Operating ProcedureExecution layer

List Export Integrity Check (QA)

A checklist with 7 steps: Freeze the export at a named snapshot before anyone edits the source list.

By InnovaAI ResearchPublished

What are the steps?

checklist

List Export Integrity Check (QA)

  1. 01

    Freeze the export at a named snapshot before anyone edits the source list

    Record the export timestamp, row count, and filter definition in the client folder. Without a frozen baseline, a bounce spike three days later cannot be traced to either the data or the copy.

  2. 02

    Verify the domain-to-contact ratio against the targeting brief

    If the brief specified 400 target accounts and the export holds 1,100 contacts across 90 domains, the filter drifted. Rebuild rather than trim, because trimming hides the filter error.

  3. 03

    Run a syntax pass on every email field and quarantine malformed rows

    Catch role-address contamination, trailing whitespace, and concatenated names. A 2 percent syntax failure rate on a 5,000-row send is 100 wasted sends and a deliverability hit the client will see before you do.

  4. 04

    Cross-check phone and LinkedIn fields against the client's required channel mix

    Platforms such as Leadinfo and Origami populate contact channels at different completeness rates, so a list that looks full on email may be 40 percent empty on direct dial. Confirm the channel the campaign actually uses.

  5. 05

    Score every row against the qualification rubric and mark the bottom tier as excluded

    Bardeen and similar enrichment layers will happily return a qualified flag on weak matches. Apply the client's own scoring criteria, not the vendor's default fit score.

  6. 06

    Suppress against the client's existing pipeline, prior 90-day outreach, and competitor domains

    Sending to a prospect already in active negotiation damages the relationship the retainer depends on. Pull suppression lists from the CRM, not from memory.

  7. 07

    Log the export's provenance and hand the signed-off file to the delivery owner

    Note which service produced the list, which filters ran, and who approved it. When a client asks why a specific account was contacted, the answer needs to exist in writing.