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Business Text List

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Business Text List Agreement

This Agreement is made effective as of by and between:

Recitals

WHEREAS, Client desires to obtain from Service Provider a curated list of business mobile contact numbers and related contact metadata for use in permitted text messaging communications (the "Business Text List"); and

WHEREAS, Service Provider represents that it compiles, maintains, and will deliver the Business Text List in accordance with the terms, representations, and warranties set forth in this Agreement; and

WHEREAS, the parties wish to set forth their respective rights and obligations with respect to the Business Text List and related services.

Scope of Work

Service Provider shall compile, verify, and deliver to Client a Business Text List meeting the specifications below and shall provide ongoing updates or maintenance as agreed. Deliverables, format, and schedule are described in the Scope of Work.

Payment Terms

Client shall pay Service Provider the fees set forth below in consideration for delivery and ongoing maintenance of the Business Text List. All amounts are in U.S. dollars unless otherwise stated.

Client shall pay reasonable collection costs, including attorneys' fees, for past-due amounts if Service Provider pursues collection. Check if Client agrees to reimburse reasonable collection costs:

Term and Termination

This Agreement shall commence on and continue until unless earlier terminated in accordance with this section.

Either party may terminate this Agreement for material breach if the breaching party fails to cure the breach within the notice period above. Upon termination, Service Provider shall deliver any completed portions of the Business Text List and Client shall pay for all services performed through the effective termination date.

Confidentiality

"Confidential Information" means nonpublic business, technical, financial, and customer data, including the Business Text List itself, provided by one party to the other. Each party shall: (a) use Confidential Information only to perform under this Agreement; (b) restrict disclosure to its employees, agents, and contractors on a need-to-know basis and who are bound to confidentiality obligations no less protective than those herein; and (c) take reasonable measures to protect Confidential Information from unauthorized disclosure.

Notwithstanding the foregoing, Confidential Information does not include information that: (i) is or becomes publicly known through no breach hereof; (ii) is already in the receiving party's possession without obligation of confidentiality; (iii) is received from a third party without duty of confidentiality; or (iv) is independently developed without use of the disclosing party's Confidential Information.

Compliance, Representations, and Indemnification

Service Provider represents and warrants that it has obtained all necessary rights to compile and provide the Business Text List and that the delivery and use of the Business Text List, as contemplated by this Agreement, will be performed in compliance with applicable telemarketing, privacy, and data-protection laws and regulations. Client represents that it will use the Business Text List only in compliance with applicable law and industry best practices.

Each party shall indemnify, defend, and hold harmless the other from and against any third-party claims, liabilities, losses, damages, fines, or expenses (including reasonable attorneys' fees) arising out of the indemnifying party's breach of its representations, warranties, or obligations under this Agreement, or the indemnifying party's negligent or willful misconduct.

Limitation of Liability

EXCEPT FOR LIABILITY ARISING FROM A PARTY'S BREACH OF CONFIDENTIALITY, FRAUD, WILLFUL MISCONDUCT, OR INDEMNIFICATION OBLIGATIONS, NEITHER PARTY SHALL BE LIABLE FOR CONSEQUENTIAL, INCIDENTAL, SPECIAL, OR PUNITIVE DAMAGES, AND EACH PARTY'S AGGREGATE LIABILITY UNDER THIS AGREEMENT SHALL BE LIMITED TO THE AMOUNTS PAID OR PAYABLE BY CLIENT TO SERVICE PROVIDER UNDER THIS AGREEMENT DURING THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO LIABILITY.

Governing Law; Dispute Resolution

This Agreement shall be governed by and construed in accordance with the laws of without regard to conflict-of-law principles. The parties shall attempt to resolve disputes through good faith negotiation prior to initiating litigation.

Entire Agreement; Amendments

This Agreement, together with any exhibits or attachments expressly incorporated herein, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous agreements, understandings, and representations, whether written or oral. Any amendment or modification must be in writing and signed by authorized representatives of both parties.

Notices

Acknowledgments

Client acknowledges that Service Provider's obligations are limited to those expressly set forth in this Agreement and that Service Provider does not guarantee the outcome of Client's messaging campaigns. Client is solely responsible for message content and compliance with recipient consent requirements.

Client:

By:

Date:

Service Provider:

By:

Date:

Enter text✕

What the Business Text List Is and When It’s Used

A Business Text List is a structured record of business contacts and consent metadata used to manage group text communications, notifications, and transactional messages. It typically includes company and contact names, mobile numbers, consent or opt-in status, timestamps, and role or category tags. Organizations use this list for customer notifications, internal alerts, appointment reminders, and operational broadcasts where text messaging is the delivery channel. When combined with secure electronic workflows, the Business Text List supports authenticated distribution, audit logging, and retention consistent with corporate and regulatory policies.

Why a Structured Business Text List Matters

A maintained Business Text List reduces delivery failures, supports compliance with consent and audit requirements, and streamlines targeted communications. Accurate lists lower legal and operational risk while improving response rates and internal coordination for time‑sensitive messages.

Why a Structured Business Text List Matters

Who Maintains and Uses a Business Text List

Typical owners include operations, customer success, HR, and marketing teams; each uses the list for distinct message types and compliance needs.

  • Sales and Customer Success teams managing appointment reminders and follow-ups to improve response and reduce no‑shows.
  • Human Resources for time‑sensitive internal alerts, shift notifications, and employee safety communications.
  • Marketing and Communications for segmented promotional or informational campaigns where consent tracking is required.

Centralizing ownership and a single authoritative list helps avoid duplicate outreach, conflicting opt‑ins, and inconsistent retention practices.

Step-by-step: Create and Maintain a Business Text List

Follow a short, repeatable workflow to collect, verify, and publish a Business Text List that supports delivery and compliance.

  • 01
    Collect: Capture name, role, mobile number, and opt‑in consent.
  • 02
    Verify: Confirm number format and consent via double opt‑in or verification code.
  • 03
    Segment: Tag contacts by role, region, or message type for targeted sends.
  • 04
    Publish: Export to the messaging system and ensure audit logging is enabled.

Frequently Asked Questions and Troubleshooting

Answers to common implementation, compliance, and format questions when assembling or using a Business Text List.


Need help? Contact support

Representative eSignature vendor comparison for list workflows

Common plan and feature differences that affect how you collect, sign, and manage Business Text Lists using an eSignature provider.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7‑day free trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No envelope cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Security and compliance highlights for list management

Encryption: TLS 1.2/1.3 in transit, AES‑256 at rest
Certifications: SOC 2 Type II, ISO 27001, PCI DSS
Healthcare: HIPAA compliant with BAA available
Audit Trails: Detailed logs and timestamps retained
Regulatory: ESIGN and UETA compliance supported
Accessibility: WCAG 2.0 Level AA compatibility

Key penalties and risks to track

1099 filing penalties: $60–$330 per form
Intentional disregard: $660+ per form
I‑9 violations: $281–$2,789 per violation
Opt‑out failures: Regulatory fines and complaints
Data breaches: Notification costs and penalties
Incorrect consent: Message blocking and legal risk

Common mistakes when preparing a Business Text List

  • Collecting numbers without recording consent source or timestamp, which reduces the ability to demonstrate lawful marketing permission.
  • Storing inconsistent phone formats that cause high delivery failure rates and increase carrier rejections during bulk sends.
  • Failing to propagate opt‑outs immediately across systems, leading to repeat messages and potential regulatory complaints.
  • Not encrypting lists or restricting exports, which increases exposure risk and makes breach disclosure more likely.

Configure an online workflow to collect and use a Business Text List

Key workflow settings to verify before collecting, signing, or sending messages to contacts on the list.

Field Configuration
Phone validation Enable E.164 validation and carrier checks
Consent capture Add explicit consent checkbox and timestamp field
Authentication Use SMS or email verification for critical entries
Routing Configure segmentation and conditional send paths

System requirements and integrations to support a list

Confirm supported file formats, integrations, and authentication methods before importing or connecting a Business Text List.

  • File formats: CSV, XLSX, PDF and DOCX supported
  • Integrations: Salesforce, Microsoft 365, NetSuite, Google Workspace
  • Auth options: Email, SMS code, and SSO available

How electronic collection and distribution works for a Business Text List

A concise flow from capture to messaging ensures consent provenance, secure handling, and delivery tracking for each contact on the list.

  • Upload: Import validated CSV or sync from CRM
  • Map fields: Assign names, numbers, consent, and tags
  • Authenticate: Verify consent via SMS or email code
  • Send and log: Deliver messages and capture delivery receipt
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