SkyRun BD

Joseph Bowens · Director of BD · Wednesday, May 6
System
🟡YELLOW
yellow
Pending
77items
5 channels
Last Brief
11:03PMMay 5
today
Active Deals
8in pipeline
open
Tasks
7scheduled
running
Pipeline EV
$30K30-day
$99K full
🔄 Last synced 12:38 PM · brief 🟡 13.6h ago · graph 🟢 13.6h ago · approvals 🟢 13m ago · health 🟢 0m ago
✅ Approvals— 77 pending across 5 channels🟢 13m ago

✉️ Direct drafts19

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 →
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 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

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

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

230 Buckhorn — checking in

Trevor, Joseph from SkyRun — wanted to follow up on Rachel's note from a couple of weeks back. If the documents she sent raised any questions or you'd rather walk through them by phone, happy to set up a short call this weekend. If you've decided to go a different direction or hold for now, no problem — just let me know either way so I can keep your file up to date. Best, Joseph Joseph Bowens Director | Business Development SkyRun Vacation Rentals — Grand County Mobile: 970-817-8700 | Joseph

INFO

Tabernash home — quick follow-up

Elle, Joseph from SkyRun — following up on Rachel's note from late April about a possible switch on your Tabernash home. If you're still weighing it, I'd be glad to walk through what a transition would look like on a short call. If timing isn't right or you've decided to stay put, no problem — a quick "not right now" closes the loop on my end. 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, Wanted to circle back after my note from last Thursday. If your competitor meeting on Monday gave you what you needed, I'm happy to put a formal projection in writing this week so you've got something to compare side-by-side with the others. Otherwise — totally fair to be still working through it. Just let me know where you've landed and what would help most before Memorial Day. Best, Joseph Joseph Bowens Director | Business Development SkyRun Vacation Rentals — Grand County Mo

INFO

Tom Cummings — best way to reach him?

Hey Andy, Coming back to the Tom Cummings intro — I told you I'd get in touch with him last week and the week got away from me on a few prospect cycles. Want to make good on that this week. Do you have his email or cell, or a preferred way for me to reach out? Happy to send a short note introducing myself and the SkyRun setup, no pressure either way on his side. Thanks again for keeping me in mind. Joseph

INFO

wholesale leads — quick handoff ask

Hey Rachel, Wanted to put this in writing in case it didn't fully come up in the sync yesterday. As I keep ramping the BD lane, I'd like to take wholesale leads off your plate and run them through my pipeline end-to-end — discovery, projection, close, handoff to ops. Mike and I have been working on tightening the wholesale playbook in our 1:1s and I'd rather you not be the catch-net for those anymore. If that works for you, easiest version is: anything that comes in on the wholesale side gets

INFO

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

# Postmortem — Tim Beegle / 357 Hi Country Drive #23-1 — LOST **Deal:** Tim Beegle — 357 Hi Country Dr #23-1, Hi Country Haus, Winter Park **Closed:** 2026-04-27 (Rachel-vetoed) / formally closed in graph 2026-05-02 **Outcome:** Closed-Lost (Rachel veto — never quoted, never pitched, never advanced) **Annual value (target):** N/A — pre-purchase 2BR/2BA, no projection ever produced **Lead source:** Inbound via Daniela@skyrun.com (4/27); duplicate fwd from Brooke@skyrun.com (4/30) **Time-to-close

📬 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 actions20

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✅ Meeting actions25

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.

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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, 11:03 PM🟡 13.6h ago

Good morning, Joseph — Wed 2026-05-06

📅 Meetings in the next 24h

_External calendar not pulled 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; = tomorrow).

Today's 3 priorities

  1. 🛠 Hadank checkpoint = TOMORROW (Thu May 7). Mgmt template + Grand Lake/Granby contractor names committed 4/27, now 9d overdue. Without a credible follow-through by Thursday, the deal slips momentum. Two paths today: (a) ship the template + contractor list, or (b) send a holding email setting expectations. Don't let this be a third day where Andy hears nothing.
  2. 🟡 Send Whitney Yeddis ack draft (30-second send). direct-drafts-2026-05-05-whitney-yeddis-thanks-ack (gmail draft 19df94f1b933ef4d) has been sitting in pending_drafts since 5/5 18:02Z. Whitney is increasingly behaving like a recurring Compass referral source — keep the channel warm.
  3. 🛠 Operator action — 2 SmartLead UI fixes (~5 min total, both P1).
  • (a) Provision SmartLead REST API key. SL UI → Settings → API & Integrations → Generate → store via python3 ~/Library/Application\ Support/SkyRun/secrets.py set smartlead_api_key <KEY>.
  • (b) Wire BCC dropbox into 6 SL accounts. SL profile → Email Accounts → each of 6 senders → General → "BCC to CRM" → paste 23273108@bcc.hubspot.com → Save. Closes the SL→HS engagement-logging gap that's driving most of the dashboard noise.

🫀 Systems status — 🟡 YELLOW (2 informational carryovers; no operator-blocking)

  • 🟢 transcript-scan — ok at 04:14Z (the 03:12Z chrome_bridge partial was resolved by the idempotent retry: 4 calls + 25 notes pushed, 24 dup-skipped, 0 errors).
  • 🟡 sl-to-hs-email-sync — partial at 23:17Z (344 errors, all the same hs_email_headers HS API quirk). Path A non-functional; Path B alias-via-Gmail-integration is the working path. Not a regression.
  • 🟡 build-hs-dashboards-expansion — partial at 01:44Z (14 widgets posted ok across 3 dashboards; 2 errors: DAY_OF_WEEK enum invalid + 1 transient 500).
  • 🟢 backfill-engagements-from-transcripts — ok 04:20Z (4 calls + 25 notes created, 0 errors).
  • 🟢 bulk-patch-engagement-source — 377 SL emails patched with hs_engagement_source=SALES_EMAIL (closes the long-running tagging gap so emails now show in Email widgets, not Note widgets).
  • 🟢 build-hs-activity-reports — 8 ok runs overnight; 3 activity widgets added to dashboard 19928775.
  • 🟢 backfill-tasks-from-emails — 363 emails scanned, 347 tasks created.
  • 🟢 activity-dashboard-aggregator, pwa-triage-cleanup, engagement-reconciler, live-ea, gate-proof-runner — all on-cadence, no regressions.
  • 🟡 system-hygiene — partial 04:04Z (informational: killed 2 zombies; auto-queued gmail-deep-scan trigger because last run was 9h ago at 18:03Z 5/5; next scheduled fire 22:00 MDT will satisfy naturally).
  • 🟢 fix_queue: 1 informational auto-trigger (not a manual_fix). 🟢 gate-proof-runner 118/118 (last verified 18:23Z 5/5).

Overnight movement

  • 0 new transcripts (transcript-scan Phase 1+2 clean)
  • 0 new prospect inbound (live-ea 2 skipped runs since 23:25Z 5/5; no new threads to triage)
  • 0 SoT delta (still 866 leads; tier distribution unchanged)
  • 0 BV runs (cooldown active; 7/400 monthly budget used)
  • HS-side housekeeping was the big overnight story: 377 engagement-source patches, 9 meeting + 34 note backfills from transcripts, 347 tasks created from emails, 14 dashboard widgets added across 3 dashboards. The HS account is materially more reportable today than it was yesterday.

Active deals

  • 🟢 Devine / Granby Ranch (3 props) — Joseph 30%-clarification reply SENT 5/5 16:13Z. Awaiting Ryan response (allow 48h before nudge ≈ 5/7 evening). May 11 2pm MT 2nd meeting on calendar.
  • 🛠 Hadank / Snowblaze B-32qualifiedtobuy. Checkpoint Thu 5/7 — 1 day. Mgmt template + Grand Lake/Granby contractor names 9d overdue.
  • 🟡 Whitney Yeddis / 109 Deer Track Ctprojection_sent_awaiting_reply. Closing-loop ack 5/5 17:50Z; 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 already drafted).

💰 Pipeline forecast

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%.

_(Δ vs last week: pipeline state file is fresh from 5/5 05:05Z; no SoT delta in 24h.)_

📈 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 (priority #1) — mgmt agreement template + Grand Lake/Granby contractor names. Tomorrow is the checkpoint.
  • 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.
  • Postcard handoff draft to Jasmine + Rachel (r1110664586404288249) — review/send.
  • Entity SoS backlog (P2) — 4 LLC-owned leads accumulated; need weekly interactive batch.

🛠 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)
  • Stale-pending PWA queue items: pending_drafts 11 stale, pending_smartlead_actions 16 stale, pending_hs_updates 29 stale, pending_postcard_batches 2 stale — informational drain reminder

Flags

  • 🟡 Whitney Yeddis ack draft pending Joseph review (priority #2)
  • 🟡 Hadank checkpoint = 1 day, mgmt template + contractors still owed (priority #1)
  • 🟡 Chris Hart 8d stall (Rachel-internal blocker)
  • 🟡 SmartLead operator P1s (priority #3)
  • 🟢 No new RED conditions; system health YELLOW driven entirely by informational items

— consolidated 2026-05-06 05:03Z (11:03 PM MDT 5/5; delta-pass on top of 04:25Z), informed by 0 new gmail insights, 0 new transcripts, 3 new heartbeats (qb-quarterback partial-expected, sot-reconciler ok x2). Net delta: pwa_stale_drain pruned 15 items (10 stale-7d-low-conf, 3 closed-lost refs, 1 fulfilled commitment, 1 KV-dismissed). Brief content unchanged from 04:25Z; priorities still stand.

🔥 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
2026-05-06T05:03:08Z
Scope
Grand County, CO only. Vermont on hold pending possible sale of that book of business.
🕸 Relationships— 43 people in graph🟢 13.6h 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
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— 🟡 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 6.5h ago 12/12 processed. 3 OK (R312315 SWITCH, R312790 HOT, R037703 NURTURE) → SoT + HS synced. 15 new email
🟡 daily-data-quality-check 5.6h ago Partial success
🟢 transcript-scan 36m ago No new transcripts found in local or Gmail sweep; all 14d candidates already indexed.
🟢 gmail-deep-scan 3.6h ago Scanned 7 msgs, filed 6 insights (1 RED Rachel-veto on Djinn Harris inbound, 1 YELLOW Cloudflare KV
🟢 grand-county-property-scout 1.7d ago Refresh heartbeat post-fortification — last scout (5/4 11:45Z) successfully pushed R313386. Operatio
🟡 nightly-consolidation 13.6h ago 4 warning(s)
🟢 historical-gmail-backfill 7.4d 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— 23 archived
🧠 Project Memory— 118 files

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

User (4)

Feedback (22)

Project (30)

Reference (62)