How to track consent progression from outreach to marketing?
Consent tracking requires systematic documentation of how relationships progress.
CRM fields to maintain:
Lead source: How they entered your database (cold list, inbound, referral)
Consent status: Current permission level
Consent date: When permission was given
Consent source: How consent was obtained (form, verbal, email reply)
Suppression status: Any opt-outs or restrictions
Consent progression stages:
Cold contact: No consent, outreach only
Engaged prospect: Responded to outreach, still cold context
Consented prospect: Explicit marketing permission given
Customer: Transactional relationship, consent may differ by type
Documentation practices:
Log consent events with timestamps
Preserve the consent request and response
Track channel where consent was given
Note any specific preferences expressed
Audit capabilities:
Ability to pull consent history for any contact
Reports on consent sources and dates
Evidence for regulatory inquiries
Verification of suppression enforcement
Clean consent tracking protects both the relationship and the organization.
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