Book hub / Companion library / Chapter 21
CHAPTER 21 · BOTH EDITIONS
Messaging starts with permission
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.
Put it to work
- Record the channel, purpose, time, consent wording or other applicable basis, and the evidence location. Do not treat a purchased list as permission.
- Make stopping easy and honor it across the relevant system. Check your suppression list before any scheduled message.
- 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 EDITION
Consent log
Keep service notices and promotional messages distinguishable. Assign an owner to messaging-policy reviews.
Starter files are ready to adapt. CSV files open in spreadsheet apps. Printable pages can be filled locally and printed; they do not save or submit entries.
DIRECT SALES EDITION
Consent log
Follow company policies as well as local rules. Do not add people to groups or opportunity campaigns without their agreement.
Starter files are ready to adapt. CSV files open in spreadsheet apps. Printable pages can be filled locally and printed; they do not save or submit entries.