Call & Recording Forms
Call recording disclosure scripts, monitoring consent forms, and call quality audit checklists.
25 resources in this category
Call Recording Disclosure Script
Script templates for disclosing call recording to consumers at the beginning of telemarketing and customer service calls.
State Recording Consent Requirements Matrix
State-by-state matrix of one-party vs. two-party recording consent requirements with specific statutory citations.
Call Monitoring Consent Form
Written consent form for employees and agents acknowledging that calls may be monitored and recorded.
IVR Recording Disclosure Script
Interactive voice response script for automated recording disclosure before connecting callers to agents.
Call Recording Retention Policy
Policy template for how long call recordings are retained, stored, and disposed of for compliance purposes.
Two-Party Consent State Procedures
Procedures for handling calls to and from two-party consent states including California, Florida, and Illinois.
Call Quality Compliance Audit Form
Audit form for reviewing recorded calls against TCPA compliance standards including disclosures, opt-out honoring, and calling hours.
Outbound Call Script Compliance Template
Compliant outbound telemarketing call script template with required disclosures, company identification, and opt-out instructions.
Prerecorded Message Script Template
Template for prerecorded voice messages that meet TCPA requirements including identification, opt-out mechanism, and prohibited content.
Ringless Voicemail Compliance Guide
Compliance guide for ringless voicemail drops including consent requirements and FCC enforcement positions.
Calling Hours Compliance Procedure
Procedure for ensuring all outbound calls comply with federal 8am-9pm restrictions and stricter state calling hour rules.
Caller ID Display Compliance Checklist
Checklist for Caller ID compliance including name display, callback number, and spoofing prohibitions under the Truth in Caller ID Act.
Abandoned Call Rate Monitoring Form
Form for tracking and maintaining the 3% abandoned call rate maximum required by the TSR for predictive dialers.
Predictive Dialer Compliance Settings Checklist
Configuration checklist for predictive dialer settings to maintain TSR compliance including ring time, abandonment rate, and message delivery.
Call Center Compliance Training Outline
Training outline for call center agents covering TCPA requirements, DNC procedures, and recording disclosures.
Inbound Call Recording Disclosure Template
Disclosure language for recording inbound calls including customer service, sales inquiries, and complaint calls.
Call Recording Access Request Form
Internal form for requesting access to call recordings for compliance review, litigation, or quality assurance purposes.
Agent Compliance Monitoring Scorecard
Scorecard for evaluating individual agent compliance with TCPA requirements during recorded call reviews.
Voicemail Drop Compliance Checklist
Compliance checklist for leaving voicemail messages including required disclosures and opt-out information.
Call Disposition Compliance Codes Template
Standard call disposition codes template for tracking DNC requests, opt-outs, wrong numbers, and disconnected numbers.
Multi-State Recording Consent Flowchart
Decision flowchart for determining recording consent requirements when caller and recipient are in different states.
Text Message Compliance Script Templates
Templates for compliant marketing text messages including required STOP language, company identification, and frequency disclosures.
Call Recording Destruction Certificate
Certificate template documenting the proper destruction of call recordings after the retention period expires.
Warm Transfer Compliance Script
Script template for warm transferring calls between agents while maintaining TCPA disclosure and consent requirements.
Emergency Exception Call Procedure
Procedure for making emergency calls that may be exempt from certain TCPA requirements including health care and fraud alerts.