"Hi <insert lead name>, I'm Charles with <company name> on a recorded conversation, happy to share you our talk after the conference. How are you doing today? "
FIELD SALES RECOMMENDATION
WHAT WE RECOMMEND - ONLINE CONSENT FORM
If your customers are booking in person appointments with your reps online - add a consent box in your scheduling form that states "I acknowledged and consent to meeting recording for quality and training purposes."
WHAT WE RECOMMEND - APPOINTMENT REMINDERS
Include disclaimers in your appointment reminders over text or email that say to the customer that the meeting will be recorded for quality and training purposes.
WHAT WE RECOMMEND - IN OFFICE DISCLAIMER
TELLING THE CUSTOMER
"Hi <insert lead name>, I'm Charles with <company name> on a recorded conversation, happy to share you our meeting after. How are you doing today? "