Acquisitions Lifecycle Hub

This is the navigation hub for the full acquisitions pipeline — from initial deal ingestion through Stage 4 re-engagement. It provides an ordered map to every stage hub, compliance gate, agent, and skill involved. Do not duplicate logic here — follow the wikilinks to the stage-specific hubs for implementation detail. Read this hub when orienting to the acquisitions flow or identifying which stage a deal is in.

Quick reference

Field	Value
Stages	Stage 1 (Initial Outreach) → Stage 2 (NO_REPLY_4H) → Stage 3 (PRICE_DROP) → Stage 4 (Re-engage)
Primary agent	_summary
Supporting agents	_summary, _summary
Agent handoff chain	deal-ingestion → acquisitions (Stage 1) → acquisitions (Stages 2-3) → aurora (inbound classify) → dispo (Stage 4 hand-off)
Compliance gates list	defer to compliance-gates
Skills invoked	acquisitions-outreach, acquisitions-followup, hubspot-deal-ingest
Success metrics	Stage-5 qualification rate; deal-to-dispo handoff count; avg touches to reply
Cost per stage	Stage 1: ~$0.002LLM+$0.01 SMS per send; Stage 2-3: same; Stage 4: ~$0.005 LLM
Throughput	~50-200 deals/day active; follow-up-scheduler runs every 30 min
Last run result	See openphone_events table (Supabase CCP) for live audit trail
Failure modes	Gate fail (quiet hours), red-zone approval block, quo-note lineId fail-closed, 10DLC blocking

Stage map — navigation index

Stage 1 — Initial Outreach

Hub: outreach-stage1

Triggered when a deal moves to qualification_status='approved' in acquisition_deals. The B7 three-zone approval gate (Green/Yellow/Red) fires before any send.

Key components:

• workspace/scripts/workers/unified-outreach-engine.js — canonical coordinator
• workspace/scripts/workers/deal-outreach-worker.js — single-deal trigger
• workspace/scripts/lib/gate-computer.js — 5-gate qualification progression
• workspace/scripts/lib/compliance-gate.js — quiet hours + TCPA
• workspace/scripts/lib/mentor-voice.js — touch→mentor cadence (Ferry→Damji→Norton→Cardone→Terry)
• Skill: acquisitions-outreach

Exit criteria: SMS delivered, openphone_events row written, Quo internal note posted.

Transition trigger: No reply in 4h → Stage 2 (NO_REPLY_4H).

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Stage 2 — NO_REPLY_4H Cadence

Hub: followup-stages-2-3-4

The follow-up scheduler fires every 30 min and evaluates all eligible deals. NO_REPLY_4H is the first escalation trigger.

Key components:

• workspace/scripts/workers/follow-up-scheduler.js — cron worker (every 30 min)
• workspace/scripts/lib/follow-up-engine.js — trigger evaluation
• Triggers handled: NO_REPLY_4H, NO_REPLY_24H, NO_REPLY_72H
• Skill: acquisitions-followup

HubSpot stage transition: → "Reviewing Deal" (on NO_REPLY_4H trigger).

Transition trigger: Price drop ≥5% detected OR Day-7+ stall → Stage 3.

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Stage 3 — PRICE_DROP / Detail Re-engagement

Hub: followup-stages-2-3-4

Re-engagement triggered by CH price drop (≥5%) or new public record detail (occupancy change, condition update).

Key components:

• follow-up-engine.js triggers: PRICE_DROP, NEW_DETAIL
• Template: deal-qualification/templates/sms/price-drop-engage.json, re-qualify.json
• stage-sync.js — updates HubSpot → "Re-engaged"
• Skill: acquisitions-followup

Transition trigger: CH replies → inbound classification → Stage 4 (if F: Buyer interest) or continue cadence.

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Stage 4 — Re-engage / Inbound Reply Handling

Hub: followup-stages-2-3-4

Inbound SMS arrives via OpenPhone (port 18792) or SalesMsg (port 18793). The conversation classifier (A-G categories) routes each reply.

Key components:

• webhooks/quo-handler-enhanced.js (port 18792) — OpenPhone inbound
• webhooks/salesmessage-handler-v4-complete.js (port 18793) — SalesMsg inbound
• workspace/scripts/lib/conversation-classifier.js — A-G categorizer
• workspace/scripts/lib/response-generator.js — v3 Dispo Conversion Agent (5,138-msg trained)
• workspace/scripts/lib/stage-sync.js — acq ↔ dispo HubSpot sync
• Skill: acquisitions-followup

A-G category routing:

Category	Pattern	Action
A	Price negotiation	continue thread via response-generator
B	Detail provision	parse → update acquisition_deals
C	Showing request	escalate to dispo handler
D	STOP / opt-out	suppression list; no further sends
E	Off-topic	flag for human review
F	Buyer interest	route to dispo-blast
G	Multi-property	thread-context aggregate, smart-reply

Hand-off to dispo: Category F inbound → deal moves to dispo pipeline 816046 → dispo-lifecycle.

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Agent identity anchors

The acquisitions agent MUST have its SOUL.md read before any behavioral change is proposed. Current identity: relentless CH qualification machine; 5 gates; mentor cadence strictly enforced; never bypass compliance.

Supporting agents:

• _summary — handles inbound A-C classify + escalation
• _summary — data enrichment (ARV, comps, occupancy lookup)

Compliance gates are centralized — defer all gate logic to compliance-gates.

Compliance gates reference

DO NOT implement gates here. Navigate to the compliance hub:

→ compliance-gates — 5 pre-send gates (gate-computer, compliance-gate, blast-safety, thread-context, response-generator)

Key gate rules (summary only):

• Quiet hours: 8am-9pm local to CH’s state TZ
• Max 1 send per CH per 24h
• Dup content: don’t resend same template if last send <72h
• 10DLC compliance — BLOCKING: see twilio for A2P 10DLC repeat-denial status

Cross-links

Agents that touch this

• _summary — primary executor (all stages)
• _summary — inbound classification + escalation
• _summary — ARV comps + data enrichment
• _summary — alternate cadence (less aggressive follow-up)

Skills that invoke this

• acquisitions-outreach — Stage 1 initial outreach
• acquisitions-followup — Stages 2-4 cadence + inbound
• hubspot-deal-ingest — deal creation prerequisite

Plans that govern this

• openclaw-fragmentation-fix-2026-05-01 — G-BLOCKER-SURFACING enforcement
• openclaw-self-improvement-layer-2026-05-03 — OSIL optimization layer (DSPy/GEPA over acq agents)

Feedback rules

• feedback_acq_mentor_voice_cadence — touch→mentor mapping; do not alter
• feedback_acq_no_pass_and_pivot — banned: pass+pivot; probe first
• feedback_acq_thread_history_aware_gates — skip satisfied gates (thread-aware)
• feedback_never_send_without_auth — explicit auth required for any live send
• feedback_aurora_outbound_guardrails — outbound rules per dispatch
• feedback_quo_lineid_required — fail-closed if lineId not resolved

KB / source docs

• OUTREACH-RULES — 10 compliance rules
• MENTORS — mentor voice + anti-patterns
• CONVERSATION-PATTERNS — A-G category examples

System maps

• vm-acquisitions-flow — acquisitions data flow diagram
• vm-sms-carrier-compliance — SMS compliance layer

Related cluster — SMS/Carrier compliance

• openphone-quo — primary SMS transport
• salesmsg — secondary SMS transport
• twilio — voice + SMS fallback; 10DLC gate
• compliance-gates — all pre-send gate logic
• dispo-lifecycle — downstream hand-off (Category F)

Open issues / TODOs

• 10DLC A2P repeat-denial is BLOCKING all OSIL SMS tiers until resolved. See osil-twilio-10dlc-resubmission-2026-05-03 B14.
• acquisitions.sqlite has only 1 chunk (Phase 7.5 investigation per openclaw-fragmentation-fix-2026-05-01 §A2.3) — memory recall for acq agent severely degraded.
• Stage 4 inbound: Category E (off-topic) escalation to human review needs defined Discord channel routing.

Recent activity

• 2026-05-03: hub created by W1-S9
• 2026-05-03: 4-stage lifecycle map authored with forward-refs to stage detail hubs