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Compliance for SMS usage quiz
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Step
1
of 2
Name
*
First
Last
Email
*
Is it acceptable to send mass text messages to clients?
*
Yes
No
Can you send basic contact information through text messages?
*
Yes
No
Is it okay to discuss financial information over text?
*
Yes
No
When should the "OPT-IN to receive SMS" be sent to the client?
*
After the client has enrolled
Before sending any communication
Once the client has allowed me to pull credit
Which of the following is NOT allowed when texting clients?
*
Scheduling appointments
Sending appointment reminders
Discussing Program Details
Exchanging contact information
Rescheduling Appointments
What should you do if a client asks about the interest rate via text?
*
Provide interest rate immediately
Send a follow-up text with details
Ask them to hop on a quick call
Ignore the question
Send them a link to the website
What phrase should be avoided when texting clients?
*
Hi, my name is [Your Name]
Let's schedule a call
You have been selected
When is a good time for a call?
My direct line is [Phone Number]
What is the primary purpose of using texting for client communication?
*
Pitching Clients
Answering objections
Transactional Texting (appointment setting, exchanging contact information)
Discussing payment options
Offering promotions
Which of the following words is banned in client text communications?
*
Appointment
Review
Debt
Available
Schedule
Which of the following is a correct example of a text message you can send?
*
Hi, this is [Your Name] from Better Debt Solutions. We can help consolidate your debt.
Hi, this is [Your Name], following up after our conversation. Do you have time for a quick call to go over any questions?
This is [Your Name], call now to check on approvals.
Hi, we can help you save money now.
Join millions in our debt relief program.
Which of the following should you avoid including in a text message to a client?
*
Asking for a review
Scheduling a call
Discussing specific program details
Sending appointment reminders
Exchanging basic contact information
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