SMS Consent & Verbal Opt-In
This public page documents the SMB Suite customer-care and transactional SMS consent process used by Oikos Consulting & Management Inc. and participating businesses. It is not a marketing opt-in.
Messaging purpose
Messages are limited to customer-care, transactional and informational purposes such as responding to an inquiry, following up on a service request, confirming or reminding a customer about an appointment, or providing an update the customer requested.
Message frequency varies by customer interaction. Message and data rates may apply. Reply HELP for help. Reply STOP to opt out.
Verbal consent script
Business representative: “Would you like to receive service-related text messages from [Business Name] through SMB Suite about this inquiry, appointment, or service request? Message frequency varies. Message and data rates may apply. Reply HELP for help and STOP to opt out. You can review the Terms at https://www.smbsuite.io/terms and the Privacy Policy at https://www.smbsuite.io/privacy. Consent is optional and is not a condition of purchase. Do you agree to receive these text messages? Please say yes or no.”
Customer: “Yes.”
Business representative: “Thank you. You are enrolled to receive service-related text messages for this customer-care interaction. Message frequency varies. Message and data rates may apply. Reply HELP for help or STOP to opt out at any time.”
How consent is handled
Consent must be given directly by the recipient. A staff member may not consent on the customer’s behalf. The business should record the recipient’s phone number, date and time of consent, the business or workspace, the purpose of the messages, and the recipient’s yes/no response in its customer record or CRM.
If the customer says no, no consent-based SMS enrollment should occur. If the customer later replies STOP, further non-exempt messaging must stop. HELP requests should receive support information.
Confirmation message example
SMB Suite / [Business Name]: You’re enrolled for service-related texts about your inquiry, appointment, or service request. Msg frequency varies. Msg & data rates may apply. Reply HELP for help or STOP to opt out. Terms: https://www.smbsuite.io/terms Privacy: https://www.smbsuite.io/privacy
Sample customer-care message
Hi, this is [Business Name] using SMB Suite. We received your inquiry and will follow up shortly. Reply STOP to opt out or HELP for help.
Marketing messages
This verbal opt-in does not authorize marketing or promotional SMS. Where marketing texts are offered, a separate express written opt-in must be collected in accordance with applicable requirements.
Contact
Questions about SMB Suite messaging may be directed to support@smbsuite.io.