This document provides an overview of telemarketing laws and regulations for small businesses. It discusses the history of telemarketing laws including the 1991 Telephone Consumer Protection Act and 2003 Do Not Call Registry. It describes different types of dialers and outlines compliance requirements for making live telemarketing calls, including prior written consent, call times, opt-out options, and exemptions. It emphasizes the importance of being organized, using compliant technology and forms, and maintaining an updated Do Not Call subscription to avoid penalties when finding new customers by phone.

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2. Session Framework
James Angel
Co-founder
DialYourLeads.com
Lora Ullerich
Digital Media Specialist
Cole Information

3. Session Framework
Session Framework
•History of telemarketing laws.
•Impact for small businesses.
•Dialing to find new customers.
•Three action points.

4. Background
•Cole Directory published in 1947.
•Crisscross directory of addresses &
phone numbers.
•Invaluable information for a number of
industries:
•Telemarketing Jack Cole
•Debt collection
•Law enforcement
•Today, web-based lead generation for businesses.

6. Features:
• Webinars
• Playbook
download
• Articles
• Buddy’s Blog
• Resources

7. Dialing Crack Down
•49.7%
•209,722,924
•1991 Telephone Consumer Protection Act (TCPA)
•2003 Do Not Call Registry created
•2007 Do Not Call Improvement Act http://FTC.gov

8. Types of Dialers
•Robo Dialer (robocall)- Recorded message sent out to phone
lines as a voice broadcast with prompts.
•Predictive Dialer- Dials numbers and predicts when agent is
available to connect calls.
•Progressive Dialer- Dials one numbers automatically without
the agent hanging up the phone. The agent is given a specific amount of
time to perform this review before dialing next contact number.
•Multi-Line Dialer- Gives agent the ability to dial up to multiple
numbers at one time. One line connects the other have msg or hangs up
with contacts.
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9. Compliance:
Telemarketing Rules Established in 2003
•Make calls between 8 A.M. and 9 P.M.
•Maintain a "do not call list.“
•Honor any consumer’s request not be called
again.
•Disclose name, company’s name, nature of call
and
contact information.
•No artificial or voice recordings allowed.
•Calls cannot be made to cell phones.

10. Compliance
New FCC Rules in 2012
•Further restricts B-2-C calls.
•Cracks down on “telemarketing robocalls” or auto-
dialers to consumers.
•Affects both landlines & cell phones.
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11. Compliance
New FCC Rules in 2012
•Requires prior written consent:
•Paper
•E-signature
•Phone opt-in
•Website submission
•Eliminates the “established business relationship.”
•Requires an interactive opt-out option.
•3% Abandoned/”dead-air” calls.
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12. Break Down of Calls
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13. Exemptions
Live Telemarketing Calls to Landlines
•Established business relationships.
•Prior written permission.
•Non-commercial/unsolicited advertisements.
•Non-profit organizations & political organizations.
•Surveys.
•Business to Business calls.
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14. SAN Savvy
•Subscription Account Number:
•16 digit number.
•Free to register up to five area codes.
•Annual renewal.

15. SAN Savvy
•https://telemarketing.donotcall.gov
•Click Register New Users.

16. Bottom Line
•Get organized with your data and current
subscriptions.
•Have the proper telemarketing communication
forms.
•Maintain a compliant technology & sales force.
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17. Resources
•State-by-State Do Not Call information:
http://www.the-dma.org/government/donotcalllists.shtml
•Register for a SAN (Subscription Account Number)
https://telemarketing.donotcall.gov/
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