You are free to use the recommended best practices in these materials for your consideration.  These scripts are not intended to be used verbatim, and they should always be modified for accuracy.  
If you choose to make contact by phone or text (i) check phone numbers against the federal DNC registry, any applicable state DNC list and your company DNC list (ii) do NOT use autodialers and (iii) do NOT use artificial voice or pre-recorded messages, this includes those you haven't spoken to in a while. Emails must follow the rules. Emails must be clear it is a solicitation and provide the consumer with an opt-out.  Also, before calling or texting referrals, those numbers need to be checked against all applicable DNC lists.  Get prior, express, written consent before texting or using artificial or prerecorded messages.