Exercise 1: Verification Readiness Checklist
Assess your readiness for green badge verification:
| Requirement | Status | Action Needed |
|---|---|---|
| Legally registered business | ☐ Yes ☐ No | |
| Active, complete website | ☐ Yes ☐ No | |
| Matching business names across documents | ☐ Yes ☐ No | |
| Social media presence | ☐ Yes ☐ No | |
| Compliance with WhatsApp policies | ☐ Yes ☐ No | |
| BSP selected (if using API) | ☐ Yes ☐ No |
Exercise 2: Consent Audit
Review your current customer acquisition methods. For each:
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How is consent obtained?
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Is it clear, informed, freely given, and specific?
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How is it documented?
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How would you prove consent if challenged?
Exercise 3: Opt-Out Test
Send yourself a marketing message as if you were a customer. Try to unsubscribe using only the instructions in the message. How easy is it? How quickly does it work? Document any friction.
Exercise 4: Content Compliance Review
Review your last 10 sent messages against prohibited content rules. Identify any:
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Potentially misleading claims
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Excessive frequency
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Missing business identification
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Aggressive or pressuring language
Exercise 5: Privacy Policy Assessment
Read your current privacy policy (or create one if you do not have it). Check:
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Is it easy to find?
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Is it written in plain language?
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Does it cover all required elements?
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Does it accurately reflect your actual practices?
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Does it address the regions where your customers live?
Exercise 6: BSP Compliance Questionnaire
If you use or plan to use a BSP, prepare these questions for your next conversation:
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Where is our customer data stored?
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What regulations do you comply with?
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Can you provide a data processing agreement?
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How do you handle security breaches?
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What is your data retention policy?