SMS Consent & Opt-In Policy

This policy applies to DialMove, a brand operated by ClearShield Advisory LLC d/b/a DialMove, and to text messages sent on behalf of moving companies that use the DialMove platform.

Last updated: July 15, 2026

Overview

DialMove provides an AI-powered phone receptionist and online quote forms for moving companies. When a customer interacts with a DialMove-powered business — by phone or through the business's website — they may receive transactional SMS messages related to their own move, such as a requested-date confirmation, quote follow-up, or Stripe deposit link. Messages are sent only after the customer has opted in, and every message supports immediate opt-out.

How Consent Is Collected

Consent is collected in one of two ways, depending on how the customer reaches the business:

1. Verbally, during a phone call

Before sending any text, the voice assistant asks the caller whether they would like to receive the message. The caller must clearly agree before any SMS is sent.

Example conversation:

Assistant: "I can text you the quote and, if you want to secure the requested date, the Stripe deposit link. Would you like me to send that to this number?"

Caller: "Yes, please."

Only after receiving an affirmative response is the SMS sent.

2. In writing, via a quote form

The business's website quote form includes clear consent language at the point of submission. The customer must affirm that consent before the form can be submitted. The form displays language substantially similar to:

"By submitting this form, you agree to receive calls and text messages from [Business Name] (via DialMove AI) at the phone number provided, for purposes related to your move, such as quotes, scheduling, and coordination. Reply STOP to cancel. Msg frequency varies. Msg & data rates may apply."

What Messages Are Sent

Sample message:
"We have Tuesday, June 16 as your requested move date. Review your quote and deposit link: [URL]. Reply STOP to opt out, HELP for help. — [Business Name]"

Opt-Out and Help

Data Usage

Phone numbers are used solely to deliver the move-related messages described above on behalf of the business the customer contacted. Phone numbers are not sold, shared with third parties for their own marketing, or used for any other purpose. See our Privacy Policy for full details on data handling and retention.

Contact

For questions about this policy or our messaging practices, please contact us:

See also our Privacy Policy and Terms & Conditions.