Rachel is sending intro emails. Joseph owns the follow-up.
- Leah Bishop — high-end residential agent; husband is a builder (custom homes, formerly spec); kids are in Rachel's kids' grades. Listings tend to be $1M+. Strategy: meet, offer rental projections for her current listings to encourage referrals.
- Megan Waymeyer — good friend of Rachel; currently sends prospects a list of ~10 PMs instead of recommending one. Strategy: win her over so she recommends SkyRun specifically.
- Katie Fox — Grand Lake; used to work at Middle Park; "crazy as a fox"; recently reached out about a lukewarm property. Strategy: rekindle without becoming the bag-holder for her marginal leads.
- Whitney Yeddis (Compass) — CORRECTED 2026-04-30: firm is Compass, not Redfin (prior memory was a guess). First live intro 2026-04-30 16:23Z via Rachel ("Re: STR Estimate in Granby Ranch", gmail thread
19ddf37962aa94ab, msg19ddf33c575a2d69) — buyer client looking at 109 Deer Track Court (Granby Ranch). Joseph drafted reply requesting MLS sheet (still inpending_drafts.jsonlasdirect-drafts-2026-04-30-whitney-yeddis-granby-ranch, awaiting approval). Was previously characterized as "peripheral, marginal $600K budget" — promote to active referral source now that there's a real intro on the table.
Why: Realtor referrals convert better than cold postcards because trust is already transferred. Three intros from the GM (plus Whitney now) is a rare opportunity.
How to apply: When Joseph mentions "the realtors" or "Leah/Megan/Katie/Whitney," this is the context. HubSpot contacts for Leah/Megan/Katie were pushed via hubspot-lead-push on/around 2026-03-07; Whitney Yeddis HS contact still needs to be created (not yet pushed as of 4/30). Cross-referrals to SkyRun Naples are a thing — keep in mind for "not a fit for us" scenarios.