@rubytech/create-maxy-code 0.1.26 → 0.1.28

package/payload/platform/plugins/leads/skills/lead-nurturing/references/firewave-email-nurture-sequences.md

@@ -0,0 +1,41 @@
+# Firewave-style email nurture sequences (estate agency)
+
+Use these when someone:
+- downloads a lead magnet (seller guide, checklist)
+- submits a valuation enquiry
+- joins the database from a 3-minute valuation SMS campaign
+
+## Sequence A: Seller nurture (7 emails / 21 days)
+**Email 1 (immediate):** Deliver the promised guide + set expectations
+- Subject: “Here’s the checklist + one quick question”
+- CTA: reply with postcode/road for a price snapshot
+
+**Email 2 (day 2):** “3 mistakes that cost sellers money in [area]”
+- CTA: reply with property type for tailored advice
+
+**Email 3 (day 5):** Local market update (evidence-based)
+- CTA: book a 15-min “pricing + strategy” call
+
+**Email 4 (day 8):** Presentation tips (declutter, staging, photos)
+- CTA: request your prep checklist
+
+**Email 5 (day 12):** Marketing myth-busting (online/offline, quality signals)
+- CTA: ask for the “marketing mix” template
+
+**Email 6 (day 16):** Social proof (case study)
+- CTA: “Want me to show you what we’d do for your home?”
+
+**Email 7 (day 21):** Direct offer (valuation)
+- CTA: pick two time slots
+
+## Sequence B: Buyer nurture (5 emails / 14 days)
+1) Criteria + buying position
+2) “How to win without overpaying” (offer strength)
+3) Mortgage/solicitor readiness checklist
+4) “Off-market” framing + alert signup
+5) Book a buyer strategy call
+
+## Rules
+- Keep emails plain and personal.
+- 1 clear CTA.
+- Always offer a reply-based CTA for people who dislike booking links.

package/payload/platform/plugins/leads/skills/lead-nurturing/references/keller-33-touch.md

@@ -0,0 +1,34 @@
+# Keller “33 Touch” System (UK estate agency adaptation)
+
+## Purpose
+Stay top-of-mind with your **Sphere of Influence (SOI)** so that when someone needs an agent, they think of you first.
+
+## The model
+**33 meaningful touches per person, per year**.
+
+A practical split:
+- **12 calls/voice notes** (1/month)
+- **12 value touches** (email newsletter / market update / useful guide)
+- **9 events/gifts/experiences** (community + appreciation)
+
+## UK touch ideas (compliant + normal)
+**Calls/voice notes (monthly):**
+- “Quick update: buyer demand is up/down in [area]. Want the latest sold evidence for your road?”
+- “I’ve just sold nearby and thought of you — want a 60-second snapshot on what it means for your home value?”
+
+**Value touches (monthly):**
+- “Rightmove/Zoopla snapshot for [postcode]”
+- “Spring selling checklist”
+- “How to choose a conveyancer”
+- “Mortgage rate update + what it means for buyers”
+
+**Events/gifts (quarterly-ish):**
+- client coffee catch-up week
+- handwritten birthday/anniversary card
+- invite to a local charity event
+- small local business voucher
+
+## Guardrails
+- Never spam.
+- Every touch should feel useful or thoughtful.
+- Keep notes in CRM (kids/pets/job/motivation/timeline).

package/payload/platform/plugins/leads/skills/lead-nurturing/references/neighbour-letters.md

@@ -0,0 +1,31 @@
+# Neighbour Notification Letters
+
+## Just Sold — Neighbour Letter
+> Dear neighbour,
+>
+> We're thrilled to let you know that after we successfully sold [insert address], you will have new neighbours moving in soon!
+>
+> This is such an exciting time and we can't wait for you to meet them. We know they will love our fabulous community.
+>
+> If you are curious to know further details about the sale, feel free to contact me directly…
+>
+> [Insert your name and number]
+
+## Purpose
+- Creates awareness of your activity in the area
+- Positions you as the active, successful agent on the street
+- Opens conversations with potential sellers who see demand
+- Builds community goodwill
+
+## When to Send
+- After every sale agreed
+- After every completion
+- When launching a new instruction nearby
+
+## VA Preparation
+Prepare all neighbour letter templates:
+- New to market
+- Sale agreed
+- Completion
+
+Personalise per street. Create print-ready packs for delivery. Maintain a "Street Campaign Log" tracking which streets have been contacted.

package/payload/platform/plugins/leads/skills/lead-nurturing/references/neighbour-notification-letter.md

@@ -0,0 +1,20 @@
+# Neighbour notification letter (template)
+
+Dear neighbour,
+
+We’re delighted to let you know that after we successfully sold **<insert address>**, we will have new neighbours moving in soon.
+
+This is such an exciting time and we can’t wait for you to meet them. We know they will love our fabulous community.
+
+If you’re curious to know further details about the sale, feel free to contact me directly.
+
+Warm regards,
+
+<Your name>
+<Your mobile>
+<Agency>
+
+## Variations
+- “New to market” version (invite to preview)
+- “Sale agreed” version (buyer demand message)
+- “Completion” version (community welcome + subtle valuation CTA)

package/payload/platform/plugins/leads/skills/lead-nurturing/references/ofi-follow-up-dialogue.md

@@ -0,0 +1,22 @@
+# OFI follow-up dialogue (call back)
+
+## Best time
+Same day as the OFI (often Saturday afternoon).
+
+## Opener
+“Hi <name>, it’s <your name> from <agency>. Lovely to meet you at <property address>. I’m just calling as a courtesy — are you interested in the property?”
+
+## If YES
+- “What in particular do you like about it?”
+- “Would it suit you/your family?”
+- “If you were to make an offer, what price range would it be?”
+
+## If NO
+- “What type of properties are you looking for?”
+- “If I know of anything suitable (even outside our office), would you like me to notify you?”
+- “Are there any other properties you’re looking at?”
+- “Is this your first, second, or third purchase in the area?”
+- “If it’s your 2nd/3rd, I’d love to come by and see yours — it’ll help me understand what you’re looking for next.”
+
+## Bonus question to use at all OFIs
+“Are you researching, buying or selling at the moment?”

package/payload/platform/plugins/leads/skills/lead-nurturing/references/ofi-follow-up.md

@@ -0,0 +1,26 @@
+# OFI (Open for Inspection) Follow-Up System
+
+From Tom Panos / Real Estate Gym. Use Saturday afternoons after viewings.
+
+## Timing
+Call Saturday afternoon after the viewing — don't wait until Monday.
+
+## Script
+> "Hi [name], it's [your name] calling from [agency]. It was lovely to meet you at [property address]. I'm just calling as a courtesy to see if you are interested in the property."
+
+### If YES
+- "What in particular did you like about the property?"
+- "Is this something that would suit you and your family?"
+- "If you were to make an offer, what price range would it be?"
+
+### If NO
+- "What type of properties are you looking for?"
+- "I would love to help you find something suitable. If I know of anything that comes up, even outside of our office, would you like me to notify you?"
+- "Are there any other properties that you are looking at?"
+- "Is this your first, second, or third purchase in the area?"
+- (If 2nd or 3rd) "I would love to come by and see yours as it will give me a better idea of what you're looking for in the next one."
+
+## Bonus Question (Use at ALL Viewings)
+> "Are you researching, buying, or selling at the moment?"
+
+This single question identifies sellers hiding among buyers.

package/payload/platform/plugins/leads/skills/lead-nurturing/references/serhant-three-fs-plus.md

@@ -0,0 +1,21 @@
+# Serhant Three F's (Expanded)
+
+## HOT/WARM/COLD cadence
+- **HOT:** daily
+- **WARM:** weekly
+- **COLD:** monthly
+
+## F-1 Follow-Up
+Persist until you get a clear yes/no.
+Always with value: update, insight, relevant example, answer.
+
+## F-2 Follow-Through
+See the process through even when it gets messy.
+Don't "check boxes" — understand the emotional driver.
+
+## F-3 Follow-Back
+Past clients are referrals and repeat business.
+Systemise: birthdays, anniversaries, seasonal touch points.
+
+## Practical rule
+Schedule follow-up time like an appointment. Follow-up is a revenue activity.

package/payload/platform/plugins/leads/skills/lead-nurturing/references/sharran-10x10x10.md

@@ -0,0 +1,18 @@
+# Sharran “10x10x10” Daily Method (simple operational version)
+
+## Goal
+A daily rhythm that compounds your pipeline without overwhelm.
+
+## Daily checklist
+- **10 conversations** (calls or voice notes): hot buyers, hot sellers, old leads.
+- **10 follow-ups** (SMS/WhatsApp/email): OFI attendees, valuation leads, nurture list.
+- **10 relationship touches** (SOI): comment/DM, thank-you note, referral ask, local connection.
+
+## Notes
+There are multiple versions of “10x10x10” taught in the industry. If the user has a specific definition from Sharran Srivatsaa, ask for it and adapt this checklist to match.
+
+## Script principles
+- calm confidence
+- lead with value
+- ask one clear question
+- book the next step

package/payload/platform/plugins/leads/skills/lead-nurturing/references/sms-templates.md

@@ -0,0 +1,40 @@
+# Tom Panos SMS Templates (UK Adapted)
+
+## Vendor Messages
+1. **Daily Expectation Reset** — "Quick daily update: all steady on our end, continuing to work buyers. I'll call the moment there's movement."
+2. **Price-Alignment Seed** — "Just keeping you in the loop — buyers are circling but sensitivity on price is real. We'll navigate it strategically."
+3. **Vendor Viewing Anxiety** — "Totally understand the nerves — leave the buyer management to me. I'll guide them and protect your position."
+4. **Pre-Meeting Checker** — "Before we meet later today, anything on your mind since we last spoke? Want to ensure we're fully aligned."
+5. **Offer Incoming (Soft Set-Up)** — "A buyer is close to putting something forward. Won't know the final figure yet, but wanted you to be prepared."
+
+## Buyer Messages
+6. **Buyer Qualification** — "Before I book a private viewing, can I just check — what's your ideal price ceiling on this one?"
+7. **Buyer Follow-Up After Viewing** — "Thanks for popping through today. What were your thoughts after seeing it in person?"
+8. **Buyer Nudge for Second Look** — "No pressure, but this one feels like a fit based on what you said. Want me to book you a second viewing?"
+9. **Buyer Hot Button Check** — "Out of interest, what would need to happen for this one to feel like a green light?"
+10. **Buyer Deadline Frame** — "Just letting you know — there's movement from another party. If you want to stay in play, now's the moment."
+
+## Prospecting Messages
+11. **Past Appraisal Reconnect** — "Hi again — just updating the market numbers in your area. Want the latest estimate?"
+12. **Circle Prospecting After a Sale** — "We've just sold nearby. Curious — would you consider selling if you got a strong result like that?"
+13. **Off-Market Listing Ping** — "Got something coming up quietly — fits your criteria. Want first look before it hits the market?"
+14. **Anniversary Touchpoint** — "Just a quick hello — can't believe it's been a year since your valuation. Want a refreshed number?"
+15. **Pipeline Conversion Nudge** — "Doing my new-year planning — wanting to check if moving is still on your radar for 2026?"
+
+## Admin/Operations Messages
+16. **Document Reminder** — "Just a quick one — when you get a moment, can you sign and pop back the agreement? Keeps us moving."
+17. **Access Coordination** — "Can you confirm tomorrow 3-3:15pm works for access? I'll organise the rest."
+18. **Trades Quote Check-In** — "Following up — did the trades team confirm a time with you yet? If not, I'll chase it."
+19. **Post-Sale Congrats** — "Congrats again on the sale — really happy for you. I'll stay close through completion and make it seamless."
+20. **Referral Ask (Soft)** — "By the way, if you ever have a friend or neighbour needing help with selling, feel free to connect us. Always happy to help."
+
+## 3-Minute SMS Campaign
+Promote: "In 3 minutes I will tell you what your property is worth! Text your address to [number] and I'll respond with a figure."
+
+Process:
+1. Promote via letterbox drops, social media, signage
+2. Receive address via text
+3. Generate property report from local data
+4. Send back valuation estimate via SMS
+5. Request email for full report
+6. Add to database for ongoing nurture

package/payload/platform/plugins/leads/skills/lead-nurturing/references/sphere-of-influence-notes.md

@@ -0,0 +1,34 @@
+# Sphere of Influence (SOI) methodology (Serhant workbook notes)
+
+## The SOI concept
+Think in layers:
+- inner circle
+- community
+- network
+- audience
+- strangers
+
+## SOI audit prompts
+- Who is in your inner circle?
+- Which categories define your sphere (clients, colleagues, family, local business owners)?
+- Who have you lost touch with?
+- Are contact details up to date?
+- Who are key influencers in your network?
+- What value have you provided recently? What can you provide next?
+
+## Outreach principle
+Be the person everyone loves:
+- **Hook ’em** (a reason to care)
+- **Help ’em** (value)
+- **Ask ’em** (clear next step)
+
+## Measurement
+Track SOI ROI:
+- conversations
+- introductions
+- valuations
+- instructions
+- repeat/referral business
+
+## Guardrail
+SOI is a long game. Consistency beats bursts.

package/payload/platform/plugins/leads/skills/lead-nurturing/references/sphere-of-influence.md

@@ -0,0 +1,60 @@
+# Sphere of Influence (SOI) System
+
+From Ryan Serhant's *Growing Your Sphere of Influence*.
+
+## The SOI Model (Concentric Circles)
+**YOU** → Board of Advisors → Community → Network → Audience → Strangers
+
+## SOI Audit Plan
+1. **Define your sphere components** — who comprises your inner circle?
+2. **Engagement analysis** — how frequently are you engaging?
+3. **Assess contact information** — are all details up to date?
+4. **Identify key influencers** — who holds significant sway?
+5. **Review value exchange** — what have you provided to your network?
+6. **Segment your sphere** — prioritise based on importance
+7. **Set improvement goals** — establish specific action steps
+
+## Categories to Map
+- Relatives
+- Friends/personal contacts
+- Coworkers
+- Former classmates
+- Mentors/teachers
+- Members of professional organisations
+- Local business owners
+- Past clients
+
+## Feed Each Layer
+- **Board of Advisors** — deep, regular engagement
+- **Community** — events, partnerships, local involvement
+- **Network** — value content, market updates
+- **Audience** — social media, email, content
+- **Strangers** — outreach, advertising, community presence
+
+## SOI Scorecard (Follow-Up Frequency)
+Score each contact 1-4 on:
+1. Importance to professional goals
+2. Which ring they're in
+3. Value exchange level
+4. Interaction frequency (past 6 months)
+5. Alignment with business objectives
+
+**Results:**
+- 4-8 points: Low frequency (semi-annually)
+- 9-12 points: Moderate (quarterly)
+- 13-16 points: High (monthly)
+- 17-20 points: Very high (fortnightly/weekly)
+
+## Hook 'Em, Help 'Em, Ask 'Em
+- **Hook** — get their attention with something relevant
+- **Help** — provide genuine value before asking
+- **Ask** — make your request after establishing trust
+
+## ABC: Always Be Connecting
+Sunday connection checklist:
+- Answer all no-reply emails
+- Check all social DMs and reply
+- Schedule one lunch with a first-ring connection
+- Send a hello to 2-3 second-ring connections
+- Follow up with new contacts from this week
+- Cold email 1 wealth manager / solicitor / professional

package/payload/platform/plugins/leads/skills/lead-nurturing/references/tom-panos-sms-templates.md

@@ -0,0 +1,59 @@
+# Tom Panos-style SMS templates (estate agency)
+
+Keep them short, calm, confident.
+
+## Vendor messages
+1) **Daily expectation reset**
+“Quick update: all steady on our end, continuing to work buyers. I’ll call the moment there’s movement.”
+
+2) **Price-alignment seed**
+“Just keeping you in the loop — buyers are circling but sensitivity on price is real. We’ll navigate it strategically.”
+
+3) **Showing anxiety**
+“Totally understand the nerves — leave the buyer management to me. I’ll guide them and protect your position.”
+
+4) **Pre-meeting alignment**
+“Before we meet later today, anything on your mind since we last spoke? Want to ensure we’re fully aligned.”
+
+5) **Offer incoming (soft set-up)**
+“A buyer is close to putting something forward. Won’t know the final figure yet, but wanted you to be prepared.”
+
+## Buyer messages
+6) **Qualification**
+“Before I book a private viewing, can I just check—what’s your ideal price ceiling on this one?”
+
+7) **After OFI**
+“Thanks for popping through today. What were your thoughts after seeing it in person?”
+
+8) **Second look nudge**
+“No pressure, but this one feels like a fit based on what you said. Want me to book you a second walk-through?”
+
+9) **Hot button**
+“Out of interest, what would need to happen for this one to feel like a green light?”
+
+10) **Deadline frame**
+“Just letting you know—there’s movement from another party. If you want to stay in play, now’s the moment.”
+
+## Prospecting
+11) **Past appraisal reconnect**
+“Hi — just updating the market numbers in your area. Want the latest estimate?”
+
+12) **Circle prospecting after a sale**
+“We’ve just sold nearby. Curious — would you consider selling if you got a strong result like that?”
+
+13) **Off-market ping**
+“Got something coming up quietly — fits your criteria. Want first look before it hits the market?”
+
+14) **Anniversary touch**
+“Quick hello — can’t believe it’s been a year since your appraisal. Want a refreshed number?”
+
+15) **Planning nudge**
+“Doing my planning — is moving still on your radar for 2026?”
+
+## Admin/ops
+16) “Just a quick one — when you get a moment, can you sign and pop back the agreement? Keeps us moving.”
+17) “Can you confirm tomorrow 3–3:15pm works for access? I’ll organise the rest.”
+18) “Following up — did the trades team confirm a time with you yet? If not, I’ll chase it.”
+
+## Referral ask
+20) “By the way, if you ever have a friend or neighbour needing help with selling, feel free to connect us. Always happy to help.”

package/payload/platform/plugins/leads/skills/morning-round/SKILL.md

@@ -0,0 +1,72 @@
+---
+name: morning-round
+description: "Produce the daily one-page snapshot of diary, awaiting replies, overnight enquiries, stalled deals, and the top three actions for today. Triggers when the operator says 'morning round', 'morning brief', 'what's on', 'where are we', 'start my day', 'kick me off', 'what's new since yesterday', or a bare 'morning' or 'good morning' with no other content. Also fires on schedule at the profile's delivery time."
+---
+
+# Morning round
+
+The master workflow run daily by the negotiator at the agent's chosen time, Monday through Saturday. It is read-only by design. Every claim in the output cites a connector read or a profile entry, every section appears even when empty, and the workflow never writes to the CRM or sends a message.
+
+This skill earns the right to act. Until the operator trusts the morning round to look without permission, the chase-progression workflow has no licence to send anything.
+
+## Inputs
+
+- The operator's customisation profile, read first. The profile names the delivery channel, the stalled threshold per stakeholder type, the agent's preferred section order, and any section they have hidden.
+- The agent's calendar for today, read via the calendar connector.
+- The CRM state of every sale-agreed deal and every active negotiation, read via the CRM connector.
+- The portal enquiry feed since the last morning round, read via the portal connectors and email connector.
+- The WhatsApp Business inbox since the last morning round.
+
+If any connector is unavailable the workflow still produces the round and names the gap in plain language, for example "portal feeds unavailable, overnight enquiries not included in this round".
+
+## Architecture principles encoded here
+
+The six principles in spec 00 §8 apply once at this master-skill layer and are not repeated in the building-block skills it composes.
+
+- Read before write. This workflow never writes anything.
+- Stage, don't send. Not applicable, there is nothing to send.
+- One screen of output. The five sections must fit one Claude UI exchange. If they do not, the workflow has summarised badly.
+- Cite the source. Every number, name, and claim traces back to a connector read or a profile entry.
+- Teach the profile. Every operator interaction after the round feeds the profile through `profile-writer`. See learning hooks below.
+- Reversible. Read-only, nothing to reverse.
+
+## Output shape
+
+One markdown page, five sections, always in this order unless the profile has reordered them. Sections with no content collapse to one line so the operator always knows the section was checked.
+
+1. **Today's diary.** Viewings, valuations, market appraisals, vendor meetings, completion calls. Times, addresses, contact name, postcode. Built by `diary-builder`.
+2. **Awaiting reply.** Anything chased in the last 7 days (default, profile-learned) that has had no reply. Grouped by recipient type. Built by reading the CRM contact log and the email or WhatsApp sent folder.
+3. **New overnight.** Portal and email enquiries since the last login, triaged. Hot enquiries show verbatim. Lukewarm, cold, duplicate, and spam show a one-line summary only. Built by `enquiry-triage`.
+4. **Stalled.** Sale-agreed deals where nothing has moved past the stalled threshold. Each line names the property, the days stalled, and the most likely cause from chain state. Built by `chain-progression-tracker`.
+5. **Top three.** Three things to action first, each with the reason it made the list. Reason is one short sentence, for example "Mrs Patel, her buyer's mortgage offer expires in 9 days and the survey was booked but not done". Built by composing `priority-ranker` and `variance-narrator`.
+
+## Continuous learning hooks
+
+The morning round is the highest-volume source of learning signals in the product because it runs daily and the operator's behaviour after reading it is observable. Every signal below is written through `profile-writer`, never inline.
+
+- Skip pattern per source. If the operator never acts on lukewarm enquiries from a specific portal, that source's weight in `enquiry-triage` drops over time.
+- Stalled threshold drift. "I don't consider this stalled until day 10" updates the threshold immediately. Consistently acting at day 5 tightens it automatically.
+- Top-three accuracy. When the operator actions an item from the top three the same day, the ranking is correct. When they action a lower item instead, `priority-ranker` reweights toward whatever feature distinguished the actioned item.
+- Delivery time. If the operator asks for the round before the scheduled time, schedule earlier. If they ignore it for hours, schedule later or move to on-demand only.
+- Section preferences. "Lead with stalled deals, not the diary" reorders permanently. "Drop the awaiting-reply section, it's noise" hides it and surfaces those items in `chase-progression` instead.
+
+## Approval gates
+
+None. The workflow is read-only.
+
+## Cross-references
+
+The chase-progression workflow uses the same `chain-progression-tracker` skill to build its single-deal deep dives. The morning round produces the across-pipeline view; `chase-progression` expands any stalled item the operator names.
+
+## Profile keys this skill reads
+
+- `realagent.morning_round.delivery_channel`
+- `realagent.morning_round.delivery_time`
+- `realagent.morning_round.section_order`
+- `realagent.morning_round.hidden_sections`
+- `realagent.stalled_threshold_days.vendor`
+- `realagent.stalled_threshold_days.buyer`
+- `realagent.stalled_threshold_days.solicitor`
+- `realagent.stalled_threshold_days.broker`
+- `realagent.stalled_threshold_days.surveyor`
+- `realagent.awaiting_reply_lookback_days`

package/payload/platform/plugins/leads/skills/prospecting/SKILL.md

@@ -0,0 +1,33 @@
+---
+name: prospecting
+description: "Database reactivation, lead generation, campaign chaining, and proactive outreach to grow the buyer and seller pipeline."
+---
+
+# Prospecting
+
+Guides proactive outreach to registered contacts — database reactivation, buyer matching against new listings, campaign chaining, and follow-up cadence management.
+
+## When to Activate
+
+A new listing launches and needs matching to registered buyers, database contacts are due for reactivation, a follow-up cadence needs managing, or the agent wants to grow their pipeline and market share.
+
+## Reference Table
+
+| Task | When | Reference |
+|------|------|-----------|
+| Prospecting dialogues | Need script patterns for outreach | `references/prospecting-dialogues.md` |
+| Database matching | New listing goes live | `references/database-matching.md` |
+| Reactivation | Contacts gone quiet, periodic check-in due | `references/reactivation.md` |
+| Database value & BDA | Understanding pipeline worth, market share | `references/database-value.md` |
+
+## Key Rules
+
+- Every registered buyer should be actively matched when new properties launch
+- Follow-up is not chasing — it's service. Frame it as keeping them informed
+- Never work a single prospecting activity in isolation — chain activities into campaigns (knock → card → call → valuation → nurture)
+- The database is the "oxygen and life force" of the business — treat it as the most valuable asset
+- Calculate BDA opportunity ratio to understand untapped market share
+- The agent who makes the most calls and books the most appointments wins
+- If someone says they're no longer looking, respect it immediately and update their profile
+- Track all outreach in the contact's profile to avoid duplicate or excessive contact
+- The Momentum Point (12-24 months of consistent effort) is real — persist through the early grind

package/payload/platform/plugins/leads/skills/prospecting/references/database-matching.md

@@ -0,0 +1,30 @@
+# Database Matching
+
+## Purpose
+
+When a new property goes live, proactively match it against registered buyers. A direct message to a matched buyer often converts faster than waiting for them to find it on a portal.
+
+## Matching Process
+
+1. **Extract the property's key attributes** — beds, type, area, price range, key features
+2. **Search registered buyers** — look in `memory/users/` for buyers whose requirements overlap
+3. **Rank by fit** — prioritise buyers whose requirements closely match, especially those who are proceedable
+4. **Reach out** — personalised message, not a mass blast
+
+## Outreach Message Principles
+
+- **Personal** — reference their requirements: "I know you mentioned you were looking for a 3-bed with a garden in the Abergavenny area..."
+- **Enthusiastic but honest** — share what makes this property a good match for them specifically
+- **Low pressure** — "I thought this might be worth a look" not "You need to see this before it's gone"
+- **Call to action** — offer a viewing with specific time options
+
+## After Outreach
+
+- Record the contact attempt in the buyer's profile
+- Note their response (interested, not suitable, no response)
+- If interested, move to viewing booking
+- If no response after 48 hours, one follow-up is appropriate. After that, leave it
+
+## Under-Bidders
+
+Buyers who previously offered on a similar property but were unsuccessful are high-priority matches. They're motivated, qualified, and have already demonstrated willingness to commit at a similar level.

package/payload/platform/plugins/leads/skills/prospecting/references/database-value.md

@@ -0,0 +1,53 @@
+# Database Value & Business Development Area
+
+## Your Database Is Your Business
+
+The database is the "oxygen and life force" of an estate agency. Understanding its monetary value drives the urgency of data acquisition and relationship-building.
+
+### Database Value Formula
+
+```
+Number of Contacts
+× 10% (annual sales turnover rate)
+× 80% (opportunity rate — you get called to value)
+× 80% (conversion rate — you win the instruction)
+× Average Commission
+= Annual Database Value
+```
+
+**Example:** 500 homeowner contacts × 10% × 80% × 80% × £3,500 = £112,000 potential annual GCI
+
+The goal is not just collecting data — it's building genuine relationships and gaining consent for ongoing, value-adding communication with property owners.
+
+## Business Development Area (BDA)
+
+Calculate the total opportunity in your patch:
+
+```
+Potential Market GCI = Total annual sales in area × Average commission
+Your Opportunity Ratio = Valuations you conducted ÷ Total sales in area
+```
+
+This reveals your current market share and the scale of untapped opportunity.
+
+**Example:** If 200 homes sell annually in your patch at £3,500 average commission = £700,000 total GCI available. If you conducted 30 valuations, your opportunity ratio is 15% — meaning 85% of the market doesn't even know you exist yet.
+
+## Campaign Chaining
+
+Never work a single prospecting activity in isolation. Chain activities together in **campaigns** — completing one activity immediately triggers the next:
+
+1. Door knock → collect contact details
+2. Add to database → send handwritten card
+3. Card follow-up → phone call
+4. Phone call → book valuation
+5. Post-valuation → add to nurture sequence
+
+Each touch amplifies the last. A single door knock is forgettable. A door knock followed by a card, a call, and a market update over 4 weeks is unforgettable.
+
+## The Momentum Point
+
+Early career: effort is high, results are low. With consistent marketing over 12–24 months, results grow while effort decreases. Where these curves cross = **Momentum Point**.
+
+You transition from *transactional agent* (chasing every lead) to *attraction agent* (clients seeking you out). There are no shortcuts — only consistent execution of the plan.
+
+> *"It's not about how many people you know. It's about how many people know of you."*

package/payload/platform/plugins/leads/skills/prospecting/references/prospecting-dialogues.md

@@ -0,0 +1,24 @@
+# Prospecting dialogues + tactics (Tom Panos)
+
+These are *lightweight scripts* Max can use for outreach and reactivation (never spammy).
+
+## Door knock patterns
+**Survey knock (low threat)**
+- Ask: "What do you love most about living in this area?" (builds rapport + local intel)
+
+**Just listed / just sold knock (10-10-20 rule)**
+- Notify **10 neighbours either side + 20 opposite**
+- Goal: find buyers via their network; offer a "quick market update".
+
+**Buyer knock**
+- If you have a buyer who missed out nearby: canvass the street for anyone considering selling.
+
+## Expired/withdrawn listings
+- Goal is the **appointment**, not a debate.
+- Use curiosity language: "We’ve got a different approach for finding a buyer other agents miss."
+
+## "Fastest way to get another appraisal"
+- If you’re already going to a street for one appraisal, call nearby owners:
+  - "I’m in the area doing a quick health update on an asset. Want a complimentary valuation while I’m here?"
+
+Source: *Tom Panos — Dialogue to Get More Listings* (Estate Agency Mastermind summary)