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SMS COmmunication Policy

To provide clear guidelines on the appropriate and compliant use of SMS (text messaging) for customer and internal communication.

SMS COmmunication POLICY

SMS Communication Policy

Company Name: We Can Take It
Effective Date: 04/10/2025
Applies to: All Employees and Contractors
Purpose: To provide clear guidelines on the appropriate and compliant use of SMS (text messaging) for customer and internal communication.

1. Scope of SMS Use

SMS communication may be used for:

  • Appointment reminders and confirmations

  • Service updates or schedule changes

  • Customer support and quick follow-ups

  • Promotions or special offers (only with prior consent)

  • Internal team coordination (for on-the-go updates)

2. Consent & Compliance

  • Customer Consent: SMS may only be sent to customers who have opted in.

  • Opt-out: All marketing or promotional messages must include clear opt-out instructions (e.g., "Reply STOP to unsubscribe").

  • Privacy: No sensitive personal data (SSNs, credit card numbers, passwords) should ever be sent via SMS.

  • Legal Compliance: All SMS communication must comply with laws such as the TCPA (Telephone Consumer Protection Act) and CAN-SPAM (for texts that qualify as marketing).

3. Tone and Professionalism

  • All texts must be written in a professional, courteous tone.

  • Use proper grammar and avoid slang or abbreviations that could be unclear.

  • Personal opinions, jokes, or emojis should be avoided in customer-facing texts.

4. Message Frequency

  • Limit frequency of messages to avoid overwhelming customers.

  • For marketing texts: no more than 4 per month unless otherwise consented.

5. Recordkeeping

  • All SMS communications related to client interaction must be logged or stored for a minimum of 24 months for auditing and customer service purposes.

6. Violations

Non-compliance with this policy may result in:

  • Disciplinary action, up to and including termination

  • Legal liability for the individual and/or the company

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