Telemarketing Compliance Checklist Form
Document and review the compliance status of each telemarketing call.
Call Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Agent Full Name
*
First Name
Last Name
Contact/Channel (e.g., phone number, extension, or campaign)
*
Checklist: Compliance Steps
*
Introduced self and company clearly
Confirmed contact’s identity and consent to call
Disclosed call recording (if applicable)
Offered opt-out option
Followed approved call script
No prohibited language or promises used
Were any compliance issues observed?
No issues
Potential script deviation
Consent not clearly obtained
Other (describe below)
Reviewer Notes (if any compliance issues or comments)
Reviewed by
Submit Checklist
Should be Empty: