Outreach compliance checklist

Good habits that keep outreach respectful and closer to the rules. General information, not legal advice.

Updated Oct 22, 2026 · 1 min read

This checklist is general information, not legal advice. Rules vary by country — check those that apply to you.

Data

  • Data collected from public business sources
  • Source of each list recorded
  • Only data you need for business outreach kept
  • Old data deleted on a schedule

Email

  • Honest sender name and address
  • Subject line reflects the content
  • Physical business address included
  • Clear opt-out in every email
  • Opt-outs honoured promptly across all lists
  • Stricter rules checked for UK/EU recipients and sole traders

Calls and texts

  • Do-not-call lists checked where they apply
  • No autodialled or prerecorded calls/texts to mobiles without the required consent
  • Calls made at reasonable hours
  • Opt-out requests recorded

Requests from people

  • Process for access and deletion requests
  • Suppression list kept so deleted contacts aren't re-added
  • Response within required time limits

Communities and platforms

  • Platform and community rules followed
  • No spam inside communities
  • Messages relevant to the person's business

Read more: is web scraping legal? · GDPR and B2B cold email · CAN-SPAM

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