@rubytech/create-maxy-code 0.1.24 → 0.1.27

package/payload/platform/plugins/vendors/skills/vendor-communication/references/listing-scripts.md

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+# Listing & Valuation Scripts
+*Sources: Tom Panos, Team LANC, Serhant Agent Training Guide*
+
+## Prospecting for Valuations
+
+**Neighbour prospecting (Just Listed):**
+> "Hi [Name], it's [Agent] from [Agency]. I just wanted to give you a quick courtesy call to let you know we've just listed your neighbour's property at [Address]. We'd love to invite you to our first viewing on [Day] at [Time]. We've already had a number of enquiries — would you consider selling for a great price if we have interested buyers who can't secure that property?"
+
+**Neighbour prospecting (Just Sold):**
+> "Hi [Name], it's [Agent] from [Agency]. I just wanted to let you know we've just sold your neighbour's property at [Address] for [Price]. We had [X] interested buyers who were unsuccessful. Would you consider selling for a great price? We have qualified buyers ready to go."
+
+**Database reactivation:**
+> "It's been [X] years since we last did an appraisal on your property. A lot has changed since then. I'm doing street appraisals on [Day] at [Time]. Would you like to know the new value of your home? It'll only take 10 minutes."
+
+**Area prospecting:**
+> "I know you're not selling and I'll be brief. I'm calling because I'd like to invite you to a viewing in your neighbourhood / your neighbours have just listed at [Address]. Would you be interested in an updated market opinion while I'm in the area?"
+
+## At the Valuation Appointment
+
+**Opening (first 5 minutes — Tom Panos):**
+> "Today, I'm going to have a look around. I'm going to ask you a few questions about the property. You'll ask me a few questions, and at the end, I'm going to tell you if I can help you. If I can, I'll explain what we do and how we do it. If I can't help you, I'll also tell you. Because I don't want to waste your time. But I want you to know right from the start — it's okay if nothing comes of this."
+
+## Handling Common Objections
+
+**"I have a friend/family member in the business":**
+> "Have you ever had a friend or family member do some work for you and it didn't work out the way you wanted? A professional relationship means professional results — and if we're not the right fit, no hard feelings."
+
+**"Another agent priced it higher":**
+> "When selecting an agent, will you pick based on things the agent can control — their marketing, database, and negotiation ability — or things they can't control, like the number they give you today? Anyone can give you a high number. Getting you that number is the skill."
+
+## Commission/Fee Dialogue
+
+**When asked to reduce fees:**
+> "You wouldn't walk into a shop and start negotiating on a TV unless you actually intend to buy that TV. If you're comfortable enough with us and trust us to do the job for you, then we can discuss our fee at that moment."
+
+**Value framing:**
+> "There are agents who'll do it for less. There are also agents who'll get you less. The question isn't what you pay us — it's what you net after the sale."
+
+## Post-Valuation Follow-Up
+
+**Same day:** Send written valuation summary with comparable evidence
+**48 hours:** If not instructed, gentle follow-up
+**1 week:** Value-led touch — share a recent local sale result
+**2 weeks:** Direct ask: "Have you made a decision on how you'd like to proceed?"

package/payload/platform/plugins/vendors/skills/vendor-communication/references/negotiation-deep-guide.md

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+# Negotiation Deep Guide
+*Adapted from Serhant Closing & Negotiation Guide + Team Agent Training Guide*
+
+## Three Fundamentals
+
+1. **You're working for the DEAL** — not to "win." Negotiate to close, not to beat the other side.
+2. **Playing for the other side to win** — when the other side wins, you win. Find mutually beneficial outcomes.
+3. **Put interests over ego** — be hard on the problem, soft on the person.
+
+## Interests vs Positions
+
+The single most important negotiation concept. Positions are what people SAY they want. Interests are WHY they want it.
+
+**Example:** Buyer says they can't go above £485k (position). Why?
+- Can't secure a larger mortgage
+- Needs to factor in renovation budget
+- Hasn't sold their current home yet
+
+**Vendor says they won't come below £500k (position). Why?**
+- Needs the money for their next purchase
+- Emotional attachment to what they paid/spent
+- Not in a rush
+
+**If you know the interests, you may bridge the gap creatively** — adjusting timelines, including/excluding fixtures, flexible completion dates.
+
+## Preparation: Three Numbers
+
+Before every negotiation, know:
+1. **First offer** — opening position (supported by evidence)
+2. **Best target** — what you realistically hope to achieve (NEVER share)
+3. **Walkaway price** — absolute limit (set BEFORE emotions kick in)
+
+## Five Negotiation Techniques
+
+### 1. "The Pull"
+When a negotiation drags — pull the deal away. RISKY but effective.
+> "Thank you for working with us. Unfortunately, it's just not going to work. Good luck!"
+
+### 2. "The Facts"
+Purely analytical. Pull the comps, present the evidence.
+> "These are the facts. Here are the comparable sales. This is our justification."
+
+### 3. "The 'What Do You Want To Do?'"
+When the deal is fair — put the decision in their hands.
+> "What do you want to do?"
+
+### 4. "The Emotions"
+When SO close but also SO close to losing it.
+> "£10k over your budget, spread over 10 years, is only £1,000 a year. Is this home worth that?"
+
+### 5. "The Reality"
+The hardest technique. Sometimes the truth hurts.
+> "This is what it is. This is where we are. This is what the market is saying."
+
+## Tactical Principles
+
+- **Reciprocity** — offer a benefit at stalemate, then ask for something in return
+- **No hostile emotions** — agents are shock absorbers. Don't pass emotions to clients
+- **Let silence do the heavy lifting** — present your point, then SHUT UP. The person who speaks first loses
+- **Decoy** — ask for something you don't need first. When refused, concede it — then win on what matters
+- **Gradual persuasion** — tugboats pushing oil tankers, not rams
+- **Precise numbers** — counter at £298,450, not £300,000. Precision gives credibility
+
+## Comparable Reports
+
+- Start with the building/street — most recent sales are most important
+- The market is fluid — 3-month-old comps may no longer apply
+- Comp REALISTICALLY — don't show outliers without explaining why
+- Comps should never make a seller feel BAD — they're helpful tools
+- More recent = better — don't include sales over 12 months old

package/payload/platform/plugins/vendors/skills/vendor-communication/references/price-alignment-scripts.md

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+# Price alignment + fee protection scripts (Tom Panos — adapted)
+
+Use these as **language patterns** to help Alex handle hard vendor conversations. The agent can tee up the conversation, gather context, and escalate.
+
+## Key concepts
+- **Sweet zone vs stale zone:** time on market creates "stale" perception; later reductions usually cost more.
+- **Overpriced homes help sell other homes:** buyers use them as a benchmark then buy correctly priced stock.
+- **Only 2 reasons a home doesn’t sell:** marketing (agent-owned) or price (owner-owned). Be tactful.
+
+## Scripts / phrases
+**Price realignment opener**
+- "How open-minded will you be if we need to realign the price?"
+
+**Not in the market**
+- "Right now your home isn’t in the market. It’s sitting on top of the market. Buyers view it, then go and buy other homes. It becomes the reference point that helps other agents sell their listings."
+
+**% language (easier than £)**
+- Replace "drop by £X" with "realign by 5%" (or similar).
+
+**Using viewings as leverage**
+- When the gap is small, use: "We’ve had X viewings and Y serious bidders — that’s the market telling us where value sits."
+
+**Fee protection framing**
+- Shift from fee % to net outcome: the goal is **max net in the vendor’s pocket**, not the cheapest commission.
+- "The cheapest agent and the best agent are generally not the same agent."
+- "What’s more important — saving a little on fee, or underselling by tens of thousands?"
+- Value test: "If I was the same fee as the other agent, who would you pick? … How come?" (let them articulate your value)
+
+## Agent rules
+- Don’t argue. Ask questions, reflect, escalate to Alex.
+- Never promise a price. Stick to evidence and process.
+
+Source: *Tom Panos — Dialogue to Get More Listings* (Estate Agency Mastermind summary)

package/payload/platform/plugins/vendors/skills/vendor-communication/references/price-alignment.md

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+# Price Alignment
+
+## Purpose
+
+Guide the conversation when market feedback suggests a pricing adjustment is needed. This is one of the most sensitive conversations in estate agency — handle it with evidence, not opinion.
+
+## When Price Alignment is Needed
+
+- Low or no viewings despite good marketing
+- Consistent feedback that the property is overpriced
+- Comparable properties selling at lower levels
+- Market conditions have shifted since the original valuation
+- Buyer interest drops off after seeing the price
+
+## Principles
+
+- **Evidence-based** — never say "I think it's overpriced." Instead: "The feedback from the last four viewings has consistently mentioned price as a concern, and two comparable properties on the street have sold at £X"
+- **Alex leads this conversation** — the agent gathers evidence and context, but the pricing discussion happens between Alex and the vendor directly
+- **Frame as strategy, not failure** — a price adjustment is a tactical decision, not an admission of error. "Repositioning" is better language than "reducing"
+- **Vendor's decision** — always. Present the evidence, make the recommendation, respect their choice
+
+## What the Agent Does
+
+1. **Gather the evidence** — search memory for viewing feedback, portal stats, comparable sales
+2. **Summarise for Alex** — create a clear picture of what the market is telling us
+3. **Flag the conversation** — note in the vendor's profile that a price review is recommended
+4. **Support after the decision** — if the vendor agrees to adjust, communicate the change positively: fresh marketing push, new portal alerts triggered, repositioned to attract a new audience
+
+## What the Agent Does NOT Do
+
+- Suggest a specific new price — that's Alex's domain
+- Apologise for the original price — it was based on the best evidence at the time
+- Guarantee results from a price change — be honest that it improves positioning but doesn't guarantee an immediate sale
+- Pressure the vendor — if they want to hold, respect it and revisit in 2-3 weeks

package/payload/platform/plugins/vendors/skills/vendor-communication/references/scenario-scripts.md

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+# Scenario Scripts — Vendor Communication
+
+Adapted from Serhant Team Agent Training Guide.
+
+## Price Adjustment Conversations
+
+**Never call it a "reduction" — it's an ADJUSTMENT.**
+
+### Opening
+"Hi [name], I'm following up on what we're doing to get your home sold. We've followed up with all the buyers who've viewed, and some have purchased elsewhere. Those still looking aren't willing to make an offer at the current level."
+
+"The market is telling us we're priced on the high side. If we adjust the price, we take a major step toward getting your home sold. What do you think?"
+
+### When They Say "You're the one who priced it"
+"You're right — I was trying to get you the most money possible. My professional recommendation now would be to adjust to establish fair market value."
+
+### Frustrated Seller
+"[Name], your home has been on the market for [X] months and we've only had a few viewings. I wouldn't be surprised if you were feeling frustrated — that's completely normal. You were thinking you'd be moved by now."
+
+Then: "I'm doing everything in my power. The market is adjusting. We may need to adjust with it."
+
+## Win Words
+
+| Word | Why |
+|------|-----|
+| **Reasonable** | Nobody wants to be unreasonable |
+| **Fair** | Everyone wants to be fair |
+| **Standard** | Removes fear from processes |
+| **Double check** | Shows integrity — "let me double check" |
+| **Normal** | Quickest way to put people at ease |
+| **Comfortable** | Shows you care |
+| **We/Us** | Team language — "we are making an offer" |
+
+## Key Phrases
+- "We're on the same team"
+- "Everything is going as scheduled"
+- "This is not unusual"
+- "This is a minor bump in the road"

package/payload/platform/plugins/vendors/skills/vendor-communication/references/seller-engagement.md

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+# Seller Engagement
+
+## Purpose
+
+Convert a seller enquiry into a booked market appraisal with Alex. Understand their situation, build confidence, and set realistic expectations.
+
+## New Seller Enquiry
+
+1. **Thank them** for reaching out
+2. **Understand motivation** — "What's prompted you to think about selling?" Common triggers:
+   - Upsizing (growing family)
+   - Downsizing (empty nest, retirement)
+   - Relocating (job, lifestyle change)
+   - Financial (separation, inheritance, investment)
+   - Bereavement — handle with extra sensitivity
+3. **Understand timeline** — "Do you have a timeframe in mind, or are you exploring options?"
+4. **Understand their position** — "Will you be buying as well, or just selling?"
+5. **Book the appraisal** — "Alex would love to come and see the property. He'll give you an honest assessment of the market, a pricing strategy, and show you exactly how Beacons would market your home. When works best for you?"
+
+## Switching Agents
+
+Many Beacons clients come after frustration with another agent. Handle this carefully:
+
+1. **Listen first** — let them vent if they need to. Acknowledge the frustration without fuelling it
+2. **Never name or criticise the other agent** — "That sounds really frustrating" is enough
+3. **Focus forward** — explain what Beacons does differently:
+   - One point of contact (Alex, not a rotating team)
+   - Quality marketing for every property (photography, video, drone, social media)
+   - Proactive communication (you'll never have to chase)
+   - Track record of turning around stale listings
+4. **Address the contractual question** — ask if they're currently tied in. If so, suggest checking their notice period. Don't advise on the legal side — suggest they review the contract or speak to a solicitor if unsure
+5. **Book the appraisal** — same as above
+
+## After the Conversation
+
+Save to `memory/users/{phone}/profile.md`:
+- Motivation for selling
+- Timeline
+- Property details (address, type, beds if mentioned)
+- Position (also buying? Chain? Onward purchase found?)
+- Current agent (if switching) and contract status
+- Appraisal date booked (if applicable)
+
+## Bereavement Sales
+
+When someone is selling a deceased relative's property:
+- Slow down. Don't rush the qualification
+- Acknowledge the difficulty — "I'm sorry for your loss. I know this can be a really difficult process on top of everything else"
+- Be practical and gentle — they may not know the property well, may not have visited recently
+- Explain that Alex has handled many sensitive sales like this and will be respectful of the situation
+- Don't push for a timeline — let them set the pace

package/payload/platform/plugins/vendors/skills/vendor-communication/references/valuation-booking.md

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+# Valuation Booking
+
+Handle inbound requests from potential sellers wanting a property valuation (market appraisal).
+
+## Conversation Flow
+
+### 1. Warm Acknowledgement
+Thank them for getting in touch. Enthusiastic but not pushy — they may be exploring.
+
+### 2. Capture Property Details
+
+**Essential:**
+- Full address (including postcode)
+- Property type (detached, semi, terrace, flat, bungalow)
+- Bedrooms and bathrooms
+- Contact name and phone
+
+**Helpful (ask naturally):**
+- Reception rooms, garden, parking
+- Recent improvements (new kitchen, extension, loft conversion)
+- EPC rating, tenure (freehold/leasehold)
+- Service charge / ground rent (leasehold only)
+
+### 3. Understand Motivation
+
+- Why are they thinking of selling? (Upsizing, downsizing, relocating, divorce, financial, probate)
+- Timeline — when would they ideally like to move?
+- Have they spoken to other agents?
+- Are they buying too? (Chain considerations)
+- Mortgage situation — remaining balance? (Optional, don't push)
+
+### 4. Book the Appraisal
+
+- Propose 2-3 options across the next few days
+- Default: 45-60 minutes (standard), 60-90 (larger/unique)
+- Check who will be present (both owners if joint?)
+- Confirm address
+
+Create event in both:
+- `memory/shared/events/YYYY-MM-DD-valuation-{address-slug}.md`
+- `memory/users/{phone}/events/YYYY-MM-DD-valuation-{address-slug}.md`
+
+### 5. Set Expectations
+
+- Agent visits, views property, discusses local market
+- Written valuation with comparable evidence within 24-48 hours
+- Free, no-obligation market appraisal
+- Suggest having questions ready (fees, marketing strategy, timelines)
+
+### 6. Confirm in Writing
+
+Date/time, property address, agent name, what to expect, contact to reschedule.
+
+## Handling Objections
+
+**"Just want a quick idea of value"** → Offer broad online estimate, but explain in-person is 5-15% more accurate.
+
+**"Not ready to sell yet"** → No pressure. Frame as forward planning — "Many clients get a valuation 6-12 months ahead."
+
+**"Already had valuations from others"** → A second opinion is wise. Different agents have different marketing strategies and buyer databases.
+
+**"How much do you charge?"** → Appraisal is free and no-obligation. Fees discussed during the visit based on marketing package.
+
+## Follow-Up
+
+- **48 hours:** "Just checking if you had any questions about arranging the valuation?"
+- **1 week:** Value-led touch — share a recent local sale result or market insight
+- **2 weeks:** Direct ask — "Have you made a decision on how you'd like to proceed?"
+
+## Escalation
+
+Escalate to the agent for:
+- Commercial property valuations
+- Probate or executor valuations (may need RICS qualified)
+- Development land or unusual property types
+- Formal (Red Book) valuations vs market appraisals

package/payload/platform/plugins/vendors/skills/vendor-communication/references/vendor-scripts.md

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+# Vendor Communication Scripts
+*Sources: Tom Panos, Serhant Closing & Negotiation Guide*
+
+## The Good News Sandwich
+
+When delivering difficult news (price reduction, low offer, fall-through):
+1. **Open with good news** — market context, portal stats, positive feedback theme
+2. **Deliver the bad news** — facts only, no sugar-coating, but with empathy
+3. **Close with good news** — your action plan, what you're doing next, pipeline of interest
+
+**Example (offer fell through):**
+> "Good news — we've had strong viewing interest this week with 4 bookings confirmed for the weekend. Unfortunately, the buyer who made the offer has had to withdraw due to their own sale falling through. The positive is that I've already been in touch with two other interested parties, and I'm expecting a viewing from a cash buyer on Saturday."
+
+## Price Reduction Conversations
+
+**Evidence-first approach:**
+1. Share portal viewing stats compared to similar properties
+2. Show recent comparable sales data
+3. Present feedback themes from viewers
+4. Recommend a specific new price with reasoning
+
+**When the property is overpriced:**
+> "Currently, you're not in the market — you're sitting on top of the market. I'd recommend a price realignment of [X]% because I'd rather be in a position to reject 5 offers than get no offers."
+
+**Using the buyer's perspective:**
+> "For a moment, take off your vendor's hat and put on a buyer's hat. You know the results of properties sold nearby. If you were buying your own house back today, would you pay a higher price than this?"
+
+**When the vendor is upgrading:**
+> "Yes, I know we're £[X]k lower than what we hoped. But the home you're about to buy, you're getting for £[Y]k less than expected. So you're actually better off upgrading in this market."
+
+**Never say:** "It's too expensive" — puts the vendor on the defensive.
+**Instead say:** "The most common feedback from prospective buyers is that the property is priced higher than similar ones they've seen. The market is telling us..."
+
+## Negotiation Scripts
+
+**When an offer is below expectations:**
+> "Based on current market conditions, I have £[X] of your money in my hands right now. Are we going to risk losing this £[X] for the possibility of getting another £[Y]k?"
+
+**The "What if" technique:**
+> "What if the buyer came up to £[X]? What would you do then?"
+> "What if we don't receive another offer for 4 weeks? How would that affect your plans?"
+
+**Interests over positions:**
+- Don't negotiate on price alone — understand WHY the buyer/seller wants that number
+- Find creative solutions: flexible completion dates, fixtures included, chain timing
+
+**When someone is wrong and you need to tell them nicely:**
+> "If I agree with you, that would make us both wrong."
+
+## Weekly Update Best Practices
+
+- **Always send an update, even with no news.** Silence is worse than bad news.
+- **Lead with numbers** — viewings, portal stats, enquiries
+- **Theme the feedback** — don't attribute to named buyers without consent
+- **End with YOUR recommendation** — don't leave the vendor to interpret the data
+
+## Fall-Through Communication
+
+1. Call immediately (don't text this news)
+2. Explain the facts calmly
+3. Reassure with your action plan
+4. Follow up in writing within 2 hours
+5. Re-market within 24 hours if appropriate

package/payload/platform/plugins/vendors/skills/vendor-communication/references/vendor-updates.md

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+# Vendor Updates
+
+## Purpose
+
+Keep vendors informed and confident throughout the marketing period. The number one complaint about estate agents is silence — Beacons doesn't do silence.
+
+## Update Cadence
+
+- **Weekly minimum** — every vendor should hear from Beacons at least once a week
+- **After every viewing** — feedback relayed within 24-48 hours
+- **After any portal activity spike** — if a listing gets a burst of saves or clicks, share it
+- **When there's nothing to report** — say so. "No viewings this week, but here's what we're doing next" is infinitely better than silence
+
+## What to Include
+
+### Weekly Update
+- Number of online views / saves this week
+- Any new enquiries received
+- Viewings booked or completed
+- Feedback from any viewings (summarised — protect buyer identity unless offer stage)
+- What's being done next (social media push, price review discussion, new photos, etc.)
+
+### Post-Viewing Feedback
+- Relay the buyer's positives first — what they liked
+- Then any concerns — framed constructively
+- The buyer's interest level and next steps
+- Never identify the buyer by full name to the vendor without consent — use "the viewer" or first name only
+
+## Tone
+
+- **Confident and proactive** — even when news isn't great, frame it around action: "We haven't had the response we'd hoped for this week, so here's what I'm recommending..."
+- **Honest** — don't sugarcoat. If viewings are low, say so and explain why (market conditions, pricing, seasonal)
+- **Collaborative** — the vendor is a partner in the process, not a passive recipient. Invite their input
+
+## Flagging for Alex
+
+If a vendor:
+- Expresses frustration or dissatisfaction → escalate immediately
+- Asks about reducing the price → flag for Alex to have the conversation
+- Asks about their contract or fees → flag for Alex
+- Hasn't had a viewing in 3+ weeks → flag for Alex to review strategy

package/payload/platform/plugins/vendors/skills/vendor-updates/SKILL.md

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+---
+name: vendor-updates
+description: "Automated vendor (seller) updates — regular reporting on viewing activity, buyer feedback, market conditions, and marketing performance for instructed properties."
+---
+
+# Vendor Updates
+
+You manage regular communication with property vendors (sellers), keeping them informed about their property's marketing performance and next steps.
+
+## When This Skill Applies
+
+- A scheduled vendor update is due
+- A vendor asks for a progress update
+- Significant news needs communicating (offer received, price reduction recommendation, marketing change)
+- Post-viewing feedback is ready to summarise for the vendor
+
+## Update Schedule
+
+Default cadence: **weekly** (every Friday afternoon or Monday morning — configurable per vendor).
+
+For new instructions (first 2 weeks on market): **twice weekly** (Wednesday + Friday).
+
+For stale listings (8+ weeks, low activity): **fortnightly** unless the vendor requests otherwise.
+
+## What to Include in a Regular Update
+
+### Viewing Activity
+- Number of viewings this period
+- Number of viewings total since instruction
+- Upcoming confirmed viewings
+- Any cancellations or no-shows
+
+### Buyer Feedback Summary
+- Themed feedback from viewers (don't attribute to named buyers unless they consent)
+- Common positives: "Buyers loved the kitchen / garden / location"
+- Common concerns: "Two buyers mentioned the dated bathroom"
+- Overall sentiment: positive / mixed / concerning
+
+### Online Performance (if data available)
+- Portal views (Rightmove, Zoopla, OnTheMarket)
+- Enquiries received this period
+- Comparison to similar listings in the area
+
+### Market Context
+- How similar properties are performing
+- Any relevant local market changes
+- New comparable listings or recent sales
+
+### Recommendation / Next Steps
+- If things are going well: reassure, maintain strategy
+- If viewings are low: suggest price review, new photography, refreshed description
+- If feedback is consistently negative on one issue: discuss addressing it
+- If an offer is expected: prepare the vendor
+
+## Update Format
+
+Keep it scannable. No tables (the chat interface doesn't render them).
+
+```
+*Weekly Update — [Property Address]*
+*Week [X] on market*
+
+*Viewings this week:* [X]
+*Total viewings:* [X]
+*Upcoming:* [X confirmed]
+
+*Feedback highlights:*
+- [Positive theme]
+- [Positive theme]
+- [Concern if any]
+
+*Online interest:* [Brief summary]
+
+*My recommendation:*
+[1-2 sentences on strategy and next steps]
+
+Any questions, just ask!
+```
+
+## Vendor Profile
+
+Maintain vendor details at `memory/users/{phone}/profile.md`:
+
+```markdown
+---
+type: vendor
+status: instructed
+property: [Address]
+instructed_date: YYYY-MM-DD
+asking_price: [Amount]
+update_cadence: weekly
+update_day: friday
+---
+
+# Vendor — [Name]
+
+**Phone:** [Number]
+**Email:** [Email]
+**Property:** [Full address]
+
+## Instruction Details
+- **Asking price:** [Amount]
+- **Price agreed:** [Sole agency fee %]
+- **Instruction type:** [Sole / Multi / Joint sole]
+- **EPC rating:** [If known]
+- **Minimum price:** [Vendor's bottom line — CONFIDENTIAL]
+
+## Circumstances
+- **Reason for selling:** [Upsizing / downsizing / relocating / divorce / probate / investment]
+- **Timeline:** [When they need to complete by]
+- **Dependent on purchase:** [Yes/No — details]
+- **Vacant or occupied:** [Details]
+
+## Communication Preferences
+- **Update frequency:** [Weekly / twice-weekly / fortnightly]
+- **Preferred day:** [Day]
+- **Preferred channel:** [phone / email / chat]
+- **Who to update:** [Vendor name — sometimes joint owners want separate updates]
+
+## Updates Sent
+- [Date] — Week [X] — [Brief summary of what was communicated]
+
+## Notes
+[Special instructions, sensitivities, relationship notes]
+```
+
+## Rules
+
+- **Never share a buyer's financial details with the vendor** unless the buyer consents (e.g., when presenting an offer)
+- **Never reveal the vendor's minimum price to buyers**
+- **Be honest but constructive** — if the property is overpriced, frame it as "the market is telling us..." not "you've priced it too high"
+- **Offers go to the vendor promptly** — if an offer comes in, don't wait for the scheduled update. Communicate immediately.
+- **Record all updates sent** — note the date and summary in the vendor profile
+- **If no viewings this week** — still send an update. Silence is worse than bad news. Explain why and what you're doing about it.
+
+## Price Reduction Conversations
+
+This is sensitive. Follow this framework:
+
+1. **Evidence first** — portal stats, comparable sales, feedback themes
+2. **Market positioning** — show where the property sits vs competition
+3. **Recommendation** — specific new price with reasoning
+4. **Outcome framing** — "This positions us to attract [X] more buyers and should generate viewings within [timeframe]"
+5. **Never pressure** — it's the vendor's decision. Present the case and let them decide.
+
+## Escalation
+
+Escalate to the agent (human) for:
+- Formal offers (always — agent presents offers, not the AI)
+- Vendor complaints about service
+- Requests to change agent terms
+- Threats to withdraw instruction
+- Legal or compliance queries

package/payload/platform/plugins/waitlist/PLUGIN.md

@@ -2,12 +2,18 @@
 name: waitlist
 description: "Waitlist lifecycle — workflow-based extraction from public conversations, admin review, and scheduled automation."
 tools:
-  - waitlist-scan
-  - waitlist-persist
-  - waitlist-list
-  - waitlist-review
-  - waitlist-setup
-  - waitlist-heal
+  - name: waitlist-scan
+    publicAllowlist: false
+  - name: waitlist-persist
+    publicAllowlist: false
+  - name: waitlist-list
+    publicAllowlist: false
+  - name: waitlist-review
+    publicAllowlist: false
+  - name: waitlist-setup
+    publicAllowlist: false
+  - name: waitlist-heal
+    publicAllowlist: false
 always: false
 embed: false
 lifecycle: {"activate": "waitlist-setup", "heal": "waitlist-heal"}