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The PEWC Playbook: Collecting, Storing, and Using Consent the Right Way
What You’ll Learn
Sending texts or calls without proof of consent exposes your business to lawsuit risks. This guide acts as a training workbook, providing simple explanations, real-life examples, and checklists to handle consent correctly.
- How to categorize sales vs. service messages to determine the right permission level
- The 5 essential "ingredients" required to write valid consent language
- Best practices for storing "consent packages" to prove compliance in minutes
- How to audit vendor leads and process opt-outs within the 10-day window
Stop guessing if your messages are safe. Use the included self-grading checklists to identify gaps in your program and ensure you can prove exactly what a customer agreed to.
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Putting this system into practice requires consistent drills, coaching, and measurement. Partner with a team that already runs this playbook so you can accelerate adoption, free up manager time, and see measurable improvements in connect and conversion rates.
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We build and train outbound programs across industries—from healthcare to tech. Everything we share here is tested in real campaigns and proven to work.

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