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Telemarketing Sales Rule Policy Manual

Conducting telemarketing activities can be complicated, but it doesn’t have to be.  The Telemarketing Sales Rule Policy is your guide to complying with requirements of the Federal Telecommunication Commission’s Telemarketing Sales Rule and the underlying laws and regulations.


Telemarketing is an efficient and effective way to connect with customers. When conducting telemarketing sales activities, protecting consumers must be paramount to mitigate and prevent potential risks.

This manual contains sections on telephone calling rules, disclosures, definitions, prohibited and deceptive acts or practices, record retention requirements, rule exemptions, and more. 


The Telemarketing Sales Rule Policy Manual features the following benefits:

  • Supports strong operational preparedness
  • Establishes staff training requirements 
  • Defines roles and responsibilities
  • Helps meet regulatory and internal compliance requirements 
  • Allows policy revisions to fit your business model
  • Delivered via email within one business day

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 and your organization's required passing score .
4.1 Definitions Optional Enhancement Provide any additional definitions your organization requires.
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.
6 Record Retention Requirements Recommended Best Practice Provide any additional record retention requirements that apply to your organizations telemarketing practices.
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.