Outbound Account Prioritizer: QA checklist

To be completed by a non-builder reviewer before go-live.

Deployment checklist

• ☐ Ranking weights config written and versioned
• ☐ Three HubSpot company properties created
• ☐ n8n workflow imported, marked nodes configured
• ☐ Demo-data run matches `demo-data/sample-output.json`
• ☐ Suppression filter verified against a test suppressed account
• ☐ Daily Slack digest lands in each pod's channel
• ☐ QA checklist completed by a non-builder
• ☐ Rollback tested

Failure-mode verification

• ☐ Verified: Same accounts rank #1 every day does not occur (mitigation: QA test asserts touched accounts drop in rank)
• ☐ Verified: Suppressed accounts appear on list does not occur (mitigation: Suppression filter runs before ranking, not after)
• ☐ Verified: Rank reason is empty or generic does not occur (mitigation: QA checks reason string is non-empty and account-specific)

Governance verification

• ☐ Agent writes only to its agent-owned fields: `outbound_priority_rank`, `outbound_priority_reason`, `outbound_list_date` (company)
• ☐ No auto-send, auto-close, auto-route, or auto-create action occurs without the human step described in `agent-spec.md`
• ☐ Confidence/model-version is present on every written record where applicable
• ☐ Demo-data run output matches `demo-data/sample-output.json` in structure

Sign-off

Reviewer name: _______________ Date: _______________ Result: Pass / Fail (attach notes)