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Acceptance checklist · AI automationCRM data cleanup: acceptance checklist
Define how to recognise a usable result. Start with a redacted contact export and field rules and plan a proposed deduplication list for review.
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The project in view
- Start with
- a redacted contact export and field rules.
- Proposed result
- a proposed deduplication list for review.
- A decision to resolve
- different people sharing an email address.
This is a planning example. It does not describe a completed client engagement.
Acceptance checklist for this project
- Compare the result with a manually checked sample; measure corrections as well as time saved.
- Write the expected content and format of a proposed deduplication list for review against one agreed sample.
- Include a failing example involving different people sharing an email address, and agree the correct response.
Questions to answer together
- What is the expected result for one agreed example?
- Which edge cases must pass before signoff?
- Who accepts the result, and where is that decision recorded?
What to have at the end
A repeatable acceptance pack with examples, expected outcomes and signoff criteria.
Record the decision on different people sharing an email address alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.