Rules and ethics
What UK GDPR and PECR require from appointment-setting agencies
UK GDPR PECR appointment setting rules: lawful bases, legitimate-interest tests, corporate subscriber calls, ICO guidance and records agencies must keep.
Topic
compliance
Rules and ethics
How FCA financial promotions rules apply to outsourced sales teams
FCA financial promotions outsourced sales teams must follow s21 approval, COBS 4 conduct rules and record-keeping duties when booking UK meetings.
Outlook
Check how AI fits your appointment setting agency before you buy
A practical guide to where AI helps appointment setting agencies, where it creates compliance risk, and what to check before you commit a budget.
Rules and ethics
Data protection before sharing prospect data with an agency
Data protection checks before sharing prospect data with an appointment-setting agency: lawful basis, UK GDPR terms, PECR screening and provider vetting.
Rules and ethics
Check your appointment setting agencies disclosure policy
A practical appointment setting agency guide to disclosure policies, covering caller identity, TPS and CTPS screening, call recording, scripts and records.
Operations
Check appointment setting agencies quality before you renew
Use this checklist to judge appointment setting agencies quality: staffing cover, consent records, call recordings, complaint logs and regulatory history.
Outlook
Why appointment setting agencies risk scenarios deserve a stress test
A guide to stress-testing appointment setting agencies risk scenarios, covering demand, compliance and delivery triggers with a checklist for outsourcing teams.