Thanks, Journeyman, for your very involved answer. I don't think we're actually in the zone where that checklist even kicks in yet. The bloke only promised to visit again in a fortnight. He didn't leave any piece of literature to be gone through, so I doubt that those questions would be relevant to him yet. But let's take a look at them:
"Does the person keep his appointments to study?"
Apart from a vague "I'll be back in two weeks " on his part, there's not what you might call an appointment to study.
"Does he prepare for the study?" No literature was left to study, so no to that.
"Does he attend congregation meetings?" I've never been to one and this gentleman didn't even invite me to one. Interestingly, some trolley ministry people invited me to the Sunday meeting at any time.
"Is he making changes in harmony with Bible principles?" By their definition, probably not.
"Does he share with others what he is learning?" Well, in an oblique sense, perhaps. I've shared about the encounter within my church circle of acquaintances. 😳
"Is he withdrawing from false religion?" Again, in an oblique sense: I intend to keep my promise to myself that I will never darken the doorway of a Kingdom Hall. 🤔
"In all seriousness, just be straight with him. If you're happy to discuss Bible topics with him but don't want a study or anything more, say so. If you're happy to even study with him, but you will not take it any further, say so. Then let him make the call, but if he tries to push you beyond what you've agreed to, just draw the line and remind him, and stop it if and when you're ready"
I'm happy to discuss Bible topics with him, that's for sure. But I'll firmly say no to any WT literature guided "study". For that one time it was a pleasant experience, but it's hard to predict whether or not it will be so going forward. No firm time was mentioned for this coming Saturday, so nothing is guaranteed. If he comes back with a second person, I'll probably say no. As I mentioned above, being ganged up upon is not my idea of a fun time.
Blondie, as Journeyman raises the point above, I'm not sure about the legality of maintaining lists, even though it's pretty obvious that they keep track, even if it's via mental note and word of mouth. I'll try to find out more on the legality of that in Australia. A thread on Quora:
https://www.quora.com/Do-Jehovahs-Witnesses-keep-track-of-which-homes-they-have-visited