SkyRun BD

Joseph Bowens · Director of BD · Saturday, May 16
data —
System
🔴RED
red
Pending
84items
6 channels
Last Brief
11:15AMMay 16
today
Active Deals
10in pipeline
open
Tasks
7scheduled
running
Pipeline EV
30-day
no forecast
🔄 Last synced 5:46 PM · brief 🟡 6.5h ago · graph 🟢 6.6h ago · approvals 🟡 4.7h ago · health 🟢 0m ago
✅ Approvals— 84 pending across 6 channels🟡 4.7h ago

✉️ Direct drafts22

RED

Needs-review: Robert Kennedy — fresh website income-estimate inquiry (905 Cranmer Ave Fraser, 2BR/2.5BA + hot tub)

Inbound SkyRun.app form submission — Robert Kennedy (713-816-6328, robertkennedy@ymail.com), 905 Cranmer Ave Fraser CO 80442, Condo 2BR/2.5BA, Building Hot Tub: Yes, Sleeps Above Avg: Yes. System auto-estimate: $22,600/yr ($21,470-$23,730 range). NOT in SoT (fresh lead). DNC: clean. Form went to Joseph + Rachel + Bryan — coordinate on who replies. Joseph's standard play: brief warm reply + propose discovery call + hint at higher SkyRun comp range vs the conservative auto-estimate. Not auto-draft

Open →
RED

Needs-review: Andy Hadank — Re: Snowblaze B-32 walkthrough (May 7 checkpoint reply)

Andy replied 6:18 PM MDT (00:18Z 5/8) to Joseph's 5/6 update. Visible content: 'Very thorough and greatly appreciated. I exchanged messages with Brian already and will be back in touch with him early next week. I'll reach out to Jeremy (thank you for the additional referral)…' (snippet truncated at ~200 char limit — full body likely has more, possibly questions or commitments not visible). Active deal, high stakes — flagging for direct review rather than auto-drafting on partial body. Suggested

Open →
RED

Needs-review: New inbound lead — Radhika Ratnabalasuriar / 23997 Church Pk Rd, Fraser

New homeowner form-fill via SkyRun.com /vacation-rental-management/ (Paid search / adword / National_PMax). 1BR/1BA single-family home. Two routing paths surfaced it: (1) Daniela 11:17 MDT to Rachel+Joseph as 'second homeowner' notification; (2) April Dittmer fwd via info@skyrun.com 10:37 MDT to Joseph. Wholesale-style inbound; not in SoT inventory; DNC-clean. Pending Joseph+Rachel decision on ownership — Joseph has an open draft to Rachel from 5/8 on wholesale-leads handoff approach (queue id d

Open →
RED

Needs-review: Retima Dangol — referral via Monica Graves (121 Elk Trail #6, WP)

Daniela@skyrun.com forwarded an inbound homeowner-lead form-fill to both Rachel and Joseph at 14:53 MDT. Lead: Retima Dangol, 303-217-6667, retimadangol@gmail.com — 3BR/3BA condo at 121 Elk Trail Unit 6, Winter Park; no hot tub, not recently updated, currently listed for sale but exploring STR while listed. Referred by Monica Graves. Rachel is on TO line so she may want to lead the response; substantive cold-reply to a referred prospect — risk to Monica Graves channel if wrong tone. NOT auto-dra

Open →
RED

Needs review: Maritt Bird (realtor) — asking if SkyRun manages at Granby Ranch / Grand Elk

Maritt Bird (theagencyre.com) replied 5/12 1:45pm MDT to your 1:40pm outreach with one question: "Do you manage any in Granby Ranch or Grand Elk Golf Course?" Live-ea did NOT draft — (1) skill rule routes realtor 'anything else' to YELLOW flag (you handle realtor relationships personally), (2) factual answer about which subdivisions are in current SkyRun portfolio requires a primary-source check against Track owner list that live-ea cannot verify with the tools in scope. Quick reply candidates i

Open →
RED

SL REPLY — Michael Bird replied to HOT+WARM cold outreach

SmartLead Master Inbox reply from Michael Bird (maritt.bird@theagencyre.com) on 2026-05-13T20:49:25.119839+00:00 via HOT+WARM campaign. Surfaced by sl_reply_ingest (15-min cron). Body captured below; tap deep_link to open the conversation in SL.

Open →
RED

Form-fill — Bill Smith — 207 Lakota Park Dr Winter Park

SkyRun.app income-estimator form-fill. 5BR / 3.5BA + hot tub in Winter Park. Form estimate $77,850.00 (range $73,958–$81,743). DNC: clean. Voice-check: clean. Ready to send.

Open →
RED

Forwarded lead — Ryan — 310 Cougar Ave, Fraser, CO 80442 - unit J3.Thank you,Ryan and Alicen Robley303.563.9687

Internal forward from bryan@skyrun.com. Prospect Ryan (rdrnpc@gmail.com). Property: 310 Cougar Ave, Fraser, CO 80442 - unit J3.Thank you,Ryan and Alicen Robley303.563.9687. DNC: clean. Voice-check: clean. Ready to send.

Open →
YELLOW

Inbound — support@hetzner.com: your access details

Direct inbound from support@hetzner.com (live-ea-chrome). No auto-draft — review for routing.

Open →
YELLOW

Inbound — support@hetzner.com: a two-factor authentication device was added to your hubspot account

Direct inbound from support@hetzner.com (live-ea-chrome). No auto-draft — review for routing.

Open →
YELLOW

Inbound — support@hetzner.com: 344102 is your hubspot log in code

Direct inbound from support@hetzner.com (live-ea-chrome). No auto-draft — review for routing.

Open →
YELLOW

Inbound — support@hetzner.com: 575621 is your hubspot log in code

Direct inbound from support@hetzner.com (live-ea-chrome). No auto-draft — review for routing.

Open →
YELLOW

Inbound — support@hetzner.com: your hubspot password has been updated

Direct inbound from support@hetzner.com (live-ea-chrome). No auto-draft — review for routing.

Open →
INFO

Approve alt-email rotation for R037540

Hard bounce on joe_a_richardson@hotmail.com; joseph@insurance-concepts.com; jrichardson@geico.com. Alt available: joe_a_richardson@hotmail.com (source=HS, captured=legacy, confidence=low). Approve to swap, or dismiss to remove from campaign.

INFO

Postmortem — Schulze / 555 Columbine — LOST

Operator-vetoed close 2026-05-02 (stalled 10d post-discovery; advisory drafts unactioned). HOT-tier inbound paid-search lead went silent — what should have de-rated this?

INFO

Postmortem — Surganty / Basecamp #402 — LOST

Operator-vetoed close 2026-05-02 after 3.5-month silence post 'wants numbers' inbound. 18d in stale_check_needed; close target 5/1 passed. Lessons for stale-decay scoring?

INFO

Snowblaze B-32 — May 7 check-in

Andy, Tomorrow's the May 7 check-in we set. Quick state of play before I send anything formal: - Mgmt agreement template — I'll get this to you this week so you can read it over before any sign date. - Grand Lake / Granby contractor names — still pulling together; will follow up separately once I've got a clean list. - Brian Wilhan (970-783-7459) you should already have from the 4/27 note. Anything new on contractor quotes or HOA on the loft? If you want to push our checkpoint a few days whil

INFO

308 Balsam — quick update

Chris, Good talking last week — wanted to check in. I'm working with Rachel on the benchmarking I mentioned, comparing 308 Balsam against a couple of recent Granby comps. Should have something to share with you in the next several days. Anything change on your end since we talked? Feel free to send any questions while I get the numbers buttoned up. Best, Joseph Joseph Bowens Director | Business Development SkyRun Vacation Rentals — Grand County Mobile: 970-817-8700 | Joseph.Bowens@SkyRun.com

INFO

Quick check on the next step

Kina + Danny, Hope the projection landed cleanly on Tuesday. No rush either way — your week, your call. If anything in the numbers raised more questions than it answered, send them over and I'll walk through them with you. And if you and Danny have already landed on something different, totally fair — just let us know either way. Memorial Day's about three weeks out. If listing-live is still the target and we're not the fit, I'd rather know now so we can release the hold on launch prep than k

INFO

Re: 103 Reserve Way — your rental projection

Steven, Hope the trip was a good break. You're back this week per the timing on the projection — want to grab 20 minutes whenever it's quiet for you. What I want to cover: how Year 1 builds toward that $92K stabilized number (your build year and the pet-friendly adjustment both pull the comp set up), and how we plan the rental calendar around your own use so the gross figure reflects what you actually want from the property. Tuesday 5/13 11am, Wednesday 5/14 2pm, or Friday 5/16 10am all work

INFO

Postmortem — Kina + Danny / Pole Creek Meadows — LOST

Lost 5/12 to competitor at 25% commission + 'soup-to-nuts local team'. 3-PM matrix, Memorial Day deadline, no formal projection delivered before decision. HS flip to closedlost pending operator action.

INFO

Postmortem — Tim Beegle / Hi Country Haus #23-1 — LOST

Rachel-vetoed 2026-04-27 ("This is a no"); Brooke's 4/30 duplicate fwd produced a draft (never sent, discarded 5/2). Not a prospect-side loss — a prior-decision-corpus regression. Lesson is process, not scoring.

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✅ Meeting actions25

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📁 Drive sorts9

YELLOW

Move dry_run_setup.sh → SkyRun/_inbox/ (uncertain)

Found on ~/Desktop top-level. Filename matches the 5/2 Adam dry-run install proof project — likely SkyRun infra setup script, but uncertain scope (could be one-off scratch).

YELLOW

Review Ambient_Venture_Plan.pdf — SkyRun or personal? (uncertain)

Found on ~/Desktop top-level. 'Ambient' may refer to the Cowork/productization workstream (referenced in disaster recovery / incident runbook memory), but could also be a personal venture doc. No filename match for SkyRun, GC towns, or known prospects/owners. Flagging for review — no destination proposed.

YELLOW

Move RUN_SKYRUN_PATCHES.command → SkyRun/_inbox/

Found at ~/Desktop/RUN_SKYRUN_PATCHES.command. Signals: filename contains 'SKYRUN' (strong SkyRun signal); .command file = shell script Joseph likely dropped as a one-off patch runner. Unclassifiable into existing subfolders (not invoice/agreement/transcript/property-deliverable/research) — proposing _inbox for manual sort.

INFO

Delete duplicate Arc_Invoice_2026_006_SkyRun.pdf from Downloads

Found ~/Downloads/Arc_Invoice_2026_006_SkyRun.pdf (84,648 bytes, Apr 24 08:35). Identical copy already exists at SkyRun/Invoices/Arc_Invoice_2026_006_SkyRun.pdf (Apr 23 12:26). Downloads copy is a duplicate — safe to delete. No move needed; canonical version is already in place.

INFO

Move SkyRun_Lot113Evergreen_LeaveBehind.pdf → SkyRun/Property Deliverables/Lot_113_Evergreen/

Found in ~/Downloads/. Signals: filename starts with 'SkyRun', references 'Lot113Evergreen' (property), 'LeaveBehind' is a known SkyRun deliverable type. Proposed destination creates new property folder.

INFO

Move GC_— HOT+WARM Tier Sequence Report.csv → SkyRun/Prospecting & Leads/

Found in ~/Downloads/. Signals: 'GC' (Grand County abbreviation) + 'HOT+WARM Tier Sequence' (SmartLead campaign 3184605). SmartLead export CSV. Proposed destination: Prospecting & Leads/.

INFO

Move SkyRun_103ReserveWay_LeaveBehind.pdf → SkyRun/Property Deliverables/103 Reserve Way/

Found in ~/Downloads/. Signals: filename contains 'SkyRun' + '103ReserveWay' (matches active deal: Weber / 103 Reserve Way; LeaveBehind PDF was sent to Stephen Weber on 4/30 9:36 MDT per memory). Proposed destination: /Users/josephbowens/Desktop/SkyRun/Property Deliverables/103 Reserve Way/.

INFO

Move SkyRun_109DeerTrackCt_LeaveBehind.pdf → Property Deliverables/Whitney_109_Deer_Track_Ct/

Found in ~/Downloads. Strong SkyRun signals: filename starts with 'SkyRun', references 109 Deer Track Ct (Whitney Yeddis active referral, R-property in Grand County). Destination folder already exists.

INFO

Move SkyRun_492MountainPeakRd_LeaveBehind.pdf → Property Deliverables/Kina_Danny_Pole_Creek_Meadows/

Found in ~/Downloads (mtime 2026-05-06). Strong SkyRun signals: filename starts with SkyRun, references 492 Mountain Peak Rd (Kina + Danny Pole Creek Meadows active deal, R203880, Tabernash). Destination subfolder already exists.

🗂️ HS updates25

RED 19d pending

Update HS: Chris Hart (308 Balsam Drive Granby) → discovery_complete + projection_pending

From transcripts/2026-04-27_chris-hart-308-balsam-initial-conversation_full-transcript.txt (Apr 27 2:14 PM): Chris confirmed (1) currently with Red Awning, frustrated with comms+execution; (2) open to hot tub install if SkyRun handles maintenance; (3) accepted 30% flat pricing without pushback; (4) wants projection email + services roadmap before walkthrough; (5) flexible on walkthrough timing. Suggested: move HS lifecycle stage from 'lead' (initial inquiry) to 'discovery_complete' OR custom 'pr

RED 19d pending

Update HS: Steven Weber → projection_rework (Dreamcatcher anchor, single estimate)

From notes/2026-04-27_weber-103-reserve-way-projection-strategy_followup.txt (2026-04-27): Rachel guidance — 'numbers too low, I never give multiple years, look at Dreamcatcher as a comp'. Suggested: stage projection_pending → projection_rework. Note append: 'Rachel guidance: numbers too low, single estimate only, Dreamcatcher comp anchor; rebuild before 5/2 deadline (Steven out of country 5/2 + ~10 days then 3 more weeks in June). Vacasa identified as competitor (Steven 80,000 hours line during

RED 19d pending

Update HS: Ryan & Kim Devine — projection_pending note (deliverable restructure)

From notes/2026-04-27_devine-granby-ranch-three-property-numbers_followup.txt (2026-04-27): Rachel guidance — 'lead with the nice big one right off the bat and then we tell them it takes some time to get there. Sauna is a good perk but not something we can really give numbers off of yet. Hop on a call if you need to dissect.' Suggested: HS lifecycle stage UNCHANGED (still Lead/Discovery). Note append only: 'Rachel guidance: lead with Year 2 stabilized big number, drop multi-year split, exclude s

RED 19d pending

Update HS: Andy Hadank — May 7 next-step CONFIRMED (note append only, no stage change)

From notes/2026-04-27_andy-hadank-snowblaze-confirmation-reply_followup.txt (2026-04-27 7:09 PM): Andy's reply 'Sounds great and really appreciate your thorough notes... Looking forward to connecting toward the beginning of May.' Confirms all action items from Joseph's 2:25 PM walkthrough followup + locks May 7 next checkpoint. Personal-rapport signal ('your personal situation' line). Suggested: HS lifecycle stage UNCHANGED (still verbal_commit + walkthrough_complete). Note append only.

RED 19d pending

HS: Steven Weber → HOT TUB CORRECTION + revised projection

Supersedes prior Weber HS updates. CORRECTION: walkthrough on 2026-04-27 confirmed property HAS a hot tub on lower level (Spa Man services). SoT had it tagged as 'No' — now corrected to 'Yes' across Lead Details, Leads, HubSpot Import, Postcard Targets tabs. Score recalculated: 55 → 80 (HotTub+25). Tier WARM → HOT. Projection re-run with hot-tub-equipped baseline.

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YELLOW

Devine deal: log Thursday 5/14 11am 2nd-meeting with Kim Devine looped in + add note on cost-seg/1031 line of inquiry

From transcripts/2026-05-12_bd-meeting-rachel_full-transcript.txt (2026-05-12): Joseph: 'I want the next meeting to have his wife on it. So we avoid that kind of situation... I want to make sure that I have face to face time with his wife, Kim.' Joseph + Ryan talked yesterday (5/11), Ryan happy with numbers; Thursday 11am locked. Ryan asked about 'coordinating cost segregation' as extra service. Joseph held 30% firm; framed 5% lever as 'improves their cost basis' not value-creator.

YELLOW

Daniela Guzman realtor-referred lead: stage → closedlost (Rachel rejected — estate building / wrong area)

From transcripts/2026-05-12_bd-meeting-rachel_full-transcript.txt (2026-05-12): Rachel: 'It is so nated. Yeah. And it's in the state building, you know? Yeah.' Joseph confirmed close-lost; Joseph took over the polite-decline reply going forward.

YELLOW

Devine deal 59826471786: log 5/14 11am 2nd meeting completed; update notes_last_contacted; possible stage promotion to presentationscheduled once in-person Winter Park meeting is on calendar

From transcripts/2026-05-14_devine-granby-ranch-2nd-meeting_full-transcript.txt: Joseph + Ryan + Kim ~50 min Zoom/Meet. Property decision still open but tilted away from P1 toward P2 vs P3. Joseph recommended P2 (100 Evergreen) verbatim ('that's a layup'). 30% commission held firm in-call: Joseph verbatim 'I don't really have any wiggle room on the field.' STR material-participation hours plan walked through (500hr/yr lump, owner-tracked, quarterly Mandy check-in, standard owner agreement + adde

YELLOW

Devine deal 59826471786: queue new HS task for Joseph to ask Rachel for P2-vs-P3 opinion + email Devines her take

Joseph in-call commitment verbatim: 'I can also ask Rachel offline and cheat you guys an email and see what she thinks, but I'm pretty sure she's gonna say the same thing.' Source: Call Transcripts/transcripts/2026-05-14_devine-granby-ranch-2nd-meeting_full-transcript.txt.

YELLOW

Weber / 103 Reserve Way STALLED 15d (real last touch = 4/30 projection email; HS dealstage qualifiedtobuy, 7d threshold). Projection-sent HOT deal, no legitimate Joseph touch since 4/30.

KG last_touch=2026-05-13T17:32:37Z is the SmartLead ACTIVE-DEAL LEAK timestamp (campaign 3184605 fired a template email to weberst@gmail.com 5/13 17:32Z per project_active_deal_weber.md), NOT a Joseph deal-working touch. Real last legitimate touch = 4/30 projection email (gmail 19ddf08e95f07f91). Live HS dealstage verified qualifiedtobuy via HSClient 2026-05-15. An existing watchdog draft sdw-2026-05-12-weber-103-reserve-week-of-12th is already pending in the queue (created 5/12, >72h, unactione

YELLOW

KG FALSE-FRESHNESS: deal:weber_103_reserve KG last_touch=2026-05-13 is the SL active-deal LEAK timestamp, real last_touch=2026-04-30. KG/PWA show a 2-day-fresh deal that is actually 15 days stalled.

Data-integrity advisory (NOT a drift-resolver auto-patch — resolver only moves last_touch FORWARD to a verified-newer date; here the correct date is OLDER, so this must be reconciled by operator/QB/nightly-consolidation, not auto-patched). Root: the 5/7 + 5/13 SmartLead active-deal exclusion leak (AUDIT-2026-05-13-WEBER-RECURRENCE) caused HS engagement + reconciler to bump last_touch to 5/13 17:32Z. The sl-active-deal-exclusion patch (02_SL_active_deal_exclusion_patch.md) is not yet in productio

YELLOW

Chris Hart / 308 Balsam STALLED 18d (HS dealstage qualifiedtobuy, 7d threshold) — internal blocker: Rachel owes 19th Hole + Indian Trail comp data per 4/28 BD-meeting commitment.

Real last substantive touch = 4/27 discovery conversation (HS hs_lastmodifieddate 2026-05-10 is a reconciler-sync artifact, not a Joseph→Chris interaction; no transcript mentions in last 8d). Next action is blocked-internal: Joseph cannot send Chris anything until Rachel provides 19th Hole + Indian Trail data and Joseph runs benchmarking for Rachel pre-review. A 'checking in' draft to Chris would be premature/empty. Existing watchdog draft sdw-2026-05-06-chris-hart-checkin (created 5/6, ~9d, sta

YELLOW

Whitney Yeddis / 109 Deer Track STALLED 10d (projection_sent 5d threshold) — low-confidence: corporate stakeholder (Compass realtor), explicitly punted 5/5; no HS deal object to live-query.

Whitney (Compass realtor, not the prospect) sent a closing-loop ack 5/5 ('I will let you know if we have any questions and also pass on your contact info') — ball is on her/the buyer. Joseph's ack draft direct-drafts-2026-05-05-whitney-yeddis-thanks-ack was queued 5/5 (pending PWA send). No HS deal id in KG -> live HS stage could not be verified (limitation). Gmail MCP unavailable -> cannot verify whether the 5/5 ack actually shipped or whether Whitney/buyer replied since. confidence=low (corpor

YELLOW

ESCALATION: 2 deals stalled 3+ days running with no operator action on their pending sdw drafts — Weber (5/12 draft, 72h+) and Chris Hart (5/6 draft, 9d). Plus Hadank 5/6 draft now stale-irrelevant (Andy replied 5/8) and Pole Creek 5/6 draft stale-on-closed-lost (deal closed 5/12).

Per stalled-deal-watchdog SPEC step 11 / failure-mode table: a deal that stalls 3+ days running with no Joseph action warrants ESCALATION (xsess to parent). xsess tooling not available in this run environment, so escalation is surfaced here + via ntfy + heartbeat warnings instead. Outstanding stale sdw drafts in pending_drafts.jsonl: deal:weber_103_reserve sdw-2026-05-12 (pending, ~72h), deal:chris_hart_308_balsam sdw-2026-05-06 (pending, ~9d), deal:hadank_snowblaze sdw-2026-05-06 (pending, ~9d

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📋 Morning Brief— May 16, 11:15 AM🟡 6.5h ago

🔴 ACTIVE-DEAL LEAK — operator action required

Sweeper (sl-active-deal-sweeper, every 30 min) — status: error, requires operator action:

  • BLIND at 01:34Z: local SmartLead roster was empty (0 emails) vs 7 active-deal emails to compare — root cause sl-roster-export was 70h stale at sweep time.
  • sl-roster-sync has since RECOVERED (201 leads loaded 17:04Z), but the sweeper/canary have not re-run to confirm clean.

Canary (sl-active-deal-canary, every 5 min) — last clean run 5/15 16:41Z (0 leaks, 1 active-deal email probed), now ~24h stale.

Net: weberst@gmail.com (Weber / 103 Reserve Way — active, projection sent 4/30) is still enrolled in SmartLead and auto-remove is blocked by the Quasar event-gate. Do this now: SmartLead → HOT+WARM campaign (3184605) → search weberst@gmail.com → Pause Lead. Then the canary will re-confirm clean on its next fire.


Good morning, Joseph — 2026-05-16

Today's 3 priorities

  1. 🔴 Pull Weber from SmartLead (above) — active-deal cold-outreach leak, owed since 5/12, auto-remove blocked. ~2 min in the SL UI.
  2. 🔴 New inbound lead unopened — SkyRun website "Income Estimation Request" notification thread (6 msgs, unread). Prospect identity/property/contact are in the message body, not yet read (Gmail read-only lock). Open the thread and action the lead. Distinct from the old 5/4 Kennedy estimate.
  3. 🟡 Confirm the 5/15 HubSpot account changes were you — password reset + new SMS-2FA primary device + single-use login codes (5/15 ~09:30 MDT). Consistent with ongoing HS auth remediation, but per the HS-compromise playbook this needs an explicit yes/no. If not you → reference_incident_runbook.md HS-compromise playbook.

Inbox signals from yesterday (5/15 — 4 insights; gmail-deep-scan heartbeat stale, scan did run)

  • New inbound lead (RED): 1 — SkyRun site "Income Estimation Request" (sender no-reply@skyrun.com notifier; needs operator to open the unread thread).
  • Security (YELLOW): HubSpot password + SMS-2FA + login-code cluster 5/15 AM — confirm it was you.
  • Infra (INFO): Hetzner access-details + Google "new sign-in on Linux" + BeenVerified new-login — all consistent with the known cloud box (178.156.250.227). No anomaly.
  • Networking (INFO): You're registered for the 19th Annual Speed Networking Event, Thu 2026-05-21 (mass blast, not a prospect).

Overnight movement

  • No new transcripts; SoT static at 867 leads. 0 graph entities/relationships added.
  • ✅ BV subprocess-import P0 FIXED 5/15 12:12Z — the 6-day enrichment-driver outage (since 5/8) is patched (py_compile + self-test PASS). 5/15 run still 0 throughput (all candidates DNC-blocked); May budget 14/400.
  • CF KV dismiss-queue reconcile healthy again (token OK; 5/13 auth error cleared).

Active deals

  • Hadank / Snowblaze B-32qualifiedtobuy (re-verified live 5/15 14:09Z, no drift). No new movement.
  • Weber / 103 Reserve Wayprojection_sent_awaiting_reply, stalled 15d; follow-up overdue + SL leak (priority #1).
  • Pankratz / 39 Beaver Brook Trl — Mon 5/18 11am MST call; direct-draft queued; pre-brief on file.
  • Whitney Yeddis / 109 Deer Track Ctprojection_sent_awaiting_reply, stalled 10d (corp-stakeholder external blocker).
  • Chris Hart / 308 Balsam — stalled 18d; Rachel owes comp/benchmarking data (per 4/28 BD) — internal blocker, raise at next 1:1.
  • Devine / Granby Ranch — 2nd mtg complete 5/14 (Lot 100 Evergreen favored, 30% held); in-person agreement review + tour next.

💰 Pipeline forecast (SoT static → unchanged)

Window Expected commission Δ vs last week
Next 30 days $29,712 $0
Next 90 days $59,424 $0
Full pipeline $99,040 $0

Tier mix: HOT 144@20%, WARM 197@10%, NURTURE 203@5%, LOW 62@2%, SWITCH 261@15%.

📈 Revenue pulse (yesterday)

  • Track: _Data not available — extract-track-metrics heartbeat empty/non-JSON._
  • KeyData: _Data not available — extract-keydata-metrics heartbeat empty/non-JSON._

Open loops worth noting

  • Chris Hart benchmarking data owed by Rachel (18d) — surface at next 1:1.
  • 53 high-risk un-cited memory claims flagged by the R-23 linter (see below).
  • 4 stale stalled-deal-watchdog drafts outstanding (Weber + Chris Hart >3d).

🩸 R-23: claims needing primary-source verification

53 high-risk memory-file sentences look like third-party factual claims with no nearby primary-source cite. Concentrations: project_skill_maintenance_flags (11), project_adam_dev_call_2026-05-11 (5), project_active_deal_devine (4), project_rachel_in_flight_work (4), project_vp_marketing_active (4). Review/cite or remove before any reach an outbound draft.

Flags

  • 🔴 F0 active-deal backstop RED (sweeper error; canary stale; Weber SL leak).
  • 🔴 gmail-deep-scan heartbeat 70h stale (scan ran 5/15; heartbeat-write gap — skill flag #85).
  • 🔴 DQ 5/15 RED = Shaum known-opt-out trip in SL3184605 + HS-auth-token gap (NOT a new homeowner leak).
  • 🟡 BV partial (P0 fixed, 0 throughput); Track/KeyData extract heartbeats empty; 53 R-23 high-risk claims.

— consolidated at 11:11 AM MDT, informed by 0 fresh gmail scans today (last scan 5/15)

🔥 Active Deals— 10 open

Active deals

Hadank / Snowblaze B-32 switch

discovery_complete_post_walkthrough
35% verbal
Lead ID
R194580
Last touch
2026-05-13
Next action
Walkthrough done 4/23, post-walkthrough emails sent. Joseph still owes mgmt agreement template + GL/Granby contractor names. Checkpoint May 7. NO CONTRACT SENT — verified live HS 2026-05-02 02:50Z. The 2026-04-30 contract-sent notification was a false-positive from deal_sync.py mapping bug (now fixed) that propagated into KG until the 5/1 evening watchdog detected the drift.

Weber / 103 Reserve Way

projection_sent_awaiting_reply
Last touch
2026-05-13
Next action
Joseph emails Track + KeyData rental projection (TODAY)

deal:devine_granby_ranch

2nd_meeting_complete_property_decision_pending_in_person_next
Last touch
2026-05-14
Next action
Email Devines Rachel's P2-vs-P3 opinion. Wait for Devines to send in-person Winter Park visit dates (target early next week). When dates arrive, send calendar invite + optional property-tour add-on. Carry-forward: Marriott Bonvoy verification, builder furnishing-credit talk-track, P1 verbal $88K vs paper $82K reconciliation.

deal:chris_hart_308_balsam

discovery_complete
Last touch
2026-04-27
Next action
Joseph: complete Chris Hart benchmarking comp (19th Hole + Indian Trail data from Rachel) and send written info per BD-meeting commitment.

Trevor Pyle / 230 Buckhorn (warm re-engaged)

warm_re_engagement_documents_previously_sent
Last touch
2026-05-11
Next action
Wait for Trevor reply (5 biz days = ~5/5). If silent, Joseph polite check-in. If reply → Joseph property-specific intel jump-in. Rachel norm: 'better on weekends'.

Elle Koagedal / Tabernash House (warm re-engaged switch)

warm_re_engagement_switch_prospect
Last touch
2026-04-28
Next action
Wait for Elle reply (5 biz days = ~5/5). If silent, Joseph polite check-in. If reply → Joseph property-specific intel jump-in.

deal:whitney_yeddis_109_deer_track

projection_sent_awaiting_reply
Last touch
2026-05-05

deal:pankratz_beaver_brook

discovery_call_scheduled
Last touch
2026-05-13T17:50Z

Radhika Ratnabalasuriar / 23997 Church Pk Rd, Fraser

inbound_received_pending_first_send
Last touch
2026-05-11

Retima Dangol / 121 Elk Trail Unit 6, Winter Park

inbound_received_pending_first_send
Last touch
2026-05-11

Recent meetings

  • 2026-05-18 Mike Pankratz — discovery call (39 Beaver Brook Trl, Fraser)
  • 2026-05-14 SkyRun / Devine 2nd Meeting — Granby Ranch property selection + management
  • 2026-05-14 Post-Devine Joseph→Rachel debrief — STR 500-hour material participation
  • 2026-05-14 Rachel + Joe afternoon sync — Hans (Sarasota franchisee) intro, pipeline, blog, social
  • 2026-05-12 BD Meeting: Joseph + Rachel — Devine prep, cost segregation/1031, Daniela close-lost, 20-property goal
  • 2026-05-12 Kina Miller / Danny Ezrol — Pole Creek Meadows close-lost arc
  • 2026-05-11 Joseph + Adam Fleckles — PWA dev call (verbatim)
  • 2026-05-05 Devine / Granby Ranch — Ryan net-revenue question (inbound)
  • 2026-05-04 grand-county-property-scout 5/4 weekly fire — pushed R313386 standalone
  • 2026-05-04 Devine / Granby Ranch — projections call (1st meeting)

Graph summary

People
49
Properties
13
Systems
17
Campaigns
3
Relationships
211
Last consolidated
2026-05-16T17:11:00+00:00
Scope
Grand County, CO only. Vermont on hold pending possible sale of that book of business.
🕸 Relationships— 49 people in graph🟢 6.6h ago

Who's hot, who's dormant, who to re-engage. Refreshed nightly by consolidation Section I.

🔗 Most connected people

Joseph Bowens
Director of Business Development
122 connections last seen 2026-05-18
Rachel Scott
GM / Owner
41 connections last seen 2026-05-14
Andy Hadank
Property owner / Prospect
17 connections last seen 2026-05-08
Ryan Devine
Prospect — Granby Ranch (multi-property)
16 connections last seen 2026-05-14
Adam Fleckles
BD Expert / Mentor
10 connections last seen 2026-05-12
🫀 System Health— 🔴 RED🟢 0m ago

Heartbeat status of all scheduled tasks over the last 48h. RED = missed run or error. YELLOW = partial success or warnings.

🔴 Overall: RED

🟡 daily-beenverified-enrichment 1.5d ago Partial success
🟡 daily-data-quality-check 6.7h ago Partial success
🟢 transcript-scan 1.7h ago Pass 75: 0 net-new. All vendors swept via chrome_bridge fallback (Gmail MCP unavailable); every hit
🟡 gmail-deep-scan 43m ago Partial success
🔴 grand-county-property-scout 11.9d ago No heartbeat in 286.1h (max 216h)
🟡 nightly-consolidation 6.7h ago Partial success
🟢 historical-gmail-backfill 17.6d ago Backfill already complete (2026-04-24, 590 msgs / 4 runs). No-op until re-enabled.
📊 Activity Dashboard— full velocity view

All emails / deals / meetings / leads / system health, since you started, with monthly trends. Pulls from HS + SoT + heartbeats.

Open Activity Dashboard →

⏱ Scheduled Tasks— 7 running

The full ambient fleet — runs in the background whether you're here or not.

daily-beenverified-enrichment

6am daily
0 6 * * *

BV contact enrichment — 20 leads/day (blocked at credit cap, soft-fails)

daily-data-quality-check

7am daily
0 7 * * *

SoT ↔ HubSpot ↔ SmartLead reconciliation

transcript-scan

8am/12pm/4pm daily
0 8,12,16 * * *

Gmail + local sweep for new SkyRun transcripts

gmail-deep-scan

9am/1pm/5pm/10pm daily
0 9,13,17,22 * * *

Categorize inbox, download attachments, surface insights

grand-county-property-scout

Mondays 6am
0 6 * * 1

Weekly STR property discovery + enrichment + push

nightly-consolidation

11pm daily
0 23 * * *

Roll up day → upsert graph → write morning brief + refresh PWA

historical-gmail-backfill

3am daily (one-time, self-disabling)
0 3 * * *

Backfill entire Gmail archive — ~250 msgs/run, resumable

💰 Subscription & Usage— ~$10/mo net

What this system costs to run and where usage sits against free-tier caps.

Net-new monthly cost

Cloudflare Registrar (josephbowens.com)
$0.76/mo ($9.15/yr)
Cloudflare Pages / KV / Functions / Access
$0 (free tier, well under caps)
ntfy.sh push
$0 (free, unlimited personal use)
TOTAL net-new
~$0.76/mo = $9.15/yr

Existing BD-adjacent subscriptions

BeenVerified Starter
$9.99/mo — 🔴 currently exhausted (upgrade path: Premium $89.99/mo)
Claude Code
pre-existing Joseph subscription
SmartLead
pre-existing SkyRun subscription
HubSpot
pre-existing SkyRun corporate tier (CRM only — sequences decommissioned)

Free-tier headroom

Cloudflare Pages builds
~60/mo of 500/mo allowed
Cloudflare KV ops/day
~200/day of 100,000/day allowed
Cloudflare Access users
1 of 50 allowed
ntfy.sh
No limit hit (informal ~100/day/topic)

Full breakdown: see reference_subscription_costs.md

📁 Consolidation Reports— 31 archived
🧠 Project Memory— 141 files

The facts that every Claude session starts with. Organized by type.

User (4)

Feedback (29)

Project (35)

Reference (73)

🛡 Active shields— protections live
🛡

Active-Deal Shield

8
emails protected · last refresh today
🚧

Send Dedup

safe_send active
last 24h · cooldown 600s · regression test ✅
📋

Job Registry

11 registered
whitelist enforces phantom-job protection

Brief Freshness

validator live
errors when claimed-asof drifts past tolerance