Does anyone have a concise call‑disclosure checklist I can embed into our QA reviews? I audit 10 calls per rep each week and need a simple rubric to confirm DNC status, recorded line notice, and consent language within the first 20 seconds, especially on live transfers. A PDF or scorecard template would help us tighten compliance without slowing the review.
, live transfers are where it falls apart — add a single “MM:SS stamp” field on your scorecard for DNC check, recorded‑line notice, and consent so reviewers must note if each happened by 0:20, and for transfers require “source + transfer time” captured. I also make reps state legal entity name before consent; quick sanity‑check against this helps: Complying with the Telemarketing Sales Rule | Federal Trade Commission. I’ve got a 1‑page Google Sheet with auto‑fail if any stamp is >0:20 — want it?
Add a ‘quote + mm:ss’ field for each required disclosure in the first 20 seconds and give reviewers a hotkey that pastes the current time — it’s like showing the receipt without slowing them down. For handoffs, include a tiny ‘re‑intro confirmed’ tick; I can share my one‑pager if you want, @levi87?