@rubytech/create-maxy-code 0.1.113 → 0.1.115

package/payload/premium-plugins/real-agent/plugins/estate-coaching/skills/serhant-training/references/buyers-guide.md

@@ -1,53 +0,0 @@
-# Serhant Buyers Guide — Condensed Reference (UK Adapted)
-
-The original guide covers the NYC purchasing process. Below is the methodology adapted for UK estate agency.
-
-## The 9-Step Buyer Journey (UK)
-
-### 1. Get a Mortgage Agreement in Principle (1-3 days)
-- Know what you can comfortably spend before searching
-- Shopping without an AIP is like going to the shops without your wallet
-- Connect buyers with trusted mortgage brokers
-
-### 2. Instruct a Solicitor (1-3 days)
-- Buyers should have a solicitor ready before making offers
-- Recommend trusted local solicitors early in the process
-
-### 3. Find a Property (varies)
-- Narrow to 2-3 preferred areas
-- Consider commute, schools, amenities, transport links
-- Factor in lifestyle priorities
-
-### 4. Negotiate (1-7 days)
-- Expert negotiators fight for the buyer
-- Everything is potentially negotiable: fixtures, completion date, chains
-- Properties are delivered as seen unless negotiated otherwise
-
-### 5. Offer Accepted — Instruct Solicitor & Surveyor (1-2 weeks)
-- Solicitor begins searches and due diligence
-- Buyer arranges survey (homebuyer report or full structural)
-- Memorandum of sale issued to all parties
-
-### 6. Mortgage Application (2-4 weeks)
-- Full mortgage application submitted with accepted offer
-- Lender arranges valuation
-- Mortgage offer issued
-
-### 7. Searches & Enquiries (2-6 weeks)
-- Local authority searches, environmental, drainage
-- Solicitor raises enquiries with vendor's solicitor
-- Any issues negotiated or resolved
-
-### 8. Exchange of Contracts (timing varies)
-- Buyer signs contract and pays deposit (usually 10%)
-- Both parties legally committed
-- Completion date agreed
-
-### 9. Completion & Keys!
-- Remaining funds transferred
-- Keys handed over
-- CONGRATULATIONS — time to celebrate!
-- "Your referral is the greatest compliment we can ever receive"
-
-## Key Principle
-Guide the buyer through every step. Set expectations early. The more informed they are, the smoother the transaction.

package/payload/premium-plugins/real-agent/plugins/estate-coaching/skills/serhant-training/references/codo-method.md

@@ -1,72 +0,0 @@
-# Mastering the CODO Method — Condensed Reference
-
-CODO = Closing On Day One. Don't wait for the end to close — close from the first interaction.
-
-## Part One: The CODO Method
-
-### The Five-Step Path
-1. **Know the Star Players:** Map every person involved — client, family, other agent, solicitor, mortgage broker. Document what each wants.
-2. **Know the Opposing Team:** Research the other agent (experience, current listings, style). Research their client (motivations, lifestyle, family). Use LinkedIn, social media.
-3. **Create the Right Urgency:** Push (prepare client), Pull (pull deal away to remind why they're invested), Persist (consistent language/story). ABC Method: Answer → Bridge ("how about") → Communicate solution.
-4. **Study the Market:** Know every comparable — recently sold, currently available, under offer. Facts are your strongest weapon.
-5. **Work the Setting:** Control the environment — phone, face-to-face, video. Timing and setting affect outcomes.
-
-## Part Two: The Playbook
-
-### Negotiation Styles
-Identify if opponent is competitive or collaborative, then adapt.
-
-### The HALL Method
-- **H**ave Empathy
-- **A**lways Counter
-- **L**ook for the Sweet Spot
-- **L**isten
-
-### The Funnel Technique
-Start broad, narrow to commitment:
-- **Top:** "What are you looking for?" / "Why this area?"
-- **Middle:** "How often do you entertain?" / "Modern or period?"
-- **Bottom:** "Would you consider a project?" / "When do you see yourself moving?"
-
-### Managing Expectations (10 Rules)
-1. Manage YOUR expectations first
-2. Say "no" without saying "no" ("I'm working on A, so B would be Wednesday")
-3. Acknowledge the emotion
-4. Ask clarifying questions
-5. Anticipate problems
-6. Consider multiple outcomes
-7. Brainstorm compromises
-8. Focus on objectivity
-9. Don't lie
-10. Under promise, over deliver
-
-### Improv as a Negotiation Muscle
-"Yes, and..." — never shut down a conversation. Build on what's said. This keeps dialogue flowing and creates connection.
-
-## Part Three: Psychology of Negotiation
-
-### Five Principles
-1. **Understand Your Opponent:** Feed ego if needed, guide if they're new. Ask questions — people love to talk.
-2. **Acknowledge Their Points:** Mirror back. Show empathy. "I understand you feel this way because of X, so how do we get to Y?"
-3. **Never Push for Yes:** Get to "no" with reframed questions. "Would it be terrible if your buyer came up another £10k?"
-4. **Let Silence Talk:** Present your point, then shut up. Let THEM propose solutions.
-5. **Keep it Positive:** Lose emotions = lose the deal. "Everything is always OK. We will figure it out."
-
-### Five Techniques
-1. **The Pull:** Walk away from a stalled deal. Risky but effective.
-2. **The Facts:** Comps, data, evidence. Hard to argue with facts.
-3. **"What Do You Want to Do?"** — Let the other side propose. Don't push.
-4. **The Stealth Negotiator:** Play all sides subtly.
-5. **Setting Failsafe Terms:** Build safety nets into offers.
-
-### Closing Guide Essentials
-- Working for the DEAL (not to "win")
-- Playing for the other side to win
-- Interest over ego
-- Focus on interests, not positions (the vacation analogy)
-- Three prices: First offer, Best target, Walkaway price
-- Use comps to support every number
-- Set client expectations from the start
-- Communication is key — negotiate relationships, not just deals
-- Find solutions, not problems
-- Take emotions out of it

package/payload/premium-plugins/real-agent/plugins/estate-coaching/skills/serhant-training/references/website-planning-guide.md

@@ -1,79 +0,0 @@
-# Website Planning Guide — Condensed Reference (UK Adapted)
-
-Serhant + Luxury Presence guide to building a lead-generating estate agent website.
-
-## Why Your Website Matters
-- 78% of buyers and vendors begin their search online
-- Every touchpoint (social, business cards, signage) points back to your website
-- Your website = centrepiece of credibility + lead generation
-
-## Step 1: Define Your Brand
-
-### Your "AND"
-What are you passionate about OUTSIDE of property? This differentiator sets you apart.
-- "I am property AND [hiking/cooking/community/renovation/etc.]"
-- Your AND creates connection points with potential clients
-
-### Three Brand Adjectives
-Choose three words that describe your unique value — avoid generic words like "trustworthy" or "reliable" (those are expectations, not differentiators).
-
-### Unique Value Proposition
-Combine your brand + target audience: "I specialise in helping [target client] achieve [outcome] through [unique approach]."
-
-## Step 2: Define Your Target Audience
-- Property types, price ranges, postcodes/areas
-- Demographics: income, education, life stages, interests
-- What do they need from an agent?
-
-## Step 3: Baseline Metrics
-Track your current funnel: Monthly traffic → Leads → Qualified → Appointments → Clients → Under Offer → Completions → Fees
-
-## Step 4: Domain Name
-- firstnamelastname.co.uk (preferred)
-- Concise, memorable, easy to spell and pronounce
-- Purchase early
-
-## Step 5: Lead Magnets
-
-### Buyer Magnets
-- Property alerts by postcode
-- Area/relocation guides
-- First-time buyer e-books
-- Buyer's step-by-step guide
-
-### Vendor Magnets
-- Free home valuations
-- "Prepare your home for sale" guide
-- Recent sales in your postcode
-- Market trend reports
-
-Always collect: Name, email. Optional: qualifying questions.
-
-## Step 6: Homepage Best Practices
-- **Opening:** SEO-optimised title ("Monmouthshire Property Expert"), high-quality hero image, IDX/property search
-- **CTA:** Low-commitment first ("Search properties" or "Download free guide"), not "Book a call now"
-- **Testimonials:** 3-6 client quotes + key accolades
-- **USP:** What makes you different from every other agent?
-- **Separate funnels:** Buyers → property search page. Vendors → valuation/seller resources.
-
-## Step 7: Key Pages
-- **Just Listed/Just Sold:** Showcase best properties with stories and results
-- **About Me:** Compelling biography (WHO, WHAT, WHERE, WHEN, HOW, WHY). Not a CV. Include your AND.
-- **Property Websites:** For premium instructions only — dedicated site with unique branding, virtual tour, neighbourhood guide
-
-## Step 8: Metrics to Monitor
-
-### Lead Generation Metrics
-- Bounce rate (not always bad — unqualified showing themselves out)
-- Number of conversions (raw lead count)
-- Conversion rate (per magnet and overall)
-- Keywords (branded vs generic — measures brand recognition)
-
-### Credibility Metrics
-- Average time on page (content engagement)
-- Average pages per session (site exploration)
-- Returning sessions ("warm" prospects coming back)
-
-### Leading vs Lagging Indicators
-- **Leading (you control):** Ad spend, click-through rate, conversion rate, SEO content published, monthly sessions
-- **Lagging (you track):** Visitors → Leads → Qualified → Appointments → Clients → Under Offer → Completions → Fees

package/payload/premium-plugins/real-agent/plugins/estate-sales/.claude-plugin/plugin.json

@@ -1,8 +0,0 @@
-{
-  "name": "real-agent-sales",
-  "description": "Sale-agreed to completion progression for UK residential sales agents. The headline workflow is chase-progression: daily ranked stalled-deal surfacing with tone-matched draft messages and per-message approval gates. Includes risk-scorer (fall-through risk scoring, used by chase-progression) plus the existing sales-discovery, sales-closer, sales-negotiation, and sales-progression skills.",
-  "version": "0.1.0",
-  "author": {
-    "name": "Rubytech LLC"
-  }
-}

package/payload/premium-plugins/real-agent/plugins/estate-sales/PLUGIN.md

@@ -1,52 +0,0 @@
----
-name: real-agent-sales
-description: "Sale-agreed to completion progression for UK residential sales agents. The headline workflow is chase-progression: daily ranked stalled-deal surfacing with tone-matched draft messages and per-message approval gates. Includes risk-scorer (fall-through risk scoring, used by chase-progression) plus the existing sales-discovery, sales-closer, sales-negotiation, and sales-progression skills."
-tools: []
-skills:
-  - skills/chase-progression/SKILL.md
-  - skills/risk-scorer/SKILL.md
-  - skills/sales-discovery/SKILL.md
-  - skills/sales-closer/SKILL.md
-  - skills/sales-negotiation/SKILL.md
-  - skills/sales-progression/SKILL.md
-  - skills/negotiation/SKILL.md
-profileKeys:
-  - realagent.batch_cap
-  - realagent.phrasing_pet_peeves
-  - realagent.risk_weights.fee_multiplier
-  - realagent.skip_recipients
-always: false
-metadata: {"platform":{"optional":true,"embed":["public","admin"]}}
----
-
-# Real Agent, Chase Progression and Sales
-
-Seven skills covering chain progression (the headline workflow) and the existing sales cycle.
-
-## When to Activate
-
-The user is working on stalled deals, chain progression, fall-through risk, sale-agreed deals, or any of the existing sales-cycle skills.
-
-## Skills
-
-| Skill | Owner specialist | Purpose |
-|-------|------------------|---------|
-| `chase-progression` | negotiator | Master workflow: daily ranked stalled list with per-message approval |
-| `risk-scorer` | negotiator | Computes fall-through risk score (used inside chase-progression) |
-| `sales-discovery` | negotiator | Qualify prospects |
-| `sales-closer` | negotiator | Detect buying signals and close |
-| `sales-negotiation` | negotiator | Frame value, protect price |
-| `sales-progression` | negotiator | Track transactions from sale agreed through to completion |
-| `negotiation` | negotiator | Negotiation framework (existing) |
-
-## Tools Used
-
-No MCP server. Skills operate via existing platform tools:
-
-- `memory-search` for domain knowledge
-- `profile-read` and `profile-update` for the customisation profile
-- `action-pending`, `action-approve`, `action-reject`, `action-edit` for the per-message approval gates in chase-progression
-
-## References
-
-Domain knowledge files loaded on demand by each skill.

package/payload/premium-plugins/real-agent/plugins/estate-sales/skills/chase-progression/SKILL.md

@@ -1,107 +0,0 @@
----
-name: chase-progression
-description: "The headline daily-and-on-demand workflow that protects pipeline fee income. Surfaces stalled sale-agreed deals ranked by fall-through risk and fee value, drafts tone-matched messages per stakeholder, and fires only the messages the operator approves. Triggers when the operator says 'chase the chain', 'chase progression', 'where is everyone on <address>', 'push <name>'s deal', 'push the chain on <address>', 'follow up on the <name> solicitors', 'what's stalled', 'stalled deals', 'any updates on <address>'. Also runs as a sub-flow of the morning round."
----
-
-# Chase progression
-
-The master workflow owned by the negotiator. The headline of the product. Sales agents lose more fee income to stalled chains than to any single other cause; this workflow protects every pipeline fee the agent has earned.
-
-Done well, every weekday morning the operator opens chase-progression, reads 5 to 15 ranked stalled deals with drafted messages, approves the ones to send, edits one or two, skips the ones already handled, and is done in under 10 minutes. The alternative is a half-day a week on the same work, done badly.
-
-## Inputs
-
-- The customisation profile.
-- Every sale-agreed deal in the CRM with its full state, including last contact per party.
-- The mortgage offer expiry dates held in the CRM where available.
-- The calendar (for surveyor and viewing schedules).
-
-If invoked with a property name ("push 14 Garth Road"), the workflow narrows to the single-deal deep dive for that property and skips the across-pipeline view.
-
-## Architecture principles encoded here
-
-- Read before write. The workflow opens by reading the chain state for every deal. It does not draft a message until the deal state has been built.
-- Stage, don't send. Every message is a draft until the operator approves it. The workflow never fires a message that has been edited but not re-approved.
-- One screen of output. The ranked list collapses to one screen even when there are 15 deals. Each row is one line until the operator expands it.
-- Cite the source. Every cause sentence cites the connector reads that support it. Every draft message references the actual deal record.
-- Teach the profile. Edit-before-send diffs are the gold signal; see learning hooks.
-- Reversible. A sent message creates a CRM activity entry. The "spoke to them" override removes a recipient and logs the verbal contact.
-
-## Two views
-
-### Across-pipeline view
-
-Every sale-agreed deal stalled past the threshold for the relevant stakeholder type, ranked by fall-through risk multiplied by fee value. For each deal, one line shows:
-
-- Property
-- Days since the last positive movement
-- One-line cause from chain state
-- Drafted message ready to fire
-
-Built by composing `chain-progression-tracker` (state), `risk-scorer` (risk), `priority-ranker` (rank), and `tone-matched-drafter` (drafts).
-
-### Single-deal deep-dive view
-
-When the operator names a property, the workflow returns the full state: every party, every last-known status, every outstanding action, every risk flag, and draft messages for every stakeholder who needs chasing. Each draft is in the right tone for that recipient and channel.
-
-## Tone and channel per recipient type
-
-The profile holds a tone preference per type, calibrated from voice samples and from edit-before-send diffs. Defaults:
-
-| Recipient type | Default tone | Channel default |
-|---|---|---|
-| Vendor (familiar) | Conversational, first name | WhatsApp or mobile |
-| Vendor (formal) | Polite, surname | Email |
-| Buyer (familiar) | Conversational, first name | WhatsApp or mobile |
-| Buyer (formal) | Polite, surname | Email |
-| Vendor solicitor | Formal, surname, references file | Email |
-| Buyer solicitor | Formal, surname, references file | Email |
-| Mortgage broker | Polite, first name, references buyer | Email or phone |
-| Surveyor | Brief, polite, references property | Email |
-
-Defaults are starting points. Within a month of use each agent's tone profile is distinct.
-
-## Approval gates
-
-Per message. The workflow presents drafts in a batch (cap 15). The operator can:
-
-- **Approve all.** Fires every message as drafted.
-- **Approve, edit some.** Edits are captured for learning. Remaining approved messages fire as drafted.
-- **Approve some, skip some.** Fires only approved ones. Skipped recipients are excluded from chase for 24 hours.
-- **Pause.** Saves the batch and returns to it later.
-
-If the operator has more than 15 stalled deals, the workflow surfaces two batches of 15 with a pause between rather than one batch of 30. Approve-all-and-regret is the failure mode the cap prevents.
-
-## The "spoke to them" override
-
-The most frequent operator action with this workflow is "don't chase Mrs Patel, I spoke to her yesterday". The workflow recognises this phrasing, removes the recipient from the batch, writes a CRM activity entry with timestamp and the note "operator confirms verbal contact, no chase needed", and resets the stalled-threshold clock for that recipient.
-
-## Continuous learning hooks
-
-- Cadence per stakeholder type. "I chase solicitors at 5 days, brokers at 3, vendors weekly". Learned from explicit corrections and from edit-frequency patterns.
-- Tone profile. The deepest learning hook in the product. Every edit-before-send diff is gold. Within a quarter the workflow should be drafting messages the agent sends without editing 80% of the time.
-- Risk weights. Reweighted by which deals actually fall through (negative outcome) and which complete (positive outcome). Slow signal, high quality.
-- Skip patterns. Recipients the agent never chases (a friend, a regular client they handle in person) get excluded automatically once the pattern is recognised.
-- Channel preferences per recipient. If the operator always changes the drafted email to a WhatsApp, the channel preference updates.
-- Phrasing pet peeves. "I hope this finds you well" edited out every time stops appearing in drafts.
-
-All writes go through `profile-writer`.
-
-## Connectors
-
-Read: CRM, email, WhatsApp, calendar, mortgage offer expiry data if held in CRM.
-Write: Email, WhatsApp Business, SMS, each on explicit per-message approval.
-
-## WhatsApp Business templating
-
-WhatsApp Business is rate-limited and template-restricted for the first interaction with a recipient. The workflow knows when a recipient is on an open 24-hour conversation window and when a template message is required. The operator does not need to know which is which; the draft adapts.
-
-## Profile keys
-
-- `realagent.stalled_threshold_days.*` (per stakeholder type)
-- `realagent.tone_profile.*` (per recipient type)
-- `realagent.channel_preference.<recipient_id>` (learned per recipient)
-- `realagent.batch_cap` (default 15)
-- `realagent.skip_recipients` (list, learned)
-- `realagent.phrasing_pet_peeves` (list of phrases the agent edits out, learned)
-- `realagent.risk_weights.*` (learned from outcome correlation)

package/payload/premium-plugins/real-agent/plugins/estate-sales/skills/negotiation/SKILL.md

@@ -1,35 +0,0 @@
----
-name: negotiation
-description: "Handle offer presentation, deal saving, multi-offer scenarios, and negotiation preparation. Agent captures and prepares — the business owner negotiates."
-publicEmbed: false
----
-
-# Negotiation
-
-Provides guidance on the information-gathering and preparation side of negotiations. The agent never negotiates directly — the business owner handles all negotiation — but the agent prepares the ground.
-
-## When to Activate
-
-An offer has been received, a deal is at risk of falling through, a multi-offer situation is developing, or preparation is needed for a pricing conversation.
-
-## Reference Table
-
-| Task | When | Reference |
-|------|------|-----------|
-| Negotiation prep (principles + checklist) | Immediately after an offer / counter / wobble | `references/negotiation-prep-principles.md` |
-| Five techniques + tactical principles | Deep preparation for complex negotiations | `references/negotiation-techniques.md` |
-| Deep negotiation guide (Serhant) | Interests vs positions, comp reports, silence | `references/negotiation-deep-guide.md` |
-| Offer presentation prep | Offer received, needs presenting to vendor | `references/offer-presentation.md` |
-| Deal saving | Agreed sale at risk of collapse | `references/deal-saving.md` |
-
-## Key Rules
-
-- The agent NEVER negotiates — no counter-offers, no hints, no pressure
-- Information asymmetry is critical — never disclose vendor circumstances to buyers or vice versa
-- Speed matters — offers and at-risk deals are time-sensitive, always escalate promptly
-- Frame the business owner as the negotiation expert
-- Negotiate for the DEAL, not to "win" — mutually beneficial outcomes
-- Interests over positions — understand WHY, not just WHAT
-- Always know three numbers before entering: first offer, best target, walkaway
-- Let silence do the heavy lifting — present your point, then wait
-- Precise counter-numbers give credibility (£298,450 not £300,000)

package/payload/premium-plugins/real-agent/plugins/estate-sales/skills/negotiation/references/deal-saving.md

@@ -1,47 +0,0 @@
-# Deal Saving
-
-## Purpose
-
-When an agreed sale is at risk of collapsing, identify the issue and help the agent resolve it. Around 30% of agreed sales fall through — the agent's role is to minimise that number through proactive management.
-
-## Common Reasons Deals Fail
-
-### Survey Issues
-- Down-valuation (lender values below purchase price)
-- Structural concerns flagged
-- Costly repairs identified
-
-**Agent's role:** Gather the specific concerns. What exactly did the survey say? What's the buyer's reaction? Are they willing to proceed at a lower price, or do they want the issue fixed first? Compile for the agent.
-
-### Chain Breaks
-- Someone further up or down the chain pulls out
-- A related sale falls through
-
-**Agent's role:** Map the chain clearly. Who has fallen out? What are the options — can the affected party find an alternative quickly? Is there a chain-break solution (bridging finance, temporary rental)?
-
-### Buyer Cold Feet
-- Found another property
-- Change in financial circumstances
-- Emotional uncertainty
-
-**Agent's role:** Understand what's changed. Is it fixable? Remind them (gently) why they fell in love with the property. But never pressure — if they've genuinely changed their mind, it's better to know now.
-
-### Solicitor Delays
-- Slow searches, unresponsive solicitors, missing paperwork
-
-**Agent's role:** Identify the bottleneck. Which solicitor? What's outstanding? How long have they been waiting? The agent can then apply pressure directly.
-
-### Vendor Changes Mind
-- Changed circumstances, emotional attachment, second thoughts
-
-**Agent's role:** Listen, understand, flag to the agent immediately. This is a sensitive conversation the agent should lead.
-
-## Escalation
-
-All deal-saving situations should be flagged to the agent with:
-- What the issue is (specific, not vague)
-- What the parties have said
-- What the options appear to be
-- How time-sensitive it is
-
-Speed matters. A wobble that's caught in 24 hours is often saveable. A wobble that festers for a week becomes a collapse.

package/payload/premium-plugins/real-agent/plugins/estate-sales/skills/negotiation/references/negotiation-deep-guide.md

@@ -1,64 +0,0 @@
-# Negotiation Deep Guide
-*Adapted from Serhant Closing & Negotiation Guide*
-
-## Three Fundamentals
-
-1. **You're working for the DEAL** — not to "win"
-2. **Playing for the other side to win** — when they win, you win
-3. **Put interests over ego** — hard on the problem, soft on the person
-
-## Interests vs Positions
-
-Positions are what people SAY they want. Interests are WHY they want it.
-
-**Example:** Buyer says can't go above £485k. Why?
-- Can't secure a larger mortgage
-- Needs renovation budget factored in
-- Hasn't sold yet
-- Monthly payment concern
-
-**Vendor says won't go below £500k. Why?**
-- Needs the money for next purchase
-- Emotional attachment to what they paid
-- Not in a rush
-
-**If you know the interests, you may bridge the gap creatively** — timelines, fixtures, completion dates.
-
-## Preparation: Three Numbers
-
-1. **First offer** — opening position (supported by evidence)
-2. **Best target** — realistic hope (NEVER share)
-3. **Walkaway** — absolute limit (set BEFORE emotions kick in)
-
-## Five Techniques
-
-### 1. "The Pull"
-Pull the deal away when it drags and your side wants it more.
-
-### 2. "The Facts"
-Pull the comps. Present the evidence. Hard to argue with data.
-
-### 3. "What Do You Want To Do?"
-When the deal is fair — put the decision in their hands.
-
-### 4. "The Emotions"
-"£10k over budget, spread over 10 years, is £1,000 a year. Is this home worth that?"
-
-### 5. "The Reality"
-Sometimes the truth hurts. The best agents tell it.
-
-## Tactical Principles
-
-- **Reciprocity** — offer something, ask something in return
-- **No hostile emotions** — agents are shock absorbers
-- **Silence** — present your point, then SHUT UP
-- **Decoy** — ask for something expendable first, then win what matters
-- **Gradual persuasion** — tugboats, not rams
-- **Precise numbers** — £298,450 not £300,000
-
-## Comparable Reports
-
-- Start with the building/street — most recent sales first
-- Comp realistically — explain outliers
-- More recent = better — nothing over 12 months
-- Comps should never make a seller feel bad — they're helpful tools

package/payload/premium-plugins/real-agent/plugins/estate-sales/skills/negotiation/references/negotiation-prep-principles.md

@@ -1,29 +0,0 @@
-# Negotiation prep — principles + preparation (Serhant)
-
-Your role is **prep and information capture**. The agent negotiates.
-
-## Three principles
-1) **Work for the deal** (not to "win")
-2) **When the other side wins, you win** (find mutual gain)
-3) **Put interest over ego**
-
-## Interests vs positions
-- People state **positions** ("£500k", "I won't move") but act on **interests** (timing, fear, certainty, renovations, chain risk).
-- Ask "**Why?**" to uncover interests on both sides.
-- Avoid "split the difference" by default. Look for creative ways to bridge the gap.
-
-## Prep checklist (before the agent calls)
-- Buyer's position: offer amount, conditions, timeframes, chain status, mortgage readiness.
-- Buyer's interests: what's driving the number (affordability, renovations, risk, other bids).
-- Seller's interests (if known): urgency, onward purchase, risk tolerance, certainty vs price.
-- Evidence: key comps + story (why the offer is rational, what the market is saying).
-- 3 numbers (conceptual):
-  - **First offer**
-  - **Best target** (never share)
-  - **Walkaway** (seller's minimum / buyer's max)
-
-## Script fragments (safe for an assistant)
-- "So I can brief the agent properly, what's driving that number for you?"
-- "If that figure isn't accepted, what would your next offer be?" (captures range without countering)
-
-Source: *Serhant Closing & Negotiation Guide* (Ryan Serhant)

package/payload/premium-plugins/real-agent/plugins/estate-sales/skills/negotiation/references/negotiation-techniques.md

@@ -1,42 +0,0 @@
-# Five Negotiation Techniques — Serhant Method
-
-## Three Fundamentals
-1. Work for the DEAL, not to "win"
-2. Play for the other side to win — mutual benefit
-3. Interests over ego — hard on the problem, soft on the person
-
-## Interests vs Positions
-Positions = what people say. Interests = why. Ask WHY to find creative bridges.
-
-## Three Numbers (always know before negotiating)
-1. **First offer** — opening position, supported by evidence
-2. **Best target** — realistic goal (NEVER share)
-3. **Walkaway** — absolute limit, set BEFORE emotions kick in
-
-## The Five Techniques
-
-### 1. "The Pull"
-Pull the deal away when at stalemate. Risky but effective.
-"Thank you for getting us this far. Unfortunately it's just not going to work. Good luck!"
-
-### 2. "The Facts"
-Purely analytical. Comps speak for themselves.
-"Here are the facts. Here are the comparables. This is our justification."
-
-### 3. "What Do You Want To Do?"
-Put the decision in their hands when you believe the deal is fair.
-
-### 4. "The Emotions"
-When SO close to closing AND losing. Lean into what the property means.
-"£10k over budget, spread over 10 years, is £1,000 a year. Worth it for this home?"
-
-### 5. "The Reality"
-Hardest technique. The truth, simply stated.
-"This is what the market is saying. Right now, today — this is what we can get."
-
-## Tactical Principles
-- **Reciprocity** — offer something, then ask for something
-- **Silence** — present your point, then shut up. First to speak loses
-- **Decoy** — ask for something you don't need, concede it, win what you care about
-- **Gradual persuasion** — tugboats, not battering rams
-- **Precise numbers** — £298,450 not £300,000 (shows you agonised over it)

package/payload/premium-plugins/real-agent/plugins/estate-sales/skills/negotiation/references/offer-presentation.md

@@ -1,43 +0,0 @@
-# Offer Presentation Preparation
-
-## Purpose
-
-Prepare a complete picture for the agent to present to the vendor. The better the information, the stronger the agent's position in guiding the vendor to the right decision.
-
-## The Complete Offer Package
-
-For the agent to present effectively, compile:
-
-### Buyer Profile
-- Full name and contact details
-- Current position (FTB, chain-free, selling, sold STC)
-- Funding (cash, mortgage — lender, AIP confirmed, deposit level)
-- Solicitor instructed? Who?
-- Timeline expectations
-
-### The Offer
-- Amount offered
-- How they arrived at the figure (their rationale)
-- Any conditions (subject to survey, subject to sale, etc.)
-- Their emotional connection — what do they love about the property?
-
-### Context
-- How many viewings has this buyer had of this property?
-- How long has the property been on the market?
-- What's the viewing-to-offer ratio? (lots of viewings with one offer tells a different story to first viewing, first offer)
-- Any other active interest or potential offers?
-
-## Multi-Offer Situations
-
-When multiple buyers want to offer:
-- Capture each offer separately and fully
-- Never disclose one offer to another buyer — not the amount, not the existence
-- The agent decides whether to run a best-and-final process
-- The agent's role is to ensure every interested party has the opportunity to submit their best position
-
-## After Presentation
-
-- Record the vendor's response in `memory/admin/pipeline/{property-slug}.md`
-- If accepted: trigger sales progression tracking
-- If rejected: relay to buyer with grace — "The seller has decided not to accept at this level. Would you like to reconsider your position?"
-- If counter-offered: the agent communicates this directly