@rubytech/create-maxy-code 0.1.26 → 0.1.27

package/payload/platform/plugins/estate-coaching/skills/agent-performance/references/daily-routine-scorecard.md

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+# Daily Routine & Monthly Scorecard — Full Reference
+
+## Tom Ferry Daily Routine for Estate Agents
+
+### Pre-Work (06:00–07:30)
+- Wake early, hydrate
+- Exercise or movement (30 mins minimum)
+- Mindset: gratitude, visualisation, affirmations
+- Review goals and daily plan
+
+### Power Hour (08:00–09:00)
+- Lead generation ONLY — no email, no admin
+- Prospecting calls, follow-ups, database touches
+- Non-negotiable hour
+
+### Morning Block (09:00–12:00)
+- Valuations, viewings, client meetings
+- Active selling and relationship building
+
+### Admin Block (12:00–13:00)
+- Emails, paperwork, compliance
+- Buffer tasks batched together
+
+### Afternoon Block (13:00–16:00)
+- Follow-ups, offer negotiations, vendor updates
+- Content creation (video, social media)
+- Networking and relationship building
+
+### End of Day (16:00–17:00)
+- Review: what worked, what didn't
+- Plan tomorrow's top 3 priorities
+- Update CRM/pipeline
+- Shutdown ritual
+
+### Weekly Rituals
+- Monday: Team WIP meeting, set weekly targets
+- Friday: Weekly scorecard review, celebrate wins
+- Sunday evening: Plan the week ahead
+
+## Daily Habits Template
+
+1. Identify top 3 priorities in life right now
+2. Identify top 3 stressors
+3. Design 5 supportive daily habits (specific, measurable)
+4. Commit to 3: one tomorrow, one next week, one next month
+5. Define who you need to BE to implement these
+
+### Example Agent Habits
+- 10 prospecting calls before 10am
+- 1 social media video per day
+- Review pipeline, follow up 3 warm leads by noon
+- 30 minutes exercise
+- Plan tomorrow before leaving office
+- 15 minutes learning/reading
+
+## Firewave Monthly Scorecard
+
+### GOST Business Planning Framework
+- **Goal:** One big inspiring goal for the year
+- **Objective:** Specific, with metrics and timeframe
+- **Strategy:** One sentence — HOW
+- **Tactics:** Multi-channel activities
+
+### Monthly Tracking
+- Instructions won
+- Valuations conducted
+- Sales agreed
+- Completions/exchanges
+- Average fee %
+- Total GCI written
+- Direct mail pieces sent
+- Content published (videos, blogs, social)
+- Database contacts added
+- Prospecting calls/conversations
+- Networking events attended
+- Referrals received
+
+### Quarterly Review
+- Execution score (% of planned actions completed)
+- Revenue vs target
+- Pipeline health
+- Lead source analysis
+- Team performance metrics
+
+## Real Estate Black Belt Progression
+
+| Belt | Turnover | Focus |
+|------|----------|-------|
+| White | £150k or less | Learn |
+| Yellow | £300k | Chase |
+| Green | £500k | Support |
+| Blue | £750k | Brand positioning |
+| Red | £1,000,000 | Leverage |
+| Black | £2,000,000+ | Team development |
+
+### EBU (Effective Business Unit) Structure
+- Agent only: 3–4 sales/month
+- Agent + 1 CSM (admin): 5–6 sales/month
+- Agent + 2 CSMs (admin + sales support): 7–8 sales/month
+- Agent + 3 CSMs (admin, marketing, sales): 10+ sales/month
+
+### WIP Meeting Agenda
+**Daily:** Yesterday review, carry forward, today's appointments, prospecting calls, buyer calls, KPIs, exchanges/completions
+**Weekly:** New instructions/sales in area, current stock review, marketing activities, interest levels, offers, vendor expectations, prospecting results, team goals review

package/payload/platform/plugins/estate-coaching/skills/agent-performance/references/hp6-model.md

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+# Brendon Burchard HP6 Model — Full Reference
+
+## Overview
+
+High Performance Habits (2017) by Brendon Burchard identifies six habits that predict long-term success and fulfilment. Based on research across 190+ countries.
+
+**Definition of High Performance:** Consistently succeeding beyond standard norms over the long term while maintaining well-being and positive relationships.
+
+## The 6 Habits
+
+### Personal Habits
+
+**1. Seek Clarity**
+- Four areas: Self (identity/values), Social (relationships), Skills (development), Service (contribution)
+- Daily questions: Who do I want to be today? What are my goals? What skills must I develop? How do I want to serve?
+- Without clarity, effort becomes scattered
+
+**2. Generate Energy**
+- Physical: exercise, sleep, nutrition
+- Emotional: positive emotions, gratitude, connection
+- Mental: focus, clarity, stress management
+- Reset energy throughout the day, not just after burnout
+- Strategies: regular movement, frequent breaks, deep breathing, positive anticipation
+
+**3. Raise Necessity**
+- Create psychological urgency
+- Connect goals to identity, values, and people who depend on you
+- When something becomes necessary, discipline becomes easier
+- "My family, team, and future depend on me showing up at my best"
+
+### Social Habits
+
+**4. Increase Productivity**
+- Prolific Quality Output (PQO) — meaningful results, not busy work
+- Ask: What are the 5 most important moves to achieve this goal?
+- Focus on big moves, block distractions, measure output
+
+**5. Develop Influence**
+- Teach and share ideas, challenge people to improve, encourage growth
+- Ask: How can I serve others with excellence?
+- Impact is limited by ability to influence
+
+**6. Demonstrate Courage**
+- Act despite fear: speak up, take risks, share ideas
+- Types: psychological, social, creative, leadership courage
+- Without courage, other habits never fully activate
+
+## Performance Prompts (Daily Reflection)
+- Did I seek clarity today?
+- Did I generate positive energy?
+- Did I raise necessity?
+- Was I productive on what matters most?
+- Did I influence someone positively?
+- Did I demonstrate courage?
+
+## The Clarity Chart
+Defines: identity, goals, skills, service mission
+
+## The High Performance Indicator
+Self-assessment to measure habits and track improvement over time.
+
+## High Performance Cycle
+Clarity → better goals → Energy → better focus → Necessity → stronger motivation → Productivity → real progress → Influence → bigger opportunities → Courage → breakthrough actions → (cycle repeats)

package/payload/platform/plugins/estate-coaching/skills/agent-performance/references/twelve-week-year.md

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+# The 12 Week Year — Full Reference
+
+By Brian P. Moran & Michael Lennington
+
+## Core Concept
+Treat 12 weeks as a full year. Run four intense execution cycles per year.
+- 12 weeks execution + 1 week reset (Week 13)
+- Creates focus, urgency, and measurable progress
+- Closes the gap between knowing and doing
+
+## The Problem With Annual Planning
+- Lack of urgency — deadlines feel far away
+- Year-end surge phenomenon (frantic push in Nov/Dec)
+- Too many goals spread over too long
+
+## 3 Core Principles
+1. **Accountability** — Full ownership. "What more can I do?"
+2. **Commitment** — Do what you said regardless of mood
+3. **Greatness in the Moment** — Small disciplined decisions, thousands of times
+
+## 5 Disciplines of Execution
+
+### 1. Vision
+- Compelling long-term vision: career, finances, lifestyle, relationships, health
+- Creates emotional drive
+
+### 2. Planning
+- 1–3 major goals per 12-week cycle
+- Weekly actions, clear deadlines, measurable activities
+- Less goals = better execution
+
+### 3. Process Control
+- Daily and weekly habits
+- Focus on lead indicators (calls made, letters sent)
+- Not just lag indicators (sales, revenue)
+
+### 4. Measurement
+- Weekly scorecards
+- Track: Did you complete planned actions?
+- Target execution score: 85%+
+- Below 85% = poor execution
+
+### 5. Time Use
+- **Strategic Block** (3 hours): high-value work — prospecting, content, strategy
+- **Buffer Block**: email, admin, calls, operational tasks
+- **Breakout Block**: family, hobbies, rest (prevents burnout)
+
+## Weekly Planning
+Three questions every week:
+1. What are my top goals?
+2. What actions move those goals forward?
+3. When will I do them?
+
+## Weekly Accountability Meeting (WAM)
+- 15–30 minutes
+- Review score → discuss challenges → commit to next week
+
+## Emotional Cycle of Change
+1. Uninformed optimism
+2. Informed pessimism
+3. Valley of despair (most people quit here)
+4. Informed optimism
+5. Success
+
+## Week 13 (Reset Week)
+- Analyse results, celebrate wins, adjust strategy, rest
+- Design next 12-week plan
+
+## Estate Agent Example
+**Goals:** Win 12 instructions, build brand visibility, grow database by 200
+**Weekly actions:** 30 prospect calls, 10 handwritten letters, 2 videos, 3 follow-ups, 1 networking event

package/payload/platform/plugins/estate-coaching/skills/bespoke-coaching/SKILL.md

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+---
+name: bespoke-coaching
+description: "Personalised coaching feedback on a member's own work — listing presentations, social media, valuations, scripts."
+---
+
+# Bespoke Coaching
+
+Provides personalised feedback when a member shares their own work. This is the premium capability — the difference between consuming generic content and getting expert-grounded coaching on YOUR business.
+
+## When to Activate
+
+A member shares their own work for feedback: a listing presentation, social media post, valuation approach, video script, sales pitch, or any other piece of their professional output. Key signals: "review my...", "what do you think of...", "help me improve...", "feedback on...", "how can I make this better?"
+
+## Reference Table
+
+| Task | When | Reference |
+|------|------|-----------|
+| Feedback framework | Member shares work for review | `references/feedback-framework.md` |
+| Coaching boundaries | Edge cases, limitations, escalation | `references/coaching-boundaries.md` |
+
+## Your Role: Daily Coach
+
+This skill is Real Agent's daily coaching layer — operational accountability through personalised feedback on a member's own work. You see every submission, track progress over time, and hold the member accountable to the standards they're working toward.
+
+**What you do:** Provide honest, expert-grounded feedback on specific work products. Surface patterns across submissions. Push for improvement. Celebrate progress.
+
+**What you don't do:** Answer deep strategic questions about career trajectory, business direction, or major life decisions. When a member's feedback request reveals they need strategic guidance — "Should I leave my current agency?", "Am I ready to start my own brand?", "I've lost confidence in this career" — acknowledge the limit. Tell them this is founder-mentoring territory and point them toward their next session with Roger, Steve, Adam, or Jamie. The data from your coaching sessions (patterns, progress, recurring themes) is exactly what makes those mentoring conversations targeted.
+
+## Key Rules
+
+- Ground all feedback in contributor expertise. "Adam's approach would be..." not "best practice suggests..."
+- Be honest. If something is weak, say so — with a path to improvement. Members don't pay for validation, they pay for growth.
+- Reference the member's profile context. Feedback to a 2-year solo agent differs from feedback to a 10-year team builder.
+- Check what modules they've completed. Reference frameworks they've already learned.
+- Log coaching sessions in `memory/users/{phone}/progress.md`.
+- Check `membership_type` in the member's profile. If bespoke coaching is gated to paid membership and the member is on `free`, explain the upgrade path rather than refusing outright.

package/payload/platform/plugins/estate-coaching/skills/bespoke-coaching/references/coaching-boundaries.md

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+# Coaching Boundaries
+
+## What Coaching Covers
+
+Bespoke coaching provides personalised feedback on a member's professional output. This includes:
+
+- **Marketing materials** — social media posts, property descriptions, video content, personal brand strategy
+- **Sales practice** — listing presentations, valuation approaches, scripts, objection handling
+- **Business operations** — time management, client communication, follow-up systems
+- **Content creation** — video scripts, blog posts, social media strategy
+- **Career development** — positioning, niche selection, brand differentiation
+
+## What Coaching Does Not Cover
+
+- **Legal advice** — property law, contract disputes, regulatory compliance. If a member asks about legal matters, recommend they consult a solicitor.
+- **Financial advice** — investment decisions, tax strategy, mortgage guidance. Recommend a qualified financial adviser.
+- **Specific property valuations** — you can coach on valuation technique, but never provide or endorse a specific valuation figure.
+- **Promises about outcomes** — never guarantee a member will achieve specific income, listing volumes, or business results.
+- **Competitor intelligence** — don't provide specific intelligence about other estate agents' businesses, strategies, or clients.
+
+## Membership Gating
+
+If bespoke coaching is gated to paid membership:
+
+1. Check `membership_type` in `memory/users/{phone}/profile.md`
+2. If `free`, don't refuse outright. Give them a taste: offer one piece of high-level feedback, then explain:
+   "For a deeper dive with detailed, personalised coaching, that's part of the Club membership. Want me to tell you more about what's included?"
+3. If `member` or `exp`, provide full coaching.
+
+## When to Escalate
+
+Escalate to admin when:
+- A member's feedback request touches on legal, financial, or regulatory territory
+- A member is persistently dissatisfied with coaching quality
+- A member requests coaching on a topic entirely outside the curriculum (note the gap for content planning)
+- A member's shared work reveals serious professional concerns (misleading property descriptions, potential compliance issues)
+
+## Handling Disagreement
+
+Members may disagree with feedback. That's healthy — coaching is a conversation, not a verdict.
+
+- Listen to their reasoning. They know their local market better than any curriculum.
+- Distinguish between "this doesn't apply to my market" (valid) and "I don't want to hear this" (natural but unproductive).
+- If their approach genuinely works for them, acknowledge it. Coaching adapts to context.
+- Never double down to win an argument. The goal is their growth, not being right.
+
+## Recording Coaching Sessions
+
+After every coaching interaction, update `memory/users/{phone}/progress.md`:
+
+```
+## Coaching Sessions
+- [YYYY-MM-DD] {topic} — {brief outcome and any follow-up agreed}
+```
+
+This builds a coaching history that makes future sessions more valuable — you can reference previous feedback and track improvement.

package/payload/platform/plugins/estate-coaching/skills/bespoke-coaching/references/feedback-framework.md

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+# Feedback Framework
+
+## Purpose
+
+Deliver coaching feedback that feels like getting advice from a senior estate agent colleague — specific, honest, actionable, grounded in real practice.
+
+## Context to Gather
+
+Before giving feedback:
+1. **What they've shared** — read it carefully. Understand what it is and what it's trying to achieve.
+2. **Their profile** — career stage, goals, current challenges (from `memory/users/{phone}/profile.md`)
+3. **Their progress** — what modules they've completed, what frameworks they already know (from `memory/users/{phone}/progress.md`)
+4. **The standard** — search `memory/public/courses/` for relevant modules that cover the topic. Use contributor expertise as the benchmark.
+
+## Where to Search
+
+Search memory for:
+- Modules in the relevant pillar (e.g., if reviewing a listing presentation, search Real Marketing and Agency Blueprint)
+- Contributor perspectives on the specific topic
+- The member's own history — have they worked on this topic before?
+
+## How to Structure Feedback
+
+### 1. Acknowledge what works
+Start with what's genuinely good. Not empty praise — specific things they're doing right and why they work. "Your opening question about motivation is strong — Adam talks about this exact approach in the listing presentation module."
+
+### 2. Identify the core gap
+What's the single most impactful thing they could improve? Not a laundry list — one primary area. Prioritise the change that would make the biggest difference.
+
+### 3. Ground it in expertise
+Don't just say "this could be better." Explain WHY through the lens of contributor expertise: "Jamie's approach to this is different — she focuses on {X} because {reason}." Give them a specific alternative to compare against.
+
+### 4. Make it actionable
+Tell them exactly what to change and how. Not "consider revising your approach" but "Try opening with the seller's situation instead of your credentials. Ask them: 'What's most important to you about this sale?' before showing anything."
+
+### 5. Connect to curriculum
+If relevant modules exist that would help them improve, reference them: "This is exactly what the {module} in {pillar} covers. Want to go through it?"
+
+### 6. Invite iteration
+Coaching is a loop, not a one-shot. "Try reworking this and send it back — I'll give you another round of feedback."
+
+## Feedback Types
+
+### Listing presentations
+Focus on: structure, seller-centricity, differentiation from competitors, handling fee discussions, follow-up strategy.
+
+### Social media content
+Focus on: hook quality, UK relevance, personal brand consistency, call to action, content-to-lead conversion.
+
+### Valuation approaches
+Focus on: preparation, comparable evidence, pricing strategy, fee justification, follow-up.
+
+### Sales scripts and pitches
+Focus on: natural language (not scripted), objection handling, closing technique, UK market context.
+
+### Video content
+Focus on: authenticity, opening hook, educational value, production quality relative to platform, UK audience relevance.
+
+## Tone
+
+Direct, expert, encouraging. Like a senior colleague reviewing your work over coffee — they respect you enough to be honest, and they want you to succeed. Never patronising, never harsh. Honest feedback delivered with warmth.

package/payload/platform/plugins/estate-coaching/skills/bespoke-coaching/references/performance-framework.md

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+# Performance Coaching Framework
+*Source: BackleyBlack (Steve Backley OBE & Roger Black MBE) + Adam Mackay & Jamie Fisher*
+
+## 45 Core Behavioural Characteristics of Top Estate Agents
+
+Use these as a coaching assessment tool. When a member asks for feedback on their performance, identify which characteristics are strong and which need development. Each includes a practical example and a coaching question.
+
+### The 45 Characteristics
+
+1. **Proactive** — Contact past clients and new leads without prompting. *Where could you take more initiative this week?*
+2. **Persuasive** — Help hesitant sellers see benefits of listing now. *How are you using storytelling or evidence to build belief?*
+3. **Solution-oriented** — Find workarounds when deals hit obstacles. *Are you focused on problems or solutions?*
+4. **Responsive** — Reply to buyer enquiries within 15 minutes. *How fast are you responding to opportunities?*
+5. **Persistent** — Follow up six times before a lead books a valuation. *What deal needs one more nudge today?*
+6. **Detail-focused** — Spot contract clause errors before exchange. *Are you scanning the small things?*
+7. **Ambitious** — Set stretch goals and build plans to hit them. *Are your goals big enough to excite and stretch you?*
+8. **Disciplined** — Stick to morning routine and prospecting block daily. *What habit is your non-negotiable this week?*
+9. **Confident Communicator** — Deliver clear, assertive pitches. *How would you rate the clarity of your last pitch?*
+10. **Strategic** — Shift focus based on market data analysis. *Are you thinking tactically about where to focus?*
+11. **Results-driven** — Track weekly metrics and adapt actions. *Are your daily activities aligned with outcomes you want?*
+12. **Self-motivated** — Set your own challenges and smash them. *What's driving you forward right now?*
+13. **Initiator** — Contact developers to explore off-market instructions. *Are you creating opportunities or waiting?*
+14. **Networker** — Build rapport with mortgage brokers who refer weekly. *Who could you connect with this week?*
+15. **Trust builder** — Give honest advice even when it costs short-term. *Are you prioritising long-term trust?*
+16. **Credible** — Share local market stats to back pricing advice. *How are you demonstrating expertise?*
+17. **Realistic advisor** — Help vendors adjust expectations after zero offers. *Are you being honest even when uncomfortable?*
+18. **Negotiator** — Navigate bidding wars calmly for better prices. *Where could your negotiation skills make a difference?*
+19. **Marketing-savvy** — Create property video tours that drive offers. *How creative are you being with marketing?*
+20. **Price strategist** — Advise launch prices that attract viewings. *Are you guiding pricing decisions based on facts?*
+21. **Communicator** — Keep nervous buyers updated every step. *Are you being proactive or reactive in communication?*
+22. **Problem-solver** — Mediate seller/buyer stand-offs to keep deals alive. *What challenge could you solve for someone today?*
+23. **Empathetic** — Recognise when sellers need space before deciding. *Are you hearing what clients aren't saying?*
+24. **Service-minded** — Go above and beyond on moving day. *How can you deliver a 5-star experience this week?*
+25. **Reputation-aware** — Turn complaints into rave reviews. *How are you safeguarding your brand in every interaction?*
+26. **Gratitude-focused** — Handwrite thank-you cards to clients. *Are you expressing enough appreciation?*
+27. **Relationship builder** — Remember birthdays and send messages. *What small action can deepen a relationship today?*
+28. **Trustworthy** — Win sole agency through genuine client interest. *How are you showing integrity in every deal?*
+29. **Organised** — Plan your week on Sunday and hit every target. *Is your system supporting or slowing you?*
+30. **Consistent** — Prospect one hour every day for 30 days straight. *What would improve with this consistency?*
+31. **Resilient** — Bounce back after fall-throughs with new deals by Friday. *How do you respond when things go wrong?*
+32. **Driven** — Push through final hours to close extra sales. *Where could your drive move the needle?*
+33. **Clear communicator** — Simplify legal processes for first-time buyers. *Is your message landing clearly?*
+34. **Timely** — Send documents early, beat deadlines. *How reliable are you with timing?*
+35. **Visible** — Daily Instagram stories leading to valuation requests. *Are you showing up where clients look?*
+36. **Creative** — Run themed open houses with brilliant feedback. *How can you inject creativity into your next campaign?*
+37. **Entrepreneurial** — Trial new digital tools for competitive edge. *Where are you taking bold risks?*
+38. **Resourceful** — Repurpose client lists to fill viewing slots. *How can you better use what's in front of you?*
+39. **Likeable** — Win clients through warm, genuine style. *What makes people want to work with you?*
+40. **Clarity-giver** — Break complex steps into simple 3-stage plans. *Are you helping people feel clear, not confused?*
+41. **Growth mindset** — Use feedback from tough reviews to improve. *What recent mistake could be your best teacher?*
+42. **Curious** — Explore how top agents in other areas run their pipeline. *What question could lead to your next breakthrough?*
+43. **Confident** — Walk into presentations with presence and poise. *What does your body language say before you speak?*
+44. **Connector** — Introduce contacts who'd benefit from knowing each other. *Who could you connect this week?*
+45. **Adaptable** — Adjust approach based on market and client feedback. *What's one thing you could try differently?*
+
+## Performance Evaluation — 10 PCDEs
+*Psychological Characteristics of Developing Excellence (Olympic standard)*
+
+Rate 1-10 and discuss:
+1. **Commitment** — Level of dedication to your goals
+2. **Focus and Distraction Control** — Ability to concentrate and avoid distraction
+3. **Accurate Performance Evaluation** — How honestly you assess your daily performance
+4. **Role Clarity** — How clear you are on all aspects of your role
+5. **Quality Practice** — How well you practise the various aspects of your work
+6. **Social Support and Collaboration** — Quality of your support network
+7. **Self Regulation** — How well you handle pressure
+8. **Planning and Self Organisation** — How effectively you plan ahead
+9. **Goal Setting and Visualisation** — Ability to see yourself achieving future goals
+10. **Reward and Work-Life Balance** — How balanced your working time vs personal time
+
+## Mind-Setting Programme (20 Practices)
+
+**Phase 1 — Foundations for Success**
+1. Commit to Success (find your WHY, performance buddy, identify the GAP)
+2. Create Empowering Beliefs (internal dialogue, positive data, self-belief under pressure)
+3. Compelling Goals (outcome, performance, and process goals — "run YOUR perfect race")
+4. Solve Problems & Reflect (control the controllables, solution-focused mindset)
+
+**Phase 2 — 4 Pillars of Performance**
+5. Self Awareness (hedgehog theory — one extreme strength under pressure)
+6. Align Values (define 3-4 core values, measure consistency)
+7. Take Initiative / Make Good Decisions
+8. Productivity
+
+**Phase 3 — 4 Key Skills**
+9. High Emotional EQ
+10. Be Resilient
+11. Clear Vision
+12. Creatively Challenge Convention
+
+**Phase 4 — Essential Mind-Setting**
+13. Think Strategically
+14. Be Assertive
+15. Highly Motivated
+16. Influencing & Building Effective Relationships
+
+**Phase 5 — Analysis and Reflection**
+17. Face Facts and Reality
+18. Embrace Change
+19. Learn Continuously
+20. Work-Life Balance
+
+## Coaching Application
+
+When coaching a member:
+- Use the **45 characteristics** as a diagnostic — ask them to pick their top 3 strengths and top 3 development areas
+- Use the **10 PCDEs** for a structured self-assessment (monthly check-in)
+- Use the **Mind-Setting phases** as a progressive programme — members work through at their own pace
+- Always attribute: "This framework comes from Steve Backley and Roger Black — Olympic athletes who've translated performance principles into business"