---
referrals: 2
kind: book
owner: buyers-agent-mj
updated: 2026-10-23
---

# Consent-first intro

> When to use: To see every step of the default path on one referral: asked, suggested, consent requested, consent given (both sides), introduced, accepted, in progress, completed and closed, each with its date.
> The messages, in order: ask (buyer to agent), suggest (agent to buyer, no names yet), consent_request and consent (inspector, then buyer), intro, response, update, outcome, close. lifecycle_step makes each move and draft_message writes each one.

## Parties

### buyers-agent-mj
- kind: person

### buyer-dk
- kind: person

### inspector-tp
- kind: person

## Haves

- inspection-tp by inspector-tp: home-inspection; tags radon, sewer-scope; area example-city; capacity 20; load 14; available yes; budget 300-900

## Needs

### inspection-dk
- by: buyer-dk
- category: home-inspection
- summary: an inspection before closing, with a radon test
- budget: 400-700
- where: example-city
- by_date: 2026-10-31
- requirements: radon
- privacy: limited
- urgency: high
- status: filled
- opened: 2026-10-08

## Connections

- buyers-agent-mj ~ buyer-dk: context client; since 2026-08-01; last 2026-10-20; interactions 26; initiated_by_a 14; initiated_by_b 12
- buyers-agent-mj ~ inspector-tp: context colleague; since 2021-05-10; last 2026-10-15; interactions 22; initiated_by_a 15; initiated_by_b 7; vouches home-inspection

## Referrals

### ref-inspection-dk
- need: inspection-dk
- have: inspection-tp
- given_by: buyers-agent-mj
- why: category, radon, area
- disclosure: none
- fee: none
- consent: inspector-tp: identity and contact; buyer-dk: parameters and identity
- reply_by: 2026-10-12
- status: closed
- ended: completed
- asked: 2026-10-08
- suggested: 2026-10-08
- consent_requested: 2026-10-08
- consent_given: 2026-10-09
- introduced: 2026-10-09
- responded: 2026-10-10
- started: 2026-10-13
- finished: 2026-10-15
- closed: 2026-10-17
- outcome: 5
- thanked: yes
- reported_to_referrer: yes
- note: radon below the action level; the buyer closed on time

## Rules

- disclosure: required
- fees: not_allowed
- consent: double
- rated_by: asker
- close_within: 14