PAT BERRY — TRADE COMPANION
CHAPTER 21: Messaging starts with permission
Starter worksheet for review — October 19, 2026

Keep a simple record of what someone agreed to receive and where. Rules differ by location and channel; check official guidance and your platform's policies before launching a campaign.

1. Record the channel, purpose, time, consent wording or other applicable basis, and the evidence location. Do not treat a purchased list as permission.
2. Make stopping easy and honor it across the relevant system. Check your suppression list before any scheduled message.
3. For WhatsApp, use the official Business setup path, verify business details, set a clear profile and support hours, and test with a consenting contact. Platform/API messaging has additional policy and template requirements.

Trade application
Keep service notices and promotional messages distinguishable. Assign an owner to messaging-policy reviews.

Consent log
Contact ID:
_______________________________________________________

Channel:
_______________________________________________________

Purpose:
_______________________________________________________

Consent wording or applicable basis:
_______________________________________________________

Time and timezone:
_______________________________________________________

Evidence location:
_______________________________________________________

Withdrawal date:
_______________________________________________________

Suppression updated:
_______________________________________________________

Owner:
_______________________________________________________

Use verified facts. Personalize examples. Keep private customer records in your own secure system.