are you san savvy?

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1 SAN Savvy? Keeping current with the FTC’s Do Not Call Registry Are you with Lora Ullerich & Victor Olguin

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Do you have a SAN? Do you even know what it means? The Federal Trade Commission (FTC) requires all telemarketers to register for a Subscription Account Number (SAN) as part of the National Do Not Call Registry . In just 30-minutes, you will learn what a SAN is, why you need one and show you step-by-step how to sign up for a SAN.

TRANSCRIPT

Page 1: Are you SAN Savvy?

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SAN Savvy?Keeping current with the FTC’s Do Not Call

Registry

Are you

with Lora Ullerich & Victor Olguin

Page 2: Are you SAN Savvy?

SAN Savvy Overview

•What is a Subscription Account Number (SAN)?

•Why the need for a SAN?

•Step-by-step guide to creating a SAN.

• Open it up for Q&A.

Page 3: Are you SAN Savvy?

•Cole Directory published in 1947.

•Crisscross directory of addresses and phone numbers.

•Invaluable information for a number of industries:•Telemarketing•Debt collection•Law enforcement

•Today, online lead generation for small business.

Background

Page 4: Are you SAN Savvy?
Page 5: Are you SAN Savvy?

Features:• Webinars• Playbook

download• Articles• Buddy’s Blog• Resources

Page 6: Are you SAN Savvy?

•Enacted by the FTC in 2003:•Protects consumer’s privacy.

•Aggressive telemarketing tactics.

•Combat telemarketing fraud.

•Registered numbers are permanent.

•157 million + phones numbers are registered.

National Do Not Call Registry

Page 7: Are you SAN Savvy?

National Do Not Call Registry

•Who’s exempt? •Charitable organizations.

•Telephone surveyors.

•Political organizations.

•Companies with an established customer relationship.

Page 8: Are you SAN Savvy?

National Do Not Call Registry

•Sellers/businesses involved with Telemarketing: •Regularly update lists.

•Disclose who and reason for the call.

•Call consumers during 8 a.m.-9 p.m.

•Transmission of Caller ID information.

•Register for a SAN number.

Page 9: Are you SAN Savvy?

SAN Savvy

•Subscription Account Number: •16 digit number.

•Free to register up to five area codes.

•Annual renewal.

Page 10: Are you SAN Savvy?

SAN Savvy

•https://telemarketing.donotcall.gov•Click Register New Users.

Page 11: Are you SAN Savvy?

•Complete organizational information and applicable fields.

•Select the Organizational Function as Seller.

Cole Information

17041 Lakeside Hills Plaza, Suite 2

Omaha

NE 68130

United States

55-555555

402 555-5555

•Scroll down and fill out the applicable Organizational Information.

Page 12: Are you SAN Savvy?

•Scroll down and fill out the applicable Organizational Information •Fill out all

required information. •Be sure to add your Email Address to all four fields.

•Click submit and review your Create A Profile information.

•Complete the Authorized Representative Information Section.

Cole

Smith

555-5555402

[email protected]@[email protected]@ColeInformation.com

Page 13: Are you SAN Savvy?

•If/when correct, click Create a Profile.

[email protected]@ColeInformation.com

Cole Smith

555-5555

555-5555

Page 14: Are you SAN Savvy?

Agree to the terms and click Certify.

Page 15: Are you SAN Savvy?

•Your registration is now complete. Print the Profile page for your records.

•You will receive a confirmation email. •Open the email and click on the link provided to complete your registration. •You must type in your Organization ID and Password as a Representative.

Page 16: Are you SAN Savvy?

•Click on the email link, log in and recertify information.•Then press Continue.

•Choose your area codes, area codes 1-5 are free. Beginning with number 6, the cost is $56 per code.

•Manage/Review Subscriptions and begin Ordering Area Codes For Your Current Subscription.

Your success

Page 17: Are you SAN Savvy?

•Confirm your area codes and order.

•Select area codes by area code number.

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Page 18: Are you SAN Savvy?

•Your Subscription Account Number (SAN) is still pending.

•You will have to wait one business day to receive your Subscription Account Number (SAN).

•Your Subscription Account Number (SAN) is still pending.

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Page 19: Are you SAN Savvy?

•Upon one business day, log back in, click on Manage/Renew Subscriptions, Check Status and follow the prompts to see your SAN. •Save your number and copy/paste it into your applicable Cole product.

•SAN •Expiration date •Status

Cole Information

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Page 20: Are you SAN Savvy?

Resources

•Victor Olguin, Customer Care•1-877-414-3332

•National Do Not Call Registry•https://telemarketing.donotcall.gov/

•Cole Information•www.coleinformation.com•www.colecommunity.com

Page 21: Are you SAN Savvy?

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