@rubytech/create-maxy-code 0.1.24 → 0.1.27

package/payload/platform/plugins/listings/skills/property-marketing/SKILL.md

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+---
+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/platform/plugins/listings/skills/property-marketing/references/auction-report-template.md

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+# 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/platform/plugins/listings/skills/property-marketing/references/coming-soon-campaign.md

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+# 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

package/payload/platform/plugins/listings/skills/property-marketing/references/direct-mail-templates.md

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+# Direct Mail Templates
+
+All templates below should be adapted with your agency name, agent name, contact details, and local area. Print on quality paper. Hand-write the envelope address. Use a 2nd class stamp.
+
+---
+
+## 1. Just Listed — Neighbour Letter
+
+> Dear Neighbour,
+>
+> Just a quick note to let you know your neighbour at **[property address]** has entrusted us with the sale of their home.
+>
+> The campaign will commence shortly. Please feel free to pop into one of our viewings or contact me if you'd like to be updated with the result.
+>
+> If you are thinking of selling, do let me know so we can keep you in mind for any buyers who miss this opportunity.
+>
+> **[Agent name]**
+> **[Mobile number]**
+> **[Agency name]**
+
+---
+
+## 2. Just Sold — Neighbour Letter
+
+> Dear Neighbour,
+>
+> We're thrilled to let you know that after we successfully sold **[property address]**, you'll 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.
+>
+> **[Agent name]**
+> **[Mobile number]**
+> **[Agency name]**
+
+---
+
+## 3. Testimonial Letter (from Vendor)
+
+> Dear Neighbour,
+>
+> I've just sold my home with **[agent name]** and they did an incredible job!
+>
+> They sold my property in record time and got us a price that we're really happy with. I've never had an agent who paid so much attention to detail to the styling, photography, and videography.
+>
+> **[Agent name]** was always there for us whenever we needed to reach them.
+>
+> I can only recommend **[agent name]** if you're thinking of selling. I'm going to miss living in this community.
+>
+> All the best,
+> **[Vendor's name/signature]**
+
+---
+
+## 4. Buyer Search Letter
+
+> Dear Homeowner,
+>
+> I hope this letter finds you well. My name is **[agent 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 **[area/estate name]**.
+>
+> That's why I'm writing to you.
+>
+> Our clients are **[brief description — e.g. "a lovely couple from [area], hoping to relocate to [target area]"]**. **[Personal detail — e.g. "They were the underbidders on [address] when it sold in [month/year]"]**.
+>
+> This is not a blanket search — it's about finding the right fit, in **[area]**, for a couple who has fallen in love with this location.
+>
+> They are flexible with timing and open on price, depending on the condition and location of the home. While they're not in a position to "pay anything," they are very realistic and ready to make a fair offer if the right opportunity arises.
+>
+> Whether you've considered selling or even just letting your home, we'd love the chance to have a confidential conversation. Our clients are genuine, respectful, and would be thrilled for the chance to join this community.
+>
+> If you've been thinking about making a move or are open to exploring possibilities, I'd love to hear from you.
+>
+> Please feel free to call or text me directly.
+>
+> Warm regards,
+> **[Agent name]**
+> **[Agency name]**
+> **[Mobile number]**
+
+---
+
+## 5. Letterbox Drop — Just Listed
+
+Design as an A5 or DL card with:
+- Hero property image (professional photography)
+- "JUST LISTED" headline
+- Property address
+- Key features (bedrooms, bathrooms, reception rooms, garden)
+- Guide price
+- Agent photo, name, and direct contact number
+- Agency branding
+- QR code linking to full listing or virtual tour
+
+---
+
+## 6. Letterbox Drop — Just Sold
+
+Design as an A5 or DL card with:
+- Property image
+- "SOLD" or "JUST SOLD" headline
+- Property address
+- Sale achieved (if vendor consents to sharing)
+- "Thinking of selling? Contact us for a free, no-obligation market appraisal"
+- Agent photo, name, and direct contact number
+- Agency branding
+
+---
+
+## Direct Mail Schedule Template
+
+| Week | Letter Type | Target Area | Quantity | Sent By | Date Sent | Responses |
+|------|------------|-------------|----------|---------|-----------|----------|
+| 1 | Just Listed | [Street/area] | 50 | [Name] | | |
+| 2 | Buyer Search | [Estate] | 30 | [Name] | | |
+| 3 | Testimonial | [Postcode] | 50 | [Name] | | |
+| 4 | Just Sold | [Street/area] | 50 | [Name] | | |
+
+Repeat monthly. Never skip a week. Build the mailing box so it's always ready to go.

package/payload/platform/plugins/listings/skills/property-marketing/references/eoi-form-template.md

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+# Expression of Interest (EOI) Form Template
+
+**IMPORTANT:** This is NOT a binding agreement until contract documents are issued and signed by both parties. The buyer must confirm their intention to proceed within 3 working days or the property will no longer be held. Any initial deposit is 100% refundable.
+
+---
+
+## Property Details
+- **Address:** _______________________________________________
+- **Intended use:** ☐ Personal residence  ☐ Investment  ☐ Development
+
+---
+
+## Buyer Details
+- **Full name(s):** ___________________________________________
+- **Home address:** __________________________________________
+- **Postal address (if different):** _____________________________
+- **Work telephone:** _________________________________________
+- **Home telephone:** _________________________________________
+- **Mobile:** _________________________________________________
+- **Email:** __________________________________________________
+
+---
+
+## Offer Details
+- **Purchase price:** £________________________________________
+- **Total deposit:** £__________ (maximum 10% of purchase price)
+- **Deposit payable to:** [Agency] Client Account
+- **Account name:** ___________________________________________
+- **Sort code:** ______________________________________________
+- **Account number:** _________________________________________
+- **Reference:** Property address and buyer surname
+
+---
+
+## Conditions
+- **Mortgage/finance required:** ☐ Yes  ☐ No — Days required: ____
+- **Survey required:** ☐ Yes  ☐ No — Days required: ____
+- **Special conditions:** ☐ Yes  ☐ No
+  - If yes: ________________________________________________
+  - _______________________________________________________
+- **Preferred completion date:** _______ days / weeks from exchange
+
+---
+
+## Buyer's Solicitor
+- **Firm:** ___________________________________________________
+- **Address:** ________________________________________________
+- **Contact name:** ___________________________________________
+- **Email:** __________________________________________________
+- **Telephone:** ______________________________________________
+
+## Send contracts to: ☐ Solicitor  ☐ Buyer  ☐ Agent
+
+---
+
+## Declaration
+
+Print name(s): ________________________________________________
+
+Signature: ____________________________________________________
+
+Date: ________________________________________________________

package/payload/platform/plugins/listings/skills/property-marketing/references/monthly-scorecard.md

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+# Monthly Marketing Scorecard
+
+**Month:** ____________  **Agent/Branch:** ____________
+
+## OUTPUT — Marketing Activity
+
+| Activity | Month Target | Month Actual | YTD Target | YTD Actual |
+|----------|-------------|-------------|------------|------------|
+| Direct mail letters sent | | | | |
+| Blog posts published | | | | |
+| Facebook posts | | | | |
+| Instagram posts | | | | |
+| LinkedIn posts | | | | |
+| Facebook/IG Lives or Reels | | | | |
+| Email campaigns sent | | | | |
+| Lead magnet downloads | | | | |
+
+## RESULTS — Business Performance
+
+| Metric | Month Target | Month Actual | Notes |
+|--------|-------------|-------------|-------|
+| Market appraisals booked | | | |
+| Instructions won | | | |
+| Current stock (# listings) | | | |
+| Current stock (total £ value) | | | |
+| Listed fees (potential revenue) | | | |
+| Sales agreed (pipeline) | | | |
+| Exchanges completed | | | |
+| Average fee per instruction | | | |
+| Valuation → instruction conversion % | | | |
+
+## LEAD SOURCE — Where Did Valuations Come From?
+
+| Source | Count | % of Total |
+|--------|-------|------------|
+| Direct mail | | |
+| Social media | | |
+| Portal enquiry | | |
+| Signboard | | |
+| Referral | | |
+| Database / past client | | |
+| Website / funnel | | |
+| Other | | |
+| **TOTAL** | | 100% |
+
+## Key Wins This Month
+- 
+- 
+- 
+
+## Areas to Improve
+- 
+- 
+- 
+
+## Actions for Next Month
+- 
+- 
+- 
+
+---
+
+*Customise these tables to fit your goals. Track only what's meaningful. Fewer, focused metrics beat tracking everything.*