List Export Integrity Check (QA)

List Export Integrity Check (QA)

1. 01

   Freeze the export at a named snapshot before any enrichment or scoring pass runs

   Record the export date, source filter logic, and record count in the client's working doc so a later dispute over list composition can be traced to a specific pull.

2. 02

   Verify every record carries the three fields the outbound sequence actually references

   Most sequences break on missing first name, missing company domain, or missing role. Strip records that fail all three rather than letting the sequence send a generic fallback.

3. 03

   Run a domain-level dedupe, not a contact-level dedupe

   Two contacts at the same company often belong to the same buying committee. Collapse them into one account row with both contacts attached so the client sees one target, not two.

4. 04

   Cross-check the list against the client's existing CRM and suppression file

   Agencies that skip this step burn sender reputation on prospects the client already emailed last quarter. Export the CRM's closed-lost and active-opportunity stages and subtract them.

5. 05

   Score each record against the agreed qualification criteria and label the tier

   Tier A gets full personalization, Tier B gets a templated sequence, Tier C gets held. This is the layer the agency owns; the tool only supplies the raw rows.

6. 06

   Confirm the enrichment source's freshness window and flag anything older than the client's stated threshold

   Contact data decays. If the client's threshold is 90 days, mark stale records for re-enrichment rather than shipping them into a live campaign.

7. 07

   Log the final shipped count, tier distribution, and suppression reasons in the delivery record

   This log becomes the baseline for the next month's list. Without it, every cycle restarts from zero and the client cannot see improvement.