---
name: Check Rachel/Joseph prior decisions before drafting outreach
description: Before 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.
type: feedback
last_updated: 2026-05-02
originSessionId: 6250c599-625a-4c16-9ba6-368c0a7715ed
---

## The rule

**Before drafting outbound to any prospect, run a prior-decision check.** Specifically:

1. **Search Gmail** (sender, recipient email, prospect name): `from:rachel@skyrun.com (prospect_name OR prospect_email) "no" OR "not a fit" OR "decline" OR "skip" OR "pass"`
2. **Search active-deal memory files** at `~/.claude/projects/-Users-josephbowens-Desktop-SkyRun/memory/project_active_deal_*.md` for the prospect name + email. Read frontmatter for `CLOSED-LOST`, `Rachel-vetoed`, `DO NOT OUTREACH`.
3. **Check the knowledge graph** for any deal entity tagged `closed_lost`, `vetoed`, `do_not_contact`.
4. **Check the DNC ledger** (`~/Desktop/SkyRun/DNC_active_homeowners.json`) — current homeowners are also off-limits per the DNC rule.

If ANY of those return a hit, **DO NOT draft.** Surface the hit to the queue with status `vetoed_blocked` and an explicit reason. Joseph re-decides from there if needed.

## Verbatim trigger incident

**2026-04-27 21:38 UTC** — Daniela@skyrun.com routed Tim Beegle's STR-property-mgmt inquiry to Rachel + Joseph (gmail thread `19dd0e03b7d8b47b`).

Rachel's response 1 minute later:
> *"Regarding Tim Beegle. This is a no"*

(gmail msg `19dd0e1aa27cf9f8`)

Joseph: *"Got it."*

**2026-04-30 14:57 UTC** — Brooke@skyrun.com (Winter Park guest support) forwarded a duplicate Tim Beegle inquiry to Joseph (gmail thread `19ddee53baaaf251`). Brooke didn't know about Rachel's Apr 27 veto.

**2026-04-30 16:07 UTC** — An agent drafted a 30%-pitch intro reply (gmail draft `19ddf254dde9928e`) and queued it as an active-deal RED entry in `project_active_deal_tim_beegle.md`, NOT acknowledging Rachel's 4/27 veto.

**2026-05-02 03:30 UTC** — Joseph caught the regression and discarded the draft. Memory file converted to CLOSED-LOST. This rule added.

## The structural pattern

This is the same shape as the Hadank false-positive (`feedback_hs_stage_source_of_truth.md`):

| Hadank | Tim Beegle |
|---|---|
| Agent treated 4/30 contract-sent email as fresh state | Agent treated 4/30 Brooke-forward as fresh inbound |
| Without checking live HS dealstage | Without checking prior Rachel-veto thread |
| Created stale stage drift | Created phantom active-deal state |

The fix in both cases: **the agent has authoritative state available (HS live API for stage; Gmail prior-decision threads for veto status); treating the surface event as ground truth without checking the authoritative source is the failure pattern.**

## Mechanical check (for skill prompts)

Before composing ANY draft for a previously-unseen-to-this-session prospect, run this query block:

```python
# Pseudo-code; agent should perform via Gmail MCP + memory file reads
prospect_name = "Tim Beegle"
prospect_email = "timbeegle@yahoo.com"

# 1. Gmail search for Rachel-veto on this prospect
veto_hit = gmail_search(f'from:rachel@skyrun.com ({prospect_name} OR {prospect_email}) "no" OR "not a fit" OR "decline"')

# 2. Memory file scan
mem_hit = grep_memory(f'CLOSED-LOST.*{prospect_name}|Rachel-vetoed.*{prospect_name}|DO NOT OUTREACH.*{prospect_name}')

# 3. KG check
kg_hit = kg_query(f"deals.tags contains 'vetoed' or 'closed_lost' for prospect={prospect_name}")

# 4. DNC check (already required by current_owner_check)
dnc_hit = dnc_check.is_current_homeowner(email=prospect_email, name=prospect_name)

if any([veto_hit, mem_hit, kg_hit, dnc_hit]):
    queue_blocked(reason=...)  # surface to Joseph; do NOT draft
    return
```

## Wired into

- `live-ea/SKILL.md` — Step 4 pre-draft check (to be added in next skill update if not already)
- `qb-quarterback/SKILL.md` — same
- `stalled-deal-watchdog/SKILL.md` — already has `lifecyclestage=closedlost` skip; this rule extends to memory-file-CLOSED-LOST tags
- `feedback_freshness_before_surface.md` — sister rule for stage-not-stale
- `feedback_hs_stage_source_of_truth.md` — sister rule for current-stage-from-live-API

## Cross-references

- `project_active_deal_tim_beegle.md` — the live test case (CLOSED-LOST, Rachel-vetoed)
- `project_active_deal_hadank.md` — the parallel Hadank case (stage-drift class, same root cause)
- `feedback_no_fabrication_personal.md` — overarching no-fabrication discipline