Guides & Checklists
Expert Resources to Help You Build, Scale, and Stay Compliant
Running a high-performing outbound call center requires the right strategy, technology, and compliance foundation. Our free guides and checklists are designed to help call center leaders improve performance, reduce risk, and prepare for evolving industry regulations.
Browse our resource library below and download the guides most relevant to your operation.
Get Your TCPA Compliance Kit
Build a Strong Compliance Foundation for Your Outbound Strategy
CallShaper integrates with leading CRMs, calendars, email platforms, and more. Have a unique workflow? Use our open API for full customization.
Stay Secure, Compliant, and Confident
Find the Right Dialer to Maximize Productivity and Maintain Compliance
CallShaper includes built-in features to help teams stay compliant with HIPAA, TCPA, and industry-specific regulations. Your data is encrypted, your logs are auditable, and your workflows stay safe.
Call Center Startup Guide
Launch Your Call Center Faster, Smarter, and Fully Compliant
Starting a call center involves more than hiring agents and purchasing software. This guide provides a step-by-step roadmap to help you build scalable infrastructure, establish workflows, and ensure compliance from day one.
Call Center Connect Rate Guide 2025
Improve Deliverability and Protect Your Caller ID Reputation
Connect rates are declining across the industry due to carrier filtering, spam labeling, and stricter authentication requirements. This guide explains why calls fail to connect and provides proven strategies to improve call deliverability in today’s outbound environment.
2025 Call Compliance Checklist
Audit Your Call Practices and Reduce Legal Risk
With evolving TCPA regulations, state-level compliance laws, and increasing enforcement, call centers must stay proactive. This checklist helps you evaluate your current processes and identify compliance gaps before they become costly problems.
Not Sure Which Guide is Right for You?
Our team can help you choose the right strategy, technology, and compliance framework for your outbound operation.