Worksheet

Opt-in audit sheet

Printable audit worksheet, ruled into a row for each touchpoint and each list. Columns cover the capture point, wording shown, fields saved, owner, opt-out route and last review date. A lower table sorts old numbers into proven, doubtful and unknown, with the action for each.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “WhatsApp opt-in checklist: capture and record consent for each number”, www.gullysystem.com/blog/whatsapp-opt-in-checklist-capture-and-record-consent-for-each-number