Telemarketing Sales Rule Policy Manual

Conducting telemarketing activities can be complicated, but it doesn't have to be. The Telemarketing Sales Rule Policy is a turnkey document ready to be personalized with your company name and logo.


Telemarketing is an efficient and effective way to connect with customers. In doing so, consumer protection needs to be paramount to mitigate and prevent potential risks.

This manual contains sections on calling rules, disclosures, definitions, prohibited acts or practices, and so much more. Read further to learn about product benefits.


The policy features the following benefits:

  • Complete AllRegs by Ellie Mae Telemarketing Sales Rule Policy Manual, saving you developmental time and resources
  • Meet your regulatory and/or internal compliance requirements
  • Affordable one-time purchase fees

Optional Services

Maintenance: Receive regular and ongoing industry updates to keep your policy within regulatory requirements.

Publishing: Publish your manual, including your company procedures, in AllRegs Online to complete your policy manual solution.

Contact your account manager for information regarding these optional services!

Policy Manual
Telemarketing Sales Rule
Section Title Priority Action
1.1 Goals and Objectives Mandatory Review Include the point of view or culture of your organization in this section, if applicable.
1.2 Required Review Mandatory Review Be sure this accurately reflects your company’s annual policy review process.
2.1 Internal Controls Recommended Best Practice Include or reference related procedures in this section.
3 Staff and Training Recommended Best Practice Include the means by which your organization provides and tracks required training.
5 Telemarketing Sales Rule Policy Practice Optional Enhancement Revise this to include your institution’s specific business requirements as it applies to your telemarketing practices. This would include any required or prohibited actions.
8 National Do Not Call Registry Optional Enhancement You may wish to include a section regarding specific actions / procedures taken by your employees to place a contact or phone number on an internal do not call list.