sent 5/18. Devine: the "missed meeting" was Ryan waiting to be let into a meeting that actually happened and went well. Hard rule.
- Separate platform-development track from GC BD workAdam agreement + productizing this system for Arc Consulting Services is its own session/track — never mixed with Grand County BD ops; deferred until GC PWA/system fully works
- SoT must contain 100% of SmartLead leads (standing order)Any lead that exists in SmartLead campaigns must also exist in the SoT master workbook — no exceptions
- Stay-green discipline — heartbeat status classification rulesHow skills should classify their heartbeat status. Prevents yellow-drift from non-actionable conditions getting flagged as partial when they should be ok.
- Visual verification gate — never ship UI changes blindEvery UI change is rendered + screenshotted at BOTH desktop (≥1024w) and mobile (414w) widths before being declared done. No "looks right by source" — actual rendered output verified. Hardwired 2026-05-09 PM after Joseph caught header drift + Dynamic Island overlap on iPhone 15 Pro Max that source-tracing missed.
- Pre-task checklist (mechanical pre-flight, non-negotiable)5 yes/no checks that gate any non-trivial response. If any answer is "no", the response cannot proceed — execute the missing lookup first, or surface the gap to the user explicitly. Hardwired 2026-04-30 PM after 6 same-shape regressions in a single session despite individual patches.
Project (39)
- Active deal — Chris Hart / 308 Balsam Dr GranbyDiscovery-stage deal node created 2026-04-29 from stalled-deal-watchdog advisory; benchmarking owed (19th Hole + Indian Trail comp set from Rachel) per BD-meeting commitment 4/28
- Active deal — Ryan Devine / Granby Ranch (3 properties)2nd meeting completed Thursday 2026-05-14 11:00 MDT with Joseph + Ryan + Kim. Property decision still open (P1 866 Black Feather vs P2 Lot 100 Evergreen vs P3 Lot 113 Evergreen). 30% commission held firm; Joseph confirmed verbatim "I don't really have any wiggle room on the field" / "it will not impact your fees, the 30%." Tax-strategy hours covered: STR material-participation = 500hr/yr lump (not 10hr/wk cadence). Devines target real-estate-professional status. Owner-side scope = furnishing setup hours, deep cleans, maintenance items; Airbnb co-host kept in reserve. Marriott Bonvoy not raised. Decision target: "by early next week" per Kim verbatim. Next step: in-person meeting at SkyRun office in Winter Park; Joseph to flex around their travel. Bowens Sourced ($1k commission).
- Active deal — Andy Hadank / Snowblaze B-32⚠️ FALSE-POSITIVE NOTIFICATION — no contract was actually sent. Stage = `qualifiedtobuy` (Secondary | Discovery) per HS verified 5/1 13:15 MDT. The 4/30 "Contract Sent" notification was triggered by deal_sync.py's old mapping bug flipping stage to `presentationscheduled` (the column that fires the contract email), then reverted by Joseph 4/30 14:42. Walkthrough done 4/23, "may-closer" sent 4/28 9:12am, checkpoint May 7. Joseph still owes mgmt agreement template + GL/Granby contractor names.
- CLOSED-LOST — Kina Miller + Danny Ezrol / Pole Creek Meadows (492 Mountain Peak Rd, Tabernash)❌ CLOSED-LOST 2026-05-12 8:55 MDT — Kina chose another PM. Reason: "Comprehensive fee structure and a soup to nuts local team were our primary deciding factors." Tone of her note was warm + appreciative; gracious closing reply drafted by live-ea 5/12. HS deal 59828327838 stage flip to closedlost pending operator action. DO NOT OUTREACH absent her or Danny re-initiating.
- Active deal — Mike Pankratz / 39 Beaver Brook TrlInbound form-fill 2026-05-08 from skyrun.app/income-estimator. 3BR/2.5BA hot-tub-equipped Fraser SFH. Estimator $53,760 ($51K-$56K). Joseph + Rachel + Bryan on TO. Estimator-review call NOW Tue 2026-05-19 11am MST per 5/18 PM transcript + 5/19 callsheet (the Mon 5/18 slot appears to have moved — do NOT assert the Mon call was conducted; no transcript/notes evidence it happened).
- CLOSED-LOST — Tim Beegle / 357 Hi Country Drive #23-1 (Rachel-vetoed 4/27)❌ CLOSED — Rachel vetoed this lead 2026-04-27 ("This is a no" — gmail msg 19dd0e1aa27cf9f8 in thread 19dd0e03b7d8b47b). Joseph acknowledged "Got it." same day. Brooke separately forwarded a duplicate inquiry 4/30 not knowing about the veto; Joseph drafted a reply not realizing Rachel had already declined. Draft discarded 5/2 03:30 UTC. **DO NOT OUTREACH. NO FUTURE DRAFTS. NO HS PUSH.**
- Active deal — Stephen Weber / 103 Reserve Way, Winter ParkWalkthrough complete 2026-04-27 (Joseph + Rachel + Steven). Stage = projection_pending. Steven prefers email; Joseph owes Track + KeyData rental projection.
- Active referral — Whitney Yeddis (Compass) / 109 Deer Track Court (Granby Ranch)Whitney Yeddis (Compass realtor) referred buyer interested in 109 Deer Track Court. 5/1 projection sent ($107,230 gross / $72,166 net + leave-behind PDF). 5/5 closing-loop ack received from Whitney; ack draft queued by live-ea. Buyer questions still pending.
- Adam dev call 2026-05-11 — PWA buildout state + next-stepsSynthesis of the Adam Fleckles / Joseph dev call (transcript Gmail msg 19e184eb108db490, sent 2026-05-11T18:31Z). Resolves authorization gaps, locks Wednesday stand-up target, surfaces multi-market expansion + Hadank process flag.
- Adam status 2026-05-13 — Phase 1A no-credentials yet (exec-approval gate)Successor to project_adam_dev_call_2026-05-11.md. Captures Adam's 2026-05-12 18:46Z email locking the Wednesday 5/13 stand-up under an Executive-approval credentials gate. Locks in Phase 1A scope (prep + parallel build, no Adam sign-in this week) and Joseph's operator directive to keep Adam's PWA in lock-step with the GC system.
- Adam tenant — DORMANT (paused 2026-05-02)Adam Phase 1 tenant is dormant — runtime preserved, scheduled tasks unregistered, system_hygiene unloaded. Conference deadline dropped; no urgency to revive. Easy to reactivate when Joseph chooses.
- System fortification audit — 2026-04-30 PM (waves 1 + 2)Comprehensive bug hunt + structural fortification of the SkyRun ambient stack. Triggered by Joseph's directive after 6 same-shape regressions in one session. Wave 1 closed 8 flags + shipped 7 fortifications. Wave 2 closed an additional 11 items + 2 new memory references (HS pipeline stages, BV silent-fire diagnostic). Total: 19 items closed/verified, 0 regressions, all smoke-tested.
- BD Training Hub — persona context for EA AgentGrand County-only BD persona context (Mike's Thursday training) — active commercial language, pain statements, canonical closes, frameworks, cohort + top-performer intel. EA reads at Step 1 so drafts/scheduling stay consistent with what Joseph is road-testing in the field.
- Box-side credential extractor migration — progress + planPorting Mac extractors (HS/Track/BV/KeyData/metrics + sync_*_to_kv) to the cloud box so macOS Keychain + AppleScript deps disappear. State as of 2026-05-16.
- BV silent-fire + throughput-collapse diagnostic — 2026-04-30 PMCloses flag #50 (P0). What looked like a "silent fire" today was actually a 4-lead entity-only SoS-substitute run with all four required heartbeat fields (task_id, started_at, timestamp, last_run_at) written as null — making it invisible to system_hygiene's matcher and the PWA dashboard. The deeper blocker (#19, #33) is real: BV's View button is unresponsive under chrome_bridge automation, capping daily throughput at 1-4 leads instead of the 12-lead target.
- SkyRun annual conference (2026-05-04) — DROPPED from planningThe May 4 conference is no longer a milestone. Adam's Phase 1 deadline pressure is gone. Plan accordingly.
- Adam-bd dry-run install proof — 2026-05-02 PMFirst end-to-end test of the franchise install bundle. Surfaced 6 install-time bugs; all patched + re-staged. Final state 38/38 gate-proof PASS, 29/30 verify GREEN, 0 RED. Bundle is now provably installable from clean state.
- Froelich incident — current owner received cold outreach email (2026-04-22)John Froelich (active SkyRun customer, R309421/106 Preserve Way) received a cold-intro email from a HubSpot sequence at 3:44 PM MDT. Root cause + guardrails now in place.
- HubSpot sequences DECOMMISSIONED for outreach (2026-04-22)HubSpot is no longer part of SkyRun outreach. All Joseph-owned HS sequences paused and deleted 2026-04-22. Outreach channels = SmartLead (email) and Postcards (physical) only.
- Inbound prospect — Bill Smith / 207 Lakota Park DrHOT inbound (score 105, $2.775M). Bill Smith = principal of KLE Properties LLC = SoT R312503. Requested website income estimate 5/18; bounced/system-missed; recovered 5/19. Real projection owed.
- Inbound prospect — Eric Bishop (3 properties; pre-call alignment done 2026-05-18)Eric Bishop inbound prospect, 3 existing-listing properties (likely SWITCH). Joseph left callback VM 5/16; Rachel+Joseph pre-call alignment held 2026-05-18 — Rachel green-lit a decor/soft-upgrade ROI angle, intent to take all 3 units. Joseph to set up the formal call + running projections. Eric's reply to the 5/16 VM is INFERRED, not yet msg-id-verified. Still NOT in SoT/HS; no R#/address/email confirmed.
- Inbound prospect — Ryan Mcmeekin / 144 Columbine Dr, Grand LakeNEW owner-initiated inbound PM inquiry 5/19 (via Glenda). EagleWeb R156770 (Mcmeekin Ryan & Theresa, Columbine Lake Grand Lake). Modest 3BR cold-LOW but warm-inbound; system-missed; full enrichment + same-day follow-up owed.
- Mike Marach weekly Sandler-style sales training (Thursdays)First weekly training happened 2026-04-23 — 30-second commercial + scoreboard; ongoing Thursday autopsy calls. Other names heard on the call (Anna, Jessica, Alex, Matt, Joy, Adam) are SkyRun BD folks at varying points in Mike's training — participants or examples, NOT a defined cohort Joseph travels with. Adam Fleckles was cited as top performer (Keystone/Vail/Aspen ~70% close) — mentor target only.
- Deal postmortemsRolling log of closed-deal postmortems (won + lost). Captured by deal-postmortem-capture skill on each close. Feeds predictive scoring v2.
- Productization path — Mac-bundle through Adam, hybrid is v2Strategic decision 2026-05-02 PM. Stay on Mac-bundle delivery through Adam's deployment + first 3-5 paying clients. Pure cloud SaaS rejected (kills chrome_bridge moat + flips PII liability). Hybrid control-plane + local edge agent is the v2 architecture (post first 3-5 clients).
- PWA cloud independence roadmap — Track + KeyDataPost-usage-reset project to make Track and KeyData fully Mac-independent so PWA stays live when Mac is off/traveling
- In-flight work items from Rachel 3/10 meetingAction items Rachel assigned or agreed-to that are still live; updated 2026-05-18 — NEW: Eric Bishop 3-property decor/soft-upgrade ROI angle green-lit + ambiguous commission note to verify + Tue 5/19 "Till TIO" undecoded calendar item + Pankratz/BD-meeting deconflict. Prior: Devine 2nd mtg complete (Lot 100 favored), 500hr STR playbook, Hans/Sarasota intro, blog cadence, stale FB/IG eval, missing-May-8-Brian-email chase, Mike Marach Fri 5/15 slot
- Realtor referral pipeline — 4 named contacts from RachelRachel committed to intro emails for 3 realtors in the 3/10 meeting; Whitney Yeddis (Compass) is a 4th source — first live intro 2026-04-30 for 109 Deer Track Court Granby Ranch
- Nine HubSpot contacts hold 2 SoT lead_ids each (shared-email owners)Same owner, two Grand County properties, one email — HS only allows one primary email, so contact holds dual-ID lead_source_notes
- Skill maintenance watchlist — rolling debt log66+ numbered items accumulated across 10 days. 2026-05-02 PM deep-audit closure: 11 stale flags closed (#20, #31, #34, #36, #41, #44, #48, #50, #57, #61, #74) + 9 anti-tripping gates wired into PROOF 13 + package-snapshots re-synced for Adam/future tenants. Active OPEN ≈ 7 items.
- SL roster export stale — sweeper guardrail degraded (2026-05-17) — RESOLVED 2026-05-20ARCHIVED 2026-05-20. sl-roster-export running again (06:30+18:30 box-local timer); 5/6 prior escalations cleared; Weber remains in roster but Paused (not actively cold-emailing). Background-loop audit closed row 4 with morning evidence.
- SmartLead campaigns ACTIVE — launched 2026-04-223 campaigns, 201 enrolled (SWITCH=78, HOT+WARM=89, NURTURE+LOW=34) — 4 current-owner leaks manually removed 2026-04-28 morning; Email 1+2+3 delivered; 30% Email-1 bounce rate (YELLOW); all 3 DNC-clean per 2026-04-28 15:30Z verify
- STR lead engine current state (as of 2026-05-20 nightly-consolidation)867 leads in SoT — UNCHANGED (SWITCH 261 / HOT 144 / WARM 197 / NURTURE 203 / LOW 62; WP 603 / Fraser 88 / GL 83 / Granby 65 / Tabernash 22 / Kremmling 2 / Grand County 1 / none 3; wb mtime 5/19 19:54Z). 2026-05-19 new transcript: **Pankratz call 1 conducted Tue 5/19 ~11:00 MDT** (verbatim phone-recorder transcript on disk) — Joseph anchored 30% flat + $8K hot-tub uplift + flexible contract + 40-60% wholesale design; committed verbatim to (1) Track+KeyData comps + Allegiant HOA same-day, (2) projection by EOD, (3) walkthrough call, (4) Rachel property tour. **EOD projection HARD-BLOCKED on Track auth** (operator action; auto-builds when re-authed). Deal stage discovery_call_scheduled → discovery_complete_projection_pending (R-23 source-cited). System health RED: F0 sweeper partial+requires_operator_action (Weber Quasar event-gate row_not_found persists — manual SL pause owed, NOT a new leak; canary 5/16 clean 0 leaks) + BV ~5d missed-run + canary ~3.5d stale + gmail-deep-scan heartbeat 7d stale (no scan today) + sl-roster-export dead since 5/13 (mitigated roster-sync 5/19 10:03Z, 201) + scout missed Mon 5/19 run (last 5/11). DQ 5/19 ran (RED carryover class: HS-auth deferral + score_math 24 flag-only + R203880 tier false-positive — NO new homeowner leak). memory-claim-linter 65 high-risk (re-run today, +2 vs 5/18). DNC file 6.4d (rebuild blocked on HS-auth; Rachel src 4/23 = 26.5d <45d). Postcards 837 (un-revalidated vs 867). CF KV dismiss-queue: 4 keys drained. pwa_stale_drain: 4 archived. No live HS verify available in autonomous mode — no NON-Pankratz deal-stage claims changed this run.
- Superhuman OAuth access revoked 2026-04-22 (Hadank thread trash incident)Superhuman was silently attached to the SkyRun Gmail with full Read/Send/Delete permissions and is the likely cause of the Hadank thread getting trashed. Access revoked 2026-04-22.
- System fortification audit — 2026-05-04 evening sweepEnd-of-day deep clean producing zero partials, zero errors, zero actionable discrepancies. 17 distinct fortifications applied across reconciler, audit, chrome_bridge, build_pwa, deploy, fix_queue, system_hygiene, schema validation, and pwa_stale_drain. State at end of session 2026-05-04 ~19:50 MDT.
- Call Transcripts pipeline — current and aspirational42 files indexed as of 2026-04-25 (21 scan passes); Apr 24 Joseph/Adam + WP marketing + Hadank followup added
- Vermont market — on hold pending possible saleVT work paused because the VT book of business may be sold; materials preserved on disk but no active work until sale closes or falls through
- VP of Marketing persona — active (added 2026-04-29)7th Cowork persona. Owns owner-facing brand/content/growth + in-house replacement of paid SPMS services. Sits alongside VP of Demand Gen (which stays focused on top-of-funnel scout/enrich/cold-outbound).
- Warm leads — Trevor Pyle + Elle Koagedal (Rachel re-engaged Apr 28)Two early-April warm leads Rachel re-engaged on 2026-04-28. 2026-05-17 — Trevor Pyle replied DIRECTLY to Joseph (closed 230 Buckhorn 5/15, ordered hot tub 5/16, requesting the projection, email/text only) → posture now ACTIVE for Trevor. Elle Koagedal still deferred.
Reference (74)
- Active homeowner roster — Rachel's canonical list (THE do-not-contact source)Rachel-sourced "Winter Park Homeowners" spreadsheet is the canonical active-owner list. Every outbound skill MUST check against this before contact. 73 units, 128 contact rows, 110 unique emails, 97 phones.
- Adam tool inventory 2026-05-13 — 12-tool catalog with integration planCanonical catalog of every tool Adam Fleckles uses, sent in his 2026-05-12 brain-dump reply. Per tool, captures (a) Phase 1A relevance (b) integration path when access comes (c) data shape it produces (d) where it plugs into the existing GC architecture. Read by Phase 1A planning + Phase 2 build skills.
- PWA approval queue — architecture and channel filesThe "Approvals" top section of brief.josephbowens.com. Four channel queues (SmartLead, Postcards, Direct drafts, Realtor intros) read from JSONL state files.
- Approval Queue v2 — Cloudflare Pages Functions + KV (swipe to dismiss)Live approval queue with server-side dismiss via Cloudflare Pages Functions. Items tapped "Dismiss" on phone instantly removed from view and marked dismissed in Cloudflare KV.
- Arc Consulting finance tracking and invoicingJoseph's contractor finances for SkyRun live under /SkyRun/Invoices/ and /SkyRun/*.xlsx — bi-monthly invoices, financial tracker
- daily-beenverified-enrichment rotation logic12 leads/day under 400/mo Premium cap; HOT 3, WARM 3, NURTURE 2, SWITCH 3, LOW 1; monthly budget guard at 380/395
- GC blog tracking + distribution / syndication playbookSource-of-truth ledger for GC-attributed blog posts on skyrun.com + the in-house syndication strategy to broaden reach at $0 cost. Built 2026-04-29.
- Box scripts — _box.py is the LIVE copy; non-_box .py is a diverged dev twinCritical patching gotcha — several box scheduled scripts exist as TWO diverged files; systemd runs the _box.py variant. Patch the wrong one and production is unaffected.
- Call transcripts and meeting notes indexStructured index of 33 transcripts and summaries at /Call Transcripts/index.json, covering Feb–Apr 2026
- Chrome bridge — AppleScript-based Chrome control for unattended scheduled tasksReplaces Chrome MCP for scheduled-task contexts. Sidesteps the per-domain "Allow?" prompt that blocked BV / DQ / scout for 10 days (Apr 16–26). Uses macOS Apple Events instead of Chrome's per-domain ACL.
- Claude Code setup-token headless OAuth — the code#state gotchaHow to complete `claude setup-token` headlessly (browser-driven, no terminal for operator). The paste value is code#state, NOT the URL code= param. Box Max auth procedure + token location.
- Close-loop skills — handoff + postmortem + referral (Gaps D + E)Three skills that close the bottom of the prospecting funnel and feed value back to the top. Built 2026-04-27 in one pass. close-to-onboarding-handoff (daily 12pm); deal-postmortem-capture (daily 12:15pm); referral-watchdog (Sundays 8pm).
- SkyRun cloud browser box (Hetzner)The always-on cloud Linux box that runs the browser-dependent SkyRun automation off Joseph's Mac. Connection, layout, what's verified, and the phased-cutover state.
- Commitment tracker — never drop a self-promised deadlineDaily 8:30am scheduled task. Captures "I'll do X by Y" commitments from yesterday's transcripts + sent email; ledgers them; watches deadlines; surfaces drafts to PWA approval queue when overdue. Companion to stalled-deal-watchdog (cadence) and bounce-handler (deliverability). Built 2026-04-27.
- Data classification — PII inventory + handling rulesEvery PII-bearing file/directory in the SkyRun ambient system, classified by sensitivity. Hardwired 2026-05-02 PM enterprise sweep. Required reading before touching prospect/owner data.
- Cowork persona delegation — sk-delegate CLIOne-command handoff-doc generator for delegating work to VP Demand Gen / VP Finance / VP Sales Ops / VP Ops / EA Cowork personas.
- Disaster recovery — Mac loss + total restore procedureHow to rebuild the SkyRun ambient system on a fresh Mac after Mac loss/theft/destruction. Tested-procedure target. Hardwired 2026-05-02 PM enterprise sweep.
- DO-NOT-CONTACT system — canonical current-owner check for all outreachTwo-tier guardrail (local DNC file + HS live check) wired into every outbound skill. Data at /Users/josephbowens/Desktop/SkyRun/DNC_active_homeowners.json, function at ~/Library/Application Support/SkyRun/dnc_check.py. Refreshed nightly.
- Google Drive sync — SkyRun folder bidirectional backup to Joseph.Bowens@SkyRun.com~/Desktop/SkyRun is live-synced to Google Drive via Google Drive for Desktop. Every local file create/save/edit syncs to Drive within seconds. Office format is preserved. Live EA scans for orphaned SkyRun-related files outside the folder and proposes moves.
- EMAIL_ALL / PHONE_ALL multi-contact ledgerCanonical reference for the multi-email/phone capture pattern. SoT EMAIL_ALL/PHONE_ALL columns hold ALL contacts with metadata; primary EMAIL/PHONE is derived. HS gets primary in `email`+`phone`, alts in `hs_additional_emails`+`mobilephone`. Hard-bounce → auto-rotation to high-conf alt; queue PWA approval for med/low-conf; queue BV re-enrich if no alt.
- Executive briefing package — 5 persona documentsFull handoff briefings for each persona (VP Finance, VP Sales Ops, VP Demand Gen, EA, BD Director) live in /Executive Briefings/
- External-recipient draft SOP (6-gate chain)Canonical workflow for any agent producing an outbound Gmail draft to an external recipient. Every gate is structural — hook-enforced or audit-pass-file-enforced. Drift from this workflow = guaranteed regression of one of today's incident shapes.
- Freshness fleet — always-live data fortificationThree-layer system that keeps every SkyRun data source live continuously. Cron floor (15-min) + watchdog enforcer (3-min) + on-demand triggers. Hardwired 2026-05-09.
- SkyRun Grand County social media audit (2026-04-29)Verified state of GC-specific social accounts. Joseph thought GC had zero — reality is 2-3 dormant/legacy accounts exist. Audit + revive plan.
- Grand Lake insurance + fire-risk contextGrand Lake properties increasingly hard to insure post-fires; affects pitch and owner onboarding
- Knowledge graph enrichment — nightly deepening of entity + relationship dataBeyond bare upserts, nightly-consolidation Section I computes last_seen_at, connection_count, recency_status, and flags stale deals. PWA surfaces top connected / dormant-valuable / stale people.
- Canonical heartbeat schema for scheduled tasksRequired filename + JSON shape for every heartbeat written to `~/Library/Application Support/SkyRun/health/`. Hardwired 2026-05-02 after 5 of 10 fleet-fire heartbeats wrote null fields. Required reading for every skill that writes a heartbeat. Single source of truth.
- HubSpot auth state — CSRF-via-Chrome is canonicalWhy PAT (Private App Token) is not available and what the CSRF-via-Chrome fallback path looks like. Hardwired 2026-05-13 after Joseph's HS user was confirmed lacking Private Apps permission for the second time.
- HubSpot Sales Pipeline — stage IDs vs labels (CANONICAL REFERENCE)The default HubSpot pipeline stage IDs are scrambled vs the SkyRun-renamed labels. Created 2026-04-30 PM after the Hadank "Contract Sent" false-positive incident. Closes maintenance flag #61. Pulled live from `/api/crm-pipelines/v1/pipelines/deals` portal 23273108.
- HubSpot admins and HQ contactsKey HQ-level people for HubSpot, marketing, BD coaching, and SPMS
- HubSpot infrastructure IDs and dashboardsPortal, owner, and dashboard IDs for HS deep-links and API work. Sequences decommissioned 2026-04-22 — no longer used for outreach.
- HubSpot property panel click coordinates (manual browser automation fallback)Field-position quirks from Mar 2026 manual enrichment of 110 contacts — useful only if API fallback to UI automation is needed
- HubSpot operations capabilities — what chrome_bridge can do in HSProven operations the system can execute against HubSpot via chrome_bridge.py + the in-browser CSRF API. Read this before asserting any HS operation is impossible. Companion to R-17/R-18.
- Incident response runbook — playbooks for security + stability eventsConcrete step-by-step procedures for the most likely incidents in the SkyRun ambient system. Hardwired 2026-05-02 PM enterprise sweep. The single page Joseph opens when something goes wrong.
- KeyData + DexAI Studio — analytics vendor accessKeyData is the market analytics platform; DexAI Studio is its AI dashboard generator bundled in
- KeyData operations capabilities — what chrome_bridge can extract from the KeyData dashboardProven data the system can pull from KeyData via chrome_bridge.py. Read THIS before asserting any KeyData operation needs an API key. Companion to R-17/R-18.
- SkyRun knowledge graph — entity layerLightweight JSON graph at /SkyRun/knowledge_graph.json linking leads, contacts, deals, meetings, deliverables, systems
- BJ Enoch / Dry Fly LLM-era SEO playbook (full webinar extraction)Verbatim-grounded playbook from the 2026-04-21 SkyRun Power Webinar on AI & LLMs. Every claim is sourced to BJ Enoch (Dry Fly Digital) or Maura Wall (HQ Marketing). The single richest source we have on getting GC discovered in ChatGPT, Perplexity, Gemini, AI Overviews. Layered on top of `reference_seo_independent_playbook.md`.
- GC marketing resource inventory — free / included / already-paidEvery marketing resource the agent can use without spending a new dollar. Source-grounded against franchise-fee inclusions, existing tooling, and free public services.
- Meeting loop — pre-meeting briefs + post-meeting auto-captureEvery calendar event with external attendees gets a context-rich brief in the morning brief. Every new transcript gets parsed for action items + deal movement + new contacts. Closes the meeting loop.
- Grand County STR startup costs by municipalityWhat an owner pays to get a property live in each municipality — from the Startup Cost Guide built 2026-03-09
- Microsoft Office only — document toolchain policyHardwired rule (2026-04-27). Every document save / open / edit / create / convert in this ambient system uses the Microsoft Office suite (Word, Excel, PowerPoint). LibreOffice / Pages / Numbers / Keynote / Google Docs are banned for production artifacts. Applies to all skills, routines, scheduled tasks, scripts, and human-driven flows.
- Homeowner onboarding checklist — post-signature handoff to ops14-task per-property checklist that runs after an owner signs. Drives the BD-to-Ops handoff. Tracked per year per market.
- SkyRun Grand County operations tech stackThe full platform stack Mandy/Brooke run daily — canonical reference for ops-angle selling points
- SkyRun Management Agreement template + narrative (v5.1)Owner agreement template and Narrative (explains every section). Use for owner negotiations, objection handling, and deliverable accuracy.
- SkyRun new-owner onboarding process (BD → Ops handoff)Signed contract → live listing pipeline — the process the BD-to-Ops Handoff Map documents
- SkyRun pane-of-glass PWA (Cloudflare Pages, permanent)Phone-friendly dashboard at https://brief.josephbowens.com — Cloudflare Pages-hosted, rebuilt and redeployed nightly by nightly-consolidation.
- Pipeline forecast + revenue pulseMorning brief blocks that show expected commission (30/90d/full pipeline) + yesterday's Track bookings + KeyData market trend. Generated by nightly-consolidation Section L.
- Postcard ledger — closes the postcard prospecting loopWeekly Monday 10am scheduled task. Mines Gmail (Jasmine, Rachel, anyone in postcard threads) + transcripts for confirmed sends, syncs SoT ↔ HubSpot ledger, computes next-round candidates per criteria, generates `Next_Postcard_Round_<DATE>.xlsx`, composes the handoff email draft to Jasmine + Rachel. Built 2026-04-27.
- Push notifications — ntfy.sh pipeline for RED-item alertsMobile push notifications via free ntfy.sh service. Scheduled tasks POST to the topic on RED conditions. Joseph's iPhone receives via the ntfy app.
- PWA dismiss anti-regression — 4-layer guaranteePermanent prevention of the PWA dismiss-bug regression class (cards rendered with empty data-id getting stuck on 'Retry'). Four layers: build-time assertion, gate-proof check, nightly stale-drain, regression rule.
- PWA staleness prevention — 3-layer freshness systemThree overlapping mechanisms keep the pane-of-glass current. Instant-rebuild on state change, 20-min ceiling via live-ea, nightly baseline, plus per-section freshness badges so you always know how current each section is.
- SkyRun QB — Joseph's quarterback agent (dedicated nerve center)Persistent agent in its own Claude Code session, branded **SkyRun QB**. Fires every 30 min from 6am-10pm to stay totally current across the entire ambient system. Joseph drops into the QB's session whenever he wants to work — either on what the system surfaces OR on his own off-the-cuff initiatives. Technical taskId is `qb-quarterback`; display name in the scheduled-tasks sidebar + ntfy + banners is "SkyRun QB". Built 2026-04-27.
- Quarterly SkyRun backup — insurance against Workspace account lossEvery quarter (Jan 1 / Apr 1 / Jul 1 / Oct 1 at 3am) a zipped snapshot of ~/Desktop/SkyRun is written to local + iCloud Drive. Survives Mac loss AND SkyRun account termination.
- Quick capture — voice + text note-taking from the PWAFloating mic button on the PWA lets Joseph dump thoughts on the go. Live-ea classifies + routes each capture within 20 min — action items, HS notes, memory edits, or drafts.
- Rachel Scott — working-norm referenceHow Rachel operates so deliverables match her cadence, lever-focus, and decision pattern
- Active scheduled tasks (full fleet)Complete inventory of running automations wired to mcp__scheduled-tasks. Updated 2026-04-30 PM audit (was previously listing 7 of 16 — closes flag #41). What fires when, which skill drives it, what data flows where.
- Security posture — overall architecture + controlsThe single document that describes what controls exist in the SkyRun ambient system, how they map to enterprise security/stability standards, and where current gaps are. Hardwired 2026-05-02 PM enterprise sweep.
- Independent SEO playbook ($0 cost, GC-local)How GC can run local + LLM-era SEO in-house without paying for tools or the Dry Fly retainer. Tactics grounded in BJ Enoch's Apr 21 SkyRun Power webinar + Dry Fly's $1,500/mo offering deconstructed.
- Session keep-alive proberEvery 5 min, probe each chrome_bridge-dependent source (Track, KeyData, SmartLead, BeenVerified) to detect session expiration AND actively warm the session via dispatched DOM events + same-origin authenticated fetch. Hardwired 2026-05-09 PM after Track sessions kept expiring under read-only probing.
- SmartLead Reply Loop — Gmail Mirror via Workspace ForwardingWhy prospect replies to 5/6 SL senders weren't landing in Joseph's primary Gmail, and the permanent fix (Workspace forwarding on each @skyrungrandcounty.com mailbox). Plus the ingest cron redundancy layer.
- SmartLead bounce handler — closes the bounce loopDaily 11am scheduled task. Mines Gmail mailer-daemon notifications, classifies HARD vs SOFT bounces (RFC 5321), updates SoT bounce ledger, queues HS proposals + SmartLead-removal actions for hard-bounced contacts. Hard-bounced leads stay postcard-eligible (different channel). Built 2026-04-27.
- SmartLead → HubSpot Email Engagement LoggingHow SmartLead sends get logged as Email (not Note) in HubSpot. Path A configuration and Froelich-class follow-up.
- SmartLead operations capabilities — what chrome_bridge can do in the SL UIProven operations the system can execute against SmartLead via chrome_bridge.py. Read THIS before asserting any SL operation is impossible. Updated when new capabilities are proven. Companion to R-17/R-18.
- SoT-canonical architecture — continuous enforcement of single source of truthSoT (Grand_County_STR_Engine_v3.5_filtered.xlsx Lead Details) is the single source of truth — was always the design intent, hardwired as RULES.md R-02 + structurally enforced by sot_reconciler.py running every 15 min. HubSpot is derivative. SmartLead enrolled-leads-list is a subset of SoT. This doc explains the architecture, why prior bandaids failed, why this is permanent, and how to add new HS-writing code without breaking it.
- SPMS service replacement readiness mapService-by-service inventory of paid/included SPMS offerings vs in-house replacement readiness. Sourced 2026-04-29 from SkyRun Premium Marketing Services 2026.pdf + transcripts + existing automation inventory.
- STR-industry audience discovery + community ledgerWhere to find STR-relevant audiences for blog syndication, expert positioning, and owner-acquisition. Joseph's personal LinkedIn network is NOT STR-focused — the agent must go OUT to communities that ARE. Built 2026-04-29.
- Subscription & usage inventory — what this system costs to runFull accounting of every subscription the SkyRun ambient system depends on. Clear view of incremental cost vs. pre-existing infra.
- System hygiene watchdog — keeps the ambient fleet from accumulating cruftHourly launchd job that auto-cleans Claude Code zombies, flags stale tasks, monitors MCP drift, trims oversize logs. Pushes ntfy on partial/error.
- System monitoring — heartbeats, health synthesis, morning-brief alertingEvery scheduled task writes a heartbeat JSON per run. Nightly-consolidation synthesizes them into overall system health. PWA shows status; RED conditions surface as morning-brief priority #1.
- reference_token_optimization_2026-05-09
- transcript-scan skill — gmail + local filesystem sweepThe scheduled transcript discovery pipeline — scans gmail senders, local folders, and now email body copy-pastes
- Vendor security posture — risk register + scope inventoryEvery external service the SkyRun ambient system touches, what data flows where, current OAuth scopes, last rotation date. Hardwired 2026-05-02 PM enterprise sweep.
- Voice anti-patterns — phrases + structures Joseph never writesConcrete blacklist of AI-flavored phrases and structures that get caught in Joseph's drafts. Linter at ~/Library/Application Support/SkyRun/voice_check.py runs against this. Hardwired 2026-05-08 after Trevor draft was caught reading "super AI generated."