@rubytech/create-maxy-code 0.1.114 → 0.1.115

package/payload/premium-plugins/real-agent/plugins/leads/PLUGIN.md

@@ -1,61 +0,0 @@
----
-name: real-agent-leads
-description: "Daily morning round and lead-pipeline skills for UK residential sales agents. Composes diary, awaiting-reply, overnight-enquiry triage, and stalled-deal surfacing into one snapshot, plus the chain-progression-tracker shared with chase-progression."
-tools: []
-skills:
-  - skills/morning-round/SKILL.md
-  - skills/diary-builder/SKILL.md
-  - skills/enquiry-triage/SKILL.md
-  - skills/chain-progression-tracker/SKILL.md
-  - skills/lead-nurturing/SKILL.md
-  - skills/prospecting/SKILL.md
-profileKeys:
-  - realagent.awaiting_reply_lookback_days
-  - realagent.cause_phrases
-  - realagent.diary.postcode_ordering
-  - realagent.diary.show_internal_events
-  - realagent.enquiry_triage.source_weights
-  - realagent.enquiry_triage.spam_phrases
-  - realagent.morning_round.delivery_channel
-  - realagent.morning_round.delivery_time
-  - realagent.morning_round.hidden_sections
-  - realagent.morning_round.section_order
-  - realagent.stalled_threshold_days.broker
-  - realagent.stalled_threshold_days.buyer
-  - realagent.stalled_threshold_days.solicitor
-  - realagent.stalled_threshold_days.surveyor
-  - realagent.stalled_threshold_days.vendor
-always: false
-metadata: {"platform":{"optional":true,"embed":["admin"]}}
----
-
-# Real Agent, Lead Generation and Morning Round
-
-Six skills: four covering the daily morning round (master plus building blocks) and two covering longer-horizon lead nurturing and prospecting.
-
-## When to Activate
-
-The user is asking for the morning round, the daily brief, the day's diary, overnight enquiries, or anything stalled. Also activates when the user is working on lead nurturing, follow-up cadences, database reactivation campaigns, prospecting activities, or outreach strategies.
-
-## Skills
-
-| Skill | Owner specialist | Purpose |
-|-------|------------------|---------|
-| `morning-round` | negotiator | The daily one-page snapshot: diary, awaiting replies, overnight enquiries, stalled deals, top three |
-| `diary-builder` | negotiator | Today's diary block for the morning round |
-| `enquiry-triage` | negotiator | Triages overnight portal and email enquiries |
-| `chain-progression-tracker` | negotiator | State-of-the-chain view; used by morning round and chase-progression |
-| `lead-nurturing` | negotiator | Systematic follow-up and pipeline warming |
-| `prospecting` | negotiator | Database reactivation, lead generation, campaign chaining |
-
-## Tools Used
-
-No MCP server. Skills operate via existing platform tools:
-
-- `memory-search` to retrieve domain knowledge from the knowledge base
-- `profile-read` and `profile-update` for the customisation profile
-- `work-create` to file an open work item when a chase needs deferring
-
-## References
-
-Domain knowledge files loaded on demand by each skill. See individual skill files for their specific reference listings.

package/payload/premium-plugins/real-agent/plugins/leads/skills/chain-progression-tracker/SKILL.md

@@ -1,51 +0,0 @@
----
-name: chain-progression-tracker
-description: "Build the state-of-the-chain view for a sale-agreed deal. Identifies stalled deals across the pipeline for the morning round, and produces a single-deal deep dive when the chase-progression workflow expands one. Read-only; never sends anything."
----
-
-# Chain progression tracker
-
-A building-block skill used by two workflows. The morning round calls it for the across-pipeline stalled view. The chase-progression workflow calls it for the single-deal deep dive.
-
-## Two modes
-
-### Across-pipeline mode
-
-Used by `morning-round`. Returns every sale-agreed deal where nothing has moved past the stalled threshold for the relevant stakeholder type. For each, returns:
-
-- Property address
-- Days since the last positive movement
-- The most likely cause from chain state, expressed as one short sentence
-
-The stalled threshold is read from the profile, per stakeholder type. Default 7 days for everyone; learns per type.
-
-### Single-deal deep-dive mode
-
-Used by `chase-progression`. Given a property the operator named, returns:
-
-- Every party in the chain with their role
-- Last known status for each party
-- Every outstanding action with the responsible party
-- Every risk flag (offer expiry approaching, searches outstanding, survey booked but not done, vendor or buyer disengagement signals, chain complexity, onward-purchase status)
-- A timeline view of the last 30 days of contact
-
-## What "most likely cause" means
-
-The skill compares the deal state against the typical stalled patterns: solicitor not responding, mortgage offer expiring, survey scheduled but not completed, search results outstanding, vendor unresponsive, buyer unresponsive, chain party upstream unresponsive. The cause sentence is the pattern that best fits the observable signals, written by `variance-narrator`.
-
-The skill never invents a cause it cannot trace to data. If no pattern fits, the cause line says "no clear cause from connectors, manual check recommended".
-
-## What it does not do
-
-- It does not compute the fall-through risk score. That is `risk-scorer`, called separately by `chase-progression`.
-- It does not draft messages. Draft messages come from `tone-matched-drafter`.
-- It does not write to the CRM.
-
-## Connectors
-
-Read: CRM, email, WhatsApp, calendar, mortgage offer expiry data if held in CRM. No writes.
-
-## Profile keys
-
-- `realagent.stalled_threshold_days.*` (per stakeholder type)
-- `realagent.cause_phrases` (preferred cause phrasings, learned from edits)

package/payload/premium-plugins/real-agent/plugins/leads/skills/diary-builder/SKILL.md

@@ -1,38 +0,0 @@
----
-name: diary-builder
-description: "Produce the today's diary block for the morning round. Reads the calendar and the CRM to surface every viewing, valuation, market appraisal, vendor meeting, and completion call for today, with times, addresses, contact, and postcode."
----
-
-# Diary builder
-
-A building-block skill the operator never names. Called by `morning-round` to build the diary block of the daily snapshot.
-
-## What it does
-
-Reads today's calendar entries from the connected calendar (M365 or Google). For each entry it correlates the CRM record so that the line shows the right contact and the property context, not just a calendar title. Items not tied to a CRM record still appear, marked as "calendar entry, no CRM match".
-
-## Output shape
-
-A list, one line per entry, sorted by start time. Each line shows:
-
-- Start time and duration
-- Activity type: viewing, valuation, market appraisal, vendor meeting, completion call, other
-- Address with postcode
-- Contact name and role (vendor, buyer, applicant)
-
-If the order of addresses by postcode is not geographically sensible, a one-line note flags it so the operator can resequence before they leave the office.
-
-## What it does not do
-
-- It does not produce the prep pack for any valuation in the diary. That is `valuation-prep`, which the operator invokes after reading the diary.
-- It does not chase anyone. The diary is read-only output.
-- It does not modify the calendar.
-
-## Connectors
-
-Read: calendar, CRM. No writes.
-
-## Profile keys
-
-- `realagent.diary.postcode_ordering` (boolean, default true)
-- `realagent.diary.show_internal_events` (boolean, default false)

package/payload/premium-plugins/real-agent/plugins/leads/skills/enquiry-triage/SKILL.md

@@ -1,36 +0,0 @@
----
-name: enquiry-triage
-description: "Classify overnight portal and email enquiries into hot, lukewarm, cold, duplicate, or spam. Built for use inside the morning round; the operator does not invoke it directly."
----
-
-# Enquiry triage
-
-A building-block skill called by `morning-round`. Takes the new portal and email enquiries since the last round and assigns each one a triage tag.
-
-## What hot, lukewarm, cold, duplicate, and spam mean
-
-- **Hot.** The enquirer named a price range and a timeline, or asked to book a viewing, or referenced a specific property and confirmed they are a proceedable buyer. Hot enquiries appear verbatim in the round so the operator can act on them without re-reading the source.
-- **Lukewarm.** The enquirer asked about a property without naming budget, timeline, or position. The round shows a one-line summary.
-- **Cold.** Generic enquiry with no specifics. One-line summary in the round.
-- **Duplicate.** Matches a previous enquiry by phone, email, or named buyer in the last 30 days. One-line summary referencing the prior contact.
-- **Spam.** Off-topic, lead-broker, or otherwise non-buyer traffic. One-line summary so the operator can confirm the call.
-
-## Triage signals
-
-For each enquiry, the skill considers: source (Rightmove, Zoopla, OnTheMarket, agency website, direct email, WhatsApp), the literal text of the enquiry, the contact details supplied, the CRM history of the same contact, and the property the enquiry refers to.
-
-The decision is the LLM's, not a regex. Classification quality improves as the profile learns from skip patterns (see learning hooks in `morning-round`).
-
-## What it does not do
-
-- It does not reply to enquiries. Reply drafting is `tone-matched-drafter`, invoked from a chase or new-instruction workflow.
-- It does not write to the CRM. The enquiry record itself lives in the portal or the email connector; this skill only reads.
-
-## Connectors
-
-Read: portal feeds (Rightmove, Zoopla, OnTheMarket), email, WhatsApp, CRM. No writes.
-
-## Profile keys
-
-- `realagent.enquiry_triage.source_weights` (map of source to weight, learned)
-- `realagent.enquiry_triage.spam_phrases` (list of phrases the operator has flagged as spam, learned)

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

@@ -1,137 +0,0 @@
----
-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-agent/plugins/leads/skills/lead-nurturing/references/buyer-search-letter.md

@@ -1,28 +0,0 @@
-# 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-agent/plugins/leads/skills/lead-nurturing/references/buyer-search-letters.md

@@ -1,37 +0,0 @@
-# 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-agent/plugins/leads/skills/lead-nurturing/references/database-reactivation.md

@@ -1,30 +0,0 @@
-# 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-agent/plugins/leads/skills/lead-nurturing/references/email-nurture-sequences.md

@@ -1,45 +0,0 @@
-# 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-agent/plugins/leads/skills/lead-nurturing/references/facebook-referrals.md

@@ -1,30 +0,0 @@
-# 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-agent/plugins/leads/skills/lead-nurturing/references/firewave-email-nurture-sequences.md

@@ -1,41 +0,0 @@
-# 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-agent/plugins/leads/skills/lead-nurturing/references/keller-33-touch.md

@@ -1,34 +0,0 @@
-# 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-agent/plugins/leads/skills/lead-nurturing/references/neighbour-letters.md

@@ -1,31 +0,0 @@
-# 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-agent/plugins/leads/skills/lead-nurturing/references/neighbour-notification-letter.md

@@ -1,20 +0,0 @@
-# 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-agent/plugins/leads/skills/lead-nurturing/references/ofi-follow-up-dialogue.md

@@ -1,22 +0,0 @@
-# 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?”