What this is
A comprehensive review of a messaging program's full compliance posture: consent architecture, disclosure alignment, program structure, carrier registration, content standards, and documentation readiness. This is the appropriate scope for programs operating at scale, in regulated industries, across multiple sender types, or in environments where legal review is already involved or anticipated.
This is the most senior, most resource-intensive service I offer. Availability is limited and by inquiry only.
When this is the right starting point
This service fits when you:
- Operate a complex program with multiple message types, sender types,
- acquisition channels
- Are preparing for a legal, regulatory, or carrier-initiated review
- Need documented compliance posture as part of a larger risk management,
- A, or governance process
- Have experienced significant filtering, complaint volume, or carrier action
- d need a full assessment before remediation
- Are operating in a regulated industry (financial services, healthcare,
- litical, nonprofit) with elevated carrier scrutiny
- Need output that can stand up to external review, not just internal comfort
Not the right fit for programs in early stages, single-use-case programs, or teams whose primary need is a focused consent or disclosure review.
What's covered
- Full program architecture review (sender types, use cases, traffic volumes,
- quisition channels)
- Consent and disclosure assessment (all touchpoints, all opt-in methods)
- Carrier, provider, and program-rule alignment review
- Documentation and evidence review (what exists, what is missing, what is
- quired for defensibility)
- Gap analysis with risk-level prioritization
- Roadmap for remediation, organized by priority and complexity
What you receive
- Structured audit report (written, organized by compliance domain)
- Gap register with risk classifications
- Remediation roadmap with sequenced recommendations
- Evidence readiness assessment
- Supporting documentation as applicable to scope
Delivered as a formal written document set. Not a call. Not a presentation that exists only in someone's inbox.
What this is not
- Not legal advice or legal representation
- Not implementation. All findings require your team or counsel to act
- Not unlimited scope. Specific program boundaries are confirmed at intake
- Not available on demand. Availability is by inquiry, not first-come
Pricing
By inquiry. Scoped and priced based on program complexity, number of compliance domains reviewed, and documentation requirements. Confirmed after intake review.
How to proceed
Complete the intake form with a description of your program, the nature of the concern, and what you are trying to accomplish. I will review and respond on fit and availability.

