U.S. CALLING-CAMPAIGN REVIEW WORKSHEET
Yenra | Revised October 3, 2026
Guide: https://yenra.com/do-not-call-list-compliance/

Original operational planning aid for a qualified campaign review.
This is not an exhaustive legal checklist or a compliance certification.
Review current federal and applicable state rules with qualified counsel.
Use controlled internal test records for rehearsals, with no unsolicited
public calls. Keep live numbers, consent evidence, and credentials in
access-controlled systems; use protected reference IDs in this worksheet.

CAMPAIGN CLASSIFICATION
Seller / campaign ID / responsible owner:
Purpose / products or services:
Recipients / states / relevant jurisdictions:
Calling technology (live, prerecorded/artificial voice, texts, other):
Lead sources / vendors / systems:
Legal reviewer / review date / scope / rule sources and versions:
Conditions to release / unresolved records held / re-review triggers:

EVIDENCE AND SUPPRESSION
Lead evidence reference and verification owner:
Applicable National Registry access / seller access responsibility:
Registry version / access date / freshness control:
Entity-specific Do Not Call list / other applicable restrictions:
Normalization and identity-matching method:
Suppression rule version / processing time / result reference:
Reviewer / release authorization / permitted campaign scope:
Vendor export version / receipt / replacement or cancellation status:
Do not treat a lead seller's label or list matching as complete compliance.

INTERNAL STOP-REQUEST REHEARSAL
Test record reference (no public recipient):
Seller / request scope / request timestamp and time zone:
Affected systems, vendors, scheduled lists, and queued jobs:
For EACH recipient system: change sent / acknowledgment / applied result:
Missing acknowledgment or stale queue: hold and resolution:
Reimport check: test record remains suppressed? Evidence:
Restart check: request persists? Evidence:
Owner / corrected failure / end-to-end retest result:
Use the legally applicable deadlines. Rehearsal timestamps are operational
observations, not a statement of statutory deadlines.

RECORD RETRIEVAL AND RETENTION
For EACH record class: required fields / format / retention-start trigger /
period / owner / secure location / vendor allocation / access procedure.
Include applicable scripts/materials, call details, consent/stop requests,
registry-access records, and provider agreements.
Current 16 CFR 310.5 generally requires covered records for five years
from production unless otherwise specified; certain classes have different
start triggers. Read the complete current rule and applicable exceptions.
Check additional duties, legal holds, vendor oversight, and access.
Sample campaign retrieved / date / missing evidence / corrective action:

SOURCES (RECHECK FOR THE ACTUAL CAMPAIGN)
https://www.ecfr.gov/current/title-16/chapter-I/subchapter-C/part-310/section-310.4
https://www.ecfr.gov/current/title-16/chapter-I/subchapter-C/part-310/section-310.5
https://www.ecfr.gov/current/title-47/chapter-I/subchapter-B/part-64/subpart-L/section-64.1200
https://www.ftc.gov/business-guidance/blog/2024/10/mark-your-calendars-telemarketers-sellers-october-15-telemarketing-sales-rules-record-store-day