A practical compliance checklist and call script controls for sales calls, texts, emails and automated calls – covering TPS and CTPS screening, consent, the soft opt-in, caller ID, abandoned calls, suppression lists and record keeping.
Sales & marketing
Telemarketing and Direct Marketing Compliance Checklist
About this document
Direct marketing by phone, text and email is governed by the Privacy and Electronic Communications Regulations 2003 (PECR) as well as UK GDPR. Making sales calls to numbers registered with the Telephone Preference Service, sending marketing texts or emails without consent, or making silent and abandoned calls are among the most common reasons the Information Commissioner’s Office fines businesses. This checklist shows what each channel needs, and how to prove compliance.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Sales & marketing
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Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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