@rubytech/create-maxy-code 0.1.0

package/payload/premium-plugins/real-agency/plugins/leads/skills/lead-nurturing/SKILL.md

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+---
+name: lead-nurturing-v2
+description: "Systematic follow-up and pipeline warming. Adds Serhant Three F's, HOT/WARM/COLD cadence, and value-led touches."
+---
+
+# Lead Nurturing (v2)
+
+Most deals don't close on first contact. Your job is to keep trust and momentum alive until the prospect is ready.
+
+## Three rules
+
+1. **Speed wins first contact.** Respond immediately.
+2. **Never "just checking in".** Lead with value every time.
+3. **Follow up until yes/no.** Silence isn't rejection.
+
+## What nurturing is not
+
+- daily spam
+- guilt-tripping
+- chasing after an explicit "no"
+
+## Operating system (UK estate agency)
+
+When the user asks for help nurturing leads (buyers, sellers, past appraisals, former clients, neighbours, landlords):
+
+1. **Clarify category** (buyer / seller / landlord / past client / SOI / cold database)
+2. **Clarify temperature** (HOT/WARM/COLD) and time sensitivity
+3. **Choose a cadence** (Serhant HOT/WARM/COLD + Keller 33 Touch overlay)
+4. **Choose a channel mix** (call, SMS, email, letter, social touch)
+5. **Every message must contain value** (insight, update, proof, next step)
+6. **Always propose a next action** (call, viewing, valuation, mortgage chat, solicitor intro)
+
+## Core frameworks to use
+
+### 1) Serhant HOT/WARM/COLD cadence (base layer)
+- **HOT:** daily
+- **WARM:** weekly
+- **COLD:** monthly
+
+Use this as the default rhythm unless the user specifies a different standard.
+
+### 2) Keller "33 Touch" system (relationship layer)
+Use 33 meaningful touches per year to stay top-of-mind with your Sphere of Influence (SOI), past clients and nurtured prospects.
+
+Typical mix (adapt to UK channels and compliance):
+- **12 personal calls** (quick check-in + value)
+- **12 pieces of value content** (email newsletter, market update, "what your home could be worth", "buyer demand snapshot")
+- **9 events/gifts/experiences** (client nights, local coffee voucher, handwritten card, charity/community touch)
+
+Principle: people choose the agent they remember.
+
+### 3) Sharran "10x10x10" daily method (daily discipline)
+Use a simple daily prospecting/nurture routine:
+- **10 outbound conversations** (calls or voice notes)
+- **10 follow-ups** (SMS/email to existing leads)
+- **10 relationship touches** (comment/DM/reply to stories; handwritten note; referral thank you)
+
+If the user has their own exact definition of 10x10x10, ask for it and then follow their version.
+
+### 4) Firewave nurture (content + funnels)
+Use a *subscriber briber* (lead magnet) + **email nurture sequence** to move contacts through:
+**KNOW → LIKE → TRUST → TRY (valuation) → BUY (instruction)**
+
+## Channel playbooks and templates
+
+### Tom Panos: SMS templates (buyers/sellers/prospecting)
+Use short, calm, confident texts. Never needy. Avoid "just checking in".
+
+Use templates in `references/tom-panos-sms-templates.md`.
+
+### Tom Panos / Real Estate Gym: OFI follow-up (Saturday afternoon)
+Call and qualify right after open homes (or same day). Use the OFI follow-up dialogue in `references/ofi-follow-up-dialogue.md`.
+
+### Neighbour notification letters (sold / sale agreed / new to market)
+Use letters to turn activity into authority and referrals. Templates in:
+- `references/neighbour-notification-letter.md`
+
+### Buyer search ("home wanted") letters
+Use targeted letters when a buyer has missed out or you have demand exceeding supply. Template in:
+- `references/buyer-search-letter.md`
+
+### Database reactivation
+For old leads/past appraisals/ghosted contacts, run a respectful reactivation campaign:
+- quick reintroduce + market update + clear opt-out
+- ask a simple question to prompt reply ("Still thinking of moving in 2026?")
+Template + cadence in `references/database-reactivation.md`.
+
+## Firewave email nurture sequences (ready-to-use)
+
+Use sequences in `references/firewave-email-nurture-sequences.md`.
+
+Rules:
+- lead with advice, not "book a valuation"
+- one CTA per email
+- always include a soft reply CTA ("Reply with your postcode and I'll send a price snapshot")
+
+## Sphere of Influence methodology (SOI)
+
+Use SOI as an intentional system:
+- segment sphere (inner circle / community / network / audience / strangers)
+- increase engagement frequency with the highest-value relationships
+- bring value first, ask second
+
+Use the Serhant SOI audit prompts in `references/sphere-of-influence-notes.md`.
+
+## What to do when the user asks "what should I say?"
+
+Ask 3 questions, then write the message:
+1. Who is this person and what's the relationship?
+2. What do we want them to do next?
+3. What's the *value* we can lead with today?
+
+Then provide:
+- 1 SMS version
+- 1 email version
+- 1 call opener + 3 questions
+
+## After each interaction
+
+Encourage the user to capture:
+- outcome (yes/no/next step)
+- temperature update
+- next follow-up date
+- notes (kids, job, motivation, timelines)
+
+## References (load as needed)
+
+- **Serhant Three F's** → `references/serhant-three-fs-plus.md`
+- **Keller 33 Touch** → `references/keller-33-touch.md`
+- **Sharran 10x10x10** → `references/sharran-10x10x10.md`
+- **Tom Panos SMS templates** → `references/tom-panos-sms-templates.md`
+- **OFI follow-up dialogue** → `references/ofi-follow-up-dialogue.md`
+- **Firewave email nurture sequences** → `references/firewave-email-nurture-sequences.md`
+- **Sphere of Influence notes (Serhant)** → `references/sphere-of-influence-notes.md`
+- **Neighbour notification letter** → `references/neighbour-notification-letter.md`
+- **Buyer search letter** → `references/buyer-search-letter.md`
+- **Database reactivation** → `references/database-reactivation.md`

package/payload/premium-plugins/real-agency/plugins/leads/skills/lead-nurturing/references/buyer-search-letter.md

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+# Buyer search (“home wanted”) letter (template)
+
+Dear Homeowner,
+
+I hope this letter finds you well. My name is <name> and I’m reaching out because I’m currently working with a genuine buyer who has missed out on available properties in your area.
+
+We’ve exhausted the current listings and made a commitment to our client: to go above and beyond in helping them find the right home — even if that means contacting homeowners directly.
+
+Our buyer is looking specifically for:
+- Location: <estate/road/postcode>
+- Property type: <detached/semi/period/etc>
+- Key needs: <e.g. parking/garden/school catchment>
+
+They are flexible on timing and realistic on price depending on condition and position.
+
+If you have considered selling (or even renting), we’d love the chance to have a confidential conversation.
+
+Please feel free to text me directly on <mobile>.
+
+Warm regards,
+
+<name>
+<agency>
+<mobile>
+
+## Notes
+- Make it specific (estate/road) to avoid “blanket letter” feel.
+- Keep it respectful and confidential.

package/payload/premium-plugins/real-agency/plugins/leads/skills/lead-nurturing/references/buyer-search-letters.md

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+# Buyer Search Letters
+
+Direct outreach letters sent to homeowners on behalf of a specific buyer. Highly effective because they feel personal and genuine.
+
+## Template 1 — Family Relocation
+> Dear Homeowner,
+>
+> We are currently working with a long-term private client planning their next move to [area]. We have exhausted all available listings on the market so we promised our clients that we would contact every homeowner in [area] to find the perfect home.
+>
+> They are a wonderful family with [details], looking to move here from [location]. They have identified [area] specifically due to their interest in [features].
+>
+> They are flexible with timing and open to pricing, depending on the location and condition of the home.
+>
+> We promised our clients we would contact every homeowner, so if you would consider selling or renting your home please contact us immediately.
+>
+> [Agent name and number]
+
+## Template 2 — Specific Buyer With History
+> Dear Homeowner,
+>
+> My name is [name] and I'm reaching out on behalf of a wonderful couple I'm currently working with. We've thoroughly exhausted all available listings on the market and made a commitment to our clients: to go above and beyond in helping them find the right home — even if it means contacting every homeowner in [estate/area].
+>
+> [Buyer details and backstory — e.g. they were the underbidder on a recent sale]
+>
+> This is not a blanket search — it's about finding the right fit for people who have fallen in love with this location.
+>
+> Whether you've considered selling or even just renting your home, we'd love the chance to have a confidential conversation.
+>
+> [Agent name and number]
+
+## Key Principles
+- Always reference a real buyer (never fabricate)
+- Include enough detail to feel genuine
+- Mention flexibility on timing and price
+- Keep the tone warm and respectful
+- Include direct contact details (mobile, not office)
+- Follow up with a phone call 5-7 days after posting

package/payload/premium-plugins/real-agency/plugins/leads/skills/lead-nurturing/references/database-reactivation.md

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+# Database reactivation (old leads / past appraisals / ghosted contacts)
+
+## Goal
+Create replies and restart conversations without awkwardness.
+
+## Rules
+- be respectful
+- offer value
+- make it easy to say “not now”
+- always include opt-out
+
+## 3-message SMS sequence (7 days)
+**Day 1:**
+“Hi <name> — it’s <name> from <agency>. Quick one: I’ve got fresh sold evidence for <area>. Want me to send a quick price snapshot for your road?”
+
+**Day 3:**
+“No rush — if you’re not moving, totally fine. If you are thinking 2026, what’s the one thing that would need to happen for you to make a move?”
+
+**Day 7:**
+“Last one from me — should I keep you on my updates list for <area>, or would you prefer I remove you?”
+
+## Email reactivation (2 emails)
+- Email 1: market update + offer of a bespoke valuation range
+- Email 2: “Are you still considering a move?” + book call
+
+## What to log
+- response
+- updated timeline
+- motivation
+- next follow-up date

package/payload/premium-plugins/real-agency/plugins/leads/skills/lead-nurturing/references/email-nurture-sequences.md

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+# Firewave Email Nurture Sequences
+
+Automated email sequences that move prospects through the customer journey.
+
+## The Customer Journey
+**KNOW → LIKE → TRUST → TRY → BUY**
+
+| Stage | Description |
+|---|---|
+| KNOW | Stranger encounters your content, social media, or letter |
+| LIKE | They take action — download a guide, like a post |
+| TRUST | You have a conversation by email or phone |
+| TRY | They book a valuation |
+| BUY | They instruct you |
+
+## 8-Step Funnel Structure
+1. Set up a landing page offering a digital gift (checklist, guide)
+2. Integrate with email provider (AWeber, Mailchimp, etc.)
+3. Guide is automatically sent to the subscriber
+4. Landing page redirects to a thank you page
+5. Thank you page offers a valuation
+6. Place retargeting pixel for Facebook Ads
+7. Set up email nurture sequence (series of relevant emails)
+8. Add a call to action (CTA) to each email
+
+## Subscriber Briber Ideas
+Specific titles so you learn something about each subscriber:
+- "Moving with a Busy Family"
+- "Selling Your Bungalow"
+- "How to Sell Your Home for the Asking Price in Just 30 Days"
+- "Your Home Moving Checklist"
+- "Planning to Sell? Your Complete Guide to Doing it Right"
+- "What Your Home Is Really Worth in [Area]"
+- "First-Time Buyer's Guide to [Area]"
+
+## Sequence Structure (Example: Seller Lead)
+- **Email 1** (Day 0): Deliver the guide + introduce yourself
+- **Email 2** (Day 3): Share a relevant success story / case study
+- **Email 3** (Day 7): Provide market insight for their area
+- **Email 4** (Day 14): Address common seller concerns
+- **Email 5** (Day 21): Offer a no-obligation valuation
+- **Email 6** (Day 30): Share testimonial + soft CTA
+
+## Key Principle
+If your content doesn't move them from cold to warm, or warm to hot, it's not valuable, relevant, or timely enough.

package/payload/premium-plugins/real-agency/plugins/leads/skills/lead-nurturing/references/facebook-referrals.md

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+# Facebook Referrals — "Referrals on Steroids"
+
+From Tom Panos / Real Estate Gym.
+
+## When to Use
+- At the time of offer acceptance
+- After successful completion
+- When a vendor expresses delight with your service
+
+## Script
+> "Mr & Mrs [Vendor], were you happy with everything?"
+>
+> [If Yes]
+>
+> "The way we get business is by having other vendors talk about us in a positive light. We're big on social media — is it OK if you gave me a one-sentence short testimonial on what you thought of me and my service?"
+>
+> [If Yes]
+>
+> "Can I ask you to also tag me when you post?"
+
+## Why This Is So Effective
+- When the vendor publicly raves about your services, this is often more effective than personal advertising
+- The vendor's friends and your friends/associates will all see the recommendation
+- It's not what you say to the market — it's what the market says to the market about you
+
+## UK Adaptation
+- Works on Facebook, Instagram, Google Reviews
+- Video testimonials are even more powerful
+- Ask: "Would you mind recording a quick 30-second video about your experience?"
+- Share on all platforms with vendor permission

package/payload/premium-plugins/real-agency/plugins/leads/skills/lead-nurturing/references/firewave-email-nurture-sequences.md

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+# Firewave-style email nurture sequences (estate agency)
+
+Use these when someone:
+- downloads a lead magnet (seller guide, checklist)
+- submits a valuation enquiry
+- joins the database from a 3-minute valuation SMS campaign
+
+## Sequence A: Seller nurture (7 emails / 21 days)
+**Email 1 (immediate):** Deliver the promised guide + set expectations
+- Subject: “Here’s the checklist + one quick question”
+- CTA: reply with postcode/road for a price snapshot
+
+**Email 2 (day 2):** “3 mistakes that cost sellers money in [area]”
+- CTA: reply with property type for tailored advice
+
+**Email 3 (day 5):** Local market update (evidence-based)
+- CTA: book a 15-min “pricing + strategy” call
+
+**Email 4 (day 8):** Presentation tips (declutter, staging, photos)
+- CTA: request your prep checklist
+
+**Email 5 (day 12):** Marketing myth-busting (online/offline, quality signals)
+- CTA: ask for the “marketing mix” template
+
+**Email 6 (day 16):** Social proof (case study)
+- CTA: “Want me to show you what we’d do for your home?”
+
+**Email 7 (day 21):** Direct offer (valuation)
+- CTA: pick two time slots
+
+## Sequence B: Buyer nurture (5 emails / 14 days)
+1) Criteria + buying position
+2) “How to win without overpaying” (offer strength)
+3) Mortgage/solicitor readiness checklist
+4) “Off-market” framing + alert signup
+5) Book a buyer strategy call
+
+## Rules
+- Keep emails plain and personal.
+- 1 clear CTA.
+- Always offer a reply-based CTA for people who dislike booking links.

package/payload/premium-plugins/real-agency/plugins/leads/skills/lead-nurturing/references/keller-33-touch.md

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+# Keller “33 Touch” System (UK estate agency adaptation)
+
+## Purpose
+Stay top-of-mind with your **Sphere of Influence (SOI)** so that when someone needs an agent, they think of you first.
+
+## The model
+**33 meaningful touches per person, per year**.
+
+A practical split:
+- **12 calls/voice notes** (1/month)
+- **12 value touches** (email newsletter / market update / useful guide)
+- **9 events/gifts/experiences** (community + appreciation)
+
+## UK touch ideas (compliant + normal)
+**Calls/voice notes (monthly):**
+- “Quick update: buyer demand is up/down in [area]. Want the latest sold evidence for your road?”
+- “I’ve just sold nearby and thought of you — want a 60-second snapshot on what it means for your home value?”
+
+**Value touches (monthly):**
+- “Rightmove/Zoopla snapshot for [postcode]”
+- “Spring selling checklist”
+- “How to choose a conveyancer”
+- “Mortgage rate update + what it means for buyers”
+
+**Events/gifts (quarterly-ish):**
+- client coffee catch-up week
+- handwritten birthday/anniversary card
+- invite to a local charity event
+- small local business voucher
+
+## Guardrails
+- Never spam.
+- Every touch should feel useful or thoughtful.
+- Keep notes in CRM (kids/pets/job/motivation/timeline).

package/payload/premium-plugins/real-agency/plugins/leads/skills/lead-nurturing/references/neighbour-letters.md

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+# Neighbour Notification Letters
+
+## Just Sold — Neighbour Letter
+> Dear neighbour,
+>
+> We're thrilled to let you know that after we successfully sold [insert address], you will have new neighbours moving in soon!
+>
+> This is such an exciting time and we can't wait for you to meet them. We know they will love our fabulous community.
+>
+> If you are curious to know further details about the sale, feel free to contact me directly…
+>
+> [Insert your name and number]
+
+## Purpose
+- Creates awareness of your activity in the area
+- Positions you as the active, successful agent on the street
+- Opens conversations with potential sellers who see demand
+- Builds community goodwill
+
+## When to Send
+- After every sale agreed
+- After every completion
+- When launching a new instruction nearby
+
+## VA Preparation
+Prepare all neighbour letter templates:
+- New to market
+- Sale agreed
+- Completion
+
+Personalise per street. Create print-ready packs for delivery. Maintain a "Street Campaign Log" tracking which streets have been contacted.

package/payload/premium-plugins/real-agency/plugins/leads/skills/lead-nurturing/references/neighbour-notification-letter.md

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+# Neighbour notification letter (template)
+
+Dear neighbour,
+
+We’re delighted to let you know that after we successfully sold **<insert address>**, we will have new neighbours moving in soon.
+
+This is such an exciting time and we can’t wait for you to meet them. We know they will love our fabulous community.
+
+If you’re curious to know further details about the sale, feel free to contact me directly.
+
+Warm regards,
+
+<Your name>
+<Your mobile>
+<Agency>
+
+## Variations
+- “New to market” version (invite to preview)
+- “Sale agreed” version (buyer demand message)
+- “Completion” version (community welcome + subtle valuation CTA)

package/payload/premium-plugins/real-agency/plugins/leads/skills/lead-nurturing/references/ofi-follow-up-dialogue.md

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+# OFI follow-up dialogue (call back)
+
+## Best time
+Same day as the OFI (often Saturday afternoon).
+
+## Opener
+“Hi <name>, it’s <your name> from <agency>. Lovely to meet you at <property address>. I’m just calling as a courtesy — are you interested in the property?”
+
+## If YES
+- “What in particular do you like about it?”
+- “Would it suit you/your family?”
+- “If you were to make an offer, what price range would it be?”
+
+## If NO
+- “What type of properties are you looking for?”
+- “If I know of anything suitable (even outside our office), would you like me to notify you?”
+- “Are there any other properties you’re looking at?”
+- “Is this your first, second, or third purchase in the area?”
+- “If it’s your 2nd/3rd, I’d love to come by and see yours — it’ll help me understand what you’re looking for next.”
+
+## Bonus question to use at all OFIs
+“Are you researching, buying or selling at the moment?”

package/payload/premium-plugins/real-agency/plugins/leads/skills/lead-nurturing/references/ofi-follow-up.md

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+# OFI (Open for Inspection) Follow-Up System
+
+From Tom Panos / Real Estate Gym. Use Saturday afternoons after viewings.
+
+## Timing
+Call Saturday afternoon after the viewing — don't wait until Monday.
+
+## Script
+> "Hi [name], it's [your name] calling from [agency]. It was lovely to meet you at [property address]. I'm just calling as a courtesy to see if you are interested in the property."
+
+### If YES
+- "What in particular did you like about the property?"
+- "Is this something that would suit you and your family?"
+- "If you were to make an offer, what price range would it be?"
+
+### If NO
+- "What type of properties are you looking for?"
+- "I would love to help you find something suitable. If I know of anything that comes up, even outside of our office, would you like me to notify you?"
+- "Are there any other properties that you are looking at?"
+- "Is this your first, second, or third purchase in the area?"
+- (If 2nd or 3rd) "I would love to come by and see yours as it will give me a better idea of what you're looking for in the next one."
+
+## Bonus Question (Use at ALL Viewings)
+> "Are you researching, buying, or selling at the moment?"
+
+This single question identifies sellers hiding among buyers.

package/payload/premium-plugins/real-agency/plugins/leads/skills/lead-nurturing/references/serhant-three-fs-plus.md

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+# Serhant Three F's (Expanded)
+
+## HOT/WARM/COLD cadence
+- **HOT:** daily
+- **WARM:** weekly
+- **COLD:** monthly
+
+## F-1 Follow-Up
+Persist until you get a clear yes/no.
+Always with value: update, insight, relevant example, answer.
+
+## F-2 Follow-Through
+See the process through even when it gets messy.
+Don't "check boxes" — understand the emotional driver.
+
+## F-3 Follow-Back
+Past clients are referrals and repeat business.
+Systemise: birthdays, anniversaries, seasonal touch points.
+
+## Practical rule
+Schedule follow-up time like an appointment. Follow-up is a revenue activity.

package/payload/premium-plugins/real-agency/plugins/leads/skills/lead-nurturing/references/sharran-10x10x10.md

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+# Sharran “10x10x10” Daily Method (simple operational version)
+
+## Goal
+A daily rhythm that compounds your pipeline without overwhelm.
+
+## Daily checklist
+- **10 conversations** (calls or voice notes): hot buyers, hot sellers, old leads.
+- **10 follow-ups** (SMS/WhatsApp/email): OFI attendees, valuation leads, nurture list.
+- **10 relationship touches** (SOI): comment/DM, thank-you note, referral ask, local connection.
+
+## Notes
+There are multiple versions of “10x10x10” taught in the industry. If the user has a specific definition from Sharran Srivatsaa, ask for it and adapt this checklist to match.
+
+## Script principles
+- calm confidence
+- lead with value
+- ask one clear question
+- book the next step

package/payload/premium-plugins/real-agency/plugins/leads/skills/lead-nurturing/references/sms-templates.md

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+# Tom Panos SMS Templates (UK Adapted)
+
+## Vendor Messages
+1. **Daily Expectation Reset** — "Quick daily update: all steady on our end, continuing to work buyers. I'll call the moment there's movement."
+2. **Price-Alignment Seed** — "Just keeping you in the loop — buyers are circling but sensitivity on price is real. We'll navigate it strategically."
+3. **Vendor Viewing Anxiety** — "Totally understand the nerves — leave the buyer management to me. I'll guide them and protect your position."
+4. **Pre-Meeting Checker** — "Before we meet later today, anything on your mind since we last spoke? Want to ensure we're fully aligned."
+5. **Offer Incoming (Soft Set-Up)** — "A buyer is close to putting something forward. Won't know the final figure yet, but wanted you to be prepared."
+
+## Buyer Messages
+6. **Buyer Qualification** — "Before I book a private viewing, can I just check — what's your ideal price ceiling on this one?"
+7. **Buyer Follow-Up After Viewing** — "Thanks for popping through today. What were your thoughts after seeing it in person?"
+8. **Buyer Nudge for Second Look** — "No pressure, but this one feels like a fit based on what you said. Want me to book you a second viewing?"
+9. **Buyer Hot Button Check** — "Out of interest, what would need to happen for this one to feel like a green light?"
+10. **Buyer Deadline Frame** — "Just letting you know — there's movement from another party. If you want to stay in play, now's the moment."
+
+## Prospecting Messages
+11. **Past Appraisal Reconnect** — "Hi again — just updating the market numbers in your area. Want the latest estimate?"
+12. **Circle Prospecting After a Sale** — "We've just sold nearby. Curious — would you consider selling if you got a strong result like that?"
+13. **Off-Market Listing Ping** — "Got something coming up quietly — fits your criteria. Want first look before it hits the market?"
+14. **Anniversary Touchpoint** — "Just a quick hello — can't believe it's been a year since your valuation. Want a refreshed number?"
+15. **Pipeline Conversion Nudge** — "Doing my new-year planning — wanting to check if moving is still on your radar for 2026?"
+
+## Admin/Operations Messages
+16. **Document Reminder** — "Just a quick one — when you get a moment, can you sign and pop back the agreement? Keeps us moving."
+17. **Access Coordination** — "Can you confirm tomorrow 3-3:15pm works for access? I'll organise the rest."
+18. **Trades Quote Check-In** — "Following up — did the trades team confirm a time with you yet? If not, I'll chase it."
+19. **Post-Sale Congrats** — "Congrats again on the sale — really happy for you. I'll stay close through completion and make it seamless."
+20. **Referral Ask (Soft)** — "By the way, if you ever have a friend or neighbour needing help with selling, feel free to connect us. Always happy to help."
+
+## 3-Minute SMS Campaign
+Promote: "In 3 minutes I will tell you what your property is worth! Text your address to [number] and I'll respond with a figure."
+
+Process:
+1. Promote via letterbox drops, social media, signage
+2. Receive address via text
+3. Generate property report from local data
+4. Send back valuation estimate via SMS
+5. Request email for full report
+6. Add to database for ongoing nurture

package/payload/premium-plugins/real-agency/plugins/leads/skills/lead-nurturing/references/sphere-of-influence-notes.md

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+# Sphere of Influence (SOI) methodology (Serhant workbook notes)
+
+## The SOI concept
+Think in layers:
+- inner circle
+- community
+- network
+- audience
+- strangers
+
+## SOI audit prompts
+- Who is in your inner circle?
+- Which categories define your sphere (clients, colleagues, family, local business owners)?
+- Who have you lost touch with?
+- Are contact details up to date?
+- Who are key influencers in your network?
+- What value have you provided recently? What can you provide next?
+
+## Outreach principle
+Be the person everyone loves:
+- **Hook ’em** (a reason to care)
+- **Help ’em** (value)
+- **Ask ’em** (clear next step)
+
+## Measurement
+Track SOI ROI:
+- conversations
+- introductions
+- valuations
+- instructions
+- repeat/referral business
+
+## Guardrail
+SOI is a long game. Consistency beats bursts.