Buying Committee Mapper: QA checklist

Pack Version: 1.0.0

Complete on a test portal or sandboxed property group. The reviewer must not be the builder.

Data validation

• ☐ All five demo-data records pass `schemas/input.schema.json`
• ☐ Workflow output on demo data matches `demo-data/sample-output.json` field for field
• ☐ Output validates against `schemas/output.schema.json`
• ☐ A non-target-account contact is gated out and logged
• ☐ A record missing `job_title` classifies Unknown, does not fail the run

Classification

• ☐ Dana Reyes (VP Revenue Operations) → economic_buyer, 0.9
• ☐ Marcus Webb (3 replies + 1 meeting) → candidate_champion 0.7, review_required true, title-role noted in basis
• ☐ Priya Nair (Senior Data Engineer) → technical_buyer, 0.8
• ☐ Jordan Blake ("Growth Ninja", unsubscribed) → unknown 0.3, unreachable true
• ☐ Elena Marsh (sourced) → user_buyer, review_required true
• ☐ The rules engine cannot emit confirmed `champion` or `blocker`: attempt to force it via config; the output schema rejects the record
• ☐ Every record carries `classification_basis` and `buying_role_model_version`

Coverage

• ☐ Acme scores 75 with gaps [champion, user_buyer] (candidates weigh 0.5, confirmed 1.0)
• ☐ Gaps list only roles with no *confirmed* contact
• ☐ Single-threaded flag: account with 1 engaged contact flags true; Acme (2 engaged) flags false
• ☐ Blocker candidates do not add coverage weight

CRM safety

• ☐ Sourced contacts (`sourced:*` IDs) are never written to HubSpot; they appear only in the review queue
• ☐ Contact writes touch only the three `buying_role*` properties; company writes only the four committee properties (diff before/after)
• ☐ Unsubscribed contacts are classified but excluded from sourcing/outreach suggestions
• ☐ Private app scopes match the setup guide

Operations

• ☐ Review queue posts to the agreed channel with basis text per candidate
• ☐ Single-threaded alert posts with gaps listed
• ☐ Run log records role distribution; Influencer >40% of classified contacts raises the loose-config alert
• ☐ Job-change path: departed contact resets to Unknown and alerts
• ☐ Rollback tested: workflow disabled, test property values cleared

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