Campaigns Configured Around The Rules That Apply

A removal request is honored on the call and the number is suppressed across the account immediately.

• Do Not Call is a standard disposition available on every campaign
• The number is written to the internal DNC list at the moment it is recorded
• Matching prospect records are flagged and retired across all campaigns
• Entries can be scoped globally, per client, or per campaign
• Clients can upload their own removal and suppression lists at any time

Campaigns carry a permitted calling window that is enforced before the dial, in the prospect's local time.

• Windows are set per campaign and checked against the state rule
• The stricter of the two always wins
• Sunday calling is off by default and enabled only deliberately
• The caller console blocks the dial and explains why, rather than warning after

Every prospect record carries a resolved time zone, so windows follow the contact rather than the caller.

• Time zone is resolved per record during list preparation
• Callers see the prospect's current local time on the record
• Multi-state campaigns respect each contact's own window

Lists are screened before dialing, not cleaned up after a complaint.

• Client-supplied suppression lists applied during list preparation
• Existing customers and active opportunities excluded on request
• Duplicates consolidated so one household is not called repeatedly
• Invalid and unreachable numbers retired from the working list

Where a campaign requires documented consent, the record is captured and the dial is blocked without it.

• Consent can be required at the campaign level
• Channel, type, source and evidence are recorded on the prospect
• Revocation is recorded and takes effect immediately
• Applies to SMS follow-up wherever a campaign enables it

Campaigns carry per-state configuration and exclusions, with states flagged for review before launch.

• Every state has a configurable calling window and Sunday setting
• States can be excluded from a campaign entirely
• Flagged states require confirmation of current requirements before launch
• Settings are versioned in the audit history

Every attempt ends in a standard disposition. There is no unrecorded outcome.

• A fixed disposition set shared across all campaigns and callers
• Attempt limits enforced per campaign
• Notes and follow-up dates captured on the record
• Disposition discipline reviewed as part of caller performance

Who changed what, and when, for scripts, compliance settings, assignments and removal requests.

• Append-only log of administrative and campaign changes
• Script versions retained with approval status
• Compliance setting changes recorded with actor and timestamp
• Integration deliveries logged with payload and response

• Guaranteeing a sale, a sale price or a timeline
• Misrepresenting the agency or brokerage relationship
• Claiming an existing offer or buyer that does not exist
• Stating or implying the prospect is legally obligated to sell

• Guaranteed savings or guaranteed bill reduction
• "Free solar" or no-cost system claims
• Government-funded, government-sponsored or state-paid solar programs
• Guaranteed tax credits, rebates or incentive eligibility
• Guaranteed qualification or guaranteed approval
• Claiming to represent a utility, government agency or program administrator

• Asserting storm or hail damage to a specific property before an inspection
• Promising insurance coverage, claim approval or a paid claim
• Offering to waive, absorb or discount an insurance deductible
• Claiming to represent an insurance carrier, adjuster or government agency
• Stating a roof replacement will be free or fully covered