🔄 Last synced 6:47 AM · brief 🟡 7.6h ago · graph 🟢 7.7h ago · approvals 🟡 2.7h ago · health 🟢 0m ago
✅ Approvals— 87 pending across 6 channels🟡 2.7h ago
✉️ Direct drafts25
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
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
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
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
Commitment escalated: Joseph → Tom Cummings (deadline 2026-05-01, 12d overdue)
COMMITMENT: Joseph committed to reach out to Tom Cummings this week to follow up on Andy's warm intro
PROMISED ACTION: outreach to Tom Cummings (warm-intro followup)
DEADLINE: 2026-05-01 (12d overdue)
SOURCE: gmail:19dd09dfee7f38b0 (Apr 27 20:25 UTC Joseph→Andy followup)
VERBATIM: I'll also reach out to Tom Cummings this week — appreciate the warm intro.
AUTO-DRAFT GATE NOTE: full email body NOT composed by commitment-tracker. Outbound to None requires Phase 2 freshness re-sweep + R-23 claim_a
RED
Commitment escalated: Joseph → Rachel Scott (deadline 2026-05-05, 8d overdue)
COMMITMENT: Joseph committed to raise the wholesale-leads handoff with Rachel at the next sync (~4 days out from May 1) — ask her to stop handling wholesale leads and route them to him.
PROMISED ACTION: raise_wholesale_leads_handoff_with_rachel
DEADLINE: 2026-05-05 (8d overdue)
SOURCE: Call Transcripts/notes/2026-05-01_joseph-mike-1on1_otter-summary.txt
VERBATIM: Joseph Bowens — When meeting Rachel in about four days, ask her to stop handling wholesale leads and instead route them to Joseph so
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.
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.
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.
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.
Forwarded lead — Ryan — 310 Cougar Ave, Fraser, CO 80442 - unit J3.
Internal forward from bryan@skyrun.com. Prospect Ryan (rdrnpc@gmail.com). Property: 310 Cougar Ave, Fraser, CO 80442 - unit J3.. DNC: clean. Voice-check: clean. Ready to send.
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
Commitment overdue: Joseph → Rachel Scott (deadline 2026-05-12, 1d overdue)
COMMITMENT: Joseph committed to do a deep-dive on 1031 exchange + cost segregation laws (the STR material-participation 10hr/wk vs 500hr/yr clarification + Rachel's 'new law / Trump-era' STR-specific 1031-family update) and share his findings with Rachel — to load up before the Thursday May 14 11am Devine 2nd meeting with Kim looped in.
PROMISED ACTION: share 1031 + cost-segregation research findings
DEADLINE: 2026-05-12 (1d overdue)
SOURCE: Call Transcripts/transcripts/2026-05-12_bd-meeting-ra
YELLOW
Inbound — no-reply@skyrun.com: notes: “skyrun/devine 2nd meeting” may 14, 2026
Direct inbound from no-reply@skyrun.com (live-ea-chrome). No auto-draft — review for routing.
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.
Found in ~/Downloads/. Signals: filename starts with 'SkyRun', references 'Lot113Evergreen' (property), 'LeaveBehind' is a known SkyRun deliverable type. Proposed destination creates new property folder.
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/.
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.
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.
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
RED18d 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
RED18d 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
RED18d 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.
RED17d 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.
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.
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.
From transcripts/2026-05-14_devine-granby-ranch-2nd-meeting_full-transcript.txt (Devine 2nd meeting, 11am MDT today): Joseph + Ryan + Kim reviewed all 3 Granby Ranch properties. Lot 100 Evergreen framed as strongest value pick. 30% management fee held firm. 500-hour STR material-participation rule discussed in depth for Devine 1031-family tax strategy. Next: in-person meeting for management agreement + property tour. Suggested stage move depends on current HS stage — recommend reviewing Devine d
📋 Morning Brief— May 14, 11:12 PM🟡 7.6h ago
🔴 ACTIVE-DEAL LEAK — operator action required
Sweeper (sl-active-deal-sweeper, 2026-05-15 05:02Z): status partial, requires_operator_action.
overlap 1 / removed 0 / failed 1
weberst@gmail.com (Weber / 103 Reserve Way active deal) — auto-remove failed: row_not_found (Quasar gate, needs interactive removal). 7th repeat.
Canary (sl-active-deal-canary): heartbeat stale ~25.5h (last 2026-05-14 03:30Z; cadence every 5 min). Last good read was clean, but the probe has not fired since.
Do this first: SmartLead → HOT+WARM (3184605) → search weberst@gmail.com → Pause Lead. Then re-run the canary to confirm clean.
Good morning, Joseph — 2026-05-15
📅 Meetings in the next 24h
_No external meetings with a calendar invite in the next 24h._ (Mike Marach pinged about a Fri 10am MT BD-training slot — internal, needs your yes/no; see Open loops.)
Today's 3 priorities
🔴 Outbound leaks — pull two recipients. (a) weberst@gmail.com (Weber, active deal) stuck in HOT+WARM SmartLead — sweeper can't auto-remove (Quasar gate); pause the lead manually. (b) rickshaum@gmail.com (Shaum, current owner, added DNC 5/13) leaked into HOT+WARM SL (status=Completed) — pull. Also 8 leak hits in Postcard Targets (6 homeowner + 2 active-deal) — pull before next print.
🔴 BeenVerified down 6 days.bv_driver.py:656 NameError — one-line fix: add import subprocess (between lines 69–70). Flagged 5/13, still unapplied. 5 bounce re-enrich leads stuck since 5/3 (R305010, R304969, R037600, R305929, R310939) — their deliverability stays broken until BV runs.
🟢 Devine — your move (HOT, time-sensitive). 2nd meeting done 5/14; Lot 100 Evergreen favored. You owe: (a) consult Rachel on Lot 100 vs 113, then email a recommendation to Kim + Ryan; (b) confirm exact 500-hr STR material-participation rule. Kim said they'll decide "by early next week" — don't let the recommendation slip.
Inbox signals from yesterday
New inbound lead (RED): Bill Smith — 207 Lakota Park Dr, Winter Park / bill@wurx.com / est $77,850 (5BR/3.5BA, hot tub). ⚠️ Name authenticity flagged by Bryan; you said you'd verify. Not yet in SoT/HS — verify before any outreach.
Prospect reply (RED): Ryan Devine — "are we meeting now?" — meeting happened (captured); no outstanding email.
Internal: Mike Marach — "Are you able to make our meeting?" Proposed 10am MT Fri 5/15. Needs your confirm/counter.
EA voice calibrated (5 thumbs-up, all positive; no rejected patterns).
SoT unchanged (867 leads). Gmail scans 4/4 ran clean.
Active deals
Devine / Granby Ranch — 2nd mtg complete 5/14; Lot 100 favored; 30% held. Next: Rachel-consult recommendation email + 500-hr rule + Devine schedules in-person agreement review.
Hadank / Snowblaze B-32 — stage qualifiedtobuy per 5/1 live-verify (not re-verified today; verify HS live before any past-tense stage claim). Checkpoint-reply draft still sitting in Drafts.
Weber / 103 Reserve Way — projection sent; active-deal SL exclusion still failing (see top block).
💰 Pipeline forecast (carried from 2026-05-14 snapshot)
Window
Expected commission
Δ vs prev (5/8)
Next 30 days
$29,712
—
Next 90 days
$59,424
—
Full pipeline (all open)
$99,040
+$50
_Fresh HS re-compute skipped this run to stay in budget; DQ pulled hs_contacts=943 today._
📈 Revenue pulse (yesterday)
Track: _Data not available — Track not reachable in scheduled-autonomous run._
KeyData: _Data not available — KeyData not reachable in scheduled-autonomous run._
Open loops worth noting
Mike Marach Fri 5/15 10am MT BD-training slot — confirm or counter (Rachel still wants progress visibility on the training).
Stale SmartLead queue: 20/20 items in pending_smartlead_actions.jsonl stale >7d (queued 4/28) — drain or dismiss. Also 65 stale pending_hs_updates.
Rachel: Hans (Sarasota franchisee) intro incoming via Kim Devine link; 3 blogs to Jasmine this week; stale FB/IG — check Jasmine on corporate branding rules first; chase the missing May 8 Brian email.
📦 30 acknowledged HS dup pairs (all merged in UI; linter flag persists) — informational.
System status: RED — BV error, canary missed-run, sweeper operator-action.
— consolidated at 11:08 PM MDT, informed by 4 gmail scans today
🔥 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)
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
