PipelineOps / Outreach rules
Section 07Business-to-business is not unregulated. It is differently regulated.
Partners moving from consumer campaigns often assume that business outreach is a free market. It is not. Calling, email and social outreach each carry their own restrictions in each jurisdiction — and the reputational cost of getting them wrong lands on the client's domain and brand rather than on yours.
Calling
| Area | The requirement in practice |
|---|---|
| United States — business calling | Business-to-business calling is treated differently from consumer calling, but the exemptions are narrower than most assume. Calls to mobile numbers, any use of automated dialling technology, and any pre-recorded element are configured by Akontec and are not changed at floor level. |
| United States — call recording | Some states require the consent of all parties to a recording. The recording configuration follows the state matrix published by Akontec and is enforced in the system, not by the representative. |
| United Kingdom — corporate preference service | Live marketing calls to numbers registered with the corporate preference service are prohibited. Screening runs before the record enters the sequence, not at dial time. |
| Both — identification | The representative gives their real name and states the client they are calling on behalf of. Working under an invented identity is a serious breach in either jurisdiction. |
| Both — opt-out | A request to stop is honoured immediately, in every channel, and the record goes to the suppression list the same day. It is never treated as an objection to overcome. |
The suppression list is the one control with no tolerance.
A prospect who has asked to stop and is contacted again turns a routine no into a complaint
against the client. It is checked daily, shared across both parties, and it applies across
channels — an opt-out from email suppresses the phone and the social channel too.
Email and social
The client's domain is the asset you are borrowing
- Sent only through the client's own domain and sending infrastructure, at the volumes and caps Akontec approves.
- Only from approved templates. A representative may personalise the opening, never the claims.
- Every message carries a working, honoured unsubscribe route.
- Sending reputation is monitored by Akontec; a bounce or complaint spike pauses the sequence rather than being pushed through.
Professional social
- From a real, named profile belonging to the representative. Never a pseudonym, never a shared account.
- No automation tooling against the platform, in any form, regardless of what it is marketed as.
- Connection requests and messages only inside the approved sequence and volume.
- A prospect who declines or asks to stop goes to the shared suppression list the same day.
On the call
What a representative may and may not say
Everything on the right creates a liability for the client that no appointment is worth.
May
- Describe what the client's product does, in the approved words.
- Ask about the prospect's situation, priorities and timing.
- State who will attend the meeting and roughly how long it will take.
- Confirm the meeting back in writing, from the client's domain.
- Say plainly that they do not know, and offer to find out.
May not
- Quote a price, a discount, contract terms or a delivery timeline.
- Make a product claim that is not in the approved messaging.
- Name another customer of the client or imply a reference not given.
- Commit the client to anything, in any channel.
- Suggest the meeting is a follow-up to a conversation that did not happen.
Data provenance is auditable. Every prospect record must trace
back to a source Akontec approved. Buying, scraping or importing a list from anywhere else is out
of scope in every circumstance, and it is the finding most likely to end an engagement in its
first quarter — because it puts the client's own compliance position at risk, not just yours.
Next step
The reputational cost lands on the client's domain, not on yours.
That asymmetry is why these rules are configured centrally and enforced in the system rather than left to the floor.
See the onboarding plan Apply to deliver