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Permission Scripts Library

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. Each script is built around asking for permission naturally, adding genuine value, and staying top of mind without crossing legal or ethical lines. Compliance and connection are not in conflict. Done right, they are the same thing.

Core permission scripts

No Type Name Rationale The Script
01 Sphere of Influence The Value-First Offer Give something genuinely useful before asking permission; accepting value freely offered makes staying in touch feel 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 neighbourhood; consent is inherent in their approach to you. "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 Life changes (new baby, kids leaving home, retirement) are natural entry points; offer expertise as a service, not a 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 Hand-deliver a note to neighbours when you list or sell; informing, not cold calling. "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 A free annual property health check creates a recurring, welcomed reason to connect yearly. "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 small community events; 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 testimonials, case studies, sold announcements; engagement is soft consent to open a private conversation. "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 Structured handover prepares the referred person and seeks consent before contact. "[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 A consistent content piece with active invites builds a consensual, self-selected database. "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 Meaningful milestones (home anniversary, market shifts) are natural reasons to reconnect and renew permission. "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?"

Everyday permission scripts

Sphere of Influence: friends, family and existing contacts

  • 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

  • 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

  • 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

  • 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

  • Post-Show-Day 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?"
  • Quiet Stay-in-Touch: "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

  • 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?"

Community and social settings

  • 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

  • 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?"

Structured permission scripts

Online lead follow-up: portal or website enquiry

  • 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?"

Investor and landlord conversations

  • 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

  • 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

  • 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]"

Opt-out responses

  • 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."
  • Verbal Consent Received: log source + consent status + date for the contact (see Consent Management).
  • Consent Declined: "Client requested no further contact on [date]. Flagged as do-not-contact. Removed from all active communication lists."

Usage rules for automation

  • Never send any of these as bulk. Each must be personalised (name, area, context).
  • Every script ends by asking permission — the reply IS the consent record; log it.
  • If consent is declined, log and stop; never auto-retry.
  • The scripts themselves are not legal advice — pair with the compliance guardrails in CPA Obligations.

Sources

[1] Raw: Cold Calling to Consent — Scripts