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reference active homeowner roster

memory · reference_active_homeowner_roster.md

What this is

Rachel sent over Winter_Park_Active_Homeowners_2026-04-23.xlsx — the canonical list of active SkyRun Grand County homeowners. Lives at /Users/josephbowens/Desktop/SkyRun/Winter_Park_Active_Homeowners_2026-04-23.xlsx.

This is the source of truth for "current customer" — NOT HubSpot lifecyclestage=customer. HS lifecycles have proven unreliable (Froelich + 7 other mismatches). Rachel's list is the authority.

Contents (as of 2026-04-23)

Columns

ColumnUse
Unit NameProperty address / name (73 unique)
CompanyOwner entity (LLC, trust, or individual)
ContactPerson name
Email / Secondary EmailBoth count as DNC
Home Phone / Mobile PhoneBoth count as DNC (match on last-10-digit)
Company/Contact Street/City/Region/PostalOwner mailing addresses
Is Active1.0 = active customer
Owner LiaisonRachel's assigned liaison per unit

Canonical derived files

How to apply

Every outbound skill (SmartLead, live-ea, property-scout, hubspot-lead-push, daily-beenverified-enrichment, postcard-batch) MUST check against this list BEFORE drafting, sending, or enrolling: 1. Normalize target email → lowercase 2. Normalize target phone → last 10 digits 3. If email ∈ active_homeowners_canonical.json:unique_emails OR phone-last10 ∈ unique_phones_last10HARD BLOCK from any cold outreach 4. Log the skip with reason CURRENT_HOMEOWNER to the daily report

Refresh cadence

Why this supersedes Track scrape

Rachel's list has emails. Track's UI list view only exposes phone + city — emails live on per-owner detail pages (~100+ clicks to scrape). Rachel's list is complete in one file.

Known edge cases