Cadence by Badge

Work every pre-foreclosure lead at the right intensity and with the right message, every day, without guessing. The badge (gold, silver, bronze, cold) sets how hard and how often we touch a lead. The stage (pre_nod, nod, middle, last10, past_sale, expired) sets what we say. Move down the grid to change the message, move right to soften the intensity. This is the daily engine that keeps the whole pipeline moving.

• Every working day, at the start of the day and again in the evening for gold leads
• Any time a lead is newly ingested and needs to be enrolled in its first cadence
• Any time new enrichment (a fresh equity number, a vacancy flag, a new distress signal) changes a lead's badge
• Whenever Today's Touches shows due steps that need to be worked

• Access to the KOD app (Today's Touches queue, homeowner module, dialer, knock card)
• The lead's badge and foreclosure stage are visible on its record (computed by the app from bucket.ts and timeline.ts)
• All numbers skip-traced and validated where possible before dialing
• Familiarity with the pf:* sequence names (pf:pre_nod, pf:nod, pf:middle, pf:last10, pf:past_sale, pf:expired, pf:gatekeeper)

• Every gold lead on today's queue was touched at least twice (AM and PM)
• Every silver lead due today was touched once across an appropriate channel
• No bronze or cold lead received a manual call, text, or door knock today
• Every unresponsive lead shows a next re-touch logged against the 9/12/3/6 rhythm, not an open-ended "later"
• Every lead in its last 10 days (circle-the-drain) with high equity was touched today, and was worked before any new-door backfill on a field day
• Every touch, including no-answers, is logged with its outcome
• A high-value lead that went fully unreachable shows the full one-lead waterfall attempted in order, not a handful of repeat dials
• Any lead crossing 3 owner-dark touches shows a gatekeeper enrollment, not silence
• The message sent matches the lead's current foreclosure stage, not a stale one

• Problem: A lead looks gold but Today's Touches isn't surfacing it with the right frequency. Fix: Confirm the badge shown on the lead record is current, it is computed live from equity, distress, occupancy, and timeline. If enrichment changed recently (new equity figure, new vacancy flag) the badge should already reflect it without re-enrolling.
• Problem: A silver lead has gone dark for over a week with no gatekeeper enrollment triggered. Fix: Check the owner-dark counter on the lead. If touches were logged as something other than a true no-contact outcome (for example a wrong disposition code), the counter will not advance. Correct the disposition and the count will catch up.
• Problem: Not sure whether to escalate a silver lead to gold. Fix: Look for a fresh signal: vacancy, a distress score crossing 0.6, entering the last 10 days, or an equity number crossing the $100,000 mark. Any one of these should already re-bucket the lead; if it has not, flag the enrichment data for a refresh.
• Problem: Bronze or cold lead keeps showing up in the dialer or route. Fix: This should never happen, bronze and cold are filtered from every working surface. Flag it as a data or filter bug rather than working the lead.
• Problem: Not sure where a lead is in the one-lead waterfall after a few days off it. Fix: Check the logged touches in order; the last rung reached is exactly where to resume, don't restart from the primary number out of caution, that wastes the persistence you've already banked.
• Problem: A circle-the-drain lead and a brand-new door both want attention on the same field day. Fix: Circle-the-drain wins. Clear the whole last-10-day bucket first, then backfill with new doors on the route.