@rubytech/create-realagent 1.0.406

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Files changed (817) hide show
  1. package/dist/index.js +915 -0
  2. package/dist/uninstall.js +569 -0
  3. package/package.json +31 -0
  4. package/payload/maxy/package.json +9 -0
  5. package/payload/maxy/public/assets/ChatInput-7sHhJaNJ.js +42 -0
  6. package/payload/maxy/public/assets/ChatInput-oLFewltq.css +1 -0
  7. package/payload/maxy/public/assets/admin-k0izNYS1.js +352 -0
  8. package/payload/maxy/public/assets/cormorant-cyrillic-300-normal-CzPHYadL.woff +0 -0
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  46. package/payload/maxy/public/assets/public-3Y1Xk7cO.js +5 -0
  47. package/payload/maxy/public/brand/claude.png +0 -0
  48. package/payload/maxy/public/brand/maxy-black.png +0 -0
  49. package/payload/maxy/public/brand/maxy-monochrome.png +0 -0
  50. package/payload/maxy/public/brand/maxy.png +0 -0
  51. package/payload/maxy/public/brand-constants.json +8 -0
  52. package/payload/maxy/public/brand-defaults.css +12 -0
  53. package/payload/maxy/public/favicon.ico +0 -0
  54. package/payload/maxy/public/index.html +16 -0
  55. package/payload/maxy/public/public.html +16 -0
  56. package/payload/maxy/public/robots.txt +5 -0
  57. package/payload/maxy/public/vnc-popout.html +59 -0
  58. package/payload/maxy/server-init.cjs +115 -0
  59. package/payload/maxy/server.js +9876 -0
  60. package/payload/platform/config/brand.json +42 -0
  61. package/payload/platform/config/cloudflared.yml +17 -0
  62. package/payload/platform/knowledge/maxy.md +772 -0
  63. package/payload/platform/neo4j/migrations/001-backfill-scope.cypher +30 -0
  64. package/payload/platform/neo4j/schema.cypher +557 -0
  65. package/payload/platform/package-lock.json +2534 -0
  66. package/payload/platform/package.json +20 -0
  67. package/payload/platform/plugins/admin/PLUGIN.md +47 -0
  68. package/payload/platform/plugins/admin/hooks/agent-creation-approval.sh +153 -0
  69. package/payload/platform/plugins/admin/hooks/agent-creation-gate.sh +309 -0
  70. package/payload/platform/plugins/admin/hooks/agent-creation-post.sh +157 -0
  71. package/payload/platform/plugins/admin/hooks/pre-tool-use.sh +49 -0
  72. package/payload/platform/plugins/admin/hooks/session-start.sh +88 -0
  73. package/payload/platform/plugins/admin/hooks/test-agent-creation-gate.sh +878 -0
  74. package/payload/platform/plugins/admin/mcp/dist/index.d.ts +2 -0
  75. package/payload/platform/plugins/admin/mcp/dist/index.d.ts.map +1 -0
  76. package/payload/platform/plugins/admin/mcp/dist/index.js +616 -0
  77. package/payload/platform/plugins/admin/mcp/dist/index.js.map +1 -0
  78. package/payload/platform/plugins/admin/mcp/dist/lib/neo4j.d.ts +5 -0
  79. package/payload/platform/plugins/admin/mcp/dist/lib/neo4j.d.ts.map +1 -0
  80. package/payload/platform/plugins/admin/mcp/dist/lib/neo4j.js +34 -0
  81. package/payload/platform/plugins/admin/mcp/dist/lib/neo4j.js.map +1 -0
  82. package/payload/platform/plugins/admin/mcp/dist/lib/onboarding.d.ts +23 -0
  83. package/payload/platform/plugins/admin/mcp/dist/lib/onboarding.d.ts.map +1 -0
  84. package/payload/platform/plugins/admin/mcp/dist/lib/onboarding.js +160 -0
  85. package/payload/platform/plugins/admin/mcp/dist/lib/onboarding.js.map +1 -0
  86. package/payload/platform/plugins/admin/mcp/dist/lib/onboarding.test.d.ts +2 -0
  87. package/payload/platform/plugins/admin/mcp/dist/lib/onboarding.test.d.ts.map +1 -0
  88. package/payload/platform/plugins/admin/mcp/dist/lib/onboarding.test.js +224 -0
  89. package/payload/platform/plugins/admin/mcp/dist/lib/onboarding.test.js.map +1 -0
  90. package/payload/platform/plugins/admin/mcp/package.json +21 -0
  91. package/payload/platform/plugins/admin/references/chat-ui-guide.md +31 -0
  92. package/payload/platform/plugins/admin/references/contextual-ui.md +107 -0
  93. package/payload/platform/plugins/admin/skills/access-manager/SKILL.md +28 -0
  94. package/payload/platform/plugins/admin/skills/access-manager/references/operations.md +197 -0
  95. package/payload/platform/plugins/admin/skills/business-profile/SKILL.md +42 -0
  96. package/payload/platform/plugins/admin/skills/datetime/SKILL.md +91 -0
  97. package/payload/platform/plugins/admin/skills/onboarding/skill.md +136 -0
  98. package/payload/platform/plugins/admin/skills/plugin-management/skill.md +76 -0
  99. package/payload/platform/plugins/admin/skills/public-agent-manager/skill.md +212 -0
  100. package/payload/platform/plugins/admin/skills/qr-code/SKILL.md +35 -0
  101. package/payload/platform/plugins/admin/skills/qr-code/references/data-formats.md +113 -0
  102. package/payload/platform/plugins/admin/skills/skill-builder/SKILL.md +112 -0
  103. package/payload/platform/plugins/admin/skills/skill-builder/references/lean-pattern.md +110 -0
  104. package/payload/platform/plugins/admin/skills/specialist-management/skill.md +44 -0
  105. package/payload/platform/plugins/admin/skills/stream-log-review/SKILL.md +40 -0
  106. package/payload/platform/plugins/admin/skills/stream-log-review/references/analysis-patterns.md +161 -0
  107. package/payload/platform/plugins/admin/skills/update-knowledge/skill.md +47 -0
  108. package/payload/platform/plugins/anthropic/PLUGIN.md +38 -0
  109. package/payload/platform/plugins/anthropic/references/setup-guide.md +114 -0
  110. package/payload/platform/plugins/anthropic/skills/get-api-key.md +57 -0
  111. package/payload/platform/plugins/business-assistant/PLUGIN.md +59 -0
  112. package/payload/platform/plugins/business-assistant/references/crm.md +112 -0
  113. package/payload/platform/plugins/business-assistant/references/document-management.md +96 -0
  114. package/payload/platform/plugins/business-assistant/references/escalation.md +126 -0
  115. package/payload/platform/plugins/business-assistant/references/invoicing.md +163 -0
  116. package/payload/platform/plugins/business-assistant/references/profiling.md +50 -0
  117. package/payload/platform/plugins/business-assistant/references/quoting.md +56 -0
  118. package/payload/platform/plugins/business-assistant/references/scheduling.md +127 -0
  119. package/payload/platform/plugins/business-assistant/references/task-management.md +155 -0
  120. package/payload/platform/plugins/cloudflare/PLUGIN.md +48 -0
  121. package/payload/platform/plugins/cloudflare/mcp/dist/index.d.ts +2 -0
  122. package/payload/platform/plugins/cloudflare/mcp/dist/index.d.ts.map +1 -0
  123. package/payload/platform/plugins/cloudflare/mcp/dist/index.js +698 -0
  124. package/payload/platform/plugins/cloudflare/mcp/dist/index.js.map +1 -0
  125. package/payload/platform/plugins/cloudflare/mcp/dist/lib/cloudflared.d.ts +101 -0
  126. package/payload/platform/plugins/cloudflare/mcp/dist/lib/cloudflared.d.ts.map +1 -0
  127. package/payload/platform/plugins/cloudflare/mcp/dist/lib/cloudflared.js +525 -0
  128. package/payload/platform/plugins/cloudflare/mcp/dist/lib/cloudflared.js.map +1 -0
  129. package/payload/platform/plugins/cloudflare/mcp/package.json +19 -0
  130. package/payload/platform/plugins/cloudflare/references/setup-guide.md +126 -0
  131. package/payload/platform/plugins/cloudflare/skills/setup-tunnel.md +217 -0
  132. package/payload/platform/plugins/contacts/PLUGIN.md +20 -0
  133. package/payload/platform/plugins/contacts/mcp/dist/index.d.ts +2 -0
  134. package/payload/platform/plugins/contacts/mcp/dist/index.d.ts.map +1 -0
  135. package/payload/platform/plugins/contacts/mcp/dist/index.js +210 -0
  136. package/payload/platform/plugins/contacts/mcp/dist/index.js.map +1 -0
  137. package/payload/platform/plugins/contacts/mcp/dist/lib/neo4j.d.ts +5 -0
  138. package/payload/platform/plugins/contacts/mcp/dist/lib/neo4j.d.ts.map +1 -0
  139. package/payload/platform/plugins/contacts/mcp/dist/lib/neo4j.js +34 -0
  140. package/payload/platform/plugins/contacts/mcp/dist/lib/neo4j.js.map +1 -0
  141. package/payload/platform/plugins/contacts/mcp/dist/tools/contact-create.d.ts +19 -0
  142. package/payload/platform/plugins/contacts/mcp/dist/tools/contact-create.d.ts.map +1 -0
  143. package/payload/platform/plugins/contacts/mcp/dist/tools/contact-create.js +68 -0
  144. package/payload/platform/plugins/contacts/mcp/dist/tools/contact-create.js.map +1 -0
  145. package/payload/platform/plugins/contacts/mcp/dist/tools/contact-delete.d.ts +12 -0
  146. package/payload/platform/plugins/contacts/mcp/dist/tools/contact-delete.d.ts.map +1 -0
  147. package/payload/platform/plugins/contacts/mcp/dist/tools/contact-delete.js +35 -0
  148. package/payload/platform/plugins/contacts/mcp/dist/tools/contact-delete.js.map +1 -0
  149. package/payload/platform/plugins/contacts/mcp/dist/tools/contact-list.d.ts +22 -0
  150. package/payload/platform/plugins/contacts/mcp/dist/tools/contact-list.d.ts.map +1 -0
  151. package/payload/platform/plugins/contacts/mcp/dist/tools/contact-list.js +47 -0
  152. package/payload/platform/plugins/contacts/mcp/dist/tools/contact-list.js.map +1 -0
  153. package/payload/platform/plugins/contacts/mcp/dist/tools/contact-lookup.d.ts +20 -0
  154. package/payload/platform/plugins/contacts/mcp/dist/tools/contact-lookup.d.ts.map +1 -0
  155. package/payload/platform/plugins/contacts/mcp/dist/tools/contact-lookup.js +57 -0
  156. package/payload/platform/plugins/contacts/mcp/dist/tools/contact-lookup.js.map +1 -0
  157. package/payload/platform/plugins/contacts/mcp/dist/tools/contact-update.d.ts +13 -0
  158. package/payload/platform/plugins/contacts/mcp/dist/tools/contact-update.d.ts.map +1 -0
  159. package/payload/platform/plugins/contacts/mcp/dist/tools/contact-update.js +54 -0
  160. package/payload/platform/plugins/contacts/mcp/dist/tools/contact-update.js.map +1 -0
  161. package/payload/platform/plugins/contacts/mcp/package.json +19 -0
  162. package/payload/platform/plugins/deep-research/PLUGIN.md +14 -0
  163. package/payload/platform/plugins/deep-research/skills/deep-research/SKILL.md +46 -0
  164. package/payload/platform/plugins/deep-research/skills/deep-research/references/citation-styles.md +52 -0
  165. package/payload/platform/plugins/deep-research/skills/deep-research/references/research-modes.md +22 -0
  166. package/payload/platform/plugins/deep-research/skills/deep-research/references/search-strategy.md +24 -0
  167. package/payload/platform/plugins/docs/PLUGIN.md +44 -0
  168. package/payload/platform/plugins/docs/references/access-control.md +51 -0
  169. package/payload/platform/plugins/docs/references/contacts-guide.md +59 -0
  170. package/payload/platform/plugins/docs/references/deployment.md +71 -0
  171. package/payload/platform/plugins/docs/references/getting-started.md +45 -0
  172. package/payload/platform/plugins/docs/references/memory-guide.md +87 -0
  173. package/payload/platform/plugins/docs/references/platform.md +64 -0
  174. package/payload/platform/plugins/docs/references/plugins-guide.md +83 -0
  175. package/payload/platform/plugins/docs/references/settings.md +89 -0
  176. package/payload/platform/plugins/docs/references/telegram-guide.md +58 -0
  177. package/payload/platform/plugins/docs/references/troubleshooting.md +88 -0
  178. package/payload/platform/plugins/documents/mcp/dist/index.d.ts +2 -0
  179. package/payload/platform/plugins/documents/mcp/dist/index.d.ts.map +1 -0
  180. package/payload/platform/plugins/documents/mcp/dist/index.js +98 -0
  181. package/payload/platform/plugins/documents/mcp/dist/index.js.map +1 -0
  182. package/payload/platform/plugins/email/PLUGIN.md +222 -0
  183. package/payload/platform/plugins/email/mcp/dist/index.d.ts +2 -0
  184. package/payload/platform/plugins/email/mcp/dist/index.d.ts.map +1 -0
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  187. package/payload/platform/plugins/email/mcp/dist/lib/credentials.d.ts +111 -0
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  189. package/payload/platform/plugins/email/mcp/dist/lib/credentials.js +357 -0
  190. package/payload/platform/plugins/email/mcp/dist/lib/credentials.js.map +1 -0
  191. package/payload/platform/plugins/email/mcp/dist/lib/embedding.d.ts +2 -0
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  193. package/payload/platform/plugins/email/mcp/dist/lib/embedding.js +24 -0
  194. package/payload/platform/plugins/email/mcp/dist/lib/embedding.js.map +1 -0
  195. package/payload/platform/plugins/email/mcp/dist/lib/graph.d.ts +87 -0
  196. package/payload/platform/plugins/email/mcp/dist/lib/graph.d.ts.map +1 -0
  197. package/payload/platform/plugins/email/mcp/dist/lib/graph.js +324 -0
  198. package/payload/platform/plugins/email/mcp/dist/lib/graph.js.map +1 -0
  199. package/payload/platform/plugins/email/mcp/dist/lib/imap.d.ts +215 -0
  200. package/payload/platform/plugins/email/mcp/dist/lib/imap.d.ts.map +1 -0
  201. package/payload/platform/plugins/email/mcp/dist/lib/imap.js +735 -0
  202. package/payload/platform/plugins/email/mcp/dist/lib/imap.js.map +1 -0
  203. package/payload/platform/plugins/email/mcp/dist/lib/neo4j.d.ts +5 -0
  204. package/payload/platform/plugins/email/mcp/dist/lib/neo4j.d.ts.map +1 -0
  205. package/payload/platform/plugins/email/mcp/dist/lib/neo4j.js +34 -0
  206. package/payload/platform/plugins/email/mcp/dist/lib/neo4j.js.map +1 -0
  207. package/payload/platform/plugins/email/mcp/dist/lib/providers.d.ts +25 -0
  208. package/payload/platform/plugins/email/mcp/dist/lib/providers.d.ts.map +1 -0
  209. package/payload/platform/plugins/email/mcp/dist/lib/providers.js +116 -0
  210. package/payload/platform/plugins/email/mcp/dist/lib/providers.js.map +1 -0
  211. package/payload/platform/plugins/email/mcp/dist/lib/screening.d.ts +29 -0
  212. package/payload/platform/plugins/email/mcp/dist/lib/screening.d.ts.map +1 -0
  213. package/payload/platform/plugins/email/mcp/dist/lib/screening.js +101 -0
  214. package/payload/platform/plugins/email/mcp/dist/lib/screening.js.map +1 -0
  215. package/payload/platform/plugins/email/mcp/dist/lib/smtp.d.ts +21 -0
  216. package/payload/platform/plugins/email/mcp/dist/lib/smtp.d.ts.map +1 -0
  217. package/payload/platform/plugins/email/mcp/dist/lib/smtp.js +77 -0
  218. package/payload/platform/plugins/email/mcp/dist/lib/smtp.js.map +1 -0
  219. package/payload/platform/plugins/email/mcp/dist/scripts/email-auto-respond.d.ts +38 -0
  220. package/payload/platform/plugins/email/mcp/dist/scripts/email-auto-respond.d.ts.map +1 -0
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  222. package/payload/platform/plugins/email/mcp/dist/scripts/email-auto-respond.js.map +1 -0
  223. package/payload/platform/plugins/email/mcp/dist/scripts/email-fetch.d.ts +25 -0
  224. package/payload/platform/plugins/email/mcp/dist/scripts/email-fetch.d.ts.map +1 -0
  225. package/payload/platform/plugins/email/mcp/dist/scripts/email-fetch.js +214 -0
  226. package/payload/platform/plugins/email/mcp/dist/scripts/email-fetch.js.map +1 -0
  227. package/payload/platform/plugins/email/mcp/dist/tools/email-auto-respond-config.d.ts +19 -0
  228. package/payload/platform/plugins/email/mcp/dist/tools/email-auto-respond-config.d.ts.map +1 -0
  229. package/payload/platform/plugins/email/mcp/dist/tools/email-auto-respond-config.js +151 -0
  230. package/payload/platform/plugins/email/mcp/dist/tools/email-auto-respond-config.js.map +1 -0
  231. package/payload/platform/plugins/email/mcp/dist/tools/email-graph-query.d.ts +22 -0
  232. package/payload/platform/plugins/email/mcp/dist/tools/email-graph-query.d.ts.map +1 -0
  233. package/payload/platform/plugins/email/mcp/dist/tools/email-graph-query.js +188 -0
  234. package/payload/platform/plugins/email/mcp/dist/tools/email-graph-query.js.map +1 -0
  235. package/payload/platform/plugins/email/mcp/dist/tools/email-otp-extract.d.ts +15 -0
  236. package/payload/platform/plugins/email/mcp/dist/tools/email-otp-extract.d.ts.map +1 -0
  237. package/payload/platform/plugins/email/mcp/dist/tools/email-otp-extract.js +142 -0
  238. package/payload/platform/plugins/email/mcp/dist/tools/email-otp-extract.js.map +1 -0
  239. package/payload/platform/plugins/email/mcp/dist/tools/email-read.d.ts +14 -0
  240. package/payload/platform/plugins/email/mcp/dist/tools/email-read.d.ts.map +1 -0
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  242. package/payload/platform/plugins/email/mcp/dist/tools/email-read.js.map +1 -0
  243. package/payload/platform/plugins/email/mcp/dist/tools/email-reply.d.ts +10 -0
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  246. package/payload/platform/plugins/email/mcp/dist/tools/email-reply.js.map +1 -0
  247. package/payload/platform/plugins/email/mcp/dist/tools/email-search.d.ts +15 -0
  248. package/payload/platform/plugins/email/mcp/dist/tools/email-search.d.ts.map +1 -0
  249. package/payload/platform/plugins/email/mcp/dist/tools/email-search.js +63 -0
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  650. package/payload/premium-plugins/real-agency/references/lead-nurturing-database-reactivation.md +30 -0
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  727. package/payload/premium-plugins/real-agency/references/vendor-communication-seller-engagement.md +51 -0
  728. package/payload/premium-plugins/real-agency/references/vendor-communication-valuation-booking.md +76 -0
  729. package/payload/premium-plugins/real-agency/references/vendor-communication-vendor-scripts.md +63 -0
  730. package/payload/premium-plugins/real-agency/references/vendor-communication-vendor-updates.md +41 -0
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  733. package/payload/premium-plugins/real-agency/skills/bootstrap.md +26 -0
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  736. package/payload/premium-plugins/real-agency/skills/buyer-feedback.md +109 -0
  737. package/payload/premium-plugins/real-agency/skills/buyer-management.md +41 -0
  738. package/payload/premium-plugins/real-agency/skills/buyer-seller-guides.md +407 -0
  739. package/payload/premium-plugins/real-agency/skills/coaching-toolkit.md +419 -0
  740. package/payload/premium-plugins/real-agency/skills/content-directory.md +39 -0
  741. package/payload/premium-plugins/real-agency/skills/exp-partnership.md +52 -0
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  743. package/payload/premium-plugins/real-agency/skills/lead-nurturing.md +143 -0
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  745. package/payload/premium-plugins/real-agency/skills/negotiation.md +34 -0
  746. package/payload/premium-plugins/real-agency/skills/personal-branding.md +117 -0
  747. package/payload/premium-plugins/real-agency/skills/property-enquiry.md +126 -0
  748. package/payload/premium-plugins/real-agency/skills/property-marketing.md +337 -0
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  751. package/payload/premium-plugins/real-agency/skills/sales-discovery.md +34 -0
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  769. package/payload/premium-plugins/teaching/skills/study-pack-builder.md +52 -0
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  786. package/payload/premium-plugins/writer-craft/references/inner-issue-and-protagonist-goal.md +66 -0
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@@ -0,0 +1,36 @@
1
+ # Serhant: Seven Stages of “Grief Selling” (Emotional Close)
2
+
3
+ Buyers go through predictable emotional stages. Most deals die in **Fear**.
4
+
5
+ ## 1) Excitement
6
+ They love it. Reinforce vision and outcomes.
7
+
8
+ ## 2) Frustration
9
+ Process friction appears. Normalize it and keep momentum.
10
+
11
+ ## 3) Fear (deal-killer)
12
+ They question value, overthink, look for exits.
13
+ Use:
14
+ - empathy (“totally normal”)
15
+ - assurance (“we’re in this together”)
16
+ - clarity of next steps
17
+
18
+ ## 4) Disappointment
19
+ They go quiet / disengage. Reconnect to original why.
20
+
21
+ ## 5) Acceptance
22
+ They settle into the decision. Confirm plan.
23
+
24
+ ## 6) Happiness
25
+ Great time to ask for referrals / testimonials.
26
+
27
+ ## 7) Relief
28
+ They rationalize decision as theirs. Reinforce pride.
29
+
30
+ ## Tools
31
+ - **Push / Pull / Persist** (gentle momentum management)
32
+ - **Positive sandwich** for bad news
33
+ - **Element of surprise** (small unexpected value) to restore confidence
34
+
35
+ ## Guardrail
36
+ No fake urgency. Use only real consequences of delay.
@@ -0,0 +1,88 @@
1
+ # Chris Voss — Calibrated Questions for Discovery
2
+
3
+ Source: "Never Split the Difference" by Chris Voss
4
+
5
+ These techniques are adapted from FBI hostage negotiation for estate agency discovery conversations. The core insight: **negotiation is emotional, not logical.**
6
+
7
+ ## Foundation: Tactical Empathy
8
+
9
+ Understand the other person's emotions, acknowledge them, and show you see their perspective. This makes the vendor feel safe.
10
+
11
+ Example phrases:
12
+ - "It sounds like you're frustrated."
13
+ - "It seems like this has been difficult."
14
+ - "It feels like you're worried about making the wrong decision."
15
+
16
+ When people feel understood, they become more open.
17
+
18
+ ## Key Discovery Techniques
19
+
20
+ ### 1. Mirroring
21
+ Repeat the last 1–3 words someone said. This encourages them to expand their thinking.
22
+
23
+ Vendor: "I'm worried the price is too high."
24
+ Agent: "Too high?"
25
+
26
+ People naturally elaborate. Simple but extremely powerful.
27
+
28
+ ### 2. Labelling
29
+ Name the other person's emotion to defuse it.
30
+
31
+ - "It seems like you're concerned about the timing."
32
+ - "It sounds like you feel pressured."
33
+ - "It seems like you're trying to avoid risk."
34
+
35
+ Once an emotion is recognised, it loses intensity.
36
+
37
+ ### 3. The Power of "That's Right"
38
+ The breakthrough moment. To get there:
39
+ 1. Listen deeply
40
+ 2. Label emotions
41
+ 3. Summarise their position
42
+
43
+ > "You want to make sure you're not selling too cheaply and you also want certainty because you've already found the next house."
44
+
45
+ Vendor: "That's right."
46
+
47
+ At that moment, trust increases dramatically. **"That's right" is real agreement. "You're right" is dismissal.**
48
+
49
+ ### 4. Calibrated Questions
50
+ Open questions beginning with "How" and "What" that force the other person to solve the problem.
51
+
52
+ - "How am I supposed to do that?"
53
+ - "What would make this work for you?"
54
+ - "How can we solve this together?"
55
+ - "What made you arrive at that figure?"
56
+ - "What is it about the property that makes you want to buy it?"
57
+
58
+ These avoid confrontation and gather intelligence.
59
+
60
+ ### 5. No-Oriented Questions
61
+ People feel safer saying no. Instead of questions requiring yes, invite no.
62
+
63
+ - Instead of: "Do you have a few minutes to talk?"
64
+ - Say: "Is now a bad time to talk?"
65
+
66
+ The person feels in control.
67
+
68
+ ### 6. The Accusation Audit
69
+ Before a meeting, list all negative things the vendor might think about you. Then say them first.
70
+
71
+ - "You may feel like I'm just another agent trying to get a listing."
72
+ - "You probably think I'm going to push you into selling."
73
+
74
+ When you say it first, it loses power and removes their ammunition.
75
+
76
+ ## Three Core Beliefs
77
+
78
+ 1. **Negotiation is emotional** — people decide on emotion, justify with logic
79
+ 2. **Empathy is the most powerful tool** — tactical empathy, not sympathy
80
+ 3. **"No" is not failure** — "No" creates safety; the real negotiation starts there
81
+
82
+ ## People Care About Three Things
83
+
84
+ 1. Autonomy
85
+ 2. Respect
86
+ 3. Being heard
87
+
88
+ When those needs are met, conversations move forward.
@@ -0,0 +1,68 @@
1
+ # Firewave GOST Framework & Customer Journey Mapping
2
+
3
+ Source: Firewave Marketing Planner for Independent Estate Agents
4
+
5
+ ## The GOST Framework
6
+
7
+ Use this to structure your overall business growth strategy before diving into individual client discovery.
8
+
9
+ **G.O.S.T. = Goal, Objective, Strategy, Tactics**
10
+
11
+ ### How to Build Your GOST Plan
12
+
13
+ 1. **Goal** (What — General) — Your big, scary headline business goal for the year
14
+ - Example: "To be the go-to agent for the best homes in our area"
15
+
16
+ 2. **Objective** (What — Specific) — Aligned with your goal but with metrics and timeframe
17
+ - Example: "To have 25 homes over £500k on our books at any one time"
18
+
19
+ 3. **Strategy** (How — General) — One sentence describing your approach
20
+ - Example: "Adopt a vendor-focused, content-first marketing strategy"
21
+
22
+ 4. **Tactics** (How — Specific) — A list of all the ways you will implement your strategy
23
+ - Example: "Blog every month / video every week / 200 direct mail letters per month / Create 4 new marketing funnels"
24
+
25
+ **Key rule:** Goal, Objective, and Strategy are singular. Tactics is plural — you need a multi-channel, multi-tactic approach.
26
+
27
+ ## The Customer Journey: KNOW → LIKE → TRUST → TRY → BUY
28
+
29
+ Every vendor must pass through five stages before instructing you:
30
+
31
+ | Stage | What Happens |
32
+ |-------|-------------|
33
+ | **KNOW** | A stranger comes across your content, social media, or a letter from you |
34
+ | **LIKE** | They take an action — liking a post, downloading a guide, responding to a letter |
35
+ | **TRUST** | You have a conversation — by email, phone, or in person |
36
+ | **TRY** | They book a market appraisal |
37
+ | **BUY** | They instruct you |
38
+
39
+ **If your content doesn't move them from cold to warm, or warm to hot, it's not valuable, relevant, or timely for them.**
40
+
41
+ ## Discovery Application
42
+
43
+ When qualifying a prospect, mentally map where they are on this journey:
44
+
45
+ - **KNOW/LIKE stage** — they need education, not a sales pitch. Use Phil Jones openers.
46
+ - **TRUST stage** — they need proof of expertise and genuine listening. Use Chris Voss empathy.
47
+ - **TRY stage** — they've booked the appraisal. Now use Tom Ferry's 8-stage discovery.
48
+ - **BUY stage** — transition to closing.
49
+
50
+ ## The Profit Pyramid™ (Lead Sources)
51
+
52
+ Three marketing cornerstones feed your discovery pipeline:
53
+
54
+ 1. **Direct Mail** — targeted letters to specific homeowners (council tax bands F, G, H)
55
+ 2. **Content Marketing** — BLAST formula: Behind the scenes, Local spotlight, A day in the life, Showcase property, Tips and advice
56
+ 3. **Digital Marketing Funnels** — landing pages → email sequences → valuation bookings
57
+
58
+ ## Monthly Scorecard (Output Tracking)
59
+
60
+ Track these monthly to measure discovery pipeline health:
61
+ - Direct mail sent
62
+ - Content pieces published
63
+ - Social media posts
64
+ - Valuations booked
65
+ - Instructions won
66
+ - Stock on books
67
+ - Pipeline value
68
+ - Average fee
@@ -0,0 +1,78 @@
1
+ # Phil Jones — Magic Words for Discovery
2
+
3
+ Source: "Exactly What to Say" by Phil M. Jones
4
+
5
+ These are short language patterns that reduce pressure, lower defences, and guide people toward decisions. Use them throughout discovery conversations.
6
+
7
+ ## Core Principle
8
+
9
+ People don't like being told what to do. But they do like being guided to their own conclusions.
10
+
11
+ The goal: create curiosity, encourage thinking, make decisions feel natural.
12
+
13
+ ## The 10 Most Powerful Phrases
14
+
15
+ ### 1. "I'm not sure if it's for you, but…"
16
+ Lowers resistance instantly. People relax when they feel no pressure — and ironically, this increases interest.
17
+
18
+ > "I'm not sure if it's for you, but some vendors in your situation found this approach really helpful."
19
+
20
+ ### 2. "Just imagine…"
21
+ Activates visual thinking. When people imagine a future scenario, they begin to emotionally buy into it.
22
+
23
+ > "Just imagine what it would feel like to have this sold before summer."
24
+
25
+ ### 3. "How open-minded would you be…"
26
+ Introduces an idea without forcing it. Invites curiosity rather than demanding agreement.
27
+
28
+ > "How open-minded would you be to exploring what a strong launch strategy could look like?"
29
+
30
+ ### 4. "What do you know about…"
31
+ Uncovers someone's knowledge level. Lets you understand their perspective and fill gaps.
32
+
33
+ > "What do you know about how homes are selling in this area at the moment?"
34
+
35
+ ### 5. "If you were to…"
36
+ Helps people consider possibilities without commitment.
37
+
38
+ > "If you were to move this year, where would you go next?"
39
+
40
+ ### 6. "Don't take my word for it"
41
+ Builds credibility through evidence rather than opinion.
42
+
43
+ > "Don't take my word for it — look at the data from the last few sales nearby."
44
+
45
+ ### 7. "Would it be a bad idea if…"
46
+ Invites a safe "no" response. People feel they are still in control.
47
+
48
+ > "Would it be a bad idea if we explored what price might attract the best buyers?"
49
+
50
+ ### 8. "Before you decide…"
51
+ Creates curiosity by introducing important information.
52
+
53
+ > "Before you decide, there's something you should know about how buyers are behaving right now."
54
+
55
+ ### 9. "If… then…"
56
+ Powerful conditional close that clarifies commitment.
57
+
58
+ > "If we could achieve that price, then would you be comfortable moving forward?"
59
+
60
+ ### 10. "When would be a good time?"
61
+ Assumes the action will happen. Moves toward action.
62
+
63
+ > "When would be a good time for us to have a quick look at the property?"
64
+
65
+ ## Why These Work — Three Psychological Triggers
66
+
67
+ 1. **Curiosity** — people are drawn to information gaps ("Before you decide…")
68
+ 2. **Autonomy** — people want to feel they made their own decision ("How open-minded would you be…")
69
+ 3. **Imagination** — people make decisions emotionally first ("Just imagine…")
70
+
71
+ ## Conversation Structure
72
+
73
+ 1. Build curiosity
74
+ 2. Ask thoughtful questions
75
+ 3. Guide thinking
76
+ 4. Help the person reach a conclusion
77
+
78
+ > "The difference between a good conversation and a great one is often just a few words."
@@ -0,0 +1,77 @@
1
+ # Pre-Listing Discovery Checklist
2
+
3
+ Use this checklist before and during every market appraisal to ensure complete discovery.
4
+
5
+ ## Before the Appointment
6
+
7
+ - [ ] Research the property (portal history, previous sales, council tax band)
8
+ - [ ] Check comparable sales and current competition
9
+ - [ ] Review buyer demand data for the area
10
+ - [ ] Prepare local market report
11
+ - [ ] Check if vendor has sold before (existing client history?)
12
+ - [ ] Prepare competitor destroyer questions handout
13
+ - [ ] Pre-prepare marketing examples relevant to this property type
14
+
15
+ ## During the Appointment — Discovery Questions
16
+
17
+ ### Motivation (Must Know)
18
+ - "Why are you moving?"
19
+ - "When ideally would you like to be there?"
20
+ - "What happens if the home doesn't sell?"
21
+ - "If the home sold tomorrow, what would that allow you to do?"
22
+
23
+ ### Experience
24
+ - "Have you ever sold a property before?"
25
+ - "How did it go?"
26
+ - "What did you like about the process?"
27
+ - "What didn't you like?"
28
+
29
+ ### Agent Selection Criteria
30
+ - "When selecting an agent, what are the top 3 things you're looking for?"
31
+ - "Are you deciding based on things the agent can't control (price) or things they can control (marketing, strategy, negotiation)?"
32
+
33
+ ### Price Expectations
34
+ - "What price would you love to achieve?"
35
+ - "What price would you be comfortable with?"
36
+ - "What price would make you say 'let's not sell'?"
37
+
38
+ ### Authority & Decision Making
39
+ - Who are all the decision makers?
40
+ - Is there a chain (onward purchase)?
41
+ - Solicitor already appointed?
42
+ - Mortgage situation on current property?
43
+
44
+ ### Timeline
45
+ - Ideal completion date?
46
+ - Any fixed deadlines (school terms, job start, lease expiry)?
47
+ - Flexibility on timing?
48
+
49
+ ### Competition
50
+ - Have you spoken to other agents?
51
+ - When are you planning to make a decision?
52
+ - What will you be comparing between agents?
53
+
54
+ ## Phil Jones Openers to Use
55
+
56
+ - "I'm not sure if it's for you, but…"
57
+ - "How open-minded would you be to…"
58
+ - "Just imagine…"
59
+ - "What do you know about how homes are selling here right now?"
60
+
61
+ ## Chris Voss Techniques to Deploy
62
+
63
+ - **Accusation audit** at the start: "You're probably thinking I'm just another agent trying to get a listing…"
64
+ - **Label emotions**: "It sounds like you want certainty about the outcome."
65
+ - **Mirror** key phrases to get them to expand
66
+ - **Aim for "That's right"** — summarise their position until they confirm
67
+
68
+ ## Discovery Complete Checklist
69
+
70
+ Before transitioning to closing, confirm you have:
71
+ - [ ] Motivation understood
72
+ - [ ] Timeline confirmed
73
+ - [ ] All decision makers identified
74
+ - [ ] Price expectations mapped (love / comfortable / walk-away)
75
+ - [ ] Onward move situation clear
76
+ - [ ] Agent selection criteria understood
77
+ - [ ] Competitive landscape known (other agents being seen?)
@@ -0,0 +1,22 @@
1
+ # Improv Selling (Serhant)
2
+
3
+ ## The principle
4
+ Treat every sales conversation like an improv scene:
5
+ - **listen** before you react
6
+ - build on what they give you ("yes, and...")
7
+ - adapt in real time — don't cling to a script
8
+
9
+ ## Why it works
10
+ - reduces awkwardness
11
+ - improves rapport
12
+ - keeps momentum when something unexpected comes up
13
+
14
+ ## Practical behaviours
15
+ - mirror their language (don't parrot)
16
+ - ask a clarifying question before answering
17
+ - reframe objections as information
18
+ - guide the narrative without forcing it
19
+
20
+ ## Guardrail
21
+ "Yes" does not mean overpromise.
22
+ Use: "Yes, we can explore that — let me confirm the best way to do it."
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1
+ # Tom Ferry 8-Stage Discovery for Estate Agents
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+
3
+ Tom Ferry's listing presentation and discovery structure adapted for UK estate agency. The key principle: **you win the instruction before you talk about price or commission** by asking the right questions and positioning yourself as the trusted adviser.
4
+
5
+ ## Stage 1: Build Rapport (5 minutes)
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+
7
+ Don't jump straight into business. Build connection first.
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+
9
+ Questions:
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+ - "Before we get into the details of the property, tell me a little about your plans. Where are you hoping to move to?"
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+ - "How long have you lived here?"
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+ - "What have you loved most about living here?"
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+ - "What prompted the move now?"
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+
15
+ **Why:** People open up. You understand motivation. You build trust.
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+
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+ > "People don't care how much you know until they know how much you care."
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+
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+ ## Stage 2: Discover Their Motivation
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+
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+ The most important stage. Ask:
22
+ - "Why are you moving?"
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+ - "Where are you hoping to go next?"
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+ - "When ideally would you like to be there?"
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+ - "What happens if the home doesn't sell?"
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+
27
+ This reveals urgency, timeline, and emotional drivers. **Focus heavily on motivation before price.**
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+
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+ ## Stage 3: Set the Agenda
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+
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+ Take control of the meeting:
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+
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+ > "Here's what I'd suggest we do today. First we'll take a look around the property together. Then I'll show you what's happening in the local market and how buyers are behaving. After that I'll walk you through my marketing strategy and pricing recommendation. At the end you can decide if you feel I'm the right person to help you."
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+
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+ ## Stage 4: Tour the Property
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+
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+ Ask questions during the tour, don't walk silently:
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+ - "What improvements have you made since you moved in?"
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+ - "What do buyers tend to compliment when they visit?"
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+ - "What do you think people will love most about this home?"
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+
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+ This gives you marketing angles, emotional selling points, and seller involvement.
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+
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+ ## Stage 5: Present Market Data
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+
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+ Shift from friendly conversation to expert adviser. Show:
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+ - Comparable sales
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+ - Current competition
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+ - Buyer demand
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+ - Average days on market
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+
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+ > "The market sets the price, not the agent."
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+
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+ ## Stage 6: Present Marketing Strategy
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+
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+ Demonstrate your difference. Most agents say "We'll put it on Rightmove." Top agents show how they create demand:
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+ - Professional photography
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+ - Cinematic video
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+ - Social media exposure
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+ - Database marketing
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+ - Buyer targeting
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+ - Email campaigns
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+ - Premium portals
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+
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+ The message: **"I don't just list homes. I launch them."**
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+
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+ ## Stage 7: Pricing Strategy Conversation
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+
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+ Instead of telling the price, ask:
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+
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+ > "Based on everything we've looked at today, where do you feel the home should be positioned in the market?"
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+
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+ Let them answer. Then guide toward the data:
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+
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+ > "What concerns me about pricing higher is we risk missing the strongest buyers in the first two weeks."
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+
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+ Three key price questions:
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+ - "What price would you love to achieve?"
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+ - "What price would you be comfortable with?"
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+ - "What price would make you say 'let's not sell'?"
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+
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+ ## Stage 8: The Close
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+
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+ Soft but confident:
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+
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+ > "Do you feel confident that I'm the right person to help you get this home sold?"
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+
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+ If yes: "Great. Let's talk about the next steps so we can get the marketing started."
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+
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+ ## Tom Ferry's 4-Step Objection Formula
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+
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+ 1. Acknowledge the concern
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+ 2. Ask a question
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+ 3. Understand the real objection
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+ 4. Reframe the conversation
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+
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+ > "Curiosity beats confrontation."
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+
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+ ## Tom Ferry's Golden Rule
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+
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+ > "He who asks the questions controls the conversation."
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+
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+ The listing presentation should feel like a consultation, not a pitch.
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1
+ # Vendor Motivation & Competitor Destroyer Questions
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+
3
+ Sources: Tom Panos (Real Estate Gym)
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+
5
+ ## Question-Based Listing Presentation
6
+
7
+ Use during the guided tour of the property:
8
+
9
+ - "Have you ever sold a property before?"
10
+ - "How did it go?"
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+ - "What did you like about the process?"
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+ - "What didn't you like about the process?"
13
+ - "When selecting an agent, what are the top 3 things you're looking for when making that decision?"
14
+ - "Are you going to make a decision on an agent based on the things the agent *can't* control (e.g. the price) or the things the agent *can* control — such as the marketing, strategy, negotiation ability?"
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+
16
+ > **Remember:** Rookies make statements. Top agents ask questions.
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+
18
+ ## Hope-to-Get vs Expected Price
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+
20
+ Use to reveal how much the vendor is really prepared to accept and how motivated they are.
21
+
22
+ Script:
23
+ > "I have a buyer that's ready to go, they can sign a contract in the next 24 hours. Their limit is £[market value]. Am I wasting my time bringing them around?"
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+
25
+ Three possible responses:
26
+ 1. **"Yes, you're wasting your time"** — may have an unmotivated vendor
27
+ 2. **"Will the buyer come up a little?"** — positive, vendor is negotiable
28
+ 3. **"Yes, bring them around"** — motivated vendor, don't take note of their asking price
29
+
30
+ ## 15 Competitor Destroyer Questions
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+
32
+ Give these to the vendor to ask the other agents. This highlights your strengths and exposes competitor weaknesses:
33
+
34
+ > "Mr & Mrs Vendor, even if I don't end up working for you, my wish is that you select the best agent. To help you interview the other agents, here are some questions:"
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+
36
+ 1. Can you provide a local market report and discuss market trends, predictions, and insights?
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+ 2. Which properties have you sold in the area? How have they performed?
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+ 3. What is your list-to-sell ratio?
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+ 4. What are your average days on market?
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+ 5. Do you have strong buyers for a property like mine?
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+ 6. Do you have a checklist to prepare my home for sale?
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+ 7. Can you prove that you've sold similar homes for more than your competitors?
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+ 8. Can I have a list of the last 10 sellers with their contact details, for reference purposes?
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+ 9. Can you show me a copy of the vendor report I should expect to receive each week?
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+ 10. Will you be doing all the viewings yourself and speaking to all the buyers personally?
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+ 11. What will your response be when a buyer says my house is not worth [amount]?
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+ 12. Do you have buyers' agents in your office, or can you help me find a property in [area]?
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+ 13. What do you think is the actual clearance rate in our market?
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+ 14. Why should I sell now instead of renting out my property / waiting for the market to improve?
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+ 15. All the agents in the area know what they charge. If you're as competent as you say, why wouldn't you charge the same?
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+
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+ **Critical:** Make sure you have answers to all 15 covered in your own presentation before giving them to the vendor.
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1
+ # Chris Voss — Full Negotiation Framework for Estate Agency
2
+
3
+ Source: "Never Split the Difference" by Chris Voss (FBI hostage negotiator)
4
+
5
+ Core argument: **Traditional negotiation advice is wrong.** Compromise and "meeting in the middle" is lazy. Great negotiators use psychology, empathy, and calibrated questions.
6
+
7
+ ## Foundation: Negotiation Is Emotional
8
+
9
+ People make decisions based on emotion and justify them with logic afterwards. Trying to convince someone with facts rarely works.
10
+
11
+ ## The Complete Toolkit
12
+
13
+ ### 1. Tactical Empathy
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+
15
+ The foundation of the entire system. Not sympathy — **tactical empathy** means understanding the other person's emotions, acknowledging them, and showing you see their perspective.
16
+
17
+ This makes the vendor/buyer feel safe. When they feel safe, they negotiate openly.
18
+
19
+ Phrases:
20
+ - "It sounds like you're frustrated."
21
+ - "It seems like this has been difficult."
22
+ - "It feels like you're worried about making the wrong decision."
23
+
24
+ ### 2. Mirroring
25
+
26
+ Repeat the last 1–3 words someone said. This encourages them to elaborate.
27
+
28
+ Buyer: "I'm worried the price is too high."
29
+ Agent: "Too high?"
30
+
31
+ Simple but extremely powerful in negotiation. People naturally expand their reasoning.
32
+
33
+ ### 3. Labelling
34
+
35
+ Name the other person's emotion to defuse it.
36
+
37
+ - "It seems like you're concerned about the timing."
38
+ - "It sounds like you feel pressured."
39
+ - "It seems like you're trying to avoid risk."
40
+
41
+ Once an emotion is recognised, it loses intensity.
42
+
43
+ ### 4. The Power of "That's Right"
44
+
45
+ The biggest breakthrough in any negotiation:
46
+ 1. Listen deeply
47
+ 2. Label emotions
48
+ 3. Summarise their position
49
+
50
+ > "You want to make sure you're not selling too cheaply and you also want certainty because you've already found the next house."
51
+
52
+ Vendor: "That's right."
53
+
54
+ Trust increases dramatically. **"That's right" = real agreement. "You're right" = dismissal.**
55
+
56
+ ### 5. Calibrated Questions
57
+
58
+ Open questions starting with "How" and "What":
59
+
60
+ - "How am I supposed to do that?" (when asked to reduce fee)
61
+ - "What would make this work for you?"
62
+ - "How can we solve this together?"
63
+ - "What made you arrive at that figure?"
64
+
65
+ These force the other person to solve the problem. They avoid confrontation.
66
+
67
+ ### 6. No-Oriented Questions
68
+
69
+ People feel safer saying no:
70
+ - Instead of: "Would you like to proceed?"
71
+ - Say: "Would it be a terrible idea to explore this further?"
72
+
73
+ ### 7. The Accusation Audit
74
+
75
+ Before a negotiation, list all negative things the other side might think. Then say them first.
76
+
77
+ **For fee negotiation:**
78
+ > "You may feel like the fee is too much. You might think you could find a cheaper agent. And you might wonder whether the extra marketing really makes a difference."
79
+
80
+ When you say it first, it loses power.
81
+
82
+ **For price reduction:**
83
+ > "You're probably going to feel like I'm the bearer of bad news. And the last thing I want is for you to think I didn't fight for you."
84
+
85
+ ### 8. Anchoring With Extreme Numbers
86
+
87
+ When negotiating price, an extreme first offer resets expectations.
88
+
89
+ Buyer offers £700k for a £900k property. Counter at £950k. Now the negotiation range shifts upward.
90
+
91
+ ### 9. The Ackerman Model
92
+
93
+ Structured bargaining method:
94
+ 1. Set your target price
95
+ 2. Start at 65% of target
96
+ 3. Increase in decreasing increments: 85%, 95%, 100%
97
+ 4. Final offer includes a precise, non-round number (e.g. £487,250 not £487,000)
98
+ 5. On the final amount, throw in a non-monetary item
99
+
100
+ The precise number signals "I've calculated this to my absolute limit."
101
+
102
+ **Estate agency application (buyer negotiation):**
103
+ - Vendor wants £500k
104
+ - Buyer's first offer: £425k
105
+ - Counter sequence: £490k → £480k → £475k
106
+ - Each counter-offer gets smaller, signalling the limit
107
+
108
+ ### 10. Three Negotiation Tones
109
+
110
+ 1. **Late-Night FM DJ Voice** — slow, calm, reassuring. Use to reduce tension and build trust.
111
+ 2. **Positive Playful Voice** — friendly and warm. Use to build rapport.
112
+ 3. **Direct Voice** — assertive but calm. Use sparingly.
113
+
114
+ ## Practical Estate Agent Scripts
115
+
116
+ **Buyer offers £780k on a £850k property:**
117
+
118
+ Traditional: "That's too low."
119
+
120
+ Voss style:
121
+ > "It sounds like you're trying to make sure you don't overpay."
122
+ > [Pause]
123
+ > "What made you arrive at £780k?"
124
+
125
+ Now the buyer explains their reasoning. You gather intelligence and guide the negotiation.
126
+
127
+ **Vendor resisting price reduction:**
128
+ > "It seems like you feel the property is worth more."
129
+ > [Label the emotion]
130
+ > "What would need to happen for you to feel comfortable adjusting the guide price?"
131
+
132
+ ## Core Principles
133
+
134
+ - People care about: **Autonomy, Respect, Being Heard**
135
+ - Listening is more powerful than talking
136
+ - "No" creates safety — encourage it
137
+ - Aim for "That's right", not "You're right"
138
+ - The best negotiators speak the least