---
id: weekly-call-list
title: Weekly call list (Mon 8am)
enabled: true
owner: goal:sales-weapon-ae-copilot
mode: task
schedule:
  kind: weekly
  timezone: America/New_York
  time: 07:45:00
  dow: [Mon]
delivery:
  - chat_id: ed71ac27-f2e4-4dc7-a4f7-45d96439bf9b
metadata:
  originating_chat_context_json: '{"chat_id":"d2262570-9e80-4954-824e-cbddf1cc3835","origin_provider":"main","chat_kind":"direct","event_kind":"message","require_mention":false,"device_id":"11d6f508-35e2-48ec-9e92-39b4972d1a29"}'
  presentation_locale: en-US
---
Weekly call list build — every Monday 8am ET for Sean Mattsson (Stratix Systems).

Steps:
1. Run the builder: `python3 /home/hatch/workspace/goals/sales-weapon-ae-copilot/hidden_files/build_weekly_call_list.py` (no args = current week; it computes Monday's date itself). It reads live data: opportunities.json (active pipeline), sent-log.json (email follow-up calls), the workbook High Priority call cards, account-aliases.json, and the latest weekly prospects CSV. It writes `/home/hatch/workspace/goals/sales-weapon-ae-copilot/files/call-list-<Monday>.csv` with 50-75 calls, each with a per-call agenda (why now, opening line, talk points, the ask), spread Mon-Fri.
2. Read the generated CSV. Verify the count is between 50 and 75 and every row has a non-empty agenda and phone.
3. If the count is under 50, widen Tier 3 (take more High Priority accounts) and Tier 4 (more net-new prospects) and rebuild until it lands in range. If over 75, trim Tier 4 first.
4. Post the weekly report in the Work chat in plain words, no jargon:
   - Total calls for the week and the per-day split.
   - TOP PRIORITIES section: the Tier 1 calls (active pipeline — meetings to lock, hot replies, unverified qualified opportunities) with one line each on why they matter.
   - Note where the full CSV lives (name the file).
   - Flag any accounts that could not be called (no phone on file) as a short "needs research" list.
5. Append a one-line outcome note to ~/memory/YYYY-MM-DD.md (ET date): call list built, count, top priority names.

Hard rules: never call anyone, never send anything. This is a planning deliverable only. Sean's title is Account Relationship Manager. Work chat only.