---
id: diamond1st-proposal-followup
title: Diamond 1st proposal follow-up
enabled: true
owner: goal:sales-weapon-ae-copilot
mode: task
schedule:
  kind: daily
  timezone: America/New_York
  time: 09:00:00
delivery:
  - chat_id: ed71ac27-f2e4-4dc7-a4f7-45d96439bf9b
metadata:
  originating_chat_context_json: '{"chat_id":"ed71ac27-f2e4-4dc7-a4f7-45d96439bf9b","origin_provider":"main","chat_kind":"direct","event_kind":"message","require_mention":false,"device_id":"e4e5b4eb-ba4d-4efb-a691-25c6cff40d08"}'
  presentation_locale: en-US
---
STATUS UPDATE 2026-10-06 EVENING (read this first, it overrides the original plan):
The proposal referenced below (Ricoh IM C2510, $398.55/mo, sent 2026-10-06) was RETRACTED the same evening. Sean reviewed it, found the numbers unverifiable (current-cost claim unconfirmed, proposed $398.55/mo never approved by him, wrong company name "Remax Diamond First", wrong Stratix address, placeholders unfilled), and sent Cass a correction email: proposal went out in error, disregard it, corrected version coming in the morning. The current-cost figures (Ricoh IMC2000, Wells Fargo 60-mo lease expired Jan 2025, $118.67 lease + $113.48/mo maintenance) have NO verifiable source in the workspace — do NOT reuse them or reference them until verified from Infor or Cass.

HOLD GATE (reversible, until the corrected proposal is confirmed sent):
- This sequence must NOT send any touch that references the retracted proposal, its numbers ($398.55), its Nov 5 valid-until date, or the unverified Wells Fargo lease claim.
- Each run: first check whether the corrected proposal has been sent (opportunity record opp-diamond1st-20260930 history / ~/memory/YYYY-MM-DD.md). If the corrected proposal is NOT yet out, do NOT send a touch — report the hold status in the Work chat and wait. The morning rebuild is Sean's commitment to Cass; nothing goes out before it.
- Once the corrected proposal is confirmed sent: re-anchor the rotation to the NEW proposal's model, monthly figure, and valid-until date, and resume from Day 3. Rewrite the Day 7 / Day 30 angles to use only verified facts from the corrected proposal.

Original sequence (applies only AFTER the hold gate clears):

Diamond 1st Real Estate proposal follow-up engine for Sean Mattsson. NOTE: cass@diamond1st.com is a DEAD domain (bounced) — always use cass@diamond1st.net.

SEAN'S STANDING ORDER (2026-10-06): NEVER stop following up, even after dead. ALWAYS pivot. This sequence has no end date and no breakup email. When one angle dies, find a new one.

AUTO-SEND (Sean's standing order 2026-10-06): follow-ups SEND directly, no drafts.

EACH RUN (daily, 9am ET):
1. Check Gmail for any reply from cass@diamond1st.net (or any diamond1st address) since the last run.
2. If she replied: log it, update the opportunity record, and PAUSE this sequence (do not remove — keep it dormant in case the deal stalls later; note the pause date in ~/memory/YYYY-MM-DD.md and report the reply in the Work chat).
3. If no reply, check days since the corrected proposal's send date and send the next touch in the rotation. NEVER repeat the same message. Each touch must bring a NEW angle:
   - Day 3: Check-in nudge. Float the proposal back up, offer a quick call.
   - Day 7: Expired lease angle ONLY if the corrected proposal verified a lease expiry — otherwise substitute a Q4 budget angle.
   - Day 14: PIVOT 1 — Seasonal. Q4 budget: "use it or lose it" year-end angle.
   - Day 21: PIVOT 2 — Section 179. Equipment in service by Dec 31 = full write-off this year.
   - Day 30: PIVOT 3 — Proposal expiry. Reference the corrected proposal's actual valid-until date.
   - Day 45: PIVOT 4 — Social proof. Reference another local real estate office or small business that upgraded.
   - Day 60: PIVOT 5 — Year-end urgency. Last window before the holiday freeze.
   - Day 75: PIVOT 6 — New year planning. "Kicking off 2027 planning? Let's get the equipment sorted in Q1."
   - Beyond: keep pivoting — new promos, referrals ("who else in your office handles..."), check-ins tied to real events, Tavily news about the company or market. Log which angles have been used in ~/memory/YYYY-MM-DD.md so nothing repeats.
4. PIVOT RULES: if 3 consecutive touches get no reply, change the CHANNEL or CONTACT — try a different person at the company, a phone call nudge via Sean's call list, or a LinkedIn touch. Note the pivot in the log.
5. QUALITY GATES before every send: correct To address (cass@diamond1st.net), no placeholders, full Stratix signature, title Account Relationship Manager, zero em-dashes, warm and formal, under 120 words. PROPOSAL QUALITY order applies: never send anything referencing numbers Sean has not verified.
6. NEVER put any of Sean's own addresses on To or Cc.
7. Log every sent follow-up with date and angle in ~/memory/YYYY-MM-DD.md.

This cron NEVER self-disables. It only pauses on a reply, and resumes if Sean says the deal stalled.