Research checklist
Review your call program, state by state.
Build a record of the markets, activities and current official sources that a qualified reviewer needs. This is a preparation tool, not a complete statutory database or a determination that a campaign is compliant.
Prepare a review for Florida using current official sources and the actual campaign workflow. This tool does not establish the applicable law or approval to operate in Florida.
Find the state consumer protection office- Activity and applicability. Document initial contact, follow-up, parties and technology; ask a qualified reviewer which rules apply.
- Official sources. Record the current statute, regulator guidance, effective date and source URL for the market.
- Operational requirements. Have the reviewer identify applicable contact, recording, licensing and data-handling requirements.
- Decision record. Preserve the reviewer, date, scope, required actions and unresolved questions.
Research workflow only, not legal advice or a complete state-law reference. Use qualified counsel to determine the requirements for your activity. Source directory: USAGov; reviewed September 8, 2026.
Start with the activity and source
Describe who initiates contact, any subsequent outreach, the parties involved and the technology used. Keep the campaign version, source material and open questions together. Applicability and exceptions must be assessed for the actual program.
- FTC telemarketing guidance: applicability and exceptions
- USAGov directory of state consumer protection offices
- Prepare an inbound-call documentation packet
Record the reviewer, date, source version, conclusion and required operating changes. Revisit the review when the activity or applicable requirements change. A commercial qualification or billing decision does not establish legal compliance.