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INDUSTRY PLAYBOOKS

TCR Compliance
Implementation Playbooks

Industry-specific implementation guides covering TCPA requirements, TCR registration protocols, carrier policies, and regulatory frameworks for 11+ business verticals.

Find Your Playbook What's a Playbook?
11+
Industry Guides
2025
Updated Standards
3-Phase
Implementation

What is a TCR Compliance Playbook?

A TCR compliance playbook is a comprehensive implementation guide tailored to specific industry verticals, addressing the intersection of TCPA baseline requirements with industry-specific regulatory frameworks. Playbooks provide systematic workflows for consent capture, TCR registration, carrier submission, and ongoing compliance monitoring.

Implementation Roadmap

Step-by-step workflows covering consent infrastructure, brand registration, campaign setup, and carrier submission protocols.

Regulatory Frameworks

Industry-specific regulations like HIPAA, GLBA, FEC, and state laws mapped to TCR requirements with compliance controls.

Compliance Templates

Customizable consent forms, privacy policy sections, and documentation templates meeting vertical requirements.

Industry-Specific Playbooks

Select the playbook matching your primary business vertical for tailored compliance guidance addressing industry-specific regulations, use case patterns, and carrier approval strategies.

Healthcare & Telehealth

Navigate HIPAA privacy requirements alongside TCPA consent mandates for patient communication, appointment reminders, and telehealth notifications.

HIPAA PHI Protection Patient Consent
Use Cases: Appointments, Prescriptions, Telehealth

Financial Services & FinTech

Implement GLBA compliance controls alongside TCR registration for account alerts, fraud notifications, and marketing communications.

GLBA 2FA Alerts Fraud Prevention
Use Cases: 2FA, Account Alerts, Marketing

Real Estate

Navigate express written consent requirements for lead follow-up, listing notifications, and open house alerts while meeting NAR ethics standards.

TCPA Marketing Lead Texting NAR Ethics
Use Cases: Lead Follow-up, Listings, Open Houses

Automotive Dealerships

Implement compliant messaging for sales inquiries, service reminders, and promotional campaigns across new and used vehicle departments.

Sales Texting Service Reminders Promotions
Use Cases: Sales, Service, Marketing

E-Commerce & Retail

Navigate transactional vs. marketing distinctions for order confirmations, shipping updates, cart abandonment, and promotional campaigns.

Transactional Cart Abandonment Promotions
Use Cases: Orders, Shipping, Marketing

Insurance Providers

Implement compliant messaging for policy renewals, claim updates, and agent communications while meeting state insurance regulations.

Policy Alerts Claim Updates Agent Texting
Use Cases: Policies, Claims, Marketing

Education & EdTech

Navigate FERPA considerations alongside TCR requirements for enrollment notifications, campus alerts, and educational content delivery.

FERPA Campus Alerts Enrollment
Use Cases: Alerts, Enrollment, Content

SaaS & Software

Implement messaging for user onboarding, feature announcements, and system alerts while distinguishing transactional from promotional content.

System Alerts Onboarding Features
Use Cases: Alerts, Onboarding, Updates

Legal Services

Navigate attorney-client privilege considerations alongside TCR compliance for case updates, appointment reminders, and client communications.

Privilege Case Updates Appointments
Use Cases: Cases, Appointments, Client Comms

Hospitality & Travel

Implement messaging for booking confirmations, itinerary updates, and promotional campaigns while distinguishing transactional from marketing content.

Bookings Itineraries Promotions
Use Cases: Bookings, Updates, Marketing

Franchise & Multi-Location

Navigate centralized brand registration with location-specific campaigns, maintaining consistent messaging compliance across franchise network.

Multi-Location Brand Control Local Campaigns
Use Cases: Centralized, Local, Marketing
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Standard Playbook Structure

All MyTCRPlus playbooks follow a consistent 3-phase implementation framework covering consent infrastructure, TCR registration, and ongoing monitoring. Each phase includes actionable workflows, compliance checkpoints, and carrier-specific considerations.

1

Phase 1: Consent Infrastructure

Establish TCPA-compliant consent capture mechanisms addressing industry-specific regulatory requirements.

Components:

  • Consent form design with affirmative action
  • Privacy policy SMS-specific sections
  • Opt-out mechanism implementation
  • Consent documentation and retention

Deliverables:

  • Customizable consent templates
  • Privacy policy language samples
  • Opt-out processing workflows
2

Phase 2: TCR Registration

Complete brand and campaign registration with carrier-optimized configurations for industry-specific use cases.

Components:

  • Brand vetting document preparation
  • Use case category selection
  • Campaign description optimization
  • Carrier submission protocols

Deliverables:

  • Brand registration checklists
  • Use case mapping guides
  • Trust score optimization tactics
3

Phase 3: Monitoring & Optimization

Implement continuous compliance monitoring with remediation protocols for carrier rejections and policy violations.

Components:

  • Deliverability monitoring protocols
  • Rejection remediation workflows
  • Compliance audit procedures
  • Policy update management

Deliverables:

  • Monitoring dashboard setup
  • Remediation playbooks by error code
  • Quarterly audit templates

How to Use Compliance Playbooks

Industry playbooks serve as implementation roadmaps adaptable to organizational scale and messaging maturity. Organizations in early planning stages focus on Phase 1 consent infrastructure, while active TCR registrants leverage Phase 2 and Phase 3 optimization protocols.

For New SMS Programs

  1. 1
    Select Industry Playbook
    Choose playbook matching primary business vertical
  2. 2
    Review Regulatory Requirements
    Understand industry-specific compliance obligations
  3. 3
    Implement Phase 1
    Build consent infrastructure with provided templates
  4. 4
    Complete TCR Registration
    Follow Phase 2 brand and campaign setup protocols
  5. 5
    Activate Monitoring
    Deploy Phase 3 continuous compliance protocols

For Active Programs

  1. 1
    Audit Current State
    Compare existing infrastructure against playbook standards
  2. 2
    Identify Gaps
    Document compliance deficiencies and remediation priorities
  3. 3
    Implement Corrections
    Address gaps using playbook remediation protocols
  4. 4
    Optimize Trust Score
    Apply Phase 2 optimization tactics for better approval rates
  5. 5
    Maintain Compliance
    Execute Phase 3 monitoring and update procedures
Customization Required
Playbooks provide frameworks requiring customization for business model specifics, jurisdiction-specific requirements, and organizational risk tolerance. Organizations should engage qualified legal counsel to verify playbook implementations comply with applicable federal and state regulations.

Specialized Playbooks

Beyond industry-specific guides, MyTCRPlus offers specialized playbooks addressing cross-vertical compliance scenarios including rejection recovery, carrier-specific optimization, and enforcement response protocols.

TCR Rejection Recovery Playbook

Comprehensive remediation protocols for 37+ TCR error codes with carrier-specific fix workflows achieving 85-95% post-remediation approval rates.

eBook Format

TCR Starter Kit

Foundational compliance toolkit covering TCPA basics, TCR registration fundamentals, and carrier policy overview for organizations new to SMS messaging.

Comprehensive Bundle

Frequently Asked Questions

What is a TCR compliance playbook?
A TCR compliance playbook is an industry-specific implementation guide covering TCPA requirements, TCR registration protocols, carrier policies, and regulatory frameworks unique to specific business verticals. Playbooks provide step-by-step workflows, consent templates, and remediation protocols tailored to healthcare, financial services, real estate, and other industries requiring specialized compliance considerations.
Which playbook should my business use?
Select the playbook matching your primary business vertical. Healthcare organizations use the HIPAA-focused guide, financial services follow GLBA frameworks, real estate agents implement lead texting protocols. Multi-vertical organizations may require multiple playbooks when messaging spans distinct regulatory environments. Start with the vertical generating highest message volume or regulatory complexity.
Are playbooks updated for 2025 carrier enforcement?
All MyTCRPlus playbooks reflect current carrier enforcement standards including T-Mobile content filtering, AT&T privacy policy requirements, and Verizon verification protocols as of January 2025. Playbooks receive quarterly updates following major carrier policy changes with notification to previous downloaders via email.
Do playbooks include consent templates?
Industry-specific playbooks include customizable consent language, privacy policy sections, and opt-in mechanisms aligned with both TCPA baseline requirements and vertical-specific regulations. Templates provide starting points requiring legal review and customization for business model specifics, jurisdiction-specific requirements, and organizational risk tolerance.
Can playbooks help with TCR rejections?
Playbooks address common rejection patterns by industry, providing carrier-specific remediation protocols and trust score optimization strategies based on vertical characteristics. Phase 3 implementation sections cover ongoing monitoring and remediation workflows. For active rejection scenarios, the TCR Rejection Recovery Playbook provides comprehensive error code coverage with 37+ specific remediation protocols.

Access Industry Compliance Playbooks

Download comprehensive implementation guides covering TCPA requirements, TCR registration, and carrier-specific protocols tailored to your business vertical.

Browse All Playbooks

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