Make the offer clear. Let the owner decide.

Review the current listing information and the source date. Verify the property and the campaign’s eligibility, suppression and calling-window decisions. A published number or an old CRM relationship does not automatically establish permission for a solicitation.

Confirm the caller’s role and the responsible broker’s instructions. Do not pose as a buyer, imply that a buyer exists or offer professional advice outside the caller’s authorized scope. The scripts here are suggested wording, not evidence that a particular campaign is lawful.

Prepare the service you can actually provide. A discussion of representation, marketing or transaction preparation should reflect your brokerage’s real offer and terms, not a promise that hiring an agent always produces a particular net result.

Suggested wording, only with verified details:

“Hi [name], I’m [caller], a real estate [accurate role] with [brokerage]. I saw the current owner-listed property at [address]. I’m calling to ask whether you would consider a conversation about the services our team offers, or whether you prefer no agent contact.”

Adapt the wording to the approved campaign and required disclosures. The point is a transparent purpose, not a magic sentence. A refusal should be recorded, not treated as an invitation to keep changing the pitch.

When the person chooses to continue, ask about the decision they are trying to make. Avoid assuming that every FSBO owner wants the same timeline, has the same motivation or has already encountered a problem.

“Which parts of the sale are you comfortable handling, and is there anything you would want help evaluating?”

Listen before describing the service. A question about showings, a request for help evaluating an offer and an interest in representation are different needs. Route a question that requires licensed or legal advice to the appropriate person rather than improvising.

Record the actual request. “Asked how a consultation works” is not “agreed to list.” A useful note should help the next person continue accurately without restarting the conversation or overstating the opportunity.

If the owner raises cost, explain only your brokerage’s actual offer and proposed terms. Do not imply that commissions are fixed, that every agent charges the same amount or that representation guarantees a higher net return.

“The useful comparison is the service you would receive, the fees you would agree to and the costs you expect to handle either way. [Qualified agent] can walk through our proposed terms and the assumptions with you.”

A net comparison should identify its assumptions rather than hide them. Do not invent a sale-price premium to make a fee appear free. Keep financial, legal and contract questions within the appropriate professional’s scope.

Do not assign every answered call an automatic weekly cadence. Record the person’s request, current eligibility and the approved campaign policy. A person saying “not now” is not necessarily asking for another call on a date chosen by the operator.

When the owner requests a later conversation, confirm the time or condition and the channel. Save that agreement as the next step and recheck it against current restrictions before acting. A task does not override a subsequent stop request.

If the owner asks for written information, identify what will be sent and who will send it through a supported, permitted channel. DialBreeze’s call record is not proof that a separate email or report has already been delivered.

Now represented or relisted: update the status and pause the current solicitation workflow for broker review. Do not schedule a speculative callback to work around the new representation.

Requests no more contact: acknowledge and use internal DNC, then coordinate other affected systems. Wrong contact: record the mismatch and hold the data for correction. Interested in a meeting: distinguish an appointment request from a confirmed time.

Asks about a buyer: never invent one. Give the truthful answer and keep the actual purpose of your call clear. The operator should not need a misleading claim to make the next step sound useful.

Complete the outcome, relevant note and any agreed follow-up on the correct lead. Confirm the owner of a promised action. Use available, permitted audio to resolve material uncertainty rather than letting an AI summary upgrade the person’s interest.

Practice the introduction and the refusal branches with synthetic test records. The trial environment does not call real prospects. Before a live campaign, complete the separate list, carrier and policy review described in the real estate workflow.