Tuesday Aug 06, 2024

Should You Record & Save Your Sales Calls? Using a Document Retention Policy…

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There is ONE part of your marketing business that could be filled with legal landmines. 

Your sales call recordings. 

In today’s "Don't Say That" episode, Greg and I reveal the hidden legal dangers lurking in your customer conversations.

We cover a ton of ground, including…

  • Why handing over call recordings to customers could be a MASSIVE legal risk…
  • The sneaky way competitors might be trying to steal your sales scripts…
  • How long you REALLY need to keep call recordings (and why it's not as long as you think)...
  • The dangerous myth of "FTC reasons" for withholding recordings…
  • Why your document retention policy could be your best defense against regulatory nightmares…

But there’s good news. We cover how to handle your document retention policy the RIGHT way, including…

  • The exact language to use when denying customer requests for recordings…
  • How to implement a bulletproof document retention policy that protects you AND your customers…
  • The unexpected way call recordings could violate privacy laws…
  • Why deleting ALL your calls is just as dangerous as keeping them forever…

Whether you're running a massive call center or just recording the occasional sales call, this episode is a must-listen. 

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