"Send wrap aftercare messages as service support, not surprise promotions"
"Source","https://bluefinchadvisors.com/blog/send-wrap-aftercare-messages-as-service-support-not-surprise-promotions"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Installation reference","Installed-product reference","Product instruction reference","Entered message purpose","Proposed channel","Contact and permission review reference","Staff review owner","Next review action","Missing required fields"
"Install-example-7","Film-system-ref-7","Care-guide-ref-7","Service-support draft","Email","Contact-review-ref-7","Installer-A","Check current product guide before answering care question","None"
"Install-example-8","Film-system-ref-8","Care-guide-ref-8","Contains promotion","SMS","","Manager-B","Review promotional purpose and channel requirements","Contact and permission review reference"

"Use this worksheet"
"Fictional references. No message is sent or classified legally."
"Check the actual product instructions. No universal care interval is supplied."
"Service support, marketing email and SMS need their own applicable review."
"Reload clears edits. Keep private data in your approved customer system."

"Sources"
"3M: After-installation product care","https://www.3m.com/3M/en_US/car-personalization-us/resources/product-care/"
"FTC: CAN-SPAM compliance guide for business","https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business"
"HubSpot: Create tasks","https://knowledge.hubspot.com/tasks/create-tasks"
"BlueFinch: Customer loyalty availability and terms","https://bluefinchadvisors.com/toolbox/customer-loyalty"