TK-10358 yoloforever c1 Cody-gate fixes: flag 9 no-contact-method rows needs_enrichment; flag Van Henkels 215 phone unverified (email-first); HOLD Borrayo unsourced Tier-1 call phone

f8cd5ccdf1bce9bb2fc0436b85cfd646fcf3ad21 · 2026-08-08 07:09:17 -0700 · Steve Abrams

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

Files touched

M data/marketing-exec-leads/cre-marketing-execs-MASTER.csv
M data/marketing-exec-leads/outreach-queue.csv
M data/marketing-exec-leads/outreach-queue.md

Diff

commit f8cd5ccdf1bce9bb2fc0436b85cfd646fcf3ad21
Author: Steve Abrams <steve@designerwallcoverings.com>
Date:   Sat Aug 8 07:09:17 2026 -0700

    TK-10358 yoloforever c1 Cody-gate fixes: flag 9 no-contact-method rows needs_enrichment; flag Van Henkels 215 phone unverified (email-first); HOLD Borrayo unsourced Tier-1 call phone
    
    Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---
 .../cre-marketing-execs-MASTER.csv                   | 20 ++++++++++----------
 data/marketing-exec-leads/outreach-queue.csv         |  4 ++--
 data/marketing-exec-leads/outreach-queue.md          |  2 +-
 3 files changed, 13 insertions(+), 13 deletions(-)

diff --git a/data/marketing-exec-leads/cre-marketing-execs-MASTER.csv b/data/marketing-exec-leads/cre-marketing-execs-MASTER.csv
index cd9406d..8367ee7 100644
--- a/data/marketing-exec-leads/cre-marketing-execs-MASTER.csv
+++ b/data/marketing-exec-leads/cre-marketing-execs-MASTER.csv
@@ -37,18 +37,18 @@ Sperry Commercial Global Affiliates,Jen McQueen,Director of Marketing & Creative
 Zacuto Group,Michael Spiegel,"Vice President, Marketing",310-469-9012,,michael@zacutogroup.com,CONFIRMED,,high,zacutogroup.com,Direct email from site
 Zacuto Group,Nina Diaz-Klein,Digital Marketing Manager,310-469-9012,,nina@zacutogroup.com,CONFIRMED,,high,zacutogroup.com,
 Ingenious Asset Group,Alfie Raposon,Marketing Manager,(310) 331-8552,,info@iagpm.com,CONFIRMED,,medium,ingeniousassetgroup.com,Email=firm inbox
-Pinnacle Estate Properties,Elliot Kurinets,Marketing Director,,,,,,medium,pinnacleestate.com,Northridge; no direct contact public
-Pinnacle Estate Properties,Maci Cunningham,Digital Marketing Consultant,,,,,,low,pinnacleestate.com,
+Pinnacle Estate Properties,Elliot Kurinets,Marketing Director,,,,,,medium,pinnacleestate.com,Northridge; no direct contact public | needs_enrichment: no direct phone/email found — LinkedIn profile enrichment needed
+Pinnacle Estate Properties,Maci Cunningham,Digital Marketing Consultant,,,,,,low,pinnacleestate.com,needs_enrichment: no direct phone/email found — LinkedIn profile enrichment needed
 Ed Koenig IRE,Pam Esposito,Marketing & Advertising,818-903-8088,,,,,medium,edkoenig.com,Phone=firm main
-Equity Union,Zachary Pomer,Marketing Director,,,,,https://www.linkedin.com/in/zachary-pomer-9418534a,medium,equityunion.com,Via LinkedIn; not confirmed on firm site
+Equity Union,Zachary Pomer,Marketing Director,,,,,https://www.linkedin.com/in/zachary-pomer-9418534a,medium,equityunion.com,Via LinkedIn; not confirmed on firm site | needs_enrichment: no direct phone/email found — LinkedIn profile enrichment needed
 Investment Real Estate Associates,(marketing dept inbox),Marketing,818.386.6888,,marketing@irea.com,CONFIRMED,,low,irea.com,Dept inbox - real marketing function, name TBD
-Lyon Stahl,Van Henkels,Real Estate Marketing Coordinator (Brettwood Team),(215) 237-7762,,Van@LyonStahl.com,CONFIRMED,,high,https://lyonstahl.com/our-team/,src: https://lyonstahl.com/team/van-henkels/
-Lyon Stahl,Jazzmine Zubia,Marketing Associate,,,,,,high,https://lyonstahl.com/our-team/,src: https://lyonstahl.com/our-team/
-SURMOUNT,Regine Achebouche,Marketing Manager,,,,,,high,https://surmount.com/team,src: https://surmount.com/team
-SURMOUNT,Hannah Ruble,Director of Events & Corporate Marketing,,,,,,high,https://surmount.com/team,src: https://surmount.com/team
-SURMOUNT,Claire Strachan,Brand Marketing & Social Media Manager,,,,,,high,https://surmount.com/team,src: https://surmount.com/team
-SURMOUNT,Ken Shew,Senior Brand Marketing Associate,,,,,,high,https://surmount.com/team,src: https://surmount.com/team
-SURMOUNT,Michael Paccone,Marketing Technology Specialist,,,,,,high,https://surmount.com/team,src: https://surmount.com/team
+Lyon Stahl,Van Henkels,Real Estate Marketing Coordinator (Brettwood Team),(215) 237-7762,,Van@LyonStahl.com,CONFIRMED,,high,https://lyonstahl.com/our-team/,src: https://lyonstahl.com/team/van-henkels/ | PHONE UNVERIFIED: (215)=Philadelphia area code on a SoCal firm — verify before calling; email is confirmed
+Lyon Stahl,Jazzmine Zubia,Marketing Associate,,,,,,high,https://lyonstahl.com/our-team/,src: https://lyonstahl.com/our-team/ | needs_enrichment: no direct phone/email found — LinkedIn profile enrichment needed
+SURMOUNT,Regine Achebouche,Marketing Manager,,,,,,high,https://surmount.com/team,src: https://surmount.com/team | needs_enrichment: no direct phone/email found — LinkedIn profile enrichment needed
+SURMOUNT,Hannah Ruble,Director of Events & Corporate Marketing,,,,,,high,https://surmount.com/team,src: https://surmount.com/team | needs_enrichment: no direct phone/email found — LinkedIn profile enrichment needed
+SURMOUNT,Claire Strachan,Brand Marketing & Social Media Manager,,,,,,high,https://surmount.com/team,src: https://surmount.com/team | needs_enrichment: no direct phone/email found — LinkedIn profile enrichment needed
+SURMOUNT,Ken Shew,Senior Brand Marketing Associate,,,,,,high,https://surmount.com/team,src: https://surmount.com/team | needs_enrichment: no direct phone/email found — LinkedIn profile enrichment needed
+SURMOUNT,Michael Paccone,Marketing Technology Specialist,,,,,,high,https://surmount.com/team,src: https://surmount.com/team | needs_enrichment: no direct phone/email found — LinkedIn profile enrichment needed
 illi Commercial Real Estate,Erick Chacon,Marketing Manager,(818) 697-9380,,erick@illicre.com,CONFIRMED,,high,https://illicre.com,src: https://illicre.com/company/team
 illi Commercial Real Estate,Dayana Gualdron,Marketing & Design Specialist,(818) 501-2212,,dayana@illicre.com,CONFIRMED,,high,https://illicre.com,src: https://illicre.com/company/team
 illi Commercial Real Estate,Maria Sequera,Marketing Assistant,(818) 501-2212,,maria@illicre.com,CONFIRMED,,high,https://illicre.com,src: https://illicre.com/company/team
diff --git a/data/marketing-exec-leads/outreach-queue.csv b/data/marketing-exec-leads/outreach-queue.csv
index 244aa9b..eeb643d 100644
--- a/data/marketing-exec-leads/outreach-queue.csv
+++ b/data/marketing-exec-leads/outreach-queue.csv
@@ -8,7 +8,7 @@ Layla Gabertai,The Mogharebi Group,1,Call+Email,(909) 295-7580,Layla@mogharebi.c
 Molly Driscoll,Morgan Skenderian,1,Call+Email,(949) 258-9925,md@morganskenderian.com,CONFIRMED,DRAFT,Email
 Susan Navarro,Peak Commercial,1,Call+Email,(818) 591-3300,susan@peakcorp.com,CONFIRMED,DRAFT,Email (cc Aaron)
 Aaron Tsukahara,Peak Commercial,1,Email,(818) 591-3300 x7013,aaront@peakcorp.com,CONFIRMED,DRAFT,cc
-Jennifer Borrayo,DAUM Commercial,1,Call,(818) 615-0147,,,DRAFT,Call (email masked)
+Jennifer Borrayo,DAUM Commercial,1,HOLD,(818) 615-0147 [UNSOURCED],,,DRAFT - HOLD (phone unverified),Phone has NO source in research data — trace to a public DAUM/LinkedIn source or drop to LinkedIn before any call
 Patricia Tay,Stepp Commercial,1,Call,(310) 774-3740,,,DRAFT,Call firm main
 J.C. Casillas,NAI Capital,2,LinkedIn+Call,(818) 905-2400,,,DRAFT,LinkedIn connect
 Andrew Strockis,Marcus & Millichap,2,LinkedIn,(818) 212-2250,andrew.strockis@marcusmillichap.com,INFERRED,DRAFT,LinkedIn connect
@@ -31,4 +31,4 @@ JoAnn Neau,Northmarq,3,LinkedIn,(952) 356-0100,jneau@northmarq.com,INFERRED,DRAF
 Marcin Pokorski,Eastdil Secured,3,LinkedIn,(212) 315-7200,mpokorski@eastdilsecured.com,INFERRED,DRAFT,LinkedIn connect
 Erick Chacon,illi Commercial Real Estate,2,Email/Call,(818) 697-9380,erick@illicre.com,CONFIRMED,DRAFT - not sent (send gated),Tier-2 personalized email draft ready; send pending Steve go
 Lisa Niehaus,Commercial Real Estate Investments,2,Email/Call,(310) 880-7900,LisaNiehaus@CREI.biz,CONFIRMED,DRAFT - not sent (send gated),Tier-2 personalized email draft ready; send pending Steve go
-Van Henkels,Lyon Stahl,2,Email/Call,(215) 237-7762,Van@LyonStahl.com,CONFIRMED,DRAFT - not sent (send gated),Tier-2 personalized email draft ready; send pending Steve go
+Van Henkels,Lyon Stahl,2,Email,(215) 237-7762 [UNVERIFIED],Van@LyonStahl.com,CONFIRMED,DRAFT - not sent (send gated),Email-first (confirmed); phone 215-area unverified — do NOT call until traced; send pending Steve go
diff --git a/data/marketing-exec-leads/outreach-queue.md b/data/marketing-exec-leads/outreach-queue.md
index 433fb3f..eaf89af 100644
--- a/data/marketing-exec-leads/outreach-queue.md
+++ b/data/marketing-exec-leads/outreach-queue.md
@@ -33,7 +33,7 @@
 ### Susan Navarro — Marketing Manager, Peak Commercial · (818) 591-3300 · susan@peakcorp.com  (+ Aaron Tsukahara, Digital Mktg Mgr · aaront@peakcorp.com)
 - **Email 1 — Subj: Peak Commercial + RENTV:** Hi Susan, RENTV can amplify Peak's SoCal deals to our broker/investor audience via sponsored coverage + video. Cc Aaron on digital. 15 min?
 
-### Jennifer Borrayo — Director of Marketing, DAUM Commercial · (818) 615-0147
+### Jennifer Borrayo — Director of Marketing, DAUM Commercial · (818) 615-0147 ⚠️ UNSOURCED — do not call until phone traced to a public source
 - **Call note (email masked — get on call):** DAUM's industrial/office deals fit RENTV's coverage; open with the exec-interview slot for DAUM principals.
 
 ### Patricia Tay — Director of Marketing, Stepp Commercial · (310) 774-3740 (firm)

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