BUSINESS SERVICES SMS COMPLIANCE

// Course Guide

Who this course is for

• Operations leaders at field service, logistics and professional services firms
• Sales and marketing managers texting business prospects
• Office managers who send scheduling and dispatch texts
• Compliance staff drafting texting clauses in client contracts

Why texting compliance is different for B2B service companies

B2B senders often assume the TCPA only protects consumers. In practice many business contacts are reached on personal mobile numbers, which brings marketing texts squarely under consent rules, and carriers apply the same 10DLC registration and content rules to B2B traffic as to consumer programs. Field service texting adds another layer: dispatch and arrival updates are informational, but technicians and office staff often blend in upsell offers that require marketing consent.

What each module covers

1. TCPA Foundations for B2B. The TCPA as it applies to B2B service companies: consent tiers, autodialer rules after Facebook v. Duguid, Do Not Call obligations, statutory damages and recent case law.
2. TCR Registration. 10DLC registration for B2B service companies: brand and campaign structure, use case selection, vetting, and keeping registrations accurate as the business changes.
3. B2B Consent Requirements. How to capture, scope and document consent for B2B service companies: express versus express written consent, disclosure language, recordkeeping and consent that survives a challenge.
4. Message Classification. For B2B service companies: classifying messages as informational, transactional, conversational or marketing, and why the classification decides which consent and which campaign apply.
5. Contamination Prevention. For B2B service companies: preventing contamination: keeping marketing content out of informational and transactional messages so consent and registrations stay valid.
6. Opt-Out Management. For B2B service companies: processing STOP and other opt-outs across every system, honoring revocation by any reasonable means, and keeping internal and national DNC lists synchronized.
7. Marketing Compliance. For B2B service companies: running compliant promotional programs: express written consent, CTA disclosures, frequency, quiet hours and state laws stricter than the federal rules.
8. Field Operations Compliance. Applied guidance on field Operations Compliance for B2B service companies, with templates, checklists and case studies drawn from real programs.
9. Compliance Contract Clauses. For B2B service companies: the commercial side of compliance services: pricing, contracts, service levels and client education.
10. EBR Management. Applied guidance on eBR Management for B2B service companies, with templates, checklists and case studies drawn from real programs.
11. List Audit & Data Hygiene. For B2B service companies: assessing purchased, rented and sourced data: why lead-generation consent often fails, vendor diligence, list hygiene and the Reassigned Numbers Database.
12. Litigation Defense Strategies. For B2B service companies: responding to complaints, demand letters, class actions and regulator inquiries: preserving evidence, common defenses and settlement considerations.
13. Final Certification Exam. A proctored final assessment covering every module, with scenario questions drawn from real B2B service companies situations. Passing earns the course certificate.

The problem this course prevents

A commercial cleaning company buys a list of facility managers and texts a promotional offer. Several numbers are personal cell phones on the Do Not Call Registry. The course shows why B2B status does not exempt the campaign, and how to build a compliant prospecting flow instead.

Course FAQ

Do TCPA rules apply when we only text businesses?

Often yes. Marketing texts to mobile numbers, including business owners' personal phones, require consent, and carrier registration rules apply to all A2P traffic regardless of audience.

Can we text prospects we met at a trade show?

Only with documented consent that covers marketing texts. The B2B consent module covers compliant capture at events, on business cards and through web forms.

Is the course self-paced?

Yes. Business Services SMS Compliance runs about 20 hours across 13 modules, including the final exam, and you can work through it at your own pace with lifetime access to updates.

Is this course legal advice?

No. It teaches the rules, carrier requirements and operational controls that apply to B2B service companies, but it is not a substitute for advice from qualified counsel on your specific program.