2025 Call Compliance Checklist

Stay Connected. Stay Compliant. Stay Ahead.

Created by CallShaper : The Performance-Driven Call Center Platform

Why This Matters?

The rules have changed and enforcement is rising. Mini-TCPA state laws, B2B mobile restrictions, and STIR/SHAKEN requirements now affect every outbound call.

This checklist helps you:

	Audit your current call practices
	Spot compliance gaps
	Lower legal risk
	Maintain high connect + conversion rates

Legal & Regulatory

Consent & Disclosure

1. Are you collecting and storing: Prior express written consent Consent source and timestamp Proof of opt-in certificates

2. Do agents or IVRs clearly state: Company name and callback number Call purpose or offer (if applicable) Right to opt-out (verbal or keypad option)

Technology & Platform-Level Compliance

1. Does your call center platform provide:

Active STIR/SHAKEN authentication Branded caller ID / CNAM management Carrier block tracking or alerts Local number rotation (for call delivery)

2. Are you able to:

Track call block rates by number Remediate flagged caller IDs Register numbers with major carriers

Monitoring, QA & Documentation

1. Are you:

Monitoring scripts for compliance (manual or AI QA) Archiving calls and consent records Training agents on compliance workflows Auditing campaigns at least monthly

2025 Call Compliance Checklist

Stay Connected. Stay Compliant. Stay Ahead.

Created by CallShaper : The Performance-Driven Call Center Platform

Why This Matters?

The rules have changed and enforcement is rising. Mini-TCPA state laws, B2B mobile restrictions, and STIR/SHAKEN requirements now affect every outbound call.

This checklist helps you:

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