القائمة
Identifies funded deals that have crossed the renewal eligibility threshold (default 40% paid back) and drafts targeted renewal outreach for each.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Mandatory compliance gate before any outbound (email, SMS, blast). Verifies consent, opt-out status, CASL footer, send window, and daily cap.
Queue a cold outreach campaign to a segmented lead list via the cold_outreach_campaigns endpoint, with CASL compliance enforced before any send.
Generates the structured daily call sheet for Ezra — 6 prioritized categories, specific opening lines for each call, and a clear action order.
Surfaces overdue follow-ups, prioritizes the call list, and recommends specific outreach actions for each stuck deal or contact.
Domain literacy for MCA and alternative business funding. Reference glossary and clarifying-question guide for when operators use ambiguous terms.
Uses historical lender feedback data to recommend the best lenders for a specific deal profile and surfaces typical terms and decline patterns.
| name | renewal-window-detection |
| description | Identifies funded deals that have crossed the renewal eligibility threshold (default 40% paid back) and drafts targeted renewal outreach for each. |
| triggers | ["who's up for renewal","what's at 40%","renewal window","renewal opportunities","who can we renew","check renewals","renewal list"] |
| tier | stable |
| disable_model_invocation | false |
| requires | ["env:SUNBIZ_SUPABASE_URL","env:SUNBIZ_SUPABASE_ANON_KEY"] |
Where these endpoints live: All
/api/...URLs below are routes on the OASIS Command Center dashboard (repo:CC90210/oasis-command-center, deployed at https://agent-dashboard-sigma-eight.vercel.app). They are NOT served by this repo's localscripts/api_server.py(which only exposes/health,/status,/sms/send,/webhook/jotform). Solara's bridge makes authenticatedfetchcalls into the dashboard's API surface, and the dashboard then writes to Supabase / queues threads / dispatches the 8 daemons in this repo.
Funded deals become renewable once a merchant has paid back enough of the advance. Proactive renewal outreach is the highest-margin activity in the funding business — no new underwriting cost, existing relationship. Never let a renewal window expire uncontested.
Default: 40% of the advance paid back.
This is configurable per-deal via renewal_eligibility_threshold on the funded_deals table. If a lender requires 50%, that overrides the default.
GET /api/funded-deals?status=active
The response includes advance_amount, total_payback, amount_paid_to_date, factor_rate, lender_id, lender_contact, funded_at, last_contact_date.
For each deal:
progress_pct = amount_paid_to_date / total_payback
eligible = progress_pct >= renewal_eligibility_threshold (default 0.40)
Also compute:
payback_remaining = total_payback - amount_paid_to_date
days_since_funded = today - funded_at
days_since_last_contact = today - last_contact_date
Sort by priority:
progress_pct highest first (closest to full payback = most urgent — they may go elsewhere)days_since_last_contact descending (longest without contact = most likely to have drifted)Renewal Window Report — [Date]
ELIGIBLE FOR RENEWAL (4 deals)
1. [Merchant Name]
Advance: $60,000 | Paid back: $28,400 (47%) | Remaining: $31,600
Lender: Funder A | Contact: [name] | Last contacted: 22 days ago
Suggested renewal: $50,000–$70,000 depending on current revenue
Action: Call merchant this week — at 47% they're in the sweet spot.
2. [Merchant Name]
Advance: $25,000 | Paid back: $11,800 (47%) | Remaining: $13,200
Lender: Funder B | Contact: [name] | Last contacted: 8 days ago
...
APPROACHING WINDOW (2 deals — not yet eligible but worth monitoring)
- [Merchant Name]: 34% paid — eligible in ~3 weeks at current pace
- [Merchant Name]: 29% paid — eligible in ~5 weeks
For each eligible deal, draft a personal outreach (not a blast):
Subject: How things going, [First Name]?
Hey [First Name],
Just checking in — wanted to see how business has been since we got you funded in [Month].
If you're looking for additional working capital or want to discuss refinancing into
a lower-rate product now that you've got a track record with the lender, I'd love
to connect for 10 minutes this week.
Any time work for you?
[Ezra's name]
SunBiz Funding
Customize based on:
If Ezra says "send it" — route through skills/casl-compliance/SKILL.md first, then skills/email-outbound/SKILL.md.
If Ezra wants to call instead — add to today's call sheet via skills/daily-call-sheet-workflow/SKILL.md.
funded_deals.flags first.last_contact_date is < 7 days ago, flag it — Ezra may have already initiated renewal outreach manually.skills/email-outbound with personalization, not skills/cold-outreach-blast.