Cold Calling to Concent - the Scripts - Resources

PERMISSION SCRIPTS: TURNING CONTACTS INTO LASTING CLIENTS

The way you contact clients has changed. Under the Consumer Protection Act, every outreach must be intentional, consensual, and value-driven. The days of bulk messaging and cold calling without permission are over.

The scripts in this resource are designed to help you stay compliant while keeping your relationships alive. Each one is built around asking for permission naturally, adding genuine value, and staying top of mind without crossing legal or ethical lines. Work through them by category, adapt them to your own voice, and make them part of your daily practice.

Compliance and connection are not in conflict. Done right, they are the same thing.

No	Type	Name	Rationale	The Script
01	Sphere of Influence	The Value-First Offer	Before asking permission to communicate, give something genuinely useful: a free market report, a local price guide, or a suburb snapshot. When someone accepts value freely offered, asking to stay in touch feels natural.	"I have just put together a free snapshot of property values in [Area]. Would you like me to send it through? And if you find it useful, I can keep you updated as the market shifts."
02	Hyperlocal	The Community Expert Position	Become the recognised property voice in a specific neighbourhood through Facebook groups, community boards, or a local newsletter. When you consistently share useful, relevant information, people reach out to you. Consent is inherent in their approach.	"I run a monthly property update for [Suburb] homeowners. It covers trends, sales data, and what is happening locally. Would you like to be included?"
03	Sphere of Influence	The Life Stage	Trigger During any social or casual interaction, people often reveal life changes: a new baby, children leaving home, retirement plans. These are natural entry points. Listen for the signal, then offer your expertise as a service, not a sales pitch.	"That sounds like an exciting season of life. Property often plays a big part in those transitions. Would you mind if I stayed in touch in case I could be useful at any point?"
04	Listing-Based	The Neighbour Notification	When you list or sell a property, hand-deliver a note to surrounding neighbours. This is inbound by design. You are informing, not cold calling. Neighbours are curious, often know buyers, and frequently want to know what nearby properties are worth.	"I have just listed a property nearby. I often find that neighbours know someone looking in the area. Would it be alright if I left you my details and stayed in touch with any relevant updates?"
05	Past Clients	The Annual Review Invitation	Offer every past client or sphere contact a free annual property health check. This creates a recurring, welcomed reason to connect every single year without it ever feeling like prospecting.	"Each year I offer my clients a quick property review, a friendly update on values and market movement. Would you find that useful? I can schedule a 15-minute call or send it through by email."
06	Community	The Event Invitation Gateway	Host or co-host small community events: a breakfast for local landlords, a first-time buyer workshop, a suburb market update evening. Attendance is implicit consent to follow up meaningfully.	"I am hosting a small property market update for homeowners in [Area] next month. It is free and informal. Would you like me to send you the details?"
07	Digital	The Social Proof Sequence	Share authentic client testimonials, case studies, and sold announcements on social media. When contacts engage by liking, sharing, or commenting, use that signal to open a private conversation. Social engagement is soft consent.	"I noticed you liked my post about [Client Story]. I thought you might find it interesting, would you be open to a quick chat about the market at some point?"
08	Referrals	The Referral Handover Protocol	When a client refers someone, use a structured handover that prepares the referred person and seeks their consent before you make contact. This transforms a cold introduction into a warm, consensual one.	"[Referrer Name] mentioned you might be thinking about your property. They suggested I reach out. I just want to check, are you comfortable with me getting in touch and sharing some thoughts?"
09	Digital	The Content Subscription Offer	Create a simple, consistent piece of content: a monthly market email, a short video update, a WhatsApp broadcast list, and actively invite people to subscribe. Over time, this builds a consensual, self- selected database of people who genuinely want to hear from you.	"I send out a short monthly update on [Suburb] property trends. It takes two minutes to read and I only send it to people who want it. Can I add you?"
10	Past Clients	The Milestone Reconnection	Use meaningful milestones — a home anniversary, a change in local market conditions — as natural reasons to reconnect with past clients and renew permission to communicate. These touches feel personal, not transactional.	"I noticed it has been two years since you moved into [Address]. The area has shifted quite a bit, would you like a quick update on what your property may be worth today?"

PART 1 - EVERYDAY PERMISSION SCRIPTS

SPHERE OF INFLUENCE: FRIENDS, FAMILY AND EXISTING CONTACTS

Name	The Script
Staying in the Loop	"I have been working a lot more intentionally with my clients lately, especially with keeping them updated on the market and opportunities. Would you be comfortable if I kept you in the loop from time to time as well?"
Low-Pressure Version	"Would it be alright if I checked in occasionally and shared anything relevant in the property market? I always want to make sure I am adding value, not being a nuisance."
At a Social Occasion	"Property always comes up in conversation. If anything ever comes up for you, feel free to reach out. And if it is okay, I can add you to my quarterly market update?"

AFTER A CASUAL PROPERTY CONVERSATION

Name	The Script
When Interest Is Shown	"That is actually something I deal with every day. If you are open to it, I can keep you updated with useful insights and opportunities. Would you be happy for me to do that?"
Life Stage Version	"That sounds like it could be a big change. Property often plays a role in those moments. Would you mind if I stayed in touch in case I could be useful at any point?"

REFERRAL CONVERSATIONS

Name	The Script
Asking for a Referral	"I am always looking to help more people. If you know of anyone who might need guidance, would you be comfortable introducing me? And with your permission, I can also stay in touch with them in a helpful way."
When a Name is Given	"That is great, thank you. When I reach out, I will mention that you suggested I contact them. And of course, I will first ask if they are comfortable hearing from me."
Following Up the Referral	"[Referrer] mentioned you might be thinking about your property. They suggested I reach out. I just want to check, are you comfortable with me getting in touch and sharing some thoughts?"

AFTER A SUCCESSFUL TRANSACTION

Name	The Script
Post-Sale Consent	"I really enjoyed working with you through this process. Going forward, would you be happy for me to stay in touch from time to time — just to share relevant market updates and check in?"
Handover Moment	"Now that everything is settled, I would love to keep this relationship going. Would it be alright if I reached out every now and then with anything useful, market news, your home anniversary, that kind of thing?"

SHOW DAY AND OPEN HOUSE

Name	The Script
Post-Sale Consent	"Before you go, I often send out useful updates about properties and the market in this area. Would you like me to include you in that?"
Handover Moment	"Most people take time before they are ready. What I normally do is stay quietly in touch with useful information so that when the timing is right, you have someone you already trust. Would that work for you?"

RECONNECTING WITH OLD CONTACTS

Name	The Script
Re-Engagement Opening	"I realised it has been a while since we last connected. I have been working a lot more intentionally with my clients. Would you be open to me staying in touch and sharing anything relevant in the property space?"
Home Anniversary	"I noticed it has been two years since you moved into [Address]. The area has shifted quite a bit since then, would you like a quick update on what your property may be worth today?"

Name	The Script
Community Event or Braai	"I know you are in [Area]. I actually cover that neighbourhood quite a bit. Would you find it useful if I sent you through a quick market update every now and then? No pressure at all."
Business Networking	"Great connecting with you. I do a monthly property market update, mostly useful for business owners and investors. Would it be alright if I included you?"

SENSITIVE SITUATIONS

Name	The Script
Deceased Estate/ Difficult Circumstance	"I understand this is a difficult time and I do not want to add any pressure. If it would be helpful, I can simply check in from time to time and share information when you are ready. There is no obligation at all. Would that be alright?"
Distressed Seller	"I can see this is a lot to navigate. I am happy to give you space and simply be available. Would it be okay if I checked in once a week just to see how things are going?"

Coaching Insight
You are not asking for permission because you have to. You are asking because it positions you as respectful and professional. Frame it that way in your own mind, and it will come across that way in your tone.

PART 2 - STRUCTURED PERMISSION SCRIPTS

ONLINE LEAD FOLLOW-UP: PORTAL OR WEBSITE ENQUIRY

Name	The Script
First Call or Message	"Thank you for your enquiry. I would be happy to assist you with this property and any others that may suit your needs. Would you be comfortable if I kept you updated with relevant options and market insights?"
If They Are Just Browsing	"No problem at all! A lot of people start by getting a feel for what is out there. Would it be alright if I sent you anything relevant as it comes up, so you have a clear picture when you are ready?"

WHATSAPP FOLLOW-UP

Name	The Script
After Initial Contact	"Hi [Name], it was great connecting with you earlier. With your permission, I would like to send you relevant updates and opportunities from time to time. Please let me know if you are happy for me to do so."
Content Broadcast Invite	"Hi [Name], I have started a monthly [Suburb] property update, short, useful, no spam. Would you like to be added? You can opt out at any time, no questions asked."
After a Show Day	"Hi [Name], great to meet you at [Address] today. I have a few other properties that might interest you. Would it be alright if I sent them through?"

EMAIL TEMPLATES

Name	The Script
Staying in Touch	Hi [Name], I hope you are well. I often share useful property insights, opportunities, and updates with my clients. I would like to ensure that anything I send you is relevant and welcome. Please let me know if you would be happy for me to keep in touch from time to time. Kind regards, [Your Name]
Suburb Property Update	Hi [Name], The property market in [Suburb] has shifted recently and I wanted to reach out personally. I send these notes to clients and contacts who find them useful. If you would prefer not to receive them, simply reply and I will remove you immediately. Kind regards, [Your Name]
Free Property Snapshot (Area)	Hi [Name], I have put together a brief property snapshot for [Area],covering recent sales, average prices, and market movement.
If you would like me to send it through, just reply to this email.
Kind regards, [Your Name]

INVESTOR AND LANDLORD CONVERSATIONS

Name	The Script
Someone Mentions They Own Property	"Are you actively looking to grow your portfolio, or just holding for now? Either way, I keep a short list of investors I send opportunities to first, before they hit the portals. Would that be of interest to you?"
Landlord Prospecting	"I help a number of landlords in this area with their investments. If it would be useful, I can send through a brief overview of how I work and stay in touch with anything relevant to your property. Is that alright?"

FIRST MEETING AND LISTING PRESENTATION

Name	The Script
End of Meeting	"Regardless of what you decide moving forward, would you be comfortable if I stayed in touch and shared anything that may be helpful to you in the property space?"
They Choose Another Agent	"I completely understand. I wish you all the best with the process. If it would be alright, I would love to stay in touch — and if things ever change or you need a second opinion down the line, please feel free to reach out."

DATABASE RE-ENGAGEMENT

Name	The Script
WhatsApp Version	"Hi [Name], I am currently updating my records to ensure I only stay in touch with people who find my communication useful. Would you be happy for me to keep you updated with relevant property information and opportunities from time to time?"
Email Version	Hi [Name], I am refreshing my contact list to make sure I am only in touch with people who want to hear from me. If you are happy to keep receiving property updates from me, please reply with a quick 'Yes'. If not, no problem at all, just ignore this message and I will remove you from my list. Kind regards, [Your Name]

Name	The Script
Verbal Consent Received	"I know you are in [Area], I actually cover that neighbourhood quite a bit. Would you find it useful if I sent you through a quick market update every now and then? No pressure at all."
Consent Declined (Log It)	Client requested no further contact on [date]. Flagged as do-not-contact. Removed from all active communication lists.

OPT-OUT RESPONSES

Name	The Script
When Someone Declines	"Thank you for letting me know. I completely understand and will make sure I do not contact you going forward. If you ever need assistance in the future, you are always welcome to reach out."
Responding to Formal Opt-Out	"Thank you for letting me know. I have updated your record immediately and you will not receive any further communication from me. I genuinely appreciate you responding."

Coaching Insight.
Permission asked for respectfully and consistently becomes a professional habit. Over time it shapes how clients perceive you, and how you perceive yourself. That shift in identity is where the real transformation happens.