👑
Santiago Flores
Principal · Owner · CEO — Kasa Flores LLC · VBAR · CBH
Kasa Flores LLC
Value Based Asset Recovery
CBH Consulting
🎯 Closer
✅ Pipeline Approver
Active
DECISION MAKER
VISION LEAD
VISION LEAD
Business Silo
Kasa Flores LLC
Business Development · Network Marketing · IBO Team
Kasa Ops Manager
Team Accountability & Growth Oversight
In Progress
Agents
Team Scout
IBO Prospect Sourcing & Identification
Open Role
TATE — Team Accountability Tracker
Kasa Flores Dashboard · CORE Habits · PV
Live
Coal — Content & Outreach Agent
Customer Engagement Dashboard · Content · Outreach
Live
Team Report Agent
Weekly Digest & Performance Summary
Open Role
Business Silo
Value Based Asset Recovery
FL Surplus Funds Recovery · F.S. §45.032 & §197.582 · Mon–Sat · Cloud · PC-Off
Director — VBAR Ops Manager
Pipeline Orchestrator · QA · Approval Gate · Bounce Recovery
Live
Pipeline — Cascade · Mon–Sat · Cloud · PC-Off
Scotty — Lead Scout
☁ ~5AM ET · Excess Elite DB · 67 FL Counties
Live
↓ raw leads → Vinny county verification
Vinny — Verifier & Vetter
☁ ~6AM ET · RealAuction · ≥75% Confidence
Live
↓ vinnie-go + county-confirmed → Marco upload
Marco — CRM & Ops Agent
☁ ~7AM ET · Upload-Only · 29 Data Points
Live
↓ batch uploaded → Director QA
Director — VBAR Ops Manager
QA · Draft Review · Santiago Summary · Fires on GO
Live
↓ summary + example draft → Santiago remote approval
5
Santiago Flores — CEO Approval Gate
Approves outreach drafts & sends remotely · GO / GO but adjust / NO-GO
Gate
↓ GO → Oscar auto-sends within ~1hr
Oscar — Engagement Agent
☁ Hourly 8AM–7PM · Email + SMS · 1/3/7 Sequence
Live
↓ bounces → Skipp re-traces · Marco logs delivery
Skipp — Skip Tracer & Bounce Recovery
☁ Hourly · Enformion/Endato · Resend on Original Approval
Live
Business Silo
CBH Consulting
M&A Advisory · Business Brokerage · Turning Complexity Into Clarity
CBH Ops Manager
Deal Flow · FLO (Cowork) · BBF (Claude Code)
In Progress
Agents
Deal Lead Generator
Buyside & Sell-Side Sourcing
Open Role
FLO — Outreach Agent
Cowork · Owner Nurture · Three-Path Sequences
Live · Cowork
BBF — Listing Broker Outreach
Claude Code · Broker Targeting · Sell-Side Listings
Live · Claude Code
Frances — M&A Assistant
CIM Review · Financials · Deal Summary
Live
Chief of Staff Agent
Daily Digest & Decision Queue
Open Role
📅 Routine Schedule Exact names match Cowork → Routines
| Timing | Routine | Cadence | Silo |
|---|---|---|---|
| ~5AM ET · Mon–Sat | Scotty — Excess Elite DB Scrape (250 leads/day) | Mon–Sat | |
| ~6AM ET · Mon–Sat | Vinny — County Verification + Risk Grade | Mon–Sat | |
| ~7AM ET · Mon–Sat | Marco — CRM Upload (29 data points · marco-uploaded) | Mon–Sat | |
| After Marco | Director — QA Batch · Draft Review · Summary to Santiago | Mon–Sat | |
| On Santiago GO | Oscar — Auto-Send Email + SMS (within ~1hr) | On GO · 8AM–7PM | |
| Hourly · Post-Oscar | Skipp — Bounce Re-Trace (Enformion/Endato) | Hourly | |
| TBD | Kasa — Team Accountability Report | TBD | KASA |
| Daily · 8:00 AM | CBH — Chief of Staff Morning Digest | Daily | CBH |
| On-Demand | FLO — Owner Outreach Sequences (Cowork) | On-Demand | CBH |
| On-Demand | BBF — Listing Broker Outreach (Claude Code) | On-Demand | CBH |
🔗 System Connections
Scotty
→
Excess Elite Lead DB
· $25K–$150K · 250/day · 67 FL counties · ≤120 days fresh
Vinny
→
RealAuction
· realforeclose.com + realtaxdeed.com · county clerk records
Vinny
→
FL §45.032 + §197.582
· Surplus eligibility · claim/lien risk grading · ≥75% threshold
Marco
→
Excess Elite CRM
· Upload-only · 29 data points · marco-uploaded tag · no stage moves
Director
→
Santiago (Phone)
· Batch summary + 1 example draft per scenario · awaits GO
Oscar
→
Excess Elite CRM
· Email + SMS · 1/3/7 sequence · auto-sends within ~1hr of GO
Skipp
→
Enformion / Endato
· Bounce re-trace · fresh contact · resend under original approval
Cascade
→
Scotty→Vinny→Marco→Director→Santiago→Oscar→Skipp
· Full daily pipeline · Mon–Sat · cloud · PC-off
FLO
→
CBH Deal Pipeline
· Cowork agent — owner nurture across all three paths
BBF
→
Listing Brokers
· Claude Code — broker outreach for sell-side listings
FLO + BBF
→
Santiago
· Hot responses and warm leads escalated for closing