@rubytech/create-maxy-code 0.1.114 → 0.1.115

package/payload/premium-plugins/real-agent/plugins/listings/skills/new-instruction/SKILL.md

@@ -1,77 +0,0 @@
----
-name: new-instruction
-description: "Run the post-win onboarding sequence after a valuation is won. Drafts terms of business, books photographer and floorplan supplier, drafts listing copy and PDF particulars, schedules portal launch, and drafts the vendor welcome. Each write action is individually gated. Triggers when the operator says 'set up <address>', 'I won <name>', 'I won the <address> val', 'instruction taken at <address>', 'get <address> on the market', 'kick off the <name> property'. Also offered proactively when the CRM marks a property as instructed."
----
-
-# New instruction
-
-The master workflow that takes a property from "instruction won" to "on the portal" inside 72 hours. Owned jointly by the valuer (until terms are signed) and the negotiator (from photography onward).
-
-Done well, this workflow is the second-highest-value moment in the agent's week after winning the instruction itself. The speed compounds: faster on-market means more viewings in the first weekend, which is when offers happen.
-
-## Inputs
-
-- The property address.
-- The vendor name and contact details (read from the CRM record created at the appointment).
-- The fee structure agreed at the appointment, captured verbally by the operator or read from the diary notes.
-- The customisation profile.
-
-If any input is missing, the workflow asks once and then proceeds with the rest staged.
-
-## Architecture principles encoded here
-
-- Read before write. The workflow opens by reading the property's CRM state and the calendar. It writes nothing until the operator approves each individual stage.
-- Stage, don't send. Every write action is staged, not fired. Eight gates in total, each individually approved.
-- One screen of output. The sequenced checklist is one screen even when every item is staged. Each item collapses to a status line.
-- Cite the source. Every populated field in the terms of business, the listing copy, and the particulars traces to a CRM record, a profile entry, or a connector read.
-- Teach the profile. Learning hooks below.
-- Reversible. Every staged item can be cancelled before approval. Approved items create CRM activity records the operator can rescind.
-
-## Sequence and approval gates
-
-The workflow presents the seven steps in order. The operator can approve them one at a time, approve everything ("ship everything"), or pause and return later. State is preserved between sessions.
-
-1. **Terms of business.** Drafted by `terms-of-business-drafter` from the agency template, populated with property, vendor, fee structure, sole or multi agency, marketing period, withdrawal fee. Staged in DocuSign with the vendor as recipient. *Gate: approve before send.*
-2. **Photographer booking.** `supplier-booker` drafts a booking request to the agent's preferred photographer with the property address, vendor contact, and the agent's standard brief. *Gate: approve before send.*
-3. **Floorplan booking.** Same as photography. Combined into a single booking request if the same supplier handles both. *Gate: approve before send.*
-4. **Listing copy.** Drafted by `listing-copy-writer` in the agent's voice, length, and structure from the profile. Headline, key features bullets, full description, location paragraph. Optimised for the profile's portals. *Gate: approve before any portal upload.*
-5. **Particulars.** PDF brochure built by `particulars-builder`. The skill chains into the Maxy `content-producer` for the PDF render so the agency brand is applied consistently. Staged for the agent's review and the vendor's review before any wider distribution. *Gate: approve distribution before send.*
-6. **Portal launch schedule.** `portal-launch-scheduler` proposes the launch sequence (Rightmove premium on a Friday by default; learns). Staged, not fired. *Gate: approve schedule before any portal upload happens.*
-7. **Vendor welcome email.** Drafted by `tone-matched-drafter` explaining what happens next, what to expect, when to expect photos, who will be in touch. *Gate: approve before send.*
-
-## AML and material information
-
-AML on the vendor must be passed before any marketing goes live. The workflow does not run AML itself; it stages a request to the agent's preferred AML provider and blocks portal launch until the AML status is "passed". If the operator overrides ("I know this vendor, push it live now"), the override is logged with a compliance flag and the AML check is still queued.
-
-Material information for portal listings (council tax band, tenure, ground rent if leasehold, and the rest of the DMCCA 2024 fields) is gathered into the listing copy. Missing items are flagged before the operator approves the copy. `compliance-flag-checker` runs against every output of this workflow before approval.
-
-## Continuous learning hooks
-
-- Supplier preferences. If the operator routinely overrides the suggested photographer, EPC supplier, floorplan supplier, or AML provider, the new preferred supplier is learned.
-- Copy voice and length. Edit-before-send diffs on the listing copy feed `listing-copy-writer`. Within a month, drafts should need minimal editing.
-- Launch timing. Friday morning is a heuristic default. If the agent consistently launches on a different day, around school holidays, around area events, or around a sale calendar, the scheduler picks that up.
-- Particulars structure. Section order, photo count, whether the floorplan goes early or late, whether the location paragraph leads or trails, all adapt.
-- Fee structure drift. A single override is a one-off. Three same-direction overrides in a month update the profile's default fee logic.
-
-All writes go through `profile-writer`.
-
-## Connectors
-
-Read: CRM, calendar, profile.
-Write: DocuSign (terms), email (vendor welcome, supplier bookings), portal upload APIs (Rightmove, Zoopla, OnTheMarket, staged only).
-
-## Profile keys
-
-- `realagent.fee_structure.default` (sole or multi, percentage, minimum)
-- `realagent.fee_structure.withdrawal_fee`
-- `realagent.fee_structure.marketing_period_weeks`
-- `realagent.suppliers.photographer`
-- `realagent.suppliers.floorplan`
-- `realagent.suppliers.epc`
-- `realagent.suppliers.aml_provider`
-- `realagent.listing_copy.length_words` (target word count, learned)
-- `realagent.listing_copy.section_order`
-- `realagent.particulars.template_path`
-- `realagent.portal_launch.preferred_day` (default Friday)
-- `realagent.portal_launch.preferred_time`
-- `realagent.portal_launch.rightmove_tier` ("standard" | "premium" | "premium_listing")

package/payload/premium-plugins/real-agent/plugins/listings/skills/particulars-builder/SKILL.md

@@ -1,48 +0,0 @@
----
-name: particulars-builder
-description: "Compose the PDF property brochure for a new instruction from the listing copy and the photography. Stages the brochure for the agent's review and the vendor's review before any wider distribution. Built for use inside new-instruction; chains into the Maxy content-producer skill for the PDF render."
----
-
-# Particulars builder
-
-A building-block skill called by `new-instruction`. Composes the property brochure.
-
-## What it does
-
-Reads the agency's brochure template path from the profile, then assembles the brochure content:
-
-- Cover with headline, hero photograph, address, asking price
-- Floorplan page
-- Photography gallery in the profile's preferred order
-- Description and key features, copied from the approved listing copy
-- Location paragraph and a small location map
-- Agency footer with branding, contact details, CMP and redress scheme markings
-
-The skill hands the content to the Maxy `content-producer` skill for the PDF render. That step is where the agency brand is applied to a print-ready file. Particulars are A4, two-fold or three-fold depending on the profile.
-
-## Approval flow
-
-The PDF is staged in two places at once:
-
-1. The agent's review surface, with one-click approve or "redraft with changes".
-2. A vendor-review draft email is prepared, ready to send when the agent approves.
-
-The brochure is not distributed to portals or to the public until the agent and the vendor both approve.
-
-## What it does not do
-
-- It does not generate brand assets. The agency template from onboarding is the source of brand styling.
-- It does not write listing copy. That is `listing-copy-writer`.
-- It does not commission photography.
-
-## Connectors
-
-Read: profile (template path, photography order, agency branding), CRM (property, vendor, listing copy from step 5 of new-instruction).
-Write: PDF artefact in the agent's Drive, draft email to vendor (staged only).
-
-## Profile keys
-
-- `realagent.particulars.template_path`
-- `realagent.particulars.photo_count` (target, default 12, learned)
-- `realagent.particulars.section_order` (e.g. floorplan early or late, learned)
-- `realagent.particulars.location_paragraph_position` ("lead" | "trail", learned)

package/payload/premium-plugins/real-agent/plugins/listings/skills/portal-launch-scheduler/SKILL.md

@@ -1,49 +0,0 @@
----
-name: portal-launch-scheduler
-description: "Propose a launch sequence for a new listing across Rightmove, Zoopla, and OnTheMarket, with viewings opened for the weekend. Stages the upload; nothing fires without the operator's approval. Built for use inside new-instruction."
----
-
-# Portal launch scheduler
-
-A building-block skill called by `new-instruction`. Proposes the launch sequence and stages the portal uploads.
-
-## What it produces
-
-A schedule, one row per portal, showing:
-
-- Portal name (Rightmove, Zoopla, OnTheMarket)
-- Listing tier (standard or premium where the profile names a tier)
-- Go-live date and time
-- Viewing slots opened for the weekend
-- Any portal-specific fields that need confirmation before upload
-
-The default sequence is Rightmove premium on a Friday morning, Zoopla and OnTheMarket simultaneously, viewings opened for the weekend. The schedule is the heuristic default; the scheduler learns the agent's preferred day and time over time.
-
-## Blocking conditions
-
-The launch is blocked until:
-
-1. The AML status on the vendor is "passed" (or the operator explicitly overrides, in which case the override is logged with a compliance flag).
-2. The listing copy has been approved by the operator.
-3. The particulars have been approved by both the agent and the vendor.
-4. The EPC certificate is in hand and its rating is in the listing copy.
-
-If any block applies, the schedule shows what is blocked and what the blocker is, so the operator knows exactly what to clear before approval.
-
-## What it does not do
-
-- It does not fire the uploads on its own. Approval is required per the gate in `new-instruction` step 7.
-- It does not produce the listing copy.
-- It does not amend listings after launch. Post-launch edits are a separate flow.
-
-## Connectors
-
-Read: profile (portal preferences, default day and time, Rightmove tier), CRM (property, listing copy, AML status, EPC).
-Write (staged only): portal upload APIs (Rightmove, Zoopla, OnTheMarket).
-
-## Profile keys
-
-- `realagent.portal_launch.preferred_day` (default Friday)
-- `realagent.portal_launch.preferred_time` (default 09:00)
-- `realagent.portal_launch.rightmove_tier`
-- `realagent.portal_launch.viewing_slots_per_day` (default 8, learned)

package/payload/premium-plugins/real-agent/plugins/listings/skills/pricing-scenario-builder/SKILL.md

@@ -1,35 +0,0 @@
----
-name: pricing-scenario-builder
-description: "Generate the pricing scenarios block for the valuation prep pack. Default output is three numbers (quick-sale, market, aspirational) each with one sentence of reasoning. The format adapts to the profile's preference. Built for use inside valuation-prep."
----
-
-# Pricing scenario builder
-
-A building-block skill called by `valuation-prep`. Reads the comparables and the local stats already gathered, then produces the pricing block in the format the profile names.
-
-## Three default scenarios
-
-1. **Quick-sale price.** What the property would likely sell for in under 30 days, priced to attract immediate offers. Anchored on the lower comparable cluster.
-2. **Market price.** The 30 to 60 day expectation, priced in line with the strongest comparables. The default headline number.
-3. **Aspirational price.** The 90 day plus number with a stretch caveat, priced to test the ceiling.
-
-Each scenario has one sentence of reasoning naming the comparables or the stat that supports it. The reasoning is plain language, no jargon.
-
-## Format adaptation
-
-If the profile records that the operator has corrected the output toward a single recommendation with a range, the skill outputs that shape instead: a single number with a low-to-high band. If the operator has corrected toward a single number with no range, that is the output. The default is three scenarios because vendors anchor on the spread before they anchor on the headline.
-
-## What it does not do
-
-- It does not name a fee. Fee structure is in the terms of business produced by `terms-of-business-drafter`.
-- It does not commit to a number with the vendor. The market appraisal is a professional opinion, not a guarantee. The agent does that in the room.
-- It does not write to anything.
-
-## Connectors
-
-Read: portal data and Land Registry through the comparables already passed in by `valuation-prep`. No direct connector calls. No writes.
-
-## Profile keys
-
-- `realagent.pricing_format` ("three_scenarios" | "single_with_range" | "single_number")
-- `realagent.pricing.aspirational_caveat_phrase` (learned)

package/payload/premium-plugins/real-agent/plugins/listings/skills/property-marketing/SKILL.md

@@ -1,337 +0,0 @@
----
-name: Property Marketing
-description: "Complete property marketing system for UK estate agents — Coming Soon campaigns, Firewave BLAST content formula, 5-R Activators for direct mail, letterbox drops, auction reports, photography/video briefing, brochure planning, Storeys of Cheshire visual marketing principles, social media launch sequences, digital funnels, and monthly marketing scorecards."
----
-
-# Property Marketing Skill
-
-You are an expert UK estate agency marketing assistant. You help agents plan, create, and execute property marketing campaigns using proven frameworks and templates.
-
-## Core Frameworks
-
-### 1. Firewave Profit Pyramid™
-Three cornerstones drive all marketing activity:
-- **Cornerstone 1: Direct Mail** — targeted letters using the 5-R Activators™
-- **Cornerstone 2: Content Marketing** — social media using the BLAST formula
-- **Cornerstone 3: Digital Marketing Funnels** — online lead generation journeys
-
-### 2. GOST Growth Strategy
-Before any campaign, establish:
-- **Goal** — one big, ambitious goal (e.g. "Sell the finest homes in [area]")
-- **Objective** — specific, measurable target (e.g. "List 25 homes over £500k at any one time")
-- **Strategy** — one-sentence approach (e.g. "Vendor-focused, content-first marketing")
-- **Tactics** — multi-channel action list
-
-### 3. Customer Journey
-Every prospect moves through: **KNOW → LIKE → TRUST → TRY → BUY**
-All content must advance people along this journey.
-
----
-
-## Coming Soon Campaigns
-
-When asked to plan a Coming Soon campaign, include ALL of these elements:
-- Professional photography (interior + exterior)
-- Drone photography and video
-- Floor plan with measurements
-- Property video / virtual tour
-- Social media teaser campaign (see Social Media Launch Sequence)
-- Email campaign to buyer database
-- "Coming Soon" signboard
-- VIP private viewings (NOT open homes)
-- Two dedicated buyers' agents assigned
-- Neighbour notification letters (see Direct Mail Templates)
-
-**Pricing note:** Package this as a premium add-on or include in your top-tier fee structure.
-
-See reference: `references/coming-soon-campaign.md`
-
----
-
-## Firewave BLAST Content Formula
-
-For ALL social media content, follow the BLAST formula:
-
-- **B — Behind the Scenes**: Show the inner workings of your agency. Examples: designer working on brochure artwork, photographer going the extra mile for the perfect shot, unboxing bespoke brochures, agent taking in a view on a valuation visit.
-
-- **L — Local Spotlight**: Connect with local businesses and events. Examples: office run to a favourite local cafe, competitions with local florists, "pay it forward" initiatives with local eateries, interviews with new shop owners, team helping someone in the community.
-
-- **A — A Day in the Life**: You or your team doing non-estate-agency things. Examples: live video from a local beauty spot, photos of interesting things spotted on walks, weather events, rainbows on the morning commute.
-
-- **S — Showcase of a Property**: Property content that doesn't look like adverts. Examples: "sneak peek" of a property coming soon, "new to market" post, "just sold" post, interesting architectural detail, bath with a stunning view, twilight photography shoot.
-
-- **T — Tips and Advice**: Position yourself as the expert. Examples: live Q&A on "7 reasons to sell in spring", blog link with graphics, testing household hacks on video.
-
-**Rule:** The BLAST formula works like a diet. A few posts outside the formula won't hurt, but if BLAST posts are in the minority, results will suffer. Every day should include BLAST content.
-
----
-
-## Firewave 5-R Activators™ for Direct Mail
-
-When creating or advising on direct mail, follow ALL five activators:
-
-### 1. RESEARCH
-- Target properties in upper council tax bands (D, E, F, G, H)
-- Research specific streets and homeowners
-- Know who will genuinely welcome your approach
-- Use Land Registry data, Rightmove sold prices, local knowledge
-
-### 2. RIP (Get it Opened)
-- Use standard DL envelopes
-- Vary envelope colours — never use your brand colour
-- Hand-write the address (or use handwriting-style printing)
-- Use a stamp, not a frank (2nd class — no uplift from 1st class)
-- Make it look like a personal letter, not marketing
-
-### 3. READ (Get it Read)
-- Long copy always outperforms short copy
-- A long letter looks more important and allows education
-- Break up text with short sentences, images, punchy paragraphs
-- Make it easy to read and enjoyable
-
-### 4. RESPONSE (Get a Response)
-- Every letter needs a clear, compelling call to action (CTA)
-- Don't just ask them to call — offer something valuable
-- Invite them to download a checklist or free guide
-- Make the CTA easy to act on
-
-### 5. RINSE & REPEAT
-- Keep accurate records of every campaign
-- Track: envelope colour, day sent, images used, response rate
-- Do more of what works, none of what doesn't
-- Build a "mailing box" system: envelopes, printed letters, stamps, address list
-- Delegate mail-outs so they happen consistently regardless of workload
-
-**Critical:** Direct mail must be a SYSTEM, not a one-off activity. Create a written schedule: which addresses receive which letters, on what dates, sent by whom. Consistency and frequency are everything.
-
-See reference: `references/direct-mail-templates.md`
-
----
-
-## Letterbox Drop Templates
-
-Use letterbox drops for hyper-local marketing around listed, sold, and target properties.
-
-### Just Listed Drop
-- Notify neighbours that a nearby property has been entrusted to you
-- Invite them to viewings or to contact you for updates
-- Offer to keep them in mind for buyers who miss out
-- Use the template in `references/direct-mail-templates.md`
-
-### Just Sold Drop
-- Announce the successful sale to neighbours
-- Welcome new neighbours to the community
-- Offer further details about the sale
-- Use the template in `references/direct-mail-templates.md`
-
-### Testimonial Letter
-- Written from the vendor's perspective (with their permission)
-- Highlights the agent's attention to detail in styling, photography, videography
-- Personal recommendation to neighbours thinking of selling
-- Use the template in `references/direct-mail-templates.md`
-
-### Buyer Search Letter
-- Written on behalf of a specific buyer couple/family
-- Explains you've exhausted market listings and are approaching homeowners directly
-- Names the buyers and their story (humanise them)
-- Not a blanket search — specific to the area
-- Flexible on timing and realistic on price
-- Use the template in `references/direct-mail-templates.md`
-
----
-
-## Auction Bidder Reports
-
-After every auction, create a bidder report tracking:
-- Property address
-- Reserve price
-- Final sale price
-- Each bid: amount, bidder name, lead source
-
-**Lead sources to track:** Portal (Rightmove/Zoopla/OnTheMarket), signboard, database, social media, direct mail, referral.
-
-This data proves which marketing channels deliver genuine buyers. Use it in market appraisals and listing presentations.
-
-See reference: `references/auction-report-template.md`
-
----
-
-## Expression of Interest (EOI) Form
-
-For off-market or high-demand properties, use an EOI form to capture serious interest before contracts. Include:
-- Buyer's full name, address, contact details
-- Property address and intended use (personal residence / investment / development)
-- Proposed purchase price (inclusive of VAT where applicable)
-- Deposit details and payment method
-- Finance required (yes/no) and days needed
-- Survey required (yes/no) and days needed
-- Special conditions
-- Buyer's solicitor details
-- Settlement days required
-
-**Important:** State clearly this is NOT a binding agreement until contracts are exchanged. Buyer must confirm intent within 3 working days or the property is released. Deposit is 100% refundable at this stage.
-
-See reference: `references/eoi-form-template.md`
-
----
-
-## Photography & Video Briefing
-
-When briefing a photographer or videographer, specify:
-
-### Photography Brief
-- **Exterior:** Front elevation (straight-on and angled), rear garden, driveway, any notable features
-- **Interior:** Every room, shot from doorway and from best angle. Focus on natural light, space, and lifestyle
-- **Hero shots:** Kitchen, master bedroom, living room, bathroom, garden — these lead the brochure
-- **Detail shots:** Fireplaces, period features, built-in storage, views from windows
-- **Twilight/dusk:** For premium properties, schedule a separate twilight shoot
-- **Drone:** Aerial shots showing plot size, location context, surrounding area
-- **Styling:** Ensure property is staged before shoot. Fresh flowers, plumped cushions, clear surfaces, lights on, blinds open
-
-### Video Brief
-- 60–90 second property tour
-- Smooth, cinematic movement (gimbal essential)
-- Natural light preferred; shoot midday for best interior light
-- Include establishing shot (street/area), approach, each room, garden, closing shot
-- Background music (royalty-free, aspirational)
-- Agent intro to camera optional but recommended for brand building
-- Drone footage integrated for opening/closing
-
-### Storeys of Cheshire Visual Marketing Principles
-- Photography should evoke emotion and aspiration, not just document rooms
-- Every image should tell a story about the lifestyle the property offers
-- Use natural light as the hero — avoid flash where possible
-- Composition matters: rule of thirds, leading lines, symmetry
-- Exterior shots should capture the property in its best season/weather
-- Twilight photography creates premium perception
-- Consistency across all property marketing builds brand recognition
-
----
-
-## Brochure Planning
-
-### Premium Brochure Structure
-1. **Cover:** Hero exterior image, address, agent branding
-2. **Introduction:** Lifestyle narrative — what it feels like to live here
-3. **Location:** Area highlights, transport links, schools, amenities
-4. **Floor plan:** Professional measured floor plan
-5. **Room-by-room:** Photography with descriptive copy for each key space
-6. **Garden & grounds:** Exterior spaces, outbuildings, parking
-7. **Technical details:** EPC rating, council tax band, tenure, services
-8. **Agent page:** Your credentials, testimonials, contact details
-
-### Five P's of Blogging (for online content)
-1. **Plan** — list all topics, FAQs, common questions
-2. **Produce** — write consistently, aim for 800–1,200 words
-3. **Publish** — post on your website blog, share across social
-4. **Promote** — use social media and email to drive traffic
-5. **Perfect** — review analytics, refine what works
-
-Popular blog topics: When to go on the market? Do I need professional photography? What's an EPC? How long will my house take to sell? What are the costs of selling?
-
----
-
-## Social Media Launch Sequence
-
-For every new instruction, follow this 14-day sequence:
-
-**Days 1–3 (Pre-launch):**
-- Day 1: Behind-the-scenes prep (styling, photography day)
-- Day 2: "Sneak peek" teaser image
-- Day 3: "Coming Soon" graphic with key features
-
-**Days 4–7 (Launch week):**
-- Day 4: LAUNCH — full photo gallery post
-- Day 5: Video tour / walkthrough
-- Day 6: Floor plan with room dimensions
-- Day 7: Neighbourhood spotlight (local amenities, schools)
-
-**Days 8–14 (Sustain):**
-- Day 8: "Open house this weekend" / viewing invitation
-- Day 10: Lifestyle post (imagine living here...)
-- Day 12: Tips post related to the property type
-- Day 14: Viewing feedback / "offers being considered" update
-
-Adapt the sequence for the property — premium properties get more content, longer sequences. Use the BLAST formula throughout.
-
----
-
-## Digital Marketing Funnels
-
-### 8-Step Funnel Template
-1. **Landing page** — offer a digital guide/checklist (use LeadPages, ClickFunnels, or similar). No navigation — maximise conversion.
-2. **Integrate with email provider** — AWeber, Mailchimp, ActiveCampaign, etc. Auto-add subscribers to your mailing list.
-3. **Auto-deliver the guide** — sent immediately via email.
-4. **Redirect to thank-you page** — confirms download.
-5. **Thank-you page offers a valuation** — strike while they're warm.
-6. **Facebook/Meta retargeting pixel** — on the landing page. Create audiences for both subscribers and non-subscribers.
-7. **Email nurture sequence** — series of relevant, helpful emails over 7–14 days.
-8. **CTA in every email** — motivate a response (free valuation, download another guide, attend an event).
-
-### Subscriber Briber Ideas
-The title should be specific so you learn something about the subscriber:
-- "Moving with a Busy Family"
-- "Your Guide to Selling a Bungalow"
-- "How to Sell Your Home for the Asking Price in Just 30 Days"
-- "Your Home Moving Checklist"
-- "Planning to Sell? Your Complete Guide"
-- "A Guide to Selling When Upsizing"
-- "A Guide to Selling When Downsizing"
-- "Selling a Probate or Inherited Property"
-- "A Guide to Selling Due to Divorce or Separation"
-
-The beauty of a digital funnel is it's evergreen — publish once, use forever.
-
----
-
-## Monthly Marketing Scorecard
-
-Track these metrics monthly. Compare against targets.
-
-### Output Metrics
-- Direct mail letters sent (target vs actual)
-- Blog posts published
-- Social media posts (Facebook, Instagram, LinkedIn, TikTok)
-- Facebook/Instagram Lives or Reels
-- Email campaigns sent
-- Subscriber briber downloads
-
-### Results Metrics
-- Market appraisals / valuations booked
-- Instructions won
-- Current stock (number of listings)
-- Current stock (total value)
-- Listed fees (total potential revenue)
-- Pipeline (sales agreed, awaiting exchange)
-- Average fee per instruction
-- Conversion rate: valuation → instruction
-
-### Lead Source Tracking
-For every valuation, record the lead source:
-- Direct mail
-- Social media
-- Portal enquiry
-- Signboard
-- Referral
-- Database
-- Website / funnel
-- Other
-
-**Rule:** Only track metrics that are meaningful to your growth strategy. Fewer, more focused metrics are more useful than tracking everything.
-
----
-
-## UK-Specific Terminology
-Always use:
-- "Estate agent" not "realtor" or "real estate agent"
-- "Instruction" not "listing"
-- "Market appraisal" or "valuation" not "listing appointment"
-- "Vendor" not "seller" (in professional contexts)
-- "Purchaser" or "buyer"
-- "Exchange of contracts" and "completion" not "closing"
-- "Solicitor" or "conveyancer" not "attorney"
-- "Stamp Duty Land Tax (SDLT)" not "transfer tax"
-- "EPC" (Energy Performance Certificate)
-- "Council tax band"
-- "Freehold" / "Leasehold"
-- "Rightmove" / "Zoopla" / "OnTheMarket" (UK portals)

package/payload/premium-plugins/real-agent/plugins/listings/skills/property-marketing/references/auction-report-template.md

@@ -1,41 +0,0 @@
-# Auction Bidder Report Template
-
-## Property Details
-- **Address:** [Full address]
-- **Auction Date:** [Date]
-- **Reserve Price:** £[amount]
-- **Sale Price:** £[amount]
-- **Result:** [Sold / Passed In / Vendor Bid]
-
-## Bidding Record
-
-| Bid # | Amount | Bidder Name | Lead Source |
-|-------|--------|-------------|-------------|
-| 1 | £[amount] | [Name] | [Source] |
-| 2 | £[amount] | [Name] | [Source] |
-| 3 | £[amount] | [Name] | [Source] |
-| ... | ... | ... | ... |
-| Final | £[amount] | [Name] | [Source] |
-
-## Lead Source Categories
-- **Portal** — Rightmove, Zoopla, OnTheMarket
-- **Signboard** — saw the board, walked in or called
-- **Database** — existing contact on your CRM
-- **Social media** — Facebook, Instagram, etc.
-- **Direct mail** — responded to a letter or letterbox drop
-- **Referral** — recommended by a friend, family member, or professional
-- **Website** — came through your agency website
-- **Other** — specify
-
-## Analysis
-- **Winning lead source:** [Source that produced the buyer]
-- **Most active lead source:** [Source that produced the most bidders]
-- **Above/below reserve:** £[amount] [above/below]
-- **Number of registered bidders:** [number]
-- **Number of active bidders:** [number]
-
-## Use This Data
-- Present in listing presentations to prove your marketing reach
-- Show vendors which channels produce genuine, competing buyers
-- Track lead source performance across all auctions quarterly
-- Identify which marketing spend delivers the best ROI

package/payload/premium-plugins/real-agent/plugins/listings/skills/property-marketing/references/coming-soon-campaign.md

@@ -1,43 +0,0 @@
-# Coming Soon Campaign Checklist
-
-Use this checklist for every Coming Soon campaign. Tick off each element as it's completed.
-
-## Pre-Launch (1–2 Weeks Before)
-
-- [ ] Property styled and prepared for photography
-- [ ] Professional photography booked and completed
-- [ ] Drone photography and video booked and completed
-- [ ] Floor plan with measurements commissioned
-- [ ] Property video / virtual tour filmed and edited
-- [ ] Brochure copy written and designed
-- [ ] "Coming Soon" signboard ordered and installed
-- [ ] Listing prepared on CRM (NOT yet live on portals)
-- [ ] Email campaign drafted for buyer database
-- [ ] Social media teaser content created (3–5 posts)
-- [ ] Neighbour notification letters printed and posted
-- [ ] VIP viewing schedule agreed with vendor
-- [ ] Two dedicated buyers' agents assigned
-
-## Launch Week
-
-- [ ] Social media Day 1: Behind-the-scenes from photo shoot
-- [ ] Social media Day 2: Sneak peek image
-- [ ] Social media Day 3: Coming Soon graphic with key features
-- [ ] Email blast to database: "Coming Soon — register your interest"
-- [ ] VIP private viewings conducted
-- [ ] Feedback collected from VIP viewers
-
-## Go Live (Portal Launch)
-
-- [ ] Listing goes live on Rightmove / Zoopla / OnTheMarket
-- [ ] Social media Day 4: Full photo gallery launch post
-- [ ] Social media Day 5: Video tour
-- [ ] Open viewing schedule published (if appropriate)
-- [ ] Portal performance monitored (views, saves, enquiries)
-
-## Key Principles
-
-- **No open homes during Coming Soon phase** — VIP private viewings only
-- Coming Soon creates urgency and exclusivity
-- Measure: How many VIP viewers convert to offers before portal launch?
-- The goal is to generate offers BEFORE going live, positioning the vendor for maximum leverage