hygiene-gated-outbound
Use this before activating a CRM-derived audience. Produce a go, conditional go, or stop decision with the minimum cleanup needed for safe execution.
Define the execution slice
Name the campaign objective, ICP filters, exclusions, channel, planned volume, owners, and launch date. Materialize the exact accounts and contacts that would enter the campaign. Do not substitute an overall CRM health score for inspection of the actual slice.
Record baseline counts: accounts, contacts, contacts per account, reachable contacts, ownerless records, duplicates, suppressed records, active opportunities, customers, and people contacted inside the campaign cooldown. Reconcile account and contact joins; a clean contact table can still point into duplicate or ownerless accounts.
Run the launch gates
Evaluate five gates:
- Identity: account domains and contact identities resolve without material duplicate risk.
- Ownership: every target has one accountable owner or an explicit routing rule.
- Reachability: channel details are verified enough for the planned action.
- Context: customers, active deals, prior objections, recent touches, and legal suppressions are respected.
- Fit: every target can be traced to the campaign’s ICP and inclusion reason.
Use references/readiness-rubric.md for thresholds. Any hard conflict stops the affected record even if aggregate readiness passes.