From the 1hr 1min Rachel meeting on 2026-03-10:
Still live / pending:
- Business cards from Mark (designer) — Apr 24 marketing sync: design FINALIZED w/ tracking number 970-817-8700, QR code to mgmt page, "Serving Grand County" line, website URL. Jasmine to share print template + ordering portal link with Rachel; Joseph reminded Rachel by email Apr 25 to place order.
- Mike Marach training sign-off — Rachel asked Joseph to consult Adam Fleckles first before enrolling (done; Adam cautiously endorsed). Rachel still wants sign-off before paying. Note: First weekly training already happened 2026-04-23 — may need to loop Rachel in on progress.
- Credit card for BD expenses (realtor lunches, association events) — Rachel trying to get a companion-pass-eligible business card; blocked by PO Box issue on current company card. 7–10 day fix. If unresolved, Rachel will issue a generic one anyway.
- Postcard cadence — same 500-person list, monthly, same card, 6 months straight. Open question: does Rachel want cost estimate on alternating designs? Joseph suggested mixing for strategic launches.
- Realtor intros — Rachel committed Mar 10 to send intro emails to Leah Bishop, Megan Waymeyer, Katie Fox. Day 45 pending as of 2026-04-24. No intro emails detected in Gmail scans. Historical backfill complete confirms no intros sent through Apr 24.
New (2026-04-24):
- DocuSign access pending — Rachel confirmed (Apr 24 10:43 AM MDT reply on "Documents" thread): DocuSign account exists. When Joseph is ready to send the first owner management agreement (e.g., Hadank), Rachel will grant access. Action: nothing required until reno timeline lands and agreement is ready to send.
- ~~Sangma extension routing~~ — ✅ CLOSED 2026-04-28 9:49 AM MDT. Lindsey replied to Rachel: Joseph's extension is in the OWNERS call queue only, not guests/reservations. No further action needed.
- Myron Duncan / 82 Cranmer Ave Fraser (forwarded by Glenda Apr 24) — Rachel said NOT a STR fit; recommend long-term rental. Joseph confirmed he'll call Jodie Duncan Brack on a Tue/Thu morning next week. No STR pipeline action.
New (2026-04-27 — Rachel directives + decisions from afternoon Gmail traffic):
- ~~Devine projections (Granby Ranch)~~ — ✅ PROGRESSED 2026-04-28→29. Prospect-send completed; Ryan replied twice 4/28 evening with concrete time anchor "Mon May 4 anytime after 2 pm your time" (4/29 00:54Z). Joseph confirms + sends Google Meet invite. See
project_active_deal_devine.md. - Tim Beegle veto — Rachel decisioned NO on Tim Beegle (357 Hi Country Dr #23-1) at 4/27 21:38Z without stated reason. Joseph acknowledged "Got it" 21:39. No outreach. Same pattern as Chris Hart-style vetoes.
- Weber projection share-before-send — Rachel pattern: she wants to see numbers before they go to prospects ("I would love to see them before you send them out"). Weber-Rachel-v2 sent 4/28 9:33 AM MDT with Lakota/Dreamcatcher anchor ($92K stabilized, single big number per Rachel coaching). Now awaiting Rachel sign-off before Stephen-send (must go before 5/2 travel cutoff). See
project_active_deal_weber.md.
New (2026-04-28 PM — Rachel email traffic):
- Warm leads followup (Trevor Pyle + Elle Koagedal) — Rachel emailed both directly at 21:36Z (BCC'd Joseph). Trevor: 230 Buckhorn / tnp.trev1@gmail.com / 303-638-3903 / "better on weekends". Elle: Tabernash House / ekoagedal@gmail.com / 415-686-3625. Posture: deferred-follow-up — Rachel is on point first; Joseph holds ~5 business days. See
project_warm_leads_trevor_elle.md.
New (2026-04-28 BD-meeting-Joe-Rachel — 11 action items captured 4/29 transcript-scan pass 33):
- [Joseph] Update PDF projection — add SkyRun to listing-platform list — open
- [Joseph] Refine PDF projection wording — switch to "annual building traction" instead of 10% growth claim — open
- [Joseph] Edit PDF leave-behind — remove page 4 — open
- [Joseph] Insert PDF disclaimer — owner usage directly impacts potential revenue — open
- [Rachel] Send Joseph the 19th Hole + Indian Trail property data — for Chris Hart benchmarking comp
- [Joseph] Conduct Chris Hart property benchmarking analysis — once 19th Hole + Indian Trail data lands; aligns with
deal:chris_hart_308_balsam(now in graph as discovery_complete) - [Joseph] Send completed Chris Hart benchmarking to Rachel — for final review before customer-facing send
- [Rachel] Verify the 2.7% extra tax charged at Granby Ranch properties — affects Devine call Mon May 4 narrative
- [Rachel] Locate email + contact info for the old lead not in HubSpot — open
- [Joseph] Follow up with old lead — gated on Rachel locating contact info
- [Joseph] Run radio-show outline past Rachel for review — before show recording date
Closed 2026-04-23 / overnight Apr 24 (resolved):
- Rachel "Documents" email — content turned out to be DocuSign Homeowner Guide + SkyRun Mgmt Agreement PDF attachments. Joseph: "Got the docs last night — agreement narrative and onboarding checklist are exactly what I needed."
- Chris Hart draft decision — Joseph sent polite decline reply Apr 23 9:27 PM MDT (thread 19dbc3da0af806ca). Closed.
Upcoming — scheduled by Rachel:
- ~~Andy Hadank walkthrough — Thu Apr 23 4pm MDT at Snowblaze B-32.~~ ✅ COMPLETED — See
project_active_deal_hadank.mdfor post-walkthrough next actions. - ~~Stephen Weber prospect walkthrough — Mon Apr 27, 2026 at 9am-10am MDT, 103 Reserve Way, Winter Park.~~ ✅ COMPLETED 2026-04-27 — engaged, projection pending. See
project_active_deal_weber.md. - Pole Creek Meadows / Kina + Danny intro call — RESCHEDULED to Wed Apr 29, 2026 at 9:00 AM MDT (was Tue 4/28 2pm MDT — Kina rescheduled, Rachel updated invite at 4/27 18:47Z). Video call (Google Meet ozi-ggab-znf). Joseph included as BD. Prospect property: 492 Mountain View Rd. New cold prospect — DNC clean, but no SoT lookup yet.
Open (from 2026-04-22):
- ~~Marketing meeting time~~ — Jasmine's "Discuss Marketing (Winter Park)" held Fri Apr 24 at 1:15pm. Transcript indexed at
notes/2026-04-24_discuss-marketing-winter-park_gemini-notes.txt. - Rachel shared "Winter Park Homeowners" Google Sheets at 3:50am Apr 23. Used as DNC source for Apr 23 rebuild. Still worth reviewing for any new prospect signals Rachel may have highlighted.
Standing cadence: Tuesday 11:30 recurring BD meeting with Rachel.
Market context (March 2026): Down 26% YoY; spring break cancellations were severe; summer booking push before fire-season concerns is a live narrative.
Closed 2026-04-21:
- Rental Guardian liability angle added to Operations Selling Sheet —
Property Deliverables/SkyRun_Operations_Selling_Sheet.docx
Closed 2026-04-23:
- Hadank Snowblaze B-32 walkthrough — COMPLETED Thu Apr 23 4pm. 35% confirmed. Next: management agreement after reno timeline set. See
project_active_deal_hadank.md. - Chris Hart 308 Balsam Dr — Rachel vetoed (no hot tub). No intake needed. Draft reply still needs decision.
Closed 2026-04-22:
- Kelly Newman (Inn at Silver Creek) — Rachel declined; redirected to Summit Time Rentals. No further follow-up needed.
How to apply: Use as checklist when drafting next Rachel 1:1 agenda or pipeline update. None of these are in HubSpot tasks — they live only in the transcript/memory layer.