@rubytech/create-realagent 1.0.406
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/index.js +915 -0
- package/dist/uninstall.js +569 -0
- package/package.json +31 -0
- package/payload/maxy/package.json +9 -0
- package/payload/maxy/public/assets/ChatInput-7sHhJaNJ.js +42 -0
- package/payload/maxy/public/assets/ChatInput-oLFewltq.css +1 -0
- package/payload/maxy/public/assets/admin-k0izNYS1.js +352 -0
- package/payload/maxy/public/assets/cormorant-cyrillic-300-normal-CzPHYadL.woff +0 -0
- package/payload/maxy/public/assets/cormorant-cyrillic-300-normal-DFUoTmrg.woff2 +0 -0
- package/payload/maxy/public/assets/cormorant-cyrillic-400-normal-C8QS47vb.woff2 +0 -0
- package/payload/maxy/public/assets/cormorant-cyrillic-400-normal-D3EsxgFc.woff +0 -0
- package/payload/maxy/public/assets/cormorant-cyrillic-500-normal-B7dJQtg-.woff +0 -0
- package/payload/maxy/public/assets/cormorant-cyrillic-500-normal-BLlg2W5x.woff2 +0 -0
- package/payload/maxy/public/assets/cormorant-cyrillic-ext-300-normal-BXl3lXsi.woff2 +0 -0
- package/payload/maxy/public/assets/cormorant-cyrillic-ext-300-normal-DmxSOTe3.woff +0 -0
- package/payload/maxy/public/assets/cormorant-cyrillic-ext-400-normal-Bgrpe4p1.woff +0 -0
- package/payload/maxy/public/assets/cormorant-cyrillic-ext-400-normal-BlcaxZtM.woff2 +0 -0
- package/payload/maxy/public/assets/cormorant-cyrillic-ext-500-normal-CdQuyvtc.woff +0 -0
- package/payload/maxy/public/assets/cormorant-cyrillic-ext-500-normal-pZw22qtS.woff2 +0 -0
- package/payload/maxy/public/assets/cormorant-latin-300-normal-CJ5dfen0.woff2 +0 -0
- package/payload/maxy/public/assets/cormorant-latin-300-normal-DQZObO_3.woff +0 -0
- package/payload/maxy/public/assets/cormorant-latin-400-normal-BGH8Vunh.woff2 +0 -0
- package/payload/maxy/public/assets/cormorant-latin-400-normal-C3_-2Ua-.woff +0 -0
- package/payload/maxy/public/assets/cormorant-latin-500-normal-Dj3SQ6fR.woff +0 -0
- package/payload/maxy/public/assets/cormorant-latin-500-normal-EBdSCOD3.woff2 +0 -0
- package/payload/maxy/public/assets/cormorant-latin-ext-300-normal-CkiUx0UG.woff +0 -0
- package/payload/maxy/public/assets/cormorant-latin-ext-300-normal-De3D72RL.woff2 +0 -0
- package/payload/maxy/public/assets/cormorant-latin-ext-400-normal-DuQ88yz3.woff2 +0 -0
- package/payload/maxy/public/assets/cormorant-latin-ext-400-normal-DuXFa1Dr.woff +0 -0
- package/payload/maxy/public/assets/cormorant-latin-ext-500-normal-AH9qog1s.woff2 +0 -0
- package/payload/maxy/public/assets/cormorant-latin-ext-500-normal-DAuUCO41.woff +0 -0
- package/payload/maxy/public/assets/cormorant-vietnamese-300-normal-BVqIp_mg.woff2 +0 -0
- package/payload/maxy/public/assets/cormorant-vietnamese-300-normal-CEMS9Pw-.woff +0 -0
- package/payload/maxy/public/assets/cormorant-vietnamese-400-normal-C-RiYxEf.woff2 +0 -0
- package/payload/maxy/public/assets/cormorant-vietnamese-400-normal-DmUuA7Y2.woff +0 -0
- package/payload/maxy/public/assets/cormorant-vietnamese-500-normal-DsPuwQHi.woff2 +0 -0
- package/payload/maxy/public/assets/cormorant-vietnamese-500-normal-tGBW_mI7.woff +0 -0
- package/payload/maxy/public/assets/dm-sans-latin-400-normal-BwCSEQnW.woff +0 -0
- package/payload/maxy/public/assets/dm-sans-latin-400-normal-CW0RaeGs.woff2 +0 -0
- package/payload/maxy/public/assets/dm-sans-latin-500-normal-B9HHJjqV.woff2 +0 -0
- package/payload/maxy/public/assets/dm-sans-latin-500-normal-Dr3UlScf.woff +0 -0
- package/payload/maxy/public/assets/dm-sans-latin-ext-400-normal-BjWJ59Pq.woff +0 -0
- package/payload/maxy/public/assets/dm-sans-latin-ext-400-normal-BtiwyxMk.woff2 +0 -0
- package/payload/maxy/public/assets/dm-sans-latin-ext-500-normal-BJfUCQsA.woff2 +0 -0
- package/payload/maxy/public/assets/dm-sans-latin-ext-500-normal-DR84L5F-.woff +0 -0
- package/payload/maxy/public/assets/public-3Y1Xk7cO.js +5 -0
- package/payload/maxy/public/brand/claude.png +0 -0
- package/payload/maxy/public/brand/maxy-black.png +0 -0
- package/payload/maxy/public/brand/maxy-monochrome.png +0 -0
- package/payload/maxy/public/brand/maxy.png +0 -0
- package/payload/maxy/public/brand-constants.json +8 -0
- package/payload/maxy/public/brand-defaults.css +12 -0
- package/payload/maxy/public/favicon.ico +0 -0
- package/payload/maxy/public/index.html +16 -0
- package/payload/maxy/public/public.html +16 -0
- package/payload/maxy/public/robots.txt +5 -0
- package/payload/maxy/public/vnc-popout.html +59 -0
- package/payload/maxy/server-init.cjs +115 -0
- package/payload/maxy/server.js +9876 -0
- package/payload/platform/config/brand.json +42 -0
- package/payload/platform/config/cloudflared.yml +17 -0
- package/payload/platform/knowledge/maxy.md +772 -0
- package/payload/platform/neo4j/migrations/001-backfill-scope.cypher +30 -0
- package/payload/platform/neo4j/schema.cypher +557 -0
- package/payload/platform/package-lock.json +2534 -0
- package/payload/platform/package.json +20 -0
- package/payload/platform/plugins/admin/PLUGIN.md +47 -0
- package/payload/platform/plugins/admin/hooks/agent-creation-approval.sh +153 -0
- package/payload/platform/plugins/admin/hooks/agent-creation-gate.sh +309 -0
- package/payload/platform/plugins/admin/hooks/agent-creation-post.sh +157 -0
- package/payload/platform/plugins/admin/hooks/pre-tool-use.sh +49 -0
- package/payload/platform/plugins/admin/hooks/session-start.sh +88 -0
- package/payload/platform/plugins/admin/hooks/test-agent-creation-gate.sh +878 -0
- package/payload/platform/plugins/admin/mcp/dist/index.d.ts +2 -0
- package/payload/platform/plugins/admin/mcp/dist/index.d.ts.map +1 -0
- package/payload/platform/plugins/admin/mcp/dist/index.js +616 -0
- package/payload/platform/plugins/admin/mcp/dist/index.js.map +1 -0
- package/payload/platform/plugins/admin/mcp/dist/lib/neo4j.d.ts +5 -0
- package/payload/platform/plugins/admin/mcp/dist/lib/neo4j.d.ts.map +1 -0
- package/payload/platform/plugins/admin/mcp/dist/lib/neo4j.js +34 -0
- package/payload/platform/plugins/admin/mcp/dist/lib/neo4j.js.map +1 -0
- package/payload/platform/plugins/admin/mcp/dist/lib/onboarding.d.ts +23 -0
- package/payload/platform/plugins/admin/mcp/dist/lib/onboarding.d.ts.map +1 -0
- package/payload/platform/plugins/admin/mcp/dist/lib/onboarding.js +160 -0
- package/payload/platform/plugins/admin/mcp/dist/lib/onboarding.js.map +1 -0
- package/payload/platform/plugins/admin/mcp/dist/lib/onboarding.test.d.ts +2 -0
- package/payload/platform/plugins/admin/mcp/dist/lib/onboarding.test.d.ts.map +1 -0
- package/payload/platform/plugins/admin/mcp/dist/lib/onboarding.test.js +224 -0
- package/payload/platform/plugins/admin/mcp/dist/lib/onboarding.test.js.map +1 -0
- package/payload/platform/plugins/admin/mcp/package.json +21 -0
- package/payload/platform/plugins/admin/references/chat-ui-guide.md +31 -0
- package/payload/platform/plugins/admin/references/contextual-ui.md +107 -0
- package/payload/platform/plugins/admin/skills/access-manager/SKILL.md +28 -0
- package/payload/platform/plugins/admin/skills/access-manager/references/operations.md +197 -0
- package/payload/platform/plugins/admin/skills/business-profile/SKILL.md +42 -0
- package/payload/platform/plugins/admin/skills/datetime/SKILL.md +91 -0
- package/payload/platform/plugins/admin/skills/onboarding/skill.md +136 -0
- package/payload/platform/plugins/admin/skills/plugin-management/skill.md +76 -0
- package/payload/platform/plugins/admin/skills/public-agent-manager/skill.md +212 -0
- package/payload/platform/plugins/admin/skills/qr-code/SKILL.md +35 -0
- package/payload/platform/plugins/admin/skills/qr-code/references/data-formats.md +113 -0
- package/payload/platform/plugins/admin/skills/skill-builder/SKILL.md +112 -0
- package/payload/platform/plugins/admin/skills/skill-builder/references/lean-pattern.md +110 -0
- package/payload/platform/plugins/admin/skills/specialist-management/skill.md +44 -0
- package/payload/platform/plugins/admin/skills/stream-log-review/SKILL.md +40 -0
- package/payload/platform/plugins/admin/skills/stream-log-review/references/analysis-patterns.md +161 -0
- package/payload/platform/plugins/admin/skills/update-knowledge/skill.md +47 -0
- package/payload/platform/plugins/anthropic/PLUGIN.md +38 -0
- package/payload/platform/plugins/anthropic/references/setup-guide.md +114 -0
- package/payload/platform/plugins/anthropic/skills/get-api-key.md +57 -0
- package/payload/platform/plugins/business-assistant/PLUGIN.md +59 -0
- package/payload/platform/plugins/business-assistant/references/crm.md +112 -0
- package/payload/platform/plugins/business-assistant/references/document-management.md +96 -0
- package/payload/platform/plugins/business-assistant/references/escalation.md +126 -0
- package/payload/platform/plugins/business-assistant/references/invoicing.md +163 -0
- package/payload/platform/plugins/business-assistant/references/profiling.md +50 -0
- package/payload/platform/plugins/business-assistant/references/quoting.md +56 -0
- package/payload/platform/plugins/business-assistant/references/scheduling.md +127 -0
- package/payload/platform/plugins/business-assistant/references/task-management.md +155 -0
- package/payload/platform/plugins/cloudflare/PLUGIN.md +48 -0
- package/payload/platform/plugins/cloudflare/mcp/dist/index.d.ts +2 -0
- package/payload/platform/plugins/cloudflare/mcp/dist/index.d.ts.map +1 -0
- package/payload/platform/plugins/cloudflare/mcp/dist/index.js +698 -0
- package/payload/platform/plugins/cloudflare/mcp/dist/index.js.map +1 -0
- package/payload/platform/plugins/cloudflare/mcp/dist/lib/cloudflared.d.ts +101 -0
- package/payload/platform/plugins/cloudflare/mcp/dist/lib/cloudflared.d.ts.map +1 -0
- package/payload/platform/plugins/cloudflare/mcp/dist/lib/cloudflared.js +525 -0
- package/payload/platform/plugins/cloudflare/mcp/dist/lib/cloudflared.js.map +1 -0
- package/payload/platform/plugins/cloudflare/mcp/package.json +19 -0
- package/payload/platform/plugins/cloudflare/references/setup-guide.md +126 -0
- package/payload/platform/plugins/cloudflare/skills/setup-tunnel.md +217 -0
- package/payload/platform/plugins/contacts/PLUGIN.md +20 -0
- package/payload/platform/plugins/contacts/mcp/dist/index.d.ts +2 -0
- package/payload/platform/plugins/contacts/mcp/dist/index.d.ts.map +1 -0
- package/payload/platform/plugins/contacts/mcp/dist/index.js +210 -0
- package/payload/platform/plugins/contacts/mcp/dist/index.js.map +1 -0
- package/payload/platform/plugins/contacts/mcp/dist/lib/neo4j.d.ts +5 -0
- package/payload/platform/plugins/contacts/mcp/dist/lib/neo4j.d.ts.map +1 -0
- package/payload/platform/plugins/contacts/mcp/dist/lib/neo4j.js +34 -0
- package/payload/platform/plugins/contacts/mcp/dist/lib/neo4j.js.map +1 -0
- package/payload/platform/plugins/contacts/mcp/dist/tools/contact-create.d.ts +19 -0
- package/payload/platform/plugins/contacts/mcp/dist/tools/contact-create.d.ts.map +1 -0
- package/payload/platform/plugins/contacts/mcp/dist/tools/contact-create.js +68 -0
- package/payload/platform/plugins/contacts/mcp/dist/tools/contact-create.js.map +1 -0
- package/payload/platform/plugins/contacts/mcp/dist/tools/contact-delete.d.ts +12 -0
- package/payload/platform/plugins/contacts/mcp/dist/tools/contact-delete.d.ts.map +1 -0
- package/payload/platform/plugins/contacts/mcp/dist/tools/contact-delete.js +35 -0
- package/payload/platform/plugins/contacts/mcp/dist/tools/contact-delete.js.map +1 -0
- package/payload/platform/plugins/contacts/mcp/dist/tools/contact-list.d.ts +22 -0
- package/payload/platform/plugins/contacts/mcp/dist/tools/contact-list.d.ts.map +1 -0
- package/payload/platform/plugins/contacts/mcp/dist/tools/contact-list.js +47 -0
- package/payload/platform/plugins/contacts/mcp/dist/tools/contact-list.js.map +1 -0
- package/payload/platform/plugins/contacts/mcp/dist/tools/contact-lookup.d.ts +20 -0
- package/payload/platform/plugins/contacts/mcp/dist/tools/contact-lookup.d.ts.map +1 -0
- package/payload/platform/plugins/contacts/mcp/dist/tools/contact-lookup.js +57 -0
- package/payload/platform/plugins/contacts/mcp/dist/tools/contact-lookup.js.map +1 -0
- package/payload/platform/plugins/contacts/mcp/dist/tools/contact-update.d.ts +13 -0
- package/payload/platform/plugins/contacts/mcp/dist/tools/contact-update.d.ts.map +1 -0
- package/payload/platform/plugins/contacts/mcp/dist/tools/contact-update.js +54 -0
- package/payload/platform/plugins/contacts/mcp/dist/tools/contact-update.js.map +1 -0
- package/payload/platform/plugins/contacts/mcp/package.json +19 -0
- package/payload/platform/plugins/deep-research/PLUGIN.md +14 -0
- package/payload/platform/plugins/deep-research/skills/deep-research/SKILL.md +46 -0
- package/payload/platform/plugins/deep-research/skills/deep-research/references/citation-styles.md +52 -0
- package/payload/platform/plugins/deep-research/skills/deep-research/references/research-modes.md +22 -0
- package/payload/platform/plugins/deep-research/skills/deep-research/references/search-strategy.md +24 -0
- package/payload/platform/plugins/docs/PLUGIN.md +44 -0
- package/payload/platform/plugins/docs/references/access-control.md +51 -0
- package/payload/platform/plugins/docs/references/contacts-guide.md +59 -0
- package/payload/platform/plugins/docs/references/deployment.md +71 -0
- package/payload/platform/plugins/docs/references/getting-started.md +45 -0
- package/payload/platform/plugins/docs/references/memory-guide.md +87 -0
- package/payload/platform/plugins/docs/references/platform.md +64 -0
- package/payload/platform/plugins/docs/references/plugins-guide.md +83 -0
- package/payload/platform/plugins/docs/references/settings.md +89 -0
- package/payload/platform/plugins/docs/references/telegram-guide.md +58 -0
- package/payload/platform/plugins/docs/references/troubleshooting.md +88 -0
- package/payload/platform/plugins/documents/mcp/dist/index.d.ts +2 -0
- package/payload/platform/plugins/documents/mcp/dist/index.d.ts.map +1 -0
- package/payload/platform/plugins/documents/mcp/dist/index.js +98 -0
- package/payload/platform/plugins/documents/mcp/dist/index.js.map +1 -0
- package/payload/platform/plugins/email/PLUGIN.md +222 -0
- package/payload/platform/plugins/email/mcp/dist/index.d.ts +2 -0
- package/payload/platform/plugins/email/mcp/dist/index.d.ts.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/index.js +288 -0
- package/payload/platform/plugins/email/mcp/dist/index.js.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/lib/credentials.d.ts +111 -0
- package/payload/platform/plugins/email/mcp/dist/lib/credentials.d.ts.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/lib/credentials.js +357 -0
- package/payload/platform/plugins/email/mcp/dist/lib/credentials.js.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/lib/embedding.d.ts +2 -0
- package/payload/platform/plugins/email/mcp/dist/lib/embedding.d.ts.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/lib/embedding.js +24 -0
- package/payload/platform/plugins/email/mcp/dist/lib/embedding.js.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/lib/graph.d.ts +87 -0
- package/payload/platform/plugins/email/mcp/dist/lib/graph.d.ts.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/lib/graph.js +324 -0
- package/payload/platform/plugins/email/mcp/dist/lib/graph.js.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/lib/imap.d.ts +215 -0
- package/payload/platform/plugins/email/mcp/dist/lib/imap.d.ts.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/lib/imap.js +735 -0
- package/payload/platform/plugins/email/mcp/dist/lib/imap.js.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/lib/neo4j.d.ts +5 -0
- package/payload/platform/plugins/email/mcp/dist/lib/neo4j.d.ts.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/lib/neo4j.js +34 -0
- package/payload/platform/plugins/email/mcp/dist/lib/neo4j.js.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/lib/providers.d.ts +25 -0
- package/payload/platform/plugins/email/mcp/dist/lib/providers.d.ts.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/lib/providers.js +116 -0
- package/payload/platform/plugins/email/mcp/dist/lib/providers.js.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/lib/screening.d.ts +29 -0
- package/payload/platform/plugins/email/mcp/dist/lib/screening.d.ts.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/lib/screening.js +101 -0
- package/payload/platform/plugins/email/mcp/dist/lib/screening.js.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/lib/smtp.d.ts +21 -0
- package/payload/platform/plugins/email/mcp/dist/lib/smtp.d.ts.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/lib/smtp.js +77 -0
- package/payload/platform/plugins/email/mcp/dist/lib/smtp.js.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/scripts/email-auto-respond.d.ts +38 -0
- package/payload/platform/plugins/email/mcp/dist/scripts/email-auto-respond.d.ts.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/scripts/email-auto-respond.js +844 -0
- package/payload/platform/plugins/email/mcp/dist/scripts/email-auto-respond.js.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/scripts/email-fetch.d.ts +25 -0
- package/payload/platform/plugins/email/mcp/dist/scripts/email-fetch.d.ts.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/scripts/email-fetch.js +214 -0
- package/payload/platform/plugins/email/mcp/dist/scripts/email-fetch.js.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/tools/email-auto-respond-config.d.ts +19 -0
- package/payload/platform/plugins/email/mcp/dist/tools/email-auto-respond-config.d.ts.map +1 -0
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- package/payload/platform/plugins/email/mcp/dist/tools/email-graph-query.d.ts +22 -0
- package/payload/platform/plugins/email/mcp/dist/tools/email-graph-query.d.ts.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/tools/email-graph-query.js +188 -0
- package/payload/platform/plugins/email/mcp/dist/tools/email-graph-query.js.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/tools/email-otp-extract.d.ts +15 -0
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- package/payload/platform/plugins/email/mcp/dist/tools/email-otp-extract.js.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/tools/email-read.d.ts +14 -0
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- package/payload/platform/plugins/email/mcp/dist/tools/email-read.js.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/tools/email-reply.d.ts +10 -0
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- package/payload/platform/plugins/email/mcp/dist/tools/email-reply.js +83 -0
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- package/payload/platform/plugins/email/mcp/dist/tools/email-search.d.ts +15 -0
- package/payload/platform/plugins/email/mcp/dist/tools/email-search.d.ts.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/tools/email-search.js +63 -0
- package/payload/platform/plugins/email/mcp/dist/tools/email-search.js.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/tools/email-send.d.ts +10 -0
- package/payload/platform/plugins/email/mcp/dist/tools/email-send.d.ts.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/tools/email-send.js +25 -0
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- package/payload/platform/plugins/email/mcp/dist/tools/email-setup.d.ts +22 -0
- package/payload/platform/plugins/email/mcp/dist/tools/email-setup.d.ts.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/tools/email-setup.js +183 -0
- package/payload/platform/plugins/email/mcp/dist/tools/email-setup.js.map +1 -0
- package/payload/platform/plugins/email/mcp/dist/tools/email-status.d.ts +6 -0
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- package/payload/platform/plugins/email/mcp/dist/tools/email-status.js +43 -0
- package/payload/platform/plugins/email/mcp/dist/tools/email-status.js.map +1 -0
- package/payload/platform/plugins/email/mcp/package.json +23 -0
- package/payload/platform/plugins/memory/PLUGIN.md +52 -0
- package/payload/platform/plugins/memory/mcp/dist/index.d.ts +2 -0
- package/payload/platform/plugins/memory/mcp/dist/index.d.ts.map +1 -0
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- package/payload/premium-plugins/writer-craft/references/citation-rules.md +103 -0
- package/payload/premium-plugins/writer-craft/references/conflict-escalation.md +81 -0
- package/payload/premium-plugins/writer-craft/references/copyediting.md +73 -0
- package/payload/premium-plugins/writer-craft/references/crafting-persuasive-story.md +76 -0
- package/payload/premium-plugins/writer-craft/references/developmental-editing.md +85 -0
- package/payload/premium-plugins/writer-craft/references/genre-specific-editing.md +78 -0
- package/payload/premium-plugins/writer-craft/references/hooking-readers.md +67 -0
- package/payload/premium-plugins/writer-craft/references/indirect-narration.md +72 -0
- package/payload/premium-plugins/writer-craft/references/inner-issue-and-protagonist-goal.md +66 -0
- package/payload/premium-plugins/writer-craft/references/journal-article-models.md +74 -0
- package/payload/premium-plugins/writer-craft/references/line-editing.md +55 -0
- package/payload/premium-plugins/writer-craft/references/misbelief-desire-worldview.md +87 -0
- package/payload/premium-plugins/writer-craft/references/neurochemistry-of-engagement.md +94 -0
- package/payload/premium-plugins/writer-craft/references/origin-scenes-and-escalation.md +82 -0
- package/payload/premium-plugins/writer-craft/references/other-source-models.md +146 -0
- package/payload/premium-plugins/writer-craft/references/persuasion-case-studies.md +67 -0
- package/payload/premium-plugins/writer-craft/references/pov-types-and-voice.md +91 -0
- package/payload/premium-plugins/writer-craft/references/prose-review-checklist.md +112 -0
- package/payload/premium-plugins/writer-craft/references/protagonist-filter.md +71 -0
- package/payload/premium-plugins/writer-craft/references/punctuation-and-grammar.md +72 -0
- package/payload/premium-plugins/writer-craft/references/reference-list-rules.md +70 -0
- package/payload/premium-plugins/writer-craft/references/repetition.md +71 -0
- package/payload/premium-plugins/writer-craft/references/review-manuscript-checklist.md +119 -0
- package/payload/premium-plugins/writer-craft/references/scene-analysis-framework.md +95 -0
- package/payload/premium-plugins/writer-craft/references/self-editing.md +89 -0
- package/payload/premium-plugins/writer-craft/references/sound-and-rhythm.md +64 -0
- package/payload/premium-plugins/writer-craft/references/tense-and-person.md +85 -0
- package/payload/premium-plugins/writer-craft/references/transformation-framework.md +86 -0
- package/payload/premium-plugins/writer-craft/references/word-economy.md +93 -0
- package/payload/premium-plugins/writer-craft/skills/citation-style.md +94 -0
- package/payload/premium-plugins/writer-craft/skills/editorial-practice.md +108 -0
- package/payload/premium-plugins/writer-craft/skills/persuasive-storytelling.md +114 -0
- package/payload/premium-plugins/writer-craft/skills/point-of-view.md +97 -0
- package/payload/premium-plugins/writer-craft/skills/prose-craft.md +100 -0
- package/payload/premium-plugins/writer-craft/skills/reader-engagement.md +100 -0
- package/payload/premium-plugins/writer-craft/skills/review-manuscript.md +111 -0
- package/payload/premium-plugins/writer-craft/skills/review-prose.md +99 -0
- package/payload/premium-plugins/writer-craft/skills/review-scene.md +99 -0
- package/payload/premium-plugins/writer-craft/skills/story-architecture.md +106 -0
- package/payload/premium-plugins/writer-craft/skills/story-blueprint.md +133 -0
package/payload/premium-plugins/real-agency/references/bespoke-coaching-performance-framework.md
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# Performance Coaching Framework
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*Source: BackleyBlack (Steve Backley OBE & Roger Black MBE) + Adam Mackay & Jamie Fisher*
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4
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## 45 Core Behavioural Characteristics of Top Estate Agents
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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.
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### The 45 Characteristics
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1. **Proactive** — Contact past clients and new leads without prompting. *Where could you take more initiative this week?*
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11
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2. **Persuasive** — Help hesitant sellers see benefits of listing now. *How are you using storytelling or evidence to build belief?*
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12
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3. **Solution-oriented** — Find workarounds when deals hit obstacles. *Are you focused on problems or solutions?*
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13
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4. **Responsive** — Reply to buyer enquiries within 15 minutes. *How fast are you responding to opportunities?*
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5. **Persistent** — Follow up six times before a lead books a valuation. *What deal needs one more nudge today?*
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15
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6. **Detail-focused** — Spot contract clause errors before exchange. *Are you scanning the small things?*
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7. **Ambitious** — Set stretch goals and build plans to hit them. *Are your goals big enough to excite and stretch you?*
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8. **Disciplined** — Stick to morning routine and prospecting block daily. *What habit is your non-negotiable this week?*
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9. **Confident Communicator** — Deliver clear, assertive pitches. *How would you rate the clarity of your last pitch?*
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10. **Strategic** — Shift focus based on market data analysis. *Are you thinking tactically about where to focus?*
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11. **Results-driven** — Track weekly metrics and adapt actions. *Are your daily activities aligned with outcomes you want?*
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12. **Self-motivated** — Set your own challenges and smash them. *What's driving you forward right now?*
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13. **Initiator** — Contact developers to explore off-market instructions. *Are you creating opportunities or waiting?*
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14. **Networker** — Build rapport with mortgage brokers who refer weekly. *Who could you connect with this week?*
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15. **Trust builder** — Give honest advice even when it costs short-term. *Are you prioritising long-term trust?*
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16. **Credible** — Share local market stats to back pricing advice. *How are you demonstrating expertise?*
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17. **Realistic advisor** — Help vendors adjust expectations after zero offers. *Are you being honest even when uncomfortable?*
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18. **Negotiator** — Navigate bidding wars calmly for better prices. *Where could your negotiation skills make a difference?*
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19. **Marketing-savvy** — Create property video tours that drive offers. *How creative are you being with marketing?*
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20. **Price strategist** — Advise launch prices that attract viewings. *Are you guiding pricing decisions based on facts?*
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21. **Communicator** — Keep nervous buyers updated every step. *Are you being proactive or reactive in communication?*
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22. **Problem-solver** — Mediate seller/buyer stand-offs to keep deals alive. *What challenge could you solve for someone today?*
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23. **Empathetic** — Recognise when sellers need space before deciding. *Are you hearing what clients aren't saying?*
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24. **Service-minded** — Go above and beyond on moving day. *How can you deliver a 5-star experience this week?*
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25. **Reputation-aware** — Turn complaints into rave reviews. *How are you safeguarding your brand in every interaction?*
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26. **Gratitude-focused** — Handwrite thank-you cards to clients. *Are you expressing enough appreciation?*
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27. **Relationship builder** — Remember birthdays and send messages. *What small action can deepen a relationship today?*
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28. **Trustworthy** — Win sole agency through genuine client interest. *How are you showing integrity in every deal?*
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29. **Organised** — Plan your week on Sunday and hit every target. *Is your system supporting or slowing you?*
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39
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30. **Consistent** — Prospect one hour every day for 30 days straight. *What would improve with this consistency?*
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40
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31. **Resilient** — Bounce back after fall-throughs with new deals by Friday. *How do you respond when things go wrong?*
|
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41
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+
32. **Driven** — Push through final hours to close extra sales. *Where could your drive move the needle?*
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42
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+
33. **Clear communicator** — Simplify legal processes for first-time buyers. *Is your message landing clearly?*
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34. **Timely** — Send documents early, beat deadlines. *How reliable are you with timing?*
|
|
44
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35. **Visible** — Daily Instagram stories leading to valuation requests. *Are you showing up where clients look?*
|
|
45
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+
36. **Creative** — Run themed open houses with brilliant feedback. *How can you inject creativity into your next campaign?*
|
|
46
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+
37. **Entrepreneurial** — Trial new digital tools for competitive edge. *Where are you taking bold risks?*
|
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47
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38. **Resourceful** — Repurpose client lists to fill viewing slots. *How can you better use what's in front of you?*
|
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48
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39. **Likeable** — Win clients through warm, genuine style. *What makes people want to work with you?*
|
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49
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40. **Clarity-giver** — Break complex steps into simple 3-stage plans. *Are you helping people feel clear, not confused?*
|
|
50
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41. **Growth mindset** — Use feedback from tough reviews to improve. *What recent mistake could be your best teacher?*
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51
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42. **Curious** — Explore how top agents in other areas run their pipeline. *What question could lead to your next breakthrough?*
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52
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43. **Confident** — Walk into presentations with presence and poise. *What does your body language say before you speak?*
|
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44. **Connector** — Introduce contacts who'd benefit from knowing each other. *Who could you connect this week?*
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45. **Adaptable** — Adjust approach based on market and client feedback. *What's one thing you could try differently?*
|
|
55
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+
|
|
56
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## Performance Evaluation — 10 PCDEs
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|
57
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*Psychological Characteristics of Developing Excellence (Olympic standard)*
|
|
58
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+
|
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59
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Rate 1-10 and discuss:
|
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60
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1. **Commitment** — Level of dedication to your goals
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61
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2. **Focus and Distraction Control** — Ability to concentrate and avoid distraction
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62
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3. **Accurate Performance Evaluation** — How honestly you assess your daily performance
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63
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4. **Role Clarity** — How clear you are on all aspects of your role
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5. **Quality Practice** — How well you practise the various aspects of your work
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65
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6. **Social Support and Collaboration** — Quality of your support network
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7. **Self Regulation** — How well you handle pressure
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67
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8. **Planning and Self Organisation** — How effectively you plan ahead
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68
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+
9. **Goal Setting and Visualisation** — Ability to see yourself achieving future goals
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69
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+
10. **Reward and Work-Life Balance** — How balanced your working time vs personal time
|
|
70
|
+
|
|
71
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## Mind-Setting Programme (20 Practices)
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72
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+
|
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73
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**Phase 1 — Foundations for Success**
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74
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1. Commit to Success (find your WHY, performance buddy, identify the GAP)
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75
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2. Create Empowering Beliefs (internal dialogue, positive data, self-belief under pressure)
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3. Compelling Goals (outcome, performance, and process goals — "run YOUR perfect race")
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4. Solve Problems & Reflect (control the controllables, solution-focused mindset)
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78
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+
|
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79
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+
**Phase 2 — 4 Pillars of Performance**
|
|
80
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+
5. Self Awareness (hedgehog theory — one extreme strength under pressure)
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81
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6. Align Values (define 3-4 core values, measure consistency)
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82
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+
7. Take Initiative / Make Good Decisions
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+
8. Productivity
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84
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+
|
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85
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+
**Phase 3 — 4 Key Skills**
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86
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9. High Emotional EQ
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87
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+
10. Be Resilient
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88
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+
11. Clear Vision
|
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89
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+
12. Creatively Challenge Convention
|
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90
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+
|
|
91
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+
**Phase 4 — Essential Mind-Setting**
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92
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13. Think Strategically
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93
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+
14. Be Assertive
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94
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+
15. Highly Motivated
|
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95
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+
16. Influencing & Building Effective Relationships
|
|
96
|
+
|
|
97
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+
**Phase 5 — Analysis and Reflection**
|
|
98
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+
17. Face Facts and Reality
|
|
99
|
+
18. Embrace Change
|
|
100
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+
19. Learn Continuously
|
|
101
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+
20. Work-Life Balance
|
|
102
|
+
|
|
103
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+
## Coaching Application
|
|
104
|
+
|
|
105
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+
When coaching a member:
|
|
106
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- Use the **45 characteristics** as a diagnostic — ask them to pick their top 3 strengths and top 3 development areas
|
|
107
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+
- Use the **10 PCDEs** for a structured self-assessment (monthly check-in)
|
|
108
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+
- Use the **Mind-Setting phases** as a progressive programme — members work through at their own pace
|
|
109
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+
- Always attribute: "This framework comes from Steve Backley and Roger Black — Olympic athletes who've translated performance principles into business"
|
|
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# Onboarding Flow
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|
2
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|
|
3
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## Purpose
|
|
4
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+
|
|
5
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Turn a new contact into a profiled member. By the end, you know who they are, what stage they're at, and where to start them in the curriculum.
|
|
6
|
+
|
|
7
|
+
## Context to Gather
|
|
8
|
+
|
|
9
|
+
Collect these conversationally — not as a form, not all at once:
|
|
10
|
+
|
|
11
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1. **Name** — "What should I call you?"
|
|
12
|
+
2. **Career context** — Solo or team? How long in the industry? This tells you their experience level.
|
|
13
|
+
3. **Current challenge** — What brought them here? What's their biggest pain point right now? Common triggers:
|
|
14
|
+
- Getting more listings
|
|
15
|
+
- Building a personal brand
|
|
16
|
+
- Scaling without burning out
|
|
17
|
+
- Social media strategy
|
|
18
|
+
- Converting valuations
|
|
19
|
+
4. **Goals** — Where do they want to be? What does success look like for them?
|
|
20
|
+
5. **Email** (optional) — "If you'd like webinar invites and updates, drop me your email. Totally optional."
|
|
21
|
+
|
|
22
|
+
## How to Approach
|
|
23
|
+
|
|
24
|
+
**Start warm, not corporate.** The member has just messaged a WhatsApp number. They may not know what Real Agency Club is yet. Introduce yourself briefly:
|
|
25
|
+
|
|
26
|
+
"Hey! I'm the Real Agency Club AI — here to help you build a bigger estate agency business. I draw on training from working UK estate agents like Adam Mackay, Steve Backley, and others. Not theory — real practice."
|
|
27
|
+
|
|
28
|
+
**Then discover.** Ask about them. One question at a time. React to their answers — show you're listening, not processing a form.
|
|
29
|
+
|
|
30
|
+
**Assess career stage from their answers:**
|
|
31
|
+
- **New** (0–2 years) — still learning fundamentals, needs structure
|
|
32
|
+
- **Established solo** (2–5 years) — knows the basics, needs growth strategy
|
|
33
|
+
- **Experienced** (5+ years) — looking to scale, differentiate, or build a brand
|
|
34
|
+
- **Team builder** — transitioning from solo to running a team
|
|
35
|
+
|
|
36
|
+
**Don't ask them to self-categorise.** Infer their stage from what they tell you about their experience and challenges.
|
|
37
|
+
|
|
38
|
+
## Where to Search
|
|
39
|
+
|
|
40
|
+
Search `memory/public/courses/` to find the right starting recommendation:
|
|
41
|
+
- New agents → Agency Blueprint pillar
|
|
42
|
+
- Brand-focused → Real Marketing pillar
|
|
43
|
+
- Business/scaling → Real Business pillar
|
|
44
|
+
- Mindset/performance → Real Coaching pillar
|
|
45
|
+
- Just curious → Offer the content directory overview
|
|
46
|
+
|
|
47
|
+
## How to Frame the Recommendation
|
|
48
|
+
|
|
49
|
+
Be specific and personal:
|
|
50
|
+
|
|
51
|
+
"Based on what you've told me, I'd start with **{module title}** in the {pillar} section. It's from {contributor} — they cover {specific thing relevant to the member's stated challenge}. Want to dive in?"
|
|
52
|
+
|
|
53
|
+
Not: "We have several modules you might find interesting."
|
|
54
|
+
|
|
55
|
+
## After Onboarding
|
|
56
|
+
|
|
57
|
+
1. Create `memory/users/{phone}/profile.md` with the member profile schema (see AGENTS.md)
|
|
58
|
+
2. Create `memory/users/{phone}/progress.md` with empty progress schema
|
|
59
|
+
3. If the member wants to start a module, transition to content mode immediately — don't make them ask again
|
|
60
|
+
|
|
61
|
+
## Tone
|
|
62
|
+
|
|
63
|
+
Warm, curious, direct. You're meeting someone for the first time at an industry event — not processing an intake form. Show genuine interest in their situation.
|
|
@@ -0,0 +1,37 @@
|
|
|
1
|
+
# Buy Back Your Time (Dan Martell) — practical notes
|
|
2
|
+
|
|
3
|
+
## Buyback principle
|
|
4
|
+
Hire to **buy back your time**, not just to grow.
|
|
5
|
+
|
|
6
|
+
## Buyback loop
|
|
7
|
+
1) **Audit**: track tasks for 2 weeks
|
|
8
|
+
2) **Transfer**: delegate/automate
|
|
9
|
+
3) **Fill**: replace freed time with high-value work
|
|
10
|
+
|
|
11
|
+
## Effective hourly rate (EHR)
|
|
12
|
+
Target annual income ÷ 2,000 hours = £/hour.
|
|
13
|
+
Delegate anything that can be done for <25% of EHR.
|
|
14
|
+
|
|
15
|
+
## DRIP matrix
|
|
16
|
+
- **D**elegation: someone else can do it
|
|
17
|
+
- **R**eplacement: someone else can do it better
|
|
18
|
+
- **I**nvestment: you should do it to build skill
|
|
19
|
+
- **P**roduction: directly generates revenue
|
|
20
|
+
|
|
21
|
+
## Estate agent application
|
|
22
|
+
Leader protects time for:
|
|
23
|
+
- lead gen
|
|
24
|
+
- listings
|
|
25
|
+
- negotiations
|
|
26
|
+
- recruitment
|
|
27
|
+
- partnerships
|
|
28
|
+
|
|
29
|
+
Delegate:
|
|
30
|
+
- diary admin
|
|
31
|
+
- marketing ops
|
|
32
|
+
- vendor reports
|
|
33
|
+
- CRM updates
|
|
34
|
+
- chasing paperwork
|
|
35
|
+
|
|
36
|
+
## Camcorder method
|
|
37
|
+
Record yourself doing a task once → turn into SOP → delegate.
|
package/payload/premium-plugins/real-agency/references/business-growth-firewave-gost-scorecards.md
ADDED
|
@@ -0,0 +1,14 @@
|
|
|
1
|
+
# Firewave GOST + scorecards
|
|
2
|
+
|
|
3
|
+
## GOST
|
|
4
|
+
- **Goal** (big, yearly)
|
|
5
|
+
- **Objective** (specific metrics + timeframe)
|
|
6
|
+
- **Strategy** (one-sentence approach)
|
|
7
|
+
- **Tactics** (multi-channel actions)
|
|
8
|
+
|
|
9
|
+
## Monthly scorecard
|
|
10
|
+
Track:
|
|
11
|
+
- outputs (direct mail sent, content posted, funnels)
|
|
12
|
+
- results (valuations, instructions, stock #, pipeline, average fee)
|
|
13
|
+
|
|
14
|
+
Rule: measure what drives growth, not vanity metrics.
|
|
@@ -0,0 +1,17 @@
|
|
|
1
|
+
# Keller organisational model (estate agency)
|
|
2
|
+
|
|
3
|
+
## Stages
|
|
4
|
+
1) Agent (does everything)
|
|
5
|
+
2) Business owner (hires leverage)
|
|
6
|
+
3) Entrepreneur (leads the business)
|
|
7
|
+
|
|
8
|
+
## Typical order of hires
|
|
9
|
+
1) **Admin assistant** (compliance, scheduling, database)
|
|
10
|
+
2) **Buyer agent** (viewings, buyer management)
|
|
11
|
+
3) **Listing specialist** (scale listings)
|
|
12
|
+
|
|
13
|
+
## Key belief
|
|
14
|
+
Listings build businesses; buyers can become jobs unless systemised.
|
|
15
|
+
|
|
16
|
+
## 33 Touch
|
|
17
|
+
Database is the asset: 33 meaningful touches/year keeps you remembered.
|
package/payload/premium-plugins/real-agency/references/business-growth-lencioni-team-models.md
ADDED
|
@@ -0,0 +1,22 @@
|
|
|
1
|
+
# Patrick Lencioni — team models
|
|
2
|
+
|
|
3
|
+
## Five Dysfunctions pyramid
|
|
4
|
+
1) Absence of trust
|
|
5
|
+
2) Fear of conflict
|
|
6
|
+
3) Lack of commitment
|
|
7
|
+
4) Avoidance of accountability
|
|
8
|
+
5) Inattention to results
|
|
9
|
+
|
|
10
|
+
## Leader actions
|
|
11
|
+
- model vulnerability to build trust
|
|
12
|
+
- mine for conflict (ask for disagreement)
|
|
13
|
+
- force clarity (commitment over consensus)
|
|
14
|
+
- create peer accountability
|
|
15
|
+
- track shared results publicly
|
|
16
|
+
|
|
17
|
+
## Five Temptations (CEO)
|
|
18
|
+
- status over results
|
|
19
|
+
- popularity over accountability
|
|
20
|
+
- certainty over clarity
|
|
21
|
+
- harmony over productive conflict
|
|
22
|
+
- invulnerability over trust
|
package/payload/premium-plugins/real-agency/references/business-growth-listing-management-system.md
ADDED
|
@@ -0,0 +1,11 @@
|
|
|
1
|
+
# Listing Management System (12-week cadence)
|
|
2
|
+
|
|
3
|
+
Use a simple checklist per listing:
|
|
4
|
+
- **L = Letter** (seller-facing update/value)
|
|
5
|
+
- **O = Offer** (offer/price conversation activity)
|
|
6
|
+
|
|
7
|
+
Each week tick that you delivered:
|
|
8
|
+
- a meaningful vendor touch
|
|
9
|
+
- a pricing/offer strategy touch
|
|
10
|
+
|
|
11
|
+
Goal: keep momentum and avoid “silent listings”.
|
|
@@ -0,0 +1,11 @@
|
|
|
1
|
+
# Net figure form (fee defence)
|
|
2
|
+
|
|
3
|
+
## Purpose
|
|
4
|
+
Show that net outcome matters more than headline fee.
|
|
5
|
+
|
|
6
|
+
Example logic:
|
|
7
|
+
- Agent A: lower fee but lower sale price / weaker marketing
|
|
8
|
+
- Agent B: slightly higher fee but higher achieved price + better campaign
|
|
9
|
+
|
|
10
|
+
Line to use:
|
|
11
|
+
“The cheapest agent is the one that gets you the best price.”
|
package/payload/premium-plugins/real-agency/references/business-growth-serhant-bizinbox-notes.md
ADDED
|
@@ -0,0 +1,13 @@
|
|
|
1
|
+
# Serhant — Business in a Box (selected notes)
|
|
2
|
+
|
|
3
|
+
## Minutes equal money
|
|
4
|
+
Run a 3-day time audit in 15-minute blocks to identify low-value tasks.
|
|
5
|
+
|
|
6
|
+
## Time management methods
|
|
7
|
+
- time blocking
|
|
8
|
+
- eat the frog
|
|
9
|
+
- Eisenhower matrix
|
|
10
|
+
|
|
11
|
+
## CRM playbook mindset
|
|
12
|
+
- organise contacts once and for all
|
|
13
|
+
- your job is lead generation; delegate admin
|
package/payload/premium-plugins/real-agency/references/business-growth-team-roles-commission.md
ADDED
|
@@ -0,0 +1,14 @@
|
|
|
1
|
+
# Team roles + commission structures (example responsibilities)
|
|
2
|
+
|
|
3
|
+
Use clear role ownership to prevent chaos.
|
|
4
|
+
|
|
5
|
+
## Example roles
|
|
6
|
+
- **Principal / Team Leader**: listings, negotiations, standards, recruitment
|
|
7
|
+
- **Senior Sales Executive / Lead Agent**: listings + selling
|
|
8
|
+
- **Supporting Agent**: OFIs, buyer follow-up, overflow
|
|
9
|
+
- **Campaign Manager**: sign-up to sale process, marketing admin
|
|
10
|
+
- **Sales Associate**: OFIs, admin support, kits, directionals
|
|
11
|
+
- **Property admin**: compliance, contracts, invoicing
|
|
12
|
+
|
|
13
|
+
## Rule
|
|
14
|
+
Align incentives with role outcomes (appointments booked, listings won, exchanges).
|
|
@@ -0,0 +1,43 @@
|
|
|
1
|
+
# VA 2026 — Remote operations playbook (UK estate agency)
|
|
2
|
+
|
|
3
|
+
## Property & vendor ops
|
|
4
|
+
- weekly vendor reports (Canva) via WhatsApp/email
|
|
5
|
+
- on-market tracker per listing
|
|
6
|
+
- track social posts, weekly report, photos reorder, match to new buyers
|
|
7
|
+
|
|
8
|
+
## Seller onboarding
|
|
9
|
+
- terms of business, questionnaires, AML links
|
|
10
|
+
- CRM onboarding + compliance
|
|
11
|
+
- upload media (photos, floorplans, video, EPC)
|
|
12
|
+
- YouTube upload + “coming soon/just launched” graphics
|
|
13
|
+
|
|
14
|
+
## Buyer registration
|
|
15
|
+
- capture buying position, funding method, timescales
|
|
16
|
+
- ask: mortgage and solicitor instructed?
|
|
17
|
+
|
|
18
|
+
## Enquiries & viewings
|
|
19
|
+
- respond to enquiries
|
|
20
|
+
- qualify basics
|
|
21
|
+
- propose viewing slots, check diary, confirm and log
|
|
22
|
+
|
|
23
|
+
## Neighbour campaigns
|
|
24
|
+
- prep templates (new to market / sale agreed / completion)
|
|
25
|
+
- personalise by street
|
|
26
|
+
- maintain street campaign log
|
|
27
|
+
|
|
28
|
+
## Anniversary campaigns
|
|
29
|
+
- identify completions at 1/3/5 years
|
|
30
|
+
- create letters/cards + valuation prompt
|
|
31
|
+
|
|
32
|
+
## Feedback handling
|
|
33
|
+
- call after viewings
|
|
34
|
+
- log feedback, flag strong interest/objections
|
|
35
|
+
- if offering: ask buyer to email offer + position + funding
|
|
36
|
+
|
|
37
|
+
## Sales progression
|
|
38
|
+
- maintain a live board for each agreed sale
|
|
39
|
+
- track milestones: offer accepted → solicitors → mortgage → exchange → completion
|
|
40
|
+
|
|
41
|
+
## Content & brand
|
|
42
|
+
- ensure each listing posted regularly while live
|
|
43
|
+
- maintain a content log per property
|
|
@@ -0,0 +1,13 @@
|
|
|
1
|
+
# Wingman structure (remote leverage)
|
|
2
|
+
|
|
3
|
+
A remote professional can do:
|
|
4
|
+
- CRM updates and hygiene
|
|
5
|
+
- proposals (Canva/Realhub/CampaignTrack templates)
|
|
6
|
+
- just listed/just sold comms
|
|
7
|
+
- direct mail merge letters
|
|
8
|
+
- vendor reports
|
|
9
|
+
- social scheduling
|
|
10
|
+
- list generation (past appraisals, expired/withdrawn)
|
|
11
|
+
|
|
12
|
+
## Rule
|
|
13
|
+
The leader should stop being the CRM admin. Buy back time first.
|
|
@@ -0,0 +1,57 @@
|
|
|
1
|
+
# CRM & Contact Management
|
|
2
|
+
|
|
3
|
+
## Why CRM Matters
|
|
4
|
+
|
|
5
|
+
Your database is your business. Every contact is a potential instruction, referral, or repeat client. If contacts are scattered across phone, email, WhatsApp, and sticky notes — you're leaking money.
|
|
6
|
+
|
|
7
|
+
## Choosing a CRM
|
|
8
|
+
|
|
9
|
+
Don't overthink this. Pick one you'll actually use:
|
|
10
|
+
- **Simple:** Google Contacts + spreadsheet tracking (free, works)
|
|
11
|
+
- **Mid-range:** GoHighLevel / Lead Rocket (popular with eXp agents)
|
|
12
|
+
- **Estate agent specific:** Street.co.uk, Kerfuffle-recommended options
|
|
13
|
+
|
|
14
|
+
**The best CRM is the one you actually update.**
|
|
15
|
+
|
|
16
|
+
## The CRM Playbook (Serhant)
|
|
17
|
+
|
|
18
|
+
### Organise Your Contacts
|
|
19
|
+
|
|
20
|
+
Every contact gets categorised:
|
|
21
|
+
- **A-list (Hot):** Active buyers/sellers, current pipeline. Contact weekly.
|
|
22
|
+
- **B-list (Warm):** Past clients, referral sources, interested but not active. Contact monthly.
|
|
23
|
+
- **C-list (Cold):** Everyone else — met once, old enquiries, door knocks. Contact quarterly.
|
|
24
|
+
|
|
25
|
+
### Mandatory Fields
|
|
26
|
+
- Name, phone, email
|
|
27
|
+
- How you met / source
|
|
28
|
+
- Property interest (buyer/seller/landlord/investor)
|
|
29
|
+
- Last contact date
|
|
30
|
+
- Next action date
|
|
31
|
+
- Notes (personal details — kids' names, hobbies, circumstances)
|
|
32
|
+
|
|
33
|
+
### Contact Discipline
|
|
34
|
+
- **Add every new person within 24 hours.** If it's not in the CRM, it didn't happen.
|
|
35
|
+
- **Log every interaction.** Calls, texts, emails, meetings.
|
|
36
|
+
- **Set next actions.** Every contact should have a "next touch" date.
|
|
37
|
+
- **Clean quarterly.** Remove duplicates, update details, re-categorise.
|
|
38
|
+
|
|
39
|
+
## Database Communication Cadence
|
|
40
|
+
|
|
41
|
+
- **A-list (Hot):** Weekly — call + personal message
|
|
42
|
+
- **B-list (Warm):** Monthly — value-led email/message + quarterly call
|
|
43
|
+
- **C-list (Cold):** Quarterly — newsletter + annual personal touch
|
|
44
|
+
|
|
45
|
+
**The Rule:** Every contact in your database should hear from you at least 4 times per year.
|
|
46
|
+
|
|
47
|
+
## Sphere of Influence
|
|
48
|
+
|
|
49
|
+
Beyond clients, maintain relationships with:
|
|
50
|
+
- Mortgage brokers (referral goldmine)
|
|
51
|
+
- Solicitors / conveyancers
|
|
52
|
+
- Surveyors
|
|
53
|
+
- Interior designers / stagers
|
|
54
|
+
- Builders / tradespeople
|
|
55
|
+
- Financial advisors
|
|
56
|
+
|
|
57
|
+
These people interact with property buyers and sellers daily. A warm referral from a trusted professional is worth more than 100 cold calls.
|
|
@@ -0,0 +1,59 @@
|
|
|
1
|
+
# Hiring & Delegation Guide
|
|
2
|
+
|
|
3
|
+
## When to Hire
|
|
4
|
+
|
|
5
|
+
**The Formula (Tom Panos):**
|
|
6
|
+
- Solo agent: 3-4 sales/month capacity
|
|
7
|
+
- Agent + 1 PA (admin): 5-6 sales/month
|
|
8
|
+
- Agent + 2 (admin + sales PA): 7-8 sales/month
|
|
9
|
+
- Agent + 3 (admin + buyer's agent + sales PA): 10+ sales/month
|
|
10
|
+
|
|
11
|
+
If you're consistently turning away business or working 60+ hours, it's time.
|
|
12
|
+
|
|
13
|
+
## Your First Hire
|
|
14
|
+
|
|
15
|
+
**Always admin first.** Free up your Finder time. Tasks to delegate:
|
|
16
|
+
- Scheduling viewings
|
|
17
|
+
- Preparing particulars / marketing materials
|
|
18
|
+
- Data entry and CRM updates
|
|
19
|
+
- Correspondence and chasing
|
|
20
|
+
- Social media scheduling
|
|
21
|
+
- Filing and compliance paperwork
|
|
22
|
+
|
|
23
|
+
**Cost justification:** If your average fee is £5,000 and a PA costs £25,000/year, you only need 5 extra completions to cover the cost. If the PA frees up 15 hours/week for prospecting, that's easily achievable.
|
|
24
|
+
|
|
25
|
+
## The Hiring Process
|
|
26
|
+
|
|
27
|
+
### 1. Identify
|
|
28
|
+
Define the specific tasks, skills needed, and outcomes expected. Don't hire a generalist — hire for the specific gap.
|
|
29
|
+
|
|
30
|
+
### 2. Search
|
|
31
|
+
- LinkedIn (professional roles)
|
|
32
|
+
- Indeed / Reed (admin/support)
|
|
33
|
+
- Your network (word of mouth is often best)
|
|
34
|
+
- Social media (attracts people who already follow you)
|
|
35
|
+
|
|
36
|
+
### 3. Sift
|
|
37
|
+
- Technical roles: test their skills
|
|
38
|
+
- Creative roles: review portfolio, test their thinking
|
|
39
|
+
- All roles: culture fit matters as much as skills
|
|
40
|
+
|
|
41
|
+
### 4. Trial
|
|
42
|
+
- UK: typically 3-6 months probation
|
|
43
|
+
- Clear expectations and measurable goals
|
|
44
|
+
- Weekly check-ins for the first month, fortnightly after
|
|
45
|
+
|
|
46
|
+
## The One-to-One Template
|
|
47
|
+
|
|
48
|
+
Monthly team reviews — 30 minutes:
|
|
49
|
+
|
|
50
|
+
**About You (10 mins):** How are things? What would you like to do more/less of? Career progression?
|
|
51
|
+
**About Us (10 mins):** Things we're planning, things to discuss
|
|
52
|
+
**The Future (10 mins):** Stop doing / start doing / keep doing + action items
|
|
53
|
+
|
|
54
|
+
## Delegation Rules
|
|
55
|
+
|
|
56
|
+
1. **Delegate the task, not just the work.** Give context, not just instructions.
|
|
57
|
+
2. **Accept 80% quality initially.** They won't do it exactly like you.
|
|
58
|
+
3. **Don't take it back.** If they struggle, coach them.
|
|
59
|
+
4. **Your time has a value.** If you earn £200/hour selling and spend 3 hours on admin, you're losing £600.
|
package/payload/premium-plugins/real-agency/references/business-operations-impact-framework.md
ADDED
|
@@ -0,0 +1,47 @@
|
|
|
1
|
+
# IMPACT Framework
|
|
2
|
+
*Source: Sales Agent Business Plan*
|
|
3
|
+
|
|
4
|
+
## The Six Pillars
|
|
5
|
+
|
|
6
|
+
### I — Immediate
|
|
7
|
+
Act on opportunities NOW. Speed of response is a competitive advantage.
|
|
8
|
+
- Respond to every enquiry within 5 minutes during business hours
|
|
9
|
+
- Book appointments today, not "sometime this week"
|
|
10
|
+
- Follow up on viewings within 2 hours
|
|
11
|
+
- The first agent to respond gets the instruction 80% of the time
|
|
12
|
+
|
|
13
|
+
### M — Measured
|
|
14
|
+
Track everything that matters. What gets measured gets managed.
|
|
15
|
+
- Weekly: calls made, appointments booked, viewings conducted
|
|
16
|
+
- Monthly: instructions won, offers received, completions
|
|
17
|
+
- Quarterly: conversion rates, average fee, revenue vs target
|
|
18
|
+
- Know your numbers cold — if asked "how many calls did you make this week?" you should know instantly
|
|
19
|
+
|
|
20
|
+
### P — Profit
|
|
21
|
+
Every activity should connect to revenue. Time is money — literally.
|
|
22
|
+
- Calculate your hourly rate: annual target ÷ working hours
|
|
23
|
+
- If your target is £100k and you work 2,000 hours, your time is worth £50/hour
|
|
24
|
+
- Every hour spent on admin instead of prospecting costs you that rate
|
|
25
|
+
- Finder vs Keeper vs Grinder: maximise Finder time (revenue-generating activities)
|
|
26
|
+
|
|
27
|
+
### A — Accountability
|
|
28
|
+
Hold yourself to the standard you set. No excuses.
|
|
29
|
+
- Set weekly non-negotiables (minimum calls, viewings, social posts)
|
|
30
|
+
- Review every Friday: did you hit them?
|
|
31
|
+
- If not — why not? What blocked you? How do you fix it?
|
|
32
|
+
- Find an accountability partner or group (mastermind, coaching, colleague)
|
|
33
|
+
|
|
34
|
+
### C — Core Focus
|
|
35
|
+
Identify the 3 activities that drive 80% of your results. Do those first.
|
|
36
|
+
- For most agents: prospecting, viewings, negotiation
|
|
37
|
+
- Everything else is support — delegate or batch it
|
|
38
|
+
- Morning = prospecting (highest energy, highest value)
|
|
39
|
+
- Afternoon = viewings, follow-ups, admin
|
|
40
|
+
|
|
41
|
+
### T — Talent
|
|
42
|
+
Invest in yourself. The best agents never stop learning.
|
|
43
|
+
- Read one industry book per quarter
|
|
44
|
+
- Attend one training event per quarter
|
|
45
|
+
- Listen to podcasts during travel time
|
|
46
|
+
- Role-play scripts with colleagues
|
|
47
|
+
- Seek coaching when you plateau
|
package/payload/premium-plugins/real-agency/references/business-operations-minutes-equal-money.md
ADDED
|
@@ -0,0 +1,55 @@
|
|
|
1
|
+
# Minutes = Money: Time Leverage for Estate Agents
|
|
2
|
+
|
|
3
|
+
## The Calculation
|
|
4
|
+
|
|
5
|
+
Your time has a monetary value. Calculate it:
|
|
6
|
+
|
|
7
|
+
**Annual income target ÷ Working hours per year = Hourly rate**
|
|
8
|
+
|
|
9
|
+
Example: £100,000 target ÷ 2,000 hours = £50/hour
|
|
10
|
+
|
|
11
|
+
Every hour you spend on a task that could be delegated for less than £50/hour is money lost.
|
|
12
|
+
|
|
13
|
+
## The Three Roles (Serhant)
|
|
14
|
+
|
|
15
|
+
Every agent plays three roles:
|
|
16
|
+
|
|
17
|
+
### Finder (Revenue Generator)
|
|
18
|
+
- Prospecting, networking, relationship building
|
|
19
|
+
- Listing appointments, valuations
|
|
20
|
+
- Negotiating deals
|
|
21
|
+
- **This is where your £50/hour+ value lives**
|
|
22
|
+
|
|
23
|
+
### Keeper (Relationship Maintainer)
|
|
24
|
+
- Client updates, vendor communication
|
|
25
|
+
- Database maintenance, follow-ups
|
|
26
|
+
- Social media engagement
|
|
27
|
+
- **Worth £20-30/hour — can partially delegate**
|
|
28
|
+
|
|
29
|
+
### Grinder (Admin/Operations)
|
|
30
|
+
- Paperwork, compliance, data entry
|
|
31
|
+
- Scheduling, email management
|
|
32
|
+
- Marketing material preparation
|
|
33
|
+
- **Worth £10-15/hour — delegate first**
|
|
34
|
+
|
|
35
|
+
## The Time Audit
|
|
36
|
+
|
|
37
|
+
For one week, track every 30-minute block:
|
|
38
|
+
1. What did you do?
|
|
39
|
+
2. Was it Finder, Keeper, or Grinder?
|
|
40
|
+
3. Could someone else have done it?
|
|
41
|
+
|
|
42
|
+
**Target split:**
|
|
43
|
+
- 50%+ Finder time
|
|
44
|
+
- 30% Keeper time
|
|
45
|
+
- 20% or less Grinder time
|
|
46
|
+
|
|
47
|
+
Most solo agents are inverted: 60% Grinder, 25% Keeper, 15% Finder. That's why they're stuck.
|
|
48
|
+
|
|
49
|
+
## Quick Wins
|
|
50
|
+
|
|
51
|
+
1. **Batch admin** — don't do it throughout the day. Block 1 hour in the afternoon.
|
|
52
|
+
2. **Morning = prospecting** — your highest energy for your highest value activity
|
|
53
|
+
3. **Automate what repeats** — templates for emails, viewing confirmations, update messages
|
|
54
|
+
4. **Delegate the first thing that annoys you** — that's usually the easiest to hand off
|
|
55
|
+
5. **Say no to time-wasters** — unqualified viewers, meetings with no agenda, endless email chains
|
|
@@ -0,0 +1,48 @@
|
|
|
1
|
+
# Team Management
|
|
2
|
+
|
|
3
|
+
## The Magic 50s System (Team LANC — Adapted for UK)
|
|
4
|
+
|
|
5
|
+
Systematic prospecting framework for consistent pipeline generation:
|
|
6
|
+
|
|
7
|
+
### Just Listed Protocol
|
|
8
|
+
1. Letters/leaflets to 500 neighbours before first viewing
|
|
9
|
+
2. Database broadcast — "Just listed in your area"
|
|
10
|
+
3. Saturation calls to neighbour list — personal invite
|
|
11
|
+
4. Database calls to pipeline contacts from that postcode
|
|
12
|
+
5. Detailed reporting before first viewing
|
|
13
|
+
|
|
14
|
+
### Just Sold Protocol
|
|
15
|
+
1. Immediate broadcast — "Just sold in your area"
|
|
16
|
+
2. Saturation calls to neighbours — "We have unsuccessful buyers looking"
|
|
17
|
+
3. Database calls to pipeline contacts
|
|
18
|
+
4. Letters/leaflets with result highlights
|
|
19
|
+
5. All within 24 hours
|
|
20
|
+
|
|
21
|
+
### The 8 Focus Areas
|
|
22
|
+
1. Magic 50s (neighbour prospecting on every instruction and sale)
|
|
23
|
+
2. Database + Pipeline communication (every contact, every 3 months minimum)
|
|
24
|
+
3. Buyer work (hot buyer list, 10-day follow-up)
|
|
25
|
+
4. Open homes/viewings (world-class presentation and follow-up)
|
|
26
|
+
5. Print and direct mail (consistent, targeted)
|
|
27
|
+
6. Personal marketing (monthly newsletter, quarterly profile pieces)
|
|
28
|
+
7. Social media (40% listings, 20% family, 10% lifestyle, 10% education, 10% community, 10% industry)
|
|
29
|
+
8. Pricing strategy (30-day set to sell, 1 offer in first week target)
|
|
30
|
+
|
|
31
|
+
## Performance Reviews
|
|
32
|
+
|
|
33
|
+
**Structured framework:**
|
|
34
|
+
- Monthly one-to-ones (30 min)
|
|
35
|
+
- Quarterly performance reviews (45 min, data-driven)
|
|
36
|
+
- Annual goal-setting session
|
|
37
|
+
|
|
38
|
+
**Key metrics per team member:**
|
|
39
|
+
- Valuations conducted, instructions won (conversion rate)
|
|
40
|
+
- Viewings conducted, offers received and accepted
|
|
41
|
+
- Completions, average fee percentage
|
|
42
|
+
- Customer satisfaction / reviews generated
|
|
43
|
+
|
|
44
|
+
## Team Culture (Serhant Pact — Adapted)
|
|
45
|
+
|
|
46
|
+
**Take Responsibility:** Adhere to listing protocol, send updates on time, be on top of your listings
|
|
47
|
+
**Be Respectful:** Reply same day, treat clients and team like family, accept constructive criticism
|
|
48
|
+
**Keep Improving:** Take initiative to learn, can-do attitude, share what you learn
|