Realtor: Whitney Yeddis — whitney.yeddis@compass.com (Compass)
Property: 109 Deer Track Court, Granby Ranch
Stage: projection_sent_awaiting_reply (unchanged; closing-loop ack ≠ buyer engagement)
Last touch: 2026-05-05 (Whitney inbound + Joseph ack draft queued)
Status (verified live in Gmail 2026-05-05 18:04 UTC): ✅ CLOSING-LOOP ACK RECEIVED FROM REALTOR. Whitney replied 2026-05-05T17:50:11Z (5/5 11:50 AM MDT) on the same projection thread 19ddf33c575a2d69 (her message id 19df94333e0aac8d):
> "Hi Joseph - Sorry for the delay. Thank you so much for this! Super helpful! Appreciate you both. I will let you know if we have any questions and also pass on your contact info. Thanks, Whitney"
Joseph's ack draft queued via live-ea: pending_draft id direct-drafts-2026-05-05-whitney-yeddis-thanks-ack, gmail draft id 19df94f1b933ef4d. Pending send approval in PWA.
Why stage doesn't advance: Whitney has explicitly punted ("let you know if we have any questions") + offered to pass Joseph's contact info to her buyers. The buyer themselves hasn't surfaced any questions yet. Stage stays projection_sent_awaiting_reply until either (a) Whitney comes back with concrete buyer questions, or (b) the buyer reaches out directly.
Earlier (5/1): ✅ PROJECTION EMAIL SENT. Thread 19ddf33c575a2d69 (in Rachel's intro thread); message id 19de6b1e8be06a78; sent 2026-05-02T03:18:31Z (5/1 9:18 PM MDT). Body: stabilized projection $107,230 annual gross / $72,166 net to owner (30% mgmt + 2.7% Granby Ranch Conservancy already netted). Leave-behind PDF attached. Joseph draft 19ddf957551e59c0 was the v1 (discarded 5/1). v4 (now-sent) per Rachel's pre-send approval (gmail msg 19de0db1550b0514 "Looks good" 5/1 00:05Z).
Sequence so far:
1. Whitney requested STR estimate (insight surfaced 4/30 18:10Z)
2. Joseph drafted reply asking for MLS sheet + offering Granby seasonality call (4/30)
3. Joseph asked Rachel to review pre-send (4/30 20:26Z)
4. Rachel approved 5/1 00:05Z ("Looks good")
5. Joseph sent rewritten v4 5/1 9:18 PM MDT — projection $107K gross / $72K net + PDF
6. Whitney closing-loop ack 5/5 11:50 AM MDT (this entry)
7. Joseph ack draft queued via live-ea (pending PWA send approval)
8. NEXT: Send the ack. Then await buyer questions.
Next actions:
1. Approve + send ack draft direct-drafts-2026-05-05-whitney-yeddis-thanks-ack (top of pending_drafts queue) — keeps Whitney engaged + signals responsiveness for future referrals
2. Watch for buyer questions arriving via Whitney OR direct contact (she said she'll "pass on your contact info")
3. If Whitney becomes a recurring referral source (this is now her 2nd referral interaction with us), consider promoting from peripheral → primary tier in project_realtor_referral_pipeline.md
Notes:
- Whitney is currently peripheral in the realtor referral pipeline (primary = Leah Bishop, Megan Waymeyer, Katie Fox per
project_realtor_referral_pipeline.md). - Granby Ranch is moderate-tier STR territory (skill maintenance flag: 30% of GR HOA bylaws restrict short-term rentals). HOA vet still owed when buyer surfaces concrete intent.
- Granby Ranch Conservancy 2.7% fee already baked into projection net.