Prospect List Builder: QA checklist

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

Deployment checklist

• ☐ Persona-to-title mapping config written from real closed-won data
• ☐ Suppression check verified against a test suppressed contact
• ☐ n8n workflow imported, marked nodes configured
• ☐ Demo-data run matches `demo-data/sample-output.json`
• ☐ Dedup check tested against an existing CRM contact
• ☐ Review list approval flow tested end to end
• ☐ QA checklist completed by a non-builder
• ☐ Rollback tested

Failure-mode verification

• ☐ Verified: Contacts auto-created without review does not occur (mitigation: n8n workflow has no contact-create node; creation lives in a separate, manually-triggered approved-list flow)
• ☐ Verified: Suppressed contact sourced does not occur (mitigation: Suppression filter is the first node in the pipeline, not the last)
• ☐ Verified: Low-relevance candidates flood the list does not occur (mitigation: QA test asserts no candidate below config threshold appears in output)
• ☐ Verified: Duplicate created despite flag does not occur (mitigation: QA checklist includes a manual duplicate-flag spot check before approval)

Governance verification

• ☐ Agent writes only to its agent-owned fields: `prospect_relevance_score`, `prospect_source`, `prospect_duplicate_flag`, `prospect_approval_status` (review-list contact records, pre-CRM)
• ☐ 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)