@rubytech/create-maxy 1.0.421 → 1.0.423

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@rubytech/create-maxy",
-  "version": "1.0.421",
+  "version": "1.0.423",
   "description": "Install Maxy — AI for Productive People",
   "bin": {
     "create-maxy": "./dist/index.js"

package/payload/maxy/server.js

@@ -3822,7 +3822,7 @@ async function loadSessionContext(accountId) {
   try {
     const summaryResult = await session.run(
       `MATCH (n:CreativeWork {accountId: $accountId})
-       WHERE n.title STARTS WITH 'Session Summary'
+       WHERE n.title STARTS WITH 'Session Summary' OR n.title = 'Session Snapshot'
        RETURN n.title AS title, n.createdAt AS createdAt, n.abstract AS abstract
        ORDER BY n.createdAt DESC LIMIT 1`,
       { accountId }
@@ -3852,14 +3852,24 @@ async function loadSessionContext(accountId) {
       { accountId, limit: neo4j.int(MAX_SESSION_TASKS) }
     );
     const sections = [];
+    const STALENESS_LIMIT_MS = 48 * 60 * 60 * 1e3;
     if (summaryResult.records.length > 0) {
       const rec = summaryResult.records[0];
       const title = rec.get("title");
       const createdAt = rec.get("createdAt");
       const abstract = rec.get("abstract");
-      const dateSuffix = createdAt ? ` (${createdAt.slice(0, 10)})` : "";
-      sections.push(`## Last Session${dateSuffix}
+      let isStale = false;
+      if (createdAt) {
+        const ageMs = Date.now() - new Date(createdAt).getTime();
+        isStale = !isNaN(ageMs) && ageMs > STALENESS_LIMIT_MS;
+      }
+      if (isStale) {
+        console.error(`[session-context] Skipped stale summary for ${accountId.slice(0, 8)}\u2026: title="${title}" createdAt=${createdAt}`);
+      } else {
+        const dateSuffix = createdAt ? ` (${createdAt.slice(0, 10)})` : "";
+        sections.push(`## Last Session${dateSuffix}
 ${abstract}`);
+      }
     }
     if (digestResult.records.length > 0) {
       const rec = digestResult.records[0];
@@ -3885,8 +3895,9 @@ ${abstract}`);
 ${taskLines.join("\n")}`);
     }
     if (sections.length === 0) return null;
+    const summaryCreatedAt = summaryResult.records.length > 0 ? summaryResult.records[0].get("createdAt") ?? "unknown" : "n/a";
     console.error(
-      `[session-context] Loaded for ${accountId.slice(0, 8)}\u2026: summary=${summaryResult.records.length > 0 ? "yes" : "no"}, digest=${digestResult.records.length > 0 ? "yes" : "no"}, tasks=${tasksResult.records.length}`
+      `[session-context] Loaded for ${accountId.slice(0, 8)}\u2026: summary=${summaryResult.records.length > 0 ? "yes" : "no"}, summaryDate=${summaryCreatedAt}, digest=${digestResult.records.length > 0 ? "yes" : "no"}, tasks=${tasksResult.records.length}`
     );
     return `<previous-context>
 ${sections.join("\n\n")}
@@ -3898,6 +3909,22 @@ ${sections.join("\n\n")}
     await session.close();
   }
 }
+async function writeSessionSummary(accountId, summary) {
+  const session = getSession();
+  try {
+    const createdAt = (/* @__PURE__ */ new Date()).toISOString();
+    await session.run(
+      `MERGE (n:CreativeWork {accountId: $accountId, title: 'Session Snapshot'})
+       SET n.abstract = $summary, n.createdAt = $createdAt, n.scope = 'admin'`,
+      { accountId, summary, createdAt }
+    );
+    console.error(`[session-summary] Written for ${accountId.slice(0, 8)}\u2026`);
+  } catch (err) {
+    console.error(`[session-summary] Failed for ${accountId.slice(0, 8)}\u2026: ${err instanceof Error ? err.message : String(err)}`);
+  } finally {
+    await session.close();
+  }
+}
 async function loadOnboardingStep(accountId) {
   const session = getSession();
   try {
@@ -4777,7 +4804,16 @@ function validateSession(sessionKey, agentType) {
   if (!session) return false;
   if (session.agentType !== agentType) return false;
   if (Date.now() - session.createdAt > 24 * 60 * 60 * 1e3) {
+    const history = session.messageHistory;
+    const expiredAccountId = session.accountId;
     sessionStore.delete(sessionKey);
+    if (history && history.length >= 2) {
+      writeEndOfTurnSummary(expiredAccountId, history).catch(
+        (err) => console.error(`[session-summary] expiry write failed: ${err instanceof Error ? err.message : String(err)}`)
+      );
+    } else {
+      console.error(`[session-summary] Session ${sessionKey.slice(0, 8)}\u2026 expired without summary \u2014 ${history?.length ?? 0} messages`);
+    }
     return false;
   }
   if (session.grantExpiresAt && Date.now() > session.grantExpiresAt) {
@@ -5061,6 +5097,80 @@ function getAdminAllowedTools(enabledPlugins) {
   }
   return tools;
 }
+var QUERY_CLASSIFIER_MODEL = "claude-haiku-4-5-20251001";
+var QUERY_CLASSIFIER_TIMEOUT_MS = 3e3;
+var QUERY_CLASSIFIER_MSG_CAP = 500;
+var QUERY_CLASSIFIER_HISTORY_TURNS = 4;
+var QUERY_CLASSIFIER_FALLBACK = {
+  search: true,
+  query: null,
+  // null means "use raw message"
+  reason: "classifier-fallback"
+};
+var QUERY_CLASSIFIER_SYSTEM = `You decide whether a user message to a business assistant requires a knowledge base search.
+
+The knowledge base contains the business's products, services, pricing, policies, and domain expertise. It does NOT contain conversation history \u2014 the assistant already has that.
+
+Respond with ONLY a JSON object: {"search": boolean, "query": string | null, "reason": string}
+
+Set search to false when:
+- The message is a greeting, farewell, acknowledgement, or filler ("hello", "thanks", "ok", "bye")
+- The message is about session state ("continue where we left off", "what were we discussing")
+- The conversation history already contains sufficient information to answer the question
+- The message is a conversational response that doesn't require new factual knowledge
+
+Set search to true when:
+- The message asks about products, services, pricing, capabilities, or business information
+- The message introduces a new topic not already covered in the conversation
+- The message requires factual knowledge the assistant wouldn't have from conversation alone
+
+When search is true, set query to a search-optimised phrase that captures the information need. Resolve references from conversation history \u2014 e.g. if the user says "tell me more about the first one" and the history mentions "property valuations", set query to "property valuations details". If the raw message is already a good search query, use it as-is.
+
+When search is false, set query to null and reason to a brief category (e.g. "greeting", "acknowledgement", "session-reference", "context-sufficient").`;
+async function classifyMemoryQuery(message, history) {
+  let apiKey = process.env.ANTHROPIC_API_KEY;
+  if (!apiKey) {
+    try {
+      apiKey = readFileSync5(API_KEY_FILE, "utf-8").trim();
+    } catch {
+    }
+  }
+  if (!apiKey) return QUERY_CLASSIFIER_FALLBACK;
+  const recentHistory = history.slice(-QUERY_CLASSIFIER_HISTORY_TURNS);
+  const transcript = recentHistory.length > 0 ? recentHistory.map((m) => `[${m.role}] ${m.content.slice(0, QUERY_CLASSIFIER_MSG_CAP)}`).join("\n") : "(no conversation history \u2014 this is the first message)";
+  const userContent = [
+    `Conversation history:
+${transcript}`,
+    `
+Current message:
+${message.slice(0, QUERY_CLASSIFIER_MSG_CAP)}`
+  ].join("\n");
+  const controller = new AbortController();
+  const timer = setTimeout(() => controller.abort(), QUERY_CLASSIFIER_TIMEOUT_MS);
+  try {
+    const client = new Anthropic({ apiKey });
+    const response = await client.messages.create({
+      model: QUERY_CLASSIFIER_MODEL,
+      max_tokens: 150,
+      system: QUERY_CLASSIFIER_SYSTEM,
+      messages: [{ role: "user", content: userContent }]
+    }, { signal: controller.signal });
+    const text = response.content.filter((b) => b.type === "text").map((b) => "text" in b ? b.text : "").join("").trim();
+    if (!text) return QUERY_CLASSIFIER_FALLBACK;
+    const jsonStr = text.replace(/^```json\s*/i, "").replace(/```\s*$/, "").trim();
+    const parsed = JSON.parse(jsonStr);
+    if (typeof parsed.search !== "boolean") return QUERY_CLASSIFIER_FALLBACK;
+    return {
+      search: parsed.search,
+      query: parsed.search && typeof parsed.query === "string" ? parsed.query.slice(0, QUERY_CLASSIFIER_MSG_CAP) : null,
+      reason: typeof parsed.reason === "string" ? parsed.reason.replace(/[\n\r]/g, " ").slice(0, 100) : "unknown"
+    };
+  } catch {
+    return QUERY_CLASSIFIER_FALLBACK;
+  } finally {
+    clearTimeout(timer);
+  }
+}
 async function fetchMemoryContext(accountId, query, sessionKey, options) {
   const serverPath = resolve4(PLATFORM_ROOT3, "plugins/memory/mcp/dist/index.js");
   if (!existsSync5(serverPath)) {
@@ -5456,6 +5566,65 @@ Extract preference updates as JSON array.`
     clearTimeout(timer);
   }
 }
+var SESSION_SUMMARY_PROMPT = `You are summarising a conversation between a business assistant and its owner. Write a 3-5 sentence summary covering:
+- What was discussed and accomplished this session
+- Any tasks created, decisions made, or state changes
+- Current state of any ongoing work
+- What the owner is likely to want to continue next
+
+Be factual and specific. Use present tense for current state. Do not include greetings or meta-commentary.`;
+var SESSION_SUMMARY_TIMEOUT_MS = 1e4;
+var lastSummaryWrite = /* @__PURE__ */ new Map();
+var SUMMARY_RATE_LIMIT_MS = 5 * 60 * 1e3;
+async function generateSessionSummary(history) {
+  if (history.length < 2) return null;
+  let apiKey = process.env.ANTHROPIC_API_KEY;
+  if (!apiKey) {
+    try {
+      apiKey = readFileSync5(API_KEY_FILE, "utf-8").trim();
+    } catch {
+      return null;
+    }
+  }
+  if (!apiKey) {
+    console.error("[session-summary] Skipping \u2014 no API key available");
+    return null;
+  }
+  const transcript = history.slice(-20).map((m) => `[${m.role}] ${m.content}`).join("\n\n");
+  const controller = new AbortController();
+  const timer = setTimeout(() => controller.abort(), SESSION_SUMMARY_TIMEOUT_MS);
+  try {
+    const client = new Anthropic({ apiKey });
+    const response = await client.messages.create({
+      model: REFLECTION_MODEL,
+      max_tokens: 500,
+      system: SESSION_SUMMARY_PROMPT,
+      messages: [{ role: "user", content: `Conversation:
+${transcript}` }]
+    }, { signal: controller.signal });
+    return response.content.filter((b) => b.type === "text").map((b) => "text" in b ? b.text : "").join("");
+  } catch (err) {
+    if (err instanceof Error && err.name === "AbortError") {
+      console.error(`[session-summary] Haiku call timed out after ${SESSION_SUMMARY_TIMEOUT_MS}ms`);
+    } else {
+      console.error(`[session-summary] Haiku call failed: ${err instanceof Error ? err.message : String(err)}`);
+    }
+    return null;
+  } finally {
+    clearTimeout(timer);
+  }
+}
+async function writeEndOfTurnSummary(accountId, history) {
+  const now = Date.now();
+  const lastWrite = lastSummaryWrite.get(accountId) ?? 0;
+  if (now - lastWrite < SUMMARY_RATE_LIMIT_MS) {
+    return;
+  }
+  const summary = await generateSessionSummary(history);
+  if (!summary) return;
+  await writeSessionSummary(accountId, summary);
+  lastSummaryWrite.set(accountId, Date.now());
+}
 var MANAGED_WORK_BUDGET_RATIO = 0.5;
 var TOOL_SCHEMA_OVERHEAD_TOKENS = 15e3;
 function estimateTokens(text) {
@@ -6503,6 +6672,9 @@ async function* invokeManagedAdminAgent(message, systemPrompt, accountDir, accou
             if (responseText) persistMessage(convId, "assistant", responseText, accountId, capturedTokens, assistantTimestamp).catch(() => {
             });
           }
+          writeEndOfTurnSummary(accountId, afterHistory).catch(
+            (err) => console.error(`[session-summary] end-of-turn write failed: ${err instanceof Error ? err.message : String(err)}`)
+          );
         }
         yield event;
       }
@@ -6581,18 +6753,32 @@ async function* invokePublicAgent(message, systemPrompt, accountId, accountDir,
       }
     }
   }
+  const history = sessionKey ? getMessageHistory(sessionKey) : [];
   const fetchOptions = {
     ...agentSlug ? { agentSlug } : {},
     ...knowledgeKeywords && knowledgeKeywords.length > 0 ? { knowledgeKeywords } : {}
   };
+  const needsClassification = !(knowledgeBaked && !liveMemory);
+  const classifyStartMs = Date.now();
+  const classification = needsClassification ? await classifyMemoryQuery(message, history) : QUERY_CLASSIFIER_FALLBACK;
+  const classifyMs = Date.now() - classifyStartMs;
+  const effectiveQuery = classification.query ?? message;
+  if (needsClassification) {
+    streamLog.write(`[${isoTs()}] [public-query-classifier] search=${classification.search} effectiveQuery=${JSON.stringify(effectiveQuery.slice(0, 200))} reason=${classification.reason} latencyMs=${classifyMs}
+`);
+  }
   let system;
   if (knowledgeBaked && !liveMemory) {
     streamLog.write(`[${isoTs()}] [public-knowledge-source] baked \u2014 skipping memory-search (liveMemory=false)
+`);
+    system = systemPrompt;
+  } else if (!classification.search) {
+    streamLog.write(`[${isoTs()}] [public-knowledge-source] skipped \u2014 classifier (reason=${classification.reason})
 `);
     system = systemPrompt;
   } else if (knowledgeBaked && liveMemory) {
-    const memoryContext = await fetchMemoryContext(accountId, message, sessionKey, fetchOptions);
-    streamLog.write(`[${isoTs()}] [public-knowledge-source] baked+live agentSlug=${agentSlug ?? "none"} keywords=${knowledgeKeywords?.length ?? 0} result=${memoryContext ? `ok (${memoryContext.length} chars)` : "null"}
+    const memoryContext = await fetchMemoryContext(accountId, effectiveQuery, sessionKey, fetchOptions);
+    streamLog.write(`[${isoTs()}] [public-knowledge-source] baked+live agentSlug=${agentSlug ?? "none"} keywords=${knowledgeKeywords?.length ?? 0} effectiveQuery=${JSON.stringify(effectiveQuery.slice(0, 200))} result=${memoryContext ? `ok (${memoryContext.length} chars)` : "null"}
 `);
     system = memoryContext ? `${systemPrompt}
 
@@ -6600,8 +6786,8 @@ async function* invokePublicAgent(message, systemPrompt, accountId, accountDir,
 ${memoryContext}
 </live-memory>` : systemPrompt;
   } else {
-    const memoryContext = await fetchMemoryContext(accountId, message, sessionKey, fetchOptions);
-    streamLog.write(`[${isoTs()}] [public-knowledge-source] memory-search agentSlug=${agentSlug ?? "none"} keywords=${knowledgeKeywords?.length ?? 0} result=${memoryContext ? `ok (${memoryContext.length} chars)` : "null \u2014 agent has no knowledge"}
+    const memoryContext = await fetchMemoryContext(accountId, effectiveQuery, sessionKey, fetchOptions);
+    streamLog.write(`[${isoTs()}] [public-knowledge-source] memory-search agentSlug=${agentSlug ?? "none"} keywords=${knowledgeKeywords?.length ?? 0} effectiveQuery=${JSON.stringify(effectiveQuery.slice(0, 200))} result=${memoryContext ? `ok (${memoryContext.length} chars)` : "null \u2014 agent has no knowledge"}
 `);
     if (memoryContext) {
       streamLog.write(`[${isoTs()}] [public-memory-context] ${JSON.stringify(memoryContext.slice(0, 500))}${memoryContext.length > 500 ? "\u2026" : ""}
@@ -6613,7 +6799,6 @@ ${memoryContext}
 ${memoryContext}
 </memory>` : systemPrompt;
   }
-  const history = sessionKey ? getMessageHistory(sessionKey) : [];
   const sdkMessages = [
     ...history.map((m) => ({ role: m.role, content: m.content })),
     { role: "user", content: message }

package/payload/platform/templates/agents/admin/IDENTITY.md

@@ -87,9 +87,14 @@ For the most recent session: call `session-list` with `limit: 1`, then call `ses
 
 ## Session Memory
 
-The platform automatically injects recalled context into your system prompt as a `<previous-context>` section. This includes the most recent session summary and all open/active tasks. Treat this as background context — it informs your awareness but does not override the current conversation.
+The platform automatically injects recalled context into your system prompt as a `<previous-context>` section. This includes the most recent session summary and all open/active tasks. The platform rejects stale summaries (older than 48 hours) — when present, the summary is recent and trustworthy.
 
-When `<previous-context>` is present, use it to orient yourself and greet the owner with awareness of prior work and outstanding tasks. When absent, Neo4j was unreachable or no prior context exists — proceed normally.
+When `<previous-context>` is present:
+- **Trust the session summary for state orientation.** It reflects the end of the most recent session. Do not re-verify claims already described — if the summary says onboarding is complete, do not call `onboarding-get`. If it names tasks in progress, acknowledge and resume them.
+- **Do not re-research context captured in the summary.** When the summary describes work in progress, outstanding tasks, or recent decisions, pick up from that state. Redundant memory-search or tool calls for information already in the summary waste the owner's time.
+- Use it to greet the owner with awareness of prior work and outstanding tasks.
+
+When `<previous-context>` is absent, Neo4j was unreachable or no prior context exists — proceed normally, using tool calls to establish state.
 
 In managed context mode, conversation history is provided within `<conversation-history>` tags. Use `session-compact-status` to retrieve older archived context if needed.
 

package/payload/premium-plugins/real-agency/plugins/real-agency-coaching/PLUGIN.md

@@ -23,6 +23,27 @@ The user is coaching team members, reviewing performance, setting goals, running
 | `agent-performance` | HP6 model, 12 Week Year, Atomic Habits, daily routines and scorecards |
 | `serhant-training` | Serhant's complete sales training methodology adapted for UK estate agency |
 
+## Coach vs Mentor
+
+Real Agent is the **daily coach** — present every day, seeing every rep, providing operational accountability. The founders (Roger, Steve, Adam, Jamie) are **periodic mentors** — big-picture guidance, strategic direction, and the high-trust relationship that comes from experience.
+
+**Real Agent's coaching territory:**
+- Operational accountability — tracking commitments, surfacing gaps, following up
+- Pattern recognition — activity trends, pipeline health, conversion data, stalled deals
+- Framework delivery — running members through coaching exercises, goal-setting, daily routines
+- Morning briefings, progress tracking, follow-up nudges
+- Personalised feedback on a member's own work (bespoke coaching)
+
+**Founder mentoring territory — defer, don't attempt:**
+- Deep strategic questions about career trajectory or business direction
+- Belief and confidence crises that require lived experience and emotional weight
+- Partnership decisions, major business pivots, exit planning
+- Anything requiring the kind of periodic high-trust relationship built over months
+
+**The bridge between them:** The data Real Agent generates daily — activity patterns, pipeline health, conversion trends, stalled deals, coaching session history — is raw material that makes the founders' periodic mentoring conversations targeted rather than generic. Real Agent's job is to surface what matters so the mentor's limited time lands with maximum impact.
+
+Each skill inherits this boundary. When a conversation crosses from coaching into mentoring territory, acknowledge the limit and point the member toward their next founder session.
+
 ## Tools Used
 
 No MCP server. Skills operate via existing platform tools:

package/payload/premium-plugins/real-agency/plugins/real-agency-coaching/skills/agent-performance/SKILL.md

@@ -5,7 +5,11 @@ description: "High-performance frameworks, productivity systems, and daily execu
 
 # Agent Performance Skill
 
-You are a high-performance coach for estate agency professionals. You help negotiators, valuers, listers, and team leaders build elite daily habits, execute with discipline, and continuously improve their results.
+You are the daily performance coach for estate agency professionals — helping negotiators, valuers, listers, and team leaders build elite daily habits, execute with discipline, and continuously improve their results. You provide the operational accountability layer: tracking scorecards, reviewing execution against commitments, surfacing patterns, and holding members to the standards they set.
+
+The performance data you generate — activity patterns, execution scores, pipeline health, conversion trends, stalled deals, recurring obstacles — serves a dual purpose. It drives your daily coaching (what to focus on today, what habit is slipping, where the gap is). And it becomes the raw material that makes periodic founder mentoring sessions targeted: Roger, Steve, Adam, or Jamie can see exactly where a member is thriving and where they're stuck, rather than starting from a blank slate.
+
+When a performance conversation shifts from operational execution into deeper territory — career direction, fundamental motivation crises, whether to leave an agency, whether to start a brand — acknowledge the boundary and direct the member to their next founder mentoring session.
 
 Use UK estate agency terminology throughout (valuation not appraisal, instruction not listing, vendor not seller, negotiator not agent, estate agent not realtor, completions not closings, exchanges not settlements).
 

package/payload/premium-plugins/real-agency/plugins/real-agency-coaching/skills/bespoke-coaching/SKILL.md

@@ -18,6 +18,14 @@ A member shares their own work for feedback: a listing presentation, social medi
 | 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..."

package/payload/premium-plugins/real-agency/plugins/real-agency-coaching/skills/coaching-toolkit/SKILL.md

@@ -5,7 +5,9 @@ description: "Life and career coaching frameworks for estate agency managers, te
 
 # Coaching Toolkit Skill
 
-You are a coaching facilitator for estate agency leaders and managers. You help them run effective 1-on-1s, coaching sessions, team development conversations, and goal-setting workshops using proven coaching frameworks.
+You are the daily coaching layer for estate agency leaders and managers — facilitating 1-on-1s, coaching sessions, team development conversations, and goal-setting workshops using proven coaching frameworks. You provide the operational accountability that keeps members executing between their periodic mentoring sessions with the founders.
+
+Your role is daily coach: high-frequency, framework-driven, accountability-focused. The founders (Roger, Steve, Adam, Jamie) are periodic mentors: low-frequency, strategic, relationship-driven. When a coaching conversation shifts toward deep career trajectory questions, fundamental confidence crises, or major strategic decisions (partnership structures, business exits, agency pivots), acknowledge the boundary and direct the member to their next founder mentoring session. The coaching data you generate — goal progress, recurring obstacles, accountability gaps — is what makes those mentoring conversations land with precision rather than generality.
 
 Use UK estate agency terminology throughout (valuation not appraisal, instruction not listing, vendor not seller, negotiator not agent, estate agent not realtor, completions not closings, exchanges not settlements).
 

package/payload/premium-plugins/real-agency/plugins/real-agency-coaching/skills/serhant-training/SKILL.md

@@ -5,7 +5,7 @@ description: "Ryan Serhant's complete sales training methodology adapted for UK
 
 # Serhant Training — UK Estate Agency Edition
 
-This skill encodes Ryan Serhant's complete training methodology, adapted for the UK property market. Use it to train agents, handle objections, structure daily operations, and close deals.
+This skill encodes Ryan Serhant's complete training methodology, adapted for the UK property market. Use it to train agents, handle objections, structure daily operations, and close deals. This is daily coaching territory — operational skills, tactics, and frameworks that members practice and refine through repetition.
 
 > **UK Terminology:** Throughout this skill, US terms are replaced: vendor (not seller), instruction (not listing), market appraisal (not listing appointment), estate agent (not realtor/broker), £ (not $), solicitor (not attorney), EPC/searches (not board package), Rightmove/Zoopla (not MLS/Streeteasy).