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Referral Script
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How to Execute
Video Walkthrough
Introduction
This referral text is simple but strategic.
It’s based on research from Vanessa Van Edwards, a behavioral expert who studies how warmth, trust, and status drive responses.
Here’s what makes it work:
1. It opens with a high-warmth cue—“You’re so well-connected”—which triggers trust and makes the person feel seen.
2. It keeps the ask mutual, not transactional. You’re not selling—you’re inviting them into something valuable.
3. It uses power + warmth language to describe the listing. Instead of underselling it (“might be a good fit…”), you’re quietly signaling urgency and quality.
Send it now if you’ve got a great listing to a contact who knows everyone.
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Examples
How to Execute
Referral Script
Introduction
This referral text is simple but strategic.
It’s based on research from Vanessa Van Edwards, a behavioral expert who studies how warmth, trust, and status drive responses.
Here’s what makes it work:
1. It opens with a high-warmth cue—“You’re so well-connected”—which triggers trust and makes the person feel seen.
2. It keeps the ask mutual, not transactional. You’re not selling—you’re inviting them into something valuable.
3. It uses power + warmth language to describe the listing. Instead of underselling it (“might be a good fit…”), you’re quietly signaling urgency and quality.
Send it now if you’ve got a great listing to a contact who knows everyone.
Before you get started
For best results with direct mail, you’ll want to have these core lists ready.
Before you send a text, make sure you have these three things in place:
Before you send an email, make sure these three things are in place:
Farm List
This is your core mailing audience—used for general awareness and market education. Build your list using the following filters:
- Homeowners who’ve owned for 10+ years
- 50%+ equity
- Areas with strong total commission opportunity (transaction volume × average price)
Start with 1,000 homes. Expand if it’s working. Need help pulling the list? Ask your title rep or use tools like PropStream or Breakthrough Broker.
Radius Lists
Used for campaigns like Just Listed, Just Sold, Magic Buyer, or Pre-Appointment letters.You’ll need the ability to quickly pull 100–200 nearby homes around a specific property.
Specialty Lists
Used for targeted campaigns like Expired Listings, Silver Tsunami, and FSBOs.
Pull these from platforms like RedX or similar.
An Email Tool
You need a platform that lets you send mass emails to your database. Use what you have—FUB, Follow Up Boss, Mailchimp, KVCore, Constant Contact, etc. If you’re not set up yet, get that handled first. You can’t send if you can’t hit send.
Three Simple Lists
You need three lists:
Prospects
People you haven't done business with.
SOI/Past Clients
People you have.
Entire Database
All contacts.
A Plain Text Format
These emails are written to feel personal, not promotional—so keep them clean. Paste them as-is, with a short signature (your name, number, maybe your site). That’s it.
A CRM That Can Send Texts
Most modern CRMs can do this—Follow Up Boss, Lofty, Brivity, Real Geeks, etc. Use your CRM before buying anything new. You’ll want tracking, history, and batch-sending capabilities.
If you do need a mass texting tool, here’s what we recommend. But start with manual sends if you have to.
Three Simple Lists
Texting is for follow-up. And smart follow-up starts with the right filters.
Prospects
People you haven’t done business with.
SOI/Past Clients
People you have.
Entire Database
All contacts.
Engaged Recently
Opened an email or visited your site in the last 7 days.
Not Contacted Recently
No outreach in 30 days (for prospects) or 90 days (for clients).
A Plain Text Format
These aren’t spam blasts. They’re timely, value-based follow-ups. Use their first name. Skip the signatures.
How to Execute
Copy the message content and send it via SMS or DM.
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Sending Your Message via Mass SMS or DM Tool
Send
- Log In to Your Mass Messaging Tool: Open your mass SMS or DM platform and log in to your account. (or simply use your phone)
- Select or Upload Recipients: Choose your audience (contacts/followers) or selecting recipients within the tool.
- Compose the Message: Paste the copied message content into the message field.
- Review and Send: Double-check the message for accuracy, then hit "Send" to distribute to all selected recipients.
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Video Walkthrough
Examples
