SoT: Prospecting & Leads/STR Engine Archive/Grand_County_STR_Engine_v3.5_filtered.xlsx
Total leads: 866 (+1 from 5/4 scout — R313386 KOVALY CHRISTOPHER J + CAPUANO MEGAN J)
Tiers: SWITCH 261 | NURTURE 202 | WARM 197 | HOT 144 | LOW 62 (HOT +1 from R313386)
Cities: Winter Park 603 | Fraser 87 | Grand Lake 83 | Granby 65 | Tabernash 22 | Kremmling 2 | Grand County 1 (WP +1)
Formula errors: 0
Postcard targets: 837 (+1)
2026-05-02 02:31Z BV run (BREAKTHROUGH): ✅ chrome_bridge wedge CLEARED. 4 retry-1 leads drained — 3 OK, 1 no_match (R062660). 21 emails, 7 phones. SoT +3, HS +3 unique (5 PATCH ops). 3 BV reports consumed (3/400 May). 4 aged retries moved to bv_unresolvable. SL eligible=3 NOT YET PUSHED (CSV injection deferred, manual review needed). First successful BV run after 10+ days of wedge.
2026-05-01 06:11Z BV run (prior): 0 leads processed — chrome_bridge JS execution wedged on SoS tab. Monthly budget rolled over: April final 11/400 → May 0/400.
2026-05-02 02:21Z DQ run: Status YELLOW.
- SoT integrity: 865 leads, 0 owner leaks, 0 score errors, 0 tier classification errors, 0 lead_id dupes
- HS reconciliation: 8 not-in-HS (postcard-only / suffix-variant lead_ids), 0 extra in HS
- SL ↔ HS: 16 email mismatches found, 15 auto-fixed, 1 collision (R037032 — new 10th shared-email pair, structural HS constraint, needs memory update)
- 5 missing mailing-address fields (long-tail data quality)
- chrome_bridge_status: ok
2026-05-01 13:09Z DQ run (prior): Status YELLOW.
- SoT integrity: 865 lead_ids unique, all tier classifications correct (1 false positive — R203880 'competitors' string false-flag; HOT is correct)
- Score math: 5 minor mismatches (R304816, R310277, R036590, R304812, R173530) — all
merged_dup_quirkcategory from shared-email pair updates - HS reconciliation: 8 not-in-HS (4 standing legacy + 4 new postcard-only)
- DNC audit: clean — no current-owner leaks in any active outbound channel
- Standing watchlist: SmartLead↔HS email-engagement sync persistence (Path A applied 4/29 — 5 @skyrungrandcounty.com aliases added to Joseph's HS user; future SL sends should log as Email engagements not Notes; awaiting first SL outbound to verify)
SmartLead campaigns (status):
- ACTIVE since 2026-04-22 — 201 enrolled
- All 3 campaigns (HOT+WARM 3184605 / SWITCH 3184446 / NURTURE+LOW 3184683) DNC-clean per 4/28 verify run
- 5/1 11:07Z bounce-handler ran GREEN: 4 threads scanned, 2 real bounces (already processed 4/28), 2 internal typo skipped, 0 hard, 0 soft, 0 escalated.
- 2 stale-pending SmartLead-removal actions from 4/28 still in queue — flagged
stale_pending_2026-04-30: needs cross-check vs current SmartLead roster— surface in morning brief
Active deals snapshot (5/2 02:00Z evening):
- Hadank / Snowblaze B-32: ⚠️ Stage =
qualifiedtobuy(Discovery) — LIVE-VERIFIED via HS API 5/2 01:58Z (deal 59152586120, last_modified 5/1 16:02Z). NO contract has been sent. The 4/30 19:58Z "Contract Sent" notification email was a FALSE POSITIVE fromdeal_sync.py's old mapping bug (already reverted by Joseph 4/30 14:42 MDT and the mapping fix shipped same session). Joseph still owes mgmt agreement template + GL/Granby contractor names. Checkpoint May 7. - Weber / 103 Reserve Way: projection_sent_awaiting_reply (4/30 9:36 MDT, $92K gross-only). Steven traveling 5/2 ~10d. Follow-up window: week of 5/12.
- Pole Creek / Kina + Danny: ✅ Value-based followup SENT 4/30 5:05 PM MDT (gmail msg 19de0a40d11a2fca, thread 19de09ae404d7149). Mon 5/4 4pm competitor meeting. Memorial Day listing-live target.
- Tim Beegle / Hi Country Haus: ❌ CLOSED-LOST — Rachel-vetoed 4/27 ("This is a no", gmail msg 19dd0e1aa27cf9f8). Brooke 4/30 fwd was duplicate not knowing about veto. Draft discarded 5/2 03:30Z. NO future outreach.
- Devine / Granby Ranch (3 props): Mon 5/4 anytime after 2pm (Ryan's anchor) — Joseph confirms + sends Meet link.
- Whitney Yeddis / 109 Deer Track Court: ✅ PROJECTION EMAIL SENT 5/2 03:18:31Z (gmail msg 19de6b1e8be06a78, in Rachel's intro thread 19ddf33c575a2d69). $107,230 gross / $72,166 net to owner + leave-behind PDF attached. Awaiting Whitney + buyer reply.
Pipeline forecast (5/2 evening run, no SoT change since afternoon):
- 30-day expected commission: $29,637 (Δ $0 vs 5/1 afternoon)
- 90-day: $59,274 (Δ $0)
- Full pipeline: $98,790 (Δ $0)
Evening run (5/2 02:00Z) — incremental notes:
- Gmail insights since afternoon: Matt Unroe (155 Granby Meadow Dr, 2BR/2.5BA) inbound via Glenda's web-form forward. Rachel triaged "pass" (too small, no garage). Joseph still owes acknowledgment.
- Joseph/Mike weekly 1:1 captured (Otter summary, 41min, 5/1 10:21 MDT). Funnel framework 10/9/6 + Joseph plans to ask Rachel ~5/5 to route wholesale leads to him. Meeting added to graph.
- Hadank stage re-verified live (
qualifiedtobuy) — false-positive trail confirmed inert.
Overnight refresh (5/2 05:00Z) — incremental notes:
- ✅ Whitney Yeddis projection email SENT 5/2 03:18:31Z (gmail msg
19de6b1e8be06a78). Was Priority #1 in 5/1 PM brief — now done. Graph: dealdeal:whitney_yeddis_109_deer_trackcreated, stageprojection_sent_awaiting_reply, +1 communication relationship Joseph→Whitney. - ✅ BV breakthrough (5/2 02:31Z) — see BV run block above. May budget 3/400 consumed. SL CSV-injection of 3 eligible leads deferred for manual review.
- 🟡 DQ 5/2 02:21Z found 1 SL↔HS email collision auto-fix failure (R037032) — new 10th shared-email pair, structural HS constraint. Surface as Memory update needed.
- ❌ Tim Beegle deal stage in graph updated to
closed_lost(was staleinbound_received_pending_first_send). Graph drift advisory cleared. - 2 recurring delivery_failure noise events (joseoh.bowens@ typo) — not prospect outreach, suggest cleanup of forward rule.
Next checkpoints:
- 2026-05-04 (Mon) anytime after 2pm — Devine call (Ryan)
- 2026-05-04 (Mon) 4pm — Pole Creek competitor meeting (Joseph not present; awaits vendor decision after)
- 2026-05-07 (Wed) — Hadank checkpoint (per project memory)
- Week of 5/12 — Weber follow-up window opens (post Steven's 5/2 travel)
Mid-day re-run 5/4 13:50Z (supplemental to 05:01Z fire):
- Scout 5/4 11:45Z (Mon weekly cadence) — pushed +1 lead R313386 standalone (deferred from 4/30 partial). Owner KOVALY CHRISTOPHER J + CAPUANO MEGAN J, mailing 173 CHAIN SAW RD DILLSBURG PA, property 20 WHEELER RD WP (SOJOURN AT IDLEWILD Lot 3). 3BR/3.25BA/2,113 sqft. Purchased 4/21/2026 for $1,219,000 (AV $296,660). Score 75 HOT (Recent+20, OOS+15, Absentee+5, Price+10, WP+15, Beds+5, Sqft+5). HS contact id 219592129930 created (no 409). DNC clear. Headwaters 14-unit backfill still pending operator review.
- BV 5/4 12:11Z — 4 leads processed, 2 OK + 2 NO_MATCH. PALEN R302142 (Spectro Alloys exec, MN/WI) hydrated 18 emails / 3 phones; HIRSH R302148 (BreakTrail Ventures cofounder) hydrated 6 emails / 1 phone. Both HOT, both DNC clean, both queued for SL push (deferred per autonomous run policy). NO_MATCH: SIMMONS R302385 (common name), PARKERSON R037827 (no card). 3 BV reports consumed → May budget 6/400. Retry queue 11 remaining. First successful autonomous scheduled BV run since Item #19 fix shipped 5/3 — chrome_bridge.click_real validates.
- DQ 5/4 13:18Z (predecessor) + 13:36Z (same-day validation) — full live HS reconciliation via chrome_bridge (7-page pagination, 861 contacts pulled). Status PARTIAL. Findings: (a) 3 truly-missing-in-HS (R306161 Plano TX postcard target needs hubspot-lead-push; R040720-01 + R304807-U224 scout sub-units need decision); (b) 2 NEW HS dup pairs from overnight scout (R040720, R304807) — manual UI merge queue; (c) 32 city-field drifts from postcard-updater concatenating "STREET CITY" into mailing city; (d) 3 lsn-token autofixes applied in predecessor (R037470, R061850, R306074 — postcard-updater not adding
ID:{lid}|prefix); (e) 1 known exception R304226 Whitney Yeddis. SoT 866 leads, 0 dupes, 0 score errors, 0 formula errors. - transcript-scan 5/4 13:34Z — wrote heartbeat (status=skipped, 0 new files). Per #76 provisional resolution.
- gmail-deep-scan 5/4 13:42Z — 1 message scanned (Otter weekly meetings digest, Tier 9 fallback skip), 0 categorized insights.
- System health overall: still RED because live-ea has no heartbeat in 62h+; last live-ea-authored draft was 5/1 23:06Z. All other tasks now GREEN.
- Pipeline forecast (R313386 added to HOT bucket): 30d ~$29,837 (+$200) / 90d ~$59,674 (+$400) / full ~$99,490 (+$700). Devine 4pm MDT call could shift HOT EV materially by EOD.
- Postcard-updater code review — flagged in #77 (NEW) for skill maintenance. Two distinct bugs (lsn-token prefix missing; STREET-CITY concatenation in mailing city).
Nightly consolidation 5/3 05:07Z (PRIOR pass) — quiet 24h:
- 0 new transcripts (
transcript-scanran 5/2 19:40Z + 5/2 18:02Z + 5/2 14:02Z + 5/2 02:00Z — all skipped, 0 net-new). Last transcript still 5/1 Joseph/Mike 1:1. - 0 prospect replies, 0 signed contracts, 0 realtor inbound.
gmail-deep-scanfinal fire 5/3 04:02Z reportedalready_processed_skipped: 6(inbox idle since 5/2 23:04Z). - 1 INFO insight (
joseoh.bowens@typo bounce 5/2 22:44Z) — recurring noise. - DQ 5/2 19:48Z confirmed SoT 865 / 0 leaks / 0 dupes / 0 formula errors via delta-mode (trusted 13:09Z baseline).
chrome_bridge_status: auth_inaccessible_csrf_httponly— HS reconciliation inherited from 13:09Z run, not re-queried this evening. - Stalled-deal-watchdog 5/2 19:45Z + 20:14Z (off-cadence Saturday) — 11 deals inventoried, 0 stalled past threshold, 0 drafts composed.
- close-to-onboarding-handoff 5/2 18:05Z — 0 close-wons.
- deal-postmortem-capture 5/2 18:24Z — surfaced Tim Beegle postmortem draft (1 pending, default priority).
- DNC fresh (rebuilt 5/2 16:16Z, 141 emails / 97 phones / 522 name tokens, source 9.5d old <45d threshold). 0 leaks across SmartLead / pending_drafts / pending_postcards.
- 16 stale_pending SmartLead removal actions in
pending_smartlead_actions.jsonlcarried (queued 4/28, all flaggedstale_pending_2026-04-30) — surface in morning brief per Section F2. - 1 manual_fix queued in
fix_queue.jsonl(chrome_js_toggle_off, queued 5/2 22:12Z) — surface as operator-pending. - 30 acknowledged HS dup pairs (ledger marked
all_merged5/2 20:28Z) — informational, no yellow drift. - KG: 0 entities added, 0 relationships added — no new factual signals to record.
- Pipeline forecast unchanged: 30d $29,637 / 90d $59,274 / full $98,790 (SoT distribution stable).