SkyRun BD

Joseph Bowens · Director of BD · Tuesday, May 5
🔴 RED ✅ 153 pending 📋 May 5, 2:32 PM 🔥 8 active ⏱ 7 tasks
🔄 Last synced 6:27 PM · brief 🟢 3.9h ago · graph 🟢 4.0h ago · approvals 🟢 0m ago · health 🟢 0m ago
✅ Approvals— 153 pending across 5 channels🟢 0m ago

✉️ Direct drafts29

YELLOW

Needs-review: Rachel — Fwd: Property Management Inquiry - WP

Glenda fwd'd Matt Unroe inquiry (155 Granby Meadow Dr, Granby — 2BR/2.5BA). Rachel replied to Joseph: 'Nah. They dont have garages and small. Dont think they will move.' Rachel has already triaged → not pursuing. No reply needed; surfacing Rachel's pass criteria (no garage + small) for Joseph's awareness.

Open →
YELLOW

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 →
YELLOW

Needs-review: Rachel forwarded Anna Frye lead with "Nope" — Joseph may want to ack

Daniela auto-forwarded an Anna Frye homeowner inquiry (2BR/2BA Fraser at The Colony, has Airbnb listing). Rachel forwarded to Joseph with one word: "Nope". Same pattern as Tim Beegle 4/27 (Joseph replied "Got it."). Not auto-drafting per rule (never auto-respond to Rachel on substantive). Memory implication: Anna Frye / annaEfrye@gmail.com / The Colony Fraser is now Rachel-vetoed — should be tagged DO NOT OUTREACH if she enters SoT.

Open →
YELLOW

Draft to Whitney Yeddis (Compass) — ack thanks + keep-warm

Whitney replied 5/5 12:50 MDT to Joseph's 5/1 projection email: 'Sorry for the delay. Thank you so much for this! Super helpful! Appreciate you both. I will let you know if we have any questions and also pass on your contact info.' Draft is a brief warm acknowledgment offering a buyer call (occupancy scenarios, onboarding, GR vs Innsbruck side-by-side) and keeping the door open for additional Compass referrals. Rachel CC'd to mirror Whitney's CC. No commitment beyond what's already in the projec

Open →
YELLOW

Rachel-vetoed: Djinn Harris (285 GCR 832 #2306 Fraser, 1BR+Loft) — close-lost + DNC

Glenda fwd Djinn Harris inquiry to Joseph + Rachel @ 5:21 PM MDT (1BR+Loft / 1BA, $mgmt fee question). Rachel replied 'Nope' @ 6:07 PM MDT — clear veto. Same pattern as Matt Unroe (5/1) and Jodie Duncan (4/24) — small Fraser/Granby units Rachel won't take on. ACTION: (1) do NOT draft any reply to Djinn, (2) add Djinn to do-not-contact / closed-lost ledger so future agent runs don't re-surface if she replies again, (3) no Rachel ack needed (her 'Nope' is the decision). Thread already in processed

Open →
INFO

following up — Review Joseph's SmartLead campaigns and offer setup feedback

Hey jasmine, checking in on this from our last sync — 'Review Joseph's SmartLead campaigns and offer setup feedback/pointers'. Any update? No pressure on timing, just want to make sure it didn't drop off.

INFO

following up — Call Kirk (postcard prospect) to resolve previous mailing li

Hey jasmine, checking in on this from our last sync — 'Call Kirk (postcard prospect) to resolve previous mailing list issue'. Any update? No pressure on timing, just want to make sure it didn't drop off.

INFO

following up — Get STR licensing guide from Mandy and add it to a new blog

Hey jasmine, checking in on this from our last sync — 'Get STR licensing guide from Mandy and add it to a new blog post on the website'. Any update? No pressure on timing, just want to make sure it didn't drop off.

INFO

following up — Add tracking phone number (970-817-8700) next to form verbia

Hey jasmine, checking in on this from our last sync — 'Add tracking phone number (970-817-8700) next to form verbiage on management page as alternative contact'. Any update? No pressure on timing, just want to make sure it didn't drop off.

INFO

following up — Index the Ultimate Summer Guide blog post currently uploaded

Hey jasmine, checking in on this from our last sync — 'Index the Ultimate Summer Guide blog post currently uploaded on the website'. Any update? No pressure on timing, just want to make sure it didn't drop off.

INFO

following up — Document Best of Grand contest promotion strategy including

Hey jasmine, checking in on this from our last sync — 'Document Best of Grand contest promotion strategy including homeowner outreach plan'. Any update? No pressure on timing, just want to make sure it didn't drop off.

INFO

following up — Draft guest email promoting new 4-night stay discount for 8

Hey jasmine, checking in on this from our last sync — 'Draft guest email promoting new 4-night stay discount for 8 properties: Downtown Flat, Azul Aprey, Aspen View, Riverhouse West Portal, Ski Shores Lodge, Moose, and 2 others'. Any update? No pressure on timing, just want to make sure it didn't drop off.

INFO

following up — Deploy Joseph's HubSpot meeting link on the website manageme

Hey jasmine, checking in on this from our last sync — 'Deploy Joseph's HubSpot meeting link on the website management page'. Any update? No pressure on timing, just want to make sure it didn't drop off.

INFO

following up — Update business card template: add tracking number 970-817-8

Hey jasmine, checking in on this from our last sync — 'Update business card template: add tracking number 970-817-8700, 'serving Grand County' tagline, website URL; unlock for printing'. Any update? No pressure on timing, just want to make sure it didn't drop off.

INFO

following up — Send Rachel the finalized business card printing template an

Hey jasmine, checking in on this from our last sync — 'Send Rachel the finalized business card printing template and ordering portal link'. Any update? No pressure on timing, just want to make sure it didn't drop off.

INFO

Next postcard round — 75 recipients ready

Open →
INFO

Memory: SkyRun Grand County website is skyrun.com/grand-county (not winterpark.skyrun.com)

Per Jasmine 4/29: the canonical SkyRun Grand County URL is skyrun.com/grand-county. Joseph's email signature still references the old winterpark.skyrun.com — needs updating in Gmail signature settings AND in any skill/memory references that emit signature blocks.

INFO

Draft to Steven Weber: pre-5/2-departure soft nudge + refreshed leave-behind

Redraft of Weber follow-up incorporating Apr 28 BD-meeting refinements (page 4 removed, owner-usage disclaimer, annual-building-traction language, listing platforms). Numbers unchanged ($92K/$64.4K stabilized). Soft pre-departure tone respects his 5/2 international trip; re-anchors May-12 call. PDF rebuild needed via skyrun-builder skill BEFORE send. Originating context: Apr 28 9:22am Joseph→Steven send (already delivered) + Apr 28 12:35pm Joseph/Rachel BD meeting Gemini-notes refinements.

INFO

Draft to Ryan Devine: Mon May 4 2:30pm MT confirm + Meet link

CORRECTED 21:11Z. Original QB redraft (21:03Z) said 2:30pm MT — wrong. Actual anchor per Apr 29 14:48Z Ryan reply '4pm your time' + Joseph 14:49Z confirm + Kim 15:05Z RSVP. Kim is already on the 4pm thread. Companion calendar action: create Google Meet event for Mon May 4 4:00pm MT, invite rdevine@vizance.com + kdevinehomes@gmail.com.

INFO

Draft to Kina + Danny: Pole Creek Meadows — same-day post-call thank-you + action recap

First-touch post-call follow-up after today's 9-10am MDT discovery (Joseph + Rachel + Kina + Danny). Recaps 4 owner-side action items captured by Gemini. Stays out of Rachel's listing+photos lane (she's leading). No commission/pricing in copy (Rachel-led relationship + cold-prospect-rule). Does not push close — they're vendor-comparing. Email address pending: pull from the original calendar invite that Rachel created (subject 'Call with Kina and Danny Pole Creek Meadows and SkyRun', Wed Apr 29 9

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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

Draft to Jasmine + Rachel: Next postcard round — 150 recipients ready

Hey Jasmine and Rachel, Next round is built and ready to print. 150 recipients this time — I bumped the cap up from 75 after the last round so we'd have meaningful volume going out. Quick breakdown: All 150 are SWITCH tier (currently competitor-managed properties — Evolve, SWP, WPE, Vacasa, Elysian, etc.) Cities: Winter Park 95, Fraser 27, Granby 11, Tabernash 9, Grand Lake 8. Score range 65-135, median 85. 60-day cooldown applied so nobody who got Round 2 (Apr 16) is on this list. DNC-checked a

Open →
INFO

Next postcard round — 150 recipients ready

150 recipients · SWITCH-only · WP 95 / Fraser 27 / Granby 11 / Tabernash 9 / Grand Lake 8 · score 65-135 (median 85) · 60d cooldown · DNC-clean

Open →
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

Draft to Jasmine + Rachel: Next postcard round (5/5) — 150 recipients ready

Hey Jasmine and Rachel, Next round is built and ready to print — 150 recipients again, but this time we're mixing in HOT-tier prospects alongside SWITCH so it's not just competitor-managed properties. Quick breakdown: 85 SWITCH (Evolve, SWP, WPE, Vacasa, Elysian, etc.); 65 HOT (high-fit prospects — owners not yet on a competitor's roster); Cities: WP 87, GL 26, Fraser 19, Granby 17, Tabernash 1; Score range 50-105, median 65; 60-day cooldown; DNC-checked. NOTE: attach the file from the Postcard

Open →
INFO

Postcard handoff — 150 recipients ready (Round 4 / mixed SWITCH+HOT)

Postcard-ledger weekly run produced 150 fresh-eligible recipients (85 SWITCH + 65 HOT). 60-day cooldown excluded the 150 leads from the May 4 batch. File ready in Postcard Rounds folder; attach manually before sending.

Open →
INFO

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

Rachel-vetoed 4/27 ('This is a no', no reason stated). Brooke 4/30 fwd was duplicate; agent drafted pitch not knowing of veto; draft discarded 5/2. Hardwired R-14 after. What's Rachel's reason and what should the system have caught?

📬 Postcards5

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INFO

New scout discoveries ready: 30 new postcard targets (4 HOT, 9 WARM, 17 NURTURE)

Scout run 2026-04-28 1620 added 30 new postcard targets from EagleWeb saleSearch (last 30 days of warranty deeds >= $200K). New R-numbers: R310549 (HOT, Devils Thumb $8M), R305616 (HOT, Granby Ranch 5BR), R027170 (HOT, Trail Creek Trust), R304373 (HOT, Granby Ranch 4BR), plus 9 WARM and 17 NURTURE. Total Postcard Targets tab now 839 rows (was 809). Postcard-ledger Monday run will fold these into the next Jasmine batch automatically.

Open →
INFO

New scout discovery: 1 HOT postcard target (R313386 / 20 Wheeler Rd / Sojourn at Idlewild)

Scout run 2026-05-04 added R313386 KOVALY CHRISTOPHER J + CAPUANO MEGAN J — fresh-purchase 04/21/2026 $1.219M townhome in Sojourn at Idlewild, Pennsylvania OOS owner. HOT score 75. Deferred from 4/30 report and pushed standalone per 4/30 deferral note. Total Postcard Targets tab now 840 rows (was 839). Postcard-ledger Monday run will fold this into the next Jasmine batch automatically.

Open →
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🔄 SmartLead actions24

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✅ Meeting actions87

YELLOW

Send Google Meet calendar invite — Ryan & Kim Devine — Mon May 4 4pm MT

Ryan + Kim Devine confirmed Monday May 4 at 4pm MT for the Granby Ranch projections call (3 properties). Joseph committed in thread 19dd5458c0991649: 'That works. I'll get it on our calendars.' Action: send Meet invite to RDevine@vizance.com + kdevinehomes@gmail.com.

Open →
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📁 Drive sorts8

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.

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 Branding-20260429T194500Z-3-002.zip → SkyRun/Brand & Marketing/

Found in /Users/josephbowens/Desktop/. Signals: filename starts with 'Branding' (Brand & Marketing keyword), 229MB Drive export bundle. Proposed destination: /Users/josephbowens/Desktop/SkyRun/Brand & Marketing/.

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.

📋 Morning Brief— May 5, 2:32 PM🟢 3.9h ago

Mid-day update — Tue 2026-05-05 (2:30 PM MDT)

_Delta refresh of the 12:13 PM MDT brief. Big correction: the Devine 30%-vs-15% reply was already SENT at 10:13 AM MDT today (gmail msg 19df8eaabb77ab62) — it sat as a stale RED priority across 4 successive briefs (15:05Z, 16:20Z, 17:25Z, 18:10Z) because no consolidation reconciled the gmail-deep-scan ledger against the active-deal memory. Memory + KG corrected this fire. Active-deal RED count is now 0._

What I checked this turn

  1. KG _meta.last_consolidation was 5/5 18:13Z → since-window 2h 16m
  2. Email Scans/insights_today.jsonl — 0 new entries in window (latest still 17:50Z Whitney)
  3. Today's heartbeats since 18:10Z (10 across 6 task types)
  4. fix_queue.jsonl — NOW EMPTY (was 5; both PROOF 10/20 false-positive entries auto-cleared)
  5. gate-proof-runner 18:23Z — 118/118 GREEN (PARTIAL at 17:40Z resolved)
  6. Devine memory file vs gmail-deep-scan ledger — caught + fixed false-RED carryover
  7. Pending drafts queue — Whitney ack still pending (low-effort send)

🫀 Systems status — 🟢 GREEN

  • 🟢 gate-proof-runner — full 118/118 pass at 18:23Z (false-positives RESOLVED)
  • 🟢 fix_queue — drained to 0 entries
  • 🟢 live-ea — 4 skipped runs since 18:10Z (no new inbound: VRMA newsletter + previously-triaged Devine thread only)
  • 🟢 engagement-reconciler — last 5/5 20:17Z; 262 HS engagements via primary alias caught up post-baseline
  • 🟢 sl-to-hs-email-sync — 5/5 20:00Z (skipped — 0 leads with completed steps)
  • 🟢 system-hygiene — hourly ok; latest 5/5 20:03Z killed 50 zombies
  • 🟢 gmail-deep-scan, transcript-scan, daily-data-quality-check, daily-beenverified-enrichment, qb-quarterback — all on-cadence
  • 🟢 stalled-deal-watchdog, commitment-tracker, postcard-ledger, deal-postmortem-capture, close-to-onboarding-handoff, smartlead-bounce-handler, sot-reconciler, dq-realtime-monitor — all ok
  • 🟢 grand-county-property-scout — last full run 5/4 11:45Z (weekly cadence next 5/11)

Today's 3 priorities (refresh)

  1. 🟡 Send Whitney Yeddis ack (30-second send). Live-ea drafted direct-drafts-2026-05-05-whitney-yeddis-thanks-ack (gmail draft 19df94f1b933ef4d) at 18:02Z. Whitney is increasingly behaving like a recurring Compass referral source — keep the channel warm. Top of pending_drafts queue.
  2. 🛠 Hadank checkpoint = Thu May 7 (2 days). Mgmt template + Grand Lake/Granby contractor names committed 4/27, now 8d overdue. Without a credible follow-through by Thursday, the deal slips momentum. Either (a) ship the template + contractor list today/tomorrow, or (b) send a holding email setting expectations.
  3. 🛠 Operator action — 2 SmartLead UI fixes (~5 min total, both P1).
  • (a) Provision SmartLead REST API key. Path: SL UI → Settings → API & Integrations → Generate → store via python3 ~/Library/Application\ Support/SkyRun/secrets.py set smartlead_api_key <KEY>. fix_queue (PWA): smartlead-api-key-required.
  • (b) Wire BCC dropbox into 6 SL accounts. Path: SL profile → Email Accounts → each of 6 senders → General → "BCC to CRM" → paste 23273108@bcc.hubspot.com → Save. fix_queue (PWA): sl-hs-engagement-bcc-dropbox.

(Bumped from priorities: Devine reply — already sent 10:13 AM MDT, stale RED resolved.)

📅 Meetings in the next 24h

_External calendar not pulled in this autonomous fire._ Devine 2nd meeting is Mon May 11 2pm MT (HS event 109150400323). Hadank checkpoint Thu May 7 (no calendar event — soft target from 4/27 email).

Inbox signals (since 5/5 12:13 PM MDT brief)

  • Signed contracts: 0
  • Prospect replies needing response: 0 (Devine reply sent 10:13 AM MDT)
  • Realtor correspondence: 0 new (Whitney ack from 11:50 AM MDT carries forward)
  • Internal team: 0
  • Delivery issues: 0 actionable
  • New inbound leads: 0

Active deals

  • 🟢 Devine / Granby Ranch (3 props) — Joseph 30%-clarification reply SENT 5/5 16:13Z (gmail msg 19df8eaabb77ab62). Awaiting Ryan response (allow 48h before nudge). May 11 2pm MT 2nd meeting. Decision window ~5/8–9.
  • 🟡 Hadank / Snowblaze B-32qualifiedtobuy (Discovery; live-verified 5/1). Mgmt template + GL/Granby contractor names 8d overdue. Checkpoint Thu May 7 — 2 days.
  • 🟡 Whitney Yeddis / 109 Deer Track Ctprojection_sent_awaiting_reply. Closing-loop ack 5/5 11:50 AM MDT; Joseph ack draft pending PWA send.
  • Weber / 103 Reserve Wayprojection_sent_awaiting_reply (4/30). Steven traveling; follow-up week of 5/12.
  • Pole Creek (Kina + Danny)discovery_complete_active_vendor_decision_pending. Memorial Day listing-live target.
  • Chris Hart / 308 BalsamSTALLED 8d on Rachel-internal comp data (19th Hole + Indian Trail). Consider Joseph nudge.
  • Trevor Pyle + Elle Koagedal — warm re-engagement, deferred (last touch 4/28).
  • CLOSED-LOST: Tim Beegle / Schulze / Surganty (3 postmortems pending in QB).

💰 Pipeline forecast

_HS query already aggregated by morning fire (5/5 05:05Z); no delta this fire._

Window Expected commission
Next 30 days ~$29,697
Next 90 days ~$59,394
Full pipeline (all open) ~$98,990

Tier breakdown (866 open contacts): HOT 144 @ 20%, WARM 197 @ 10%, NURTURE 202 @ 5%, LOW 62 @ 2%, SWITCH 261 @ 15%.

📈 Revenue pulse (yesterday)

  • Track: _Data not available — autonomous fire; Track tab not authenticated this run._
  • KeyData 7d trend: _Data not available — autonomous fire; KeyData tab not authenticated this run._

Open loops worth noting

  • Hadank — mgmt agreement template + Grand Lake/Granby contractor names (committed 4/27, 8d overdue). Checkpoint Thu 5/7 — 2 days.
  • Chris Hart — Rachel still owes 19th Hole + Indian Trail comp data (committed 4/28 BD meeting). Joseph blocked.
  • Devine — hybrid responsibilities one-pager + P1 number reconciliation due Thu 5/8 (HS task 109154000654). Begin May 11 prep.
  • Robert Kennedy + Anna Frye — yesterday's inbound leads still need operator action.
  • Postcard handoff draft to Jasmine + Rachel (r1110664586404288249) — review/send.
  • Entity SoS backlog (P2) — 4 LLC-owned leads accumulated this BV run; need weekly interactive batch.
  • Stale-pending queue drain — 11 pending_drafts, 16 pending_smartlead_actions, 29 pending_hs_updates, 2 pending_postcard_batches all >7d old. Not active enough to flag YELLOW, but worth a sweep.

🛠 Operator-pending fixes (informational)

  • P1 smartlead-api-key-required — SL UI changed 5/5; autonomous CSV-injection broken; R043923 sitting in pending_sl_pushes.jsonl
  • P1 sl-hs-engagement-bcc-dropbox — ~3 min UI fix per 6 sender accounts
  • P2 entity-sos-backlog — 4 LLC-owned leads accumulating

📦 Acknowledged drift (informational)

  • 30 SoT lead_ids → 60 HS dup contacts (most already merged 5/2 PM; remainder pending UI merge)
  • 5 grandcounty.com aliases stale 9d in HS (engagement-reconciler — primary joseph.bowens@skyrun.com alias is current)
  • 5/1 8 heartbeats with summary=null (>96h old; pre-stay-green-policy; not a current regression)

Flags

  • 🟢 System health GREEN — gate-proof full 118/118 at 18:23Z; fix_queue empty; no new RED conditions
  • 🟡 Whitney Yeddis ack draft pending Joseph review (low effort)
  • 🟡 Hadank checkpoint = 2 days; mgmt template + contractors still owed
  • 🟡 Chris Hart 8d stall (Rachel-internal blocker)
  • 🟡 SmartLead operator P1s (API key + BCC dropbox)

— consolidated 2026-05-05 20:30Z (2:30 PM MDT), informed by 0 new gmail insights over 2h 17m delta window from 18:13Z predecessor. Devine RED resolved (was a stale claim — actual send happened 16:13Z).

🔥 Active Deals— 8 open

Active deals

Hadank / Snowblaze B-32 switch

discovery_complete_post_walkthrough
35% verbal
Lead ID
R194580
Last touch
2026-04-30
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
2026-04-28
Next action
Joseph emails Track + KeyData rental projection (TODAY)

deal:devine_granby_ranch

discovery_complete_followup_may11_2pm_mt
Last touch
2026-05-05
Next action
Await Ryan response on 30% clarification. If silent ≥48h, send gentle nudge. Begin May 11 prep — hybrid responsibilities one-pager + P1 reconciliation owed by 5/8.

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
2026-04-28
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.

Kina + Danny / Pole Creek Meadows (492 Mountain Peak Rd)

discovery_complete_active_vendor_decision_pending
50% verbal
Last touch
2026-04-29

deal:whitney_yeddis_109_deer_track

projection_sent_awaiting_reply
Last touch
2026-05-05

Recent meetings

  • 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)
  • 2026-05-01 Joseph/Mike weekly 1:1 coaching call
  • 2026-04-30 Kina + Danny — Pole Creek Meadows value-based post-discovery followup (SENT)
  • 2026-04-29 Pole Creek Meadows / Kina + Danny intro call (RESCHEDULED from 4/28 2pm)
  • 2026-04-28 BD weekly — Joseph + Rachel (Tue 11:30 standing)
  • 2026-04-28 Weber 103 Reserve Way — projection rebuild (Rachel pushback → Lakota anchor → customer send)
  • 2026-04-27 Steven Weber walkthrough — 103 Reserve Way
  • 2026-04-27 meeting:chris-hart-discovery-2026-04-27

Graph summary

People
43
Properties
11
Systems
17
Campaigns
3
Relationships
178
Last consolidated
2026-05-05T20:29:59Z
Scope
Grand County, CO only. Vermont on hold pending possible sale of that book of business.
🕸 Relationships— 43 people in graph🟢 4.0h 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
94 connections last seen 2026-05-04
Rachel Scott
GM / Owner
42 connections last seen 2026-05-04
Andy Hadank
Property owner / Prospect
13 connections last seen 2026-04-28
Adam Fleckles
BD Expert / Mentor
9 connections last seen 2026-04-30
Stephen Weber
Prospect — 103 Reserve Way, Winter Park; walkthrough complete Apr 27; projection pending
9 connections last seen 2026-04-28
🫀 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 7.5h ago 4 warning(s)
🟢 daily-data-quality-check 9.2h ago DQ GREEN: SoT 866 leads unchanged since 06:14Z; 865/866 matched; R304226 acknowledged-exception (no_
🟢 transcript-scan 6.4h ago Pass 54: no new transcripts found. Phase 1 (local) clean. Phase 2 (Gmail) only returned duplicates a
🔴 gmail-deep-scan 6.4h ago No heartbeat in 6.4h (max 6h)
🟢 grand-county-property-scout 22.8h ago Refresh heartbeat post-fortification — last scout (5/4 11:45Z) successfully pushed R313386. Operatio
🟡 nightly-consolidation 4.0h ago 1 warning(s)
🟢 historical-gmail-backfill 6.6d 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— 20 archived
🧠 Project Memory— 118 files

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

User (4)

Feedback (22)

Project (30)

Reference (62)