SkyRun BD

Joseph Bowens · Director of BD · Friday, Apr 24
🟡 YELLOW ✅ 21 pending 📋 Apr 24, 10:12 AM 🔥 1 active ⏱ 7 tasks
🔄 Last synced 2:47 PM · brief 🟢 4.6h ago · graph 🟢 2.6h ago · approvals 🟢 0m ago · health 🟢 0m ago
✅ Approvals— 21 pending across 3 channels🟢 0m ago

✉️ Direct drafts17

RED

⛔ DISCARD DRAFTS: Rachel vetoed Waterside B305 inquiry — DO NOT SEND

Rachel replied 'This is a NO.' (1:36pm MDT) to the Waterside/Audra thread. The previous live-ea run drafted two emails: (1) ack to Mandy/Rachel, (2) warm intro to Audra at coppanova@msn.com. BOTH are now wrong — DO NOT send either. Delete the Gmail drafts for this thread before they go out by accident.

Open →
YELLOW

FYI: Rachel updated Weber walkthrough — Mon Apr 27, 9am–10am MDT

Rachel Scott sent an updated calendar invite for 'Meet 103 Reserve Way Stephen Weber' on Monday Apr 27, 2026 at 9am-10am MDT. Stephen Weber is an active prospect (103 Reserve Way property). No reply needed to Rachel — this is a calendar notification forwarded to Joseph. Monday 9am-10am slot is now locked in.

Open →
YELLOW

ACTION: Rachel's answers on Hadank — insurance, triple sheeting, agreement timing

Rachel replied to Joseph's Hadank follow-up at 16:42 UTC with 3 key items: 1. AGREEMENT: 'Once we have a timeline we can have him sign the agreement with an estimated start date.' Wait for Andy's reno timeline before sending. 2. INSURANCE: Andy handles it himself. Recommend: Proper Insurance (good STR policies) OR Kirk Neibauer at State Farm. 3. TRIPLE SHEETING: No official portfolio rollout date, but new onboardings start with triple sheeting from day 1. Andy's property WILL get it — safe to tell him so. No draft created (substantive Rachel message — Joseph handles personally). Review and fold into next Andy communication.

Open →
YELLOW

Draft: Mandy/Rachel — ack new Waterside B305 inquiry

Mandy forwarded a warm inbound lead: Audra (coppanova@msn.com / 970-988-2968), 2bd/2ba at 101 Waterside unit B305. Long-term guest just moved out, curious about SkyRun program. Draft replies: (1) Quick ack to Mandy+Rachel that Joseph will follow up. (2) Warm intro draft to Audra at coppanova@msn.com. DNC Tier 1 = clean. Both in Gmail drafts.

Open →
YELLOW

Draft: Audra (coppanova@msn.com) — warm intro re Waterside B305

Warm outreach to new inbound lead Audra at 101 Waterside unit B305 (2bd/2ba). Long-term guest just moved out; she expressed curiosity about SkyRun through Mandy. Draft mentions 30% flat fee, requests 20-min call. DNC clean. Review before sending.

Open →
YELLOW

Draft: Glenda -- Re: Property Management Inquiry - WP

Glenda forwarded contact info for Jodie Duncan Brack (Myron Duncan homeowner, 82 Cranmer Ave Fraser). Rachel assessed as better for long-term rental, not STR. Joseph replied to Rachel saying he'd handle it. Glenda then added email Jodielduncan@hotmail.com + best call times Tue/Thu morning. Draft replies to Glenda confirming receipt.

Open →
INFO

INFO: Email bounce — mbalazs@macktrucks.com (SmartLead cold outreach)

Joseph's cold outreach to mbalazs@macktrucks.com bounced with 'Address not found'. This email is invalid and should be removed from SmartLead / flagged in SoT + HubSpot. Subject: 'Quick question about your Grand County property'

Open →
INFO

INFO: Rachel shared 'Winter Park Homeowners' spreadsheet with you

Rachel Scott shared a Google Sheets spreadsheet titled 'Winter Park Homeowners' at 3:50am UTC. Could be walkthrough prep for today's 4pm Hadank meeting at Snowblaze B-32, or a new prospecting list she's building. Worth opening before the walkthrough today.

Open →
INFO

INFO: Email bounce — lbrenner@centurylink.com (SmartLead cold outreach)

Joseph's cold outreach to lbrenner@centurylink.com ('Hi Larry') bounced at 9:50am MDT with '550 5.1 Address not found'. Email address is invalid — needs removal from SmartLead campaign and flag in SoT/HubSpot.

Open →
INFO

INFO: Email bounce — lauren.widman@siegfried.com (SmartLead cold outreach)

Joseph's cold outreach to lauren.widman@siegfried.com ('Hi Lauren') bounced at 9:30am MDT with '550 Address not found'. Email address is invalid — needs removal from SmartLead campaign and flag in SoT/HubSpot.

Open →
INFO

INFO: Email bounce — qmarquardt@alpinelumber.com (SmartLead cold outreach)

Joseph's cold outreach to qmarquardt@alpinelumber.com (Quinn Marquardt) bounced at 10:44am MDT with '550 5.1.1 address not found'. Hard bounce — email is invalid. Needs removal from SmartLead campaign and email marked invalid in SoT and HubSpot for MARQUARDT QUINN & JULIE.

Open →
INFO

INFO: Email bounce — resh@eshsgrocery.com (SmartLead cold outreach)

Joseph's cold outreach to resh@eshsgrocery.com (Reuben Esh) bounced at 10:45am MDT with address not found. Hard bounce — email is invalid. Needs removal from SmartLead campaign and email marked invalid in SoT and HubSpot for ESH, REUBEN & MARTHA.

Open →
INFO

INFO: Email bounce — twebb@kslaw.com (SmartLead cold outreach)

Joseph's cold outreach to twebb@kslaw.com ('Hi Tristan') bounced at 2:03pm MDT with '550 5.4.1 Recipient address rejected: Access denied'. The kslaw.com mail server (King & Spalding law firm) rejected the message — could be a blocked domain or invalid mailbox. Needs removal from SmartLead campaign and email marked invalid in SoT and HubSpot for this lead.

Open →
INFO

FYI: Delivery Delay — mzavadil@cmcpediatrics.com (SmartLead)

Gmail mailer-daemon reported a temporary delivery delay for Joseph's outbound email to mzavadil@cmcpediatrics.com (Gregory Zavadil — Grand County property prospect). Gmail will retry for 46 more hours as of 3:10pm MDT Apr 23. If it bounces permanently, that email needs to be invalidated in SmartLead to avoid damaging sender reputation.

Open →
INFO

FYI: Rachel confirms DocuSign ready for first agreement

Rachel replied to 'Documents' thread at 16:43 UTC: 'We do have a docusign account when we are ready for the 1st one I will get you access.' Practical note — when Joseph is ready to send the management agreement for signing (e.g. Andy Hadank), Rachel will grant DocuSign access. No action needed now.

Open →
INFO

FYI: Delivery Delay — roger@rogerchivukula.com (SkyRun cold outreach)

Gmail reported a temporary delivery delay for Joseph's cold outreach to roger@rogerchivukula.com ('Quick question about your Grand County property'). Gmail will retry for 45 more hours as of 5:50pm UTC Apr 24. If it bounces permanently, email needs invalidation in SmartLead/SoT/HubSpot.

Open →
INFO

FYI: Rachel flagged your Sangma extension is picking up customer service calls

Rachel emailed Lindsey + Joseph at 1:28pm MDT: 'Joseph is getting calls to his Sangma extension that seem to be getting answered. Can we confirm he is not in the list to ring with a customer service call.' Lindsey is handling the fix — no reply needed from Joseph, but may want to follow up with Lindsey to confirm it's resolved.

Open →

📧 SmartLead1

YELLOW

3 drafted SmartLead campaigns awaiting launch decision

211 leads queued across SWITCH (81), HOT+WARM (96), NURTURE+LOW (34). All in DRAFTED state. Rachel's final sign-off pending before activation.

Open →

🤝 Realtor intros3

YELLOW 46d pending

Leah Bishop intro email pending from Rachel

High-end realtor, $1M+ listings. Strategy: offer rental projections for her current listings. Intro from Rachel not yet received — status unknown.

Open →
YELLOW 46d pending

Megan Waymeyer intro email pending from Rachel

Rachel's personal friend. Currently sends prospects a list of 10 PMs. Goal: win her over for exclusive SkyRun recommendation.

Open →
YELLOW 46d pending

Katie Fox intro email pending from Rachel

Grand Lake realtor. Recently pitched lukewarm property; warm relationship via Rachel. Formerly Middle Park.

Open →
📋 Morning Brief— Apr 24, 10:12 AM🟢 4.6h ago

Good morning, Joseph — 2026-04-24

_Refreshed mid-day at 10:03 AM MDT — reflects live state across HS, graph, approval queue, heartbeats, calendar, and SmartLead._

📅 Meetings in the next 24h

10:30 AM MDT (today, ~27 min from refresh) — Joseph / Adam Fleckles — Sales Catch Up [internal]

  • Context: Adam is your BD Expert/Mentor — recurring sales catch-up format. Weekly cadence per project_bd_hub_context.md. Recent threads: SmartLead launch (Day 2 live), BV subscription block, realtor referral pipeline still stalled.
  • Unresolved (from last 7d with Adam): no open commitments flagged — safer to treat as fresh discussion.
  • Push: Share SmartLead Day 1-2 results (30.1% bounce rate — YELLOW, 5 Email 1 replies). Ask his take on Mike Marach's sales training rollout (first session ran Apr 23 — cohort format + 30-sec commercial). Surface the Hadank close: walkthrough done yesterday, 35% confirmed, agreement pending.
  • Avoid: Don't re-debate 30% vs 35% — your flex rule holds. Don't over-share DNC/Froelich detail unless he brings it up.
  • Commission at stake: N/A (internal mentor meeting).

1:15 PM MDT (today, ~3h 12m) — Jasmine Guardado — Discuss Marketing (Winter park) [internal]

  • Context: Marketing Account Manager at SPMS/SkyRun HQ. Handles the Winter Park marketing collateral pipeline — Brand & Marketing folder assets, postcard campaigns, blog posts.
  • Unresolved: Jasmine owes review on Postcard_Template_GrandCounty_Boutique.pdf. You owe her the latest lead-source split for campaign attribution.
  • Push: SmartLead performance data for SPMS-wide case studies. Align on postcard batch #2 timing — you haven't sent one since the 31-lead SmartLead remediation.
  • Avoid: Don't over-promise on blog cadence — 3 drafts already sitting in Brand & Marketing/ (STR regulations, hot tub ROI, Grand County developments). Ship what's drafted before adding more.
  • Commission at stake: N/A (internal).

Today's 3 priorities

  1. SmartLead reply follow-up + bounce cleanup — 5 people replied to Email 1. Check the reply queue immediately — live leads who engaged. Also: 62 emails bounced (30.1% — YELLOW). Email 2 queues Friday morning to the active ~144. Export the 62 bounced before Email 3 queues and flag invalid in SoT/HubSpot.
  2. Weber walkthrough prep (Mon Apr 27, 9am) — 3 days out. Prep deliverable package for 103 Reserve Way: comp revenue from Track, ADR, 30% vs Evolve savings, renovation checklist. Stephen Weber's SoT lead record is the starting point.
  3. BV subscription resolution — Day 8 blocked since Apr 16. No enrichment in 8 days, ~120 leads backlogged. Log into beenverified.com: check if Starter cycle reset. If not, upgrade to Standard ($89.99/mo). One check resolves this and unblocks the scout→enrichment→SmartLead flow.

Inbox signals from yesterday

Last gmail-deep-scan was -1.4h ago (0 new messages). Everything pre-processed.

Still pending attention:

  • Rachel "Documents" email (Thu Apr 24 12:31 AM) — attachments not visible via API. Likely Hadank post-walkthrough materials. Open thread 19dbce63d5cee3b2 in Gmail to review.
  • Chris Hart income estimate draft — sitting in Gmail drafts; Rachel vetoed ("without Hot Tub no go"). Either delete or replace with polite decline.
  • Invoice #006 draft — ready to send to Rachel. _Note: the gmail-deep-scan from 1.4h ago removed 1 stale invoice draft — confirm which one before sending._

Overnight movement

  • Historical Gmail backfill COMPLETE — all 4 runs done. 590 msgs, 76 insights, 29 bad emails, 72 unanswered outreach contacts surfaced. Full report: Email Scans/HISTORICAL_BACKFILL_REPORT.md. Task will self-disable going forward.
  • Hadank walkthrough captured (2026-04-23 4pm Snowblaze B-32) — graph updated, deal stage advanced to post_walkthrough_pending_agreement, renovation plan captured, 35% confirmed. Full transcript at Call Transcripts/transcripts/2026-04-23_andy-hadank-snowblaze-walkthrough_full-transcript.txt.
  • DQ 3rd pass delta check — SoT 809 leads clean, DNC 4 hits all confirmed clean (abuckner, planghans, mbirkhead, sara.froelich already removed from SmartLead), 30.1% bounce rate (YELLOW).
  • Drive sync seeded — 431 files / 85.2 MB mirrored to Google Drive + iCloud quarterly backup.

Active deals

Hadank / Snowblaze B-32 — post_walkthrough_pending_agreement

  • Last touch: 2026-04-23 walkthrough (yesterday, 4pm). Joseph + Rachel attended. 35% confirmed. Room-by-room reno plan agreed (enclose loft → 3rd BR bunks, washer/dryer in sauna closet, shower curtain conversion, pet-friendly, color-pop decor).
  • Ball in Andy's court: Contractor quotes (Brian Wilhan ~970-783-7459) + reno start timeline.
  • Your next action: Once reno start date lands, send the Management Agreement. Target listing reset Nov 1 (ideal Oct 1). Evolve stays through summer.
  • Insurance flag: Andy currently on All-State STR sub — recommend State Farm-style joint-defense carrier when you send the agreement.
  • Expected commission: $1,000 (Bowens Sourced) at ~85% close probability = $850 EV.

Stephen Weber / 103 Reserve Way — walkthrough_pending

  • Date: Monday Apr 27 9am MDT (3 days out).
  • Status: Prep needed — deliverable package not built yet.

Warm referrals in flight

  • Tom Cummings (Andy's neighbor, local PM) — warm intro passed Apr 21. No outreach yet.
  • Chris Hart — HT blocker, close/decline.

💰 Pipeline forecast

Snapshot from HS pipeline query at 9:52 AM MDT (42 open tier-tagged contacts under Joseph):

Window Expected commission
Next 30 days $1,818
Next 90 days $3,636
Full open pipeline $6,060

Tier breakdown: SWITCH 37@15% = $5,460 • HOT 2@20% = $400 • WARM 1@10% = $100 • NURTURE 2@5% = $100 • LOW 0.

_Note: 844 total open contacts under your ownership, only 42 have Tier tags from SoT enrichment. The rest are legacy (postcard, form fills, realtor leads) not included in the forecast. This is seed data — close rates auto-tune after 20+ closures._


📈 Revenue pulse (yesterday)

  • Track: _Data not available — Track session not open in Chrome. Open the Track dashboard tab to enable this tomorrow._
  • KeyData 7d trend: _Data not available — KeyData not open. Same._
  • Your portfolio vs comps: _Requires both sources above._

_Both are READ-ONLY pulls when available — no risk to data integrity. To light these up: open Track + KeyData tabs in Chrome and leave them authenticated._


🫀 Systems status — YELLOW

Task Status Age
live-ea skipped (no new work) 0.1h
nightly-consolidation ok ran 11pm last night
daily-data-quality-check partial (bounce YELLOW) 1.5h
daily-beenverified-enrichment partial — Day 8 BV blocked 1.5h
grand-county-property-scout partial (Chrome MCP blocked) 1.4h
gmail-deep-scan ok -1.4h
transcript-scan skipped (no new) 1.4h
historical-gmail-backfill ok — self-completing 3.6h
quarterly-backup ok 15.8h

YELLOW drivers:

  • BV subscription Day 8 (resolution in today's priority #3)
  • Property-scout blocked by Chrome MCP (resolves when HS/Redfin tabs are open + logged in)
  • SmartLead 30.1% bounce rate

Approval queue (live state)

Channel Items
Direct drafts (Gmail) 12 — includes Chris Hart, Invoice #006, "FYI Delivery Delay" + 9 others
SmartLead batches 1 pending
Postcard batches 0
Realtor intros 3
Drive-sort proposals 1
HS update proposals (new channel) 0
Meeting action items (new channel) 0

Open loops worth noting

  • Realtor intros: Day 45 — Rachel hasn't sent intros to Leah Bishop, Megan Waymeyer, Katie Fox (committed Mar 10). Raise at Tue 1:1.
  • Backfill surfaced: 72 unanswered outreach contacts from pre-SmartLead era. Worth a triage pass once BV is unblocked.
  • Jasmine marketing sync today — align postcard cadence (priority #1 item for that call).

Flags

  • YELLOW: BV Day 8, SmartLead 30.1% bounce, property-scout Chrome blocker
  • All DNC guardrails holding — 0 current-customer leaks in today's 5G audit
  • Drive sync + quarterly backup: both healthy

— refreshed mid-day 2026-04-24 10:03 MDT · next automated run 11pm tonight

🔥 Active Deals— 1 open

Active deals

Hadank / Snowblaze B-32 switch

post_walkthrough_pending_agreement
35% verbal
Lead ID
R194580
Last touch
2026-04-23 — Walkthrough COMPLETED 4pm Snowblaze B-32. Joseph + Rachel attended. Room-by-room reno plan agreed: enclose loft → 3rd BR bunks, washer/dryer in sauna closet, shower curtain conversion, pet-friendly, color-pop decor. 35% confirmed. Contractor referral: Brian Wilhan. Nov 1 listing reset target. Transcript: Call Transcripts/transcripts/2026-04-23_andy-hadank-snowblaze-walkthrough_full-transcript.txt
Next action
Get contractor quotes — Brian Wilhan (~970-783-7459) + SkyRun handyman contacts. Set renovation timeline. Send management agreement once reno start date known. Target Nov 1 (ideal Oct 1) SkyRun re-launch. Flag insurance: recommend State Farm-style carrier over All State STR sub. Joseph to refer $200 designer if Amy/Andy want decor consult.

Recent meetings

  • 2026-04-23 Hadank Snowblaze B-32 Property Walkthrough — COMPLETED
  • 2026-04-23 Joseph/Mike 1:1 Coaching Follow-up (Otter summary)
  • 2026-04-23 Mike Marach — First Weekly Thursday Training (30-second commercial + scoreboard)
  • 2026-04-22 Andy Hadank Walkthrough CONFIRMED — Thursday April 23 4pm Snowblaze B-32
  • 2026-04-21 Andy Hadank Thread Continuation — Walkthrough Scheduling + Tom Cummings Referral
  • 2026-04-20 Andy Hadank — Apr 20 follow-up email (walkthrough rescheduling)
  • 2026-04-15 Andy Hadank / Snowblaze B-32 prospect call
  • 2026-04-15 Joseph / Mike Marach sales trainer intro
  • 2026-03-10 Rachel/Joe BD strategy (postcards, realtors, training, business cards)
  • 2026-03-09 Mandy meeting

Graph summary

People
24
Properties
4
Systems
17
Campaigns
3
Relationships
73
Last consolidated
2026-04-24T23:00:00Z
Scope
Grand County, CO only. Vermont on hold pending possible sale of that book of business.
🕸 Relationships— 24 people in graph🟢 2.6h 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
24 connections last seen 2026-04-23
Rachel Scott
GM / Owner
16 connections last seen 2026-04-23
Andy Hadank
Property owner / Prospect
14 connections last seen 2026-04-23
Mandy Cumming
GM / Operations, SkyRun Grand County
7 connections last seen 2026-03-09
Mike Marach
Sandler Sales Coach
5 connections last seen 2026-04-23

🕸 Stale relationships (90d+)

Mandy Cumming
GM / Operations, SkyRun Grand County
7 connections last seen 2026-03-09
Lindsay
HubSpot Admin
2 connections last seen 2026-02-27
Moira
Marketing Director
2 connections last seen 2026-02-27
Brooke
Operations Support / Onboarding
3 connections last seen 2026-03-09
🫀 System Health— 🟡 YELLOW🟢 0m ago

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

🟡 Overall: YELLOW

🟡 daily-beenverified-enrichment 6.4h ago Partial success
🟡 daily-data-quality-check 6.4h ago Partial success
🟡 transcript-scan -72m ago 3 warning(s)
🟡 gmail-deep-scan 2.5h ago 2 warning(s)
🟡 grand-county-property-scout 6.4h ago Partial success
🟡 nightly-consolidation -102m ago 3 warning(s)
🟡 historical-gmail-backfill 8.8h ago 3 warning(s)
⏱ 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— 3 archived

Nightly archive. Each captures graph diffs, memory changes, inbox signals, active deal status, and flags.

🧠 Project Memory— 65 files

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

User (4)

Feedback (11)

Project (15)

Reference (35)