Clean a list before launch
Friday’s list verified, deduped against the CRM, customers removed, handed back send-ready with the risky rows separate.
Verified, deduplicated, suppression-checked contact data ready for the sequence. Agents verify every email and phone, remove duplicates against your CRM, hold out customers and do-not-contact records, and hand back the list with the risky rows split out.
One unverified upload and the bounce rate takes the domain with it. The next three campaigns pay for the first one’s haste.
The new list overlaps the CRM, the last campaign and itself. The prospect hears from two reps in one week and trusts neither.
Suppression lists live in three tools and none of them talk. The cold email to a paying customer is the one everyone remembers.
Every email checked for deliverability and every phone for validity, results and dates stored on the row.
Rows matched on identity keys against the CRM, previous campaigns and the list itself, with merges proposed rather than silently applied.
Customers, open deals, competitors and do-not-contact records held out before the list exists and checked again before any load.
Deliverable, risky, duplicate and suppressed rows reported with counts and delivered as a CSV, a sheet or a paused campaign.
Friday’s list verified, deduped against the CRM, customers removed, handed back send-ready with the risky rows separate.
Two vendor lists merged, duplicates resolved against each other and the CRM, and one clean list returned with the overlap reported.
The clean list split by segment, a sequence written per segment, loaded paused with the verification counts in the summary.
Three of a hundred. The full playbook library ships in every workspace, and anything you can describe becomes a mission.
A sequence tool never receives a row that has not been verified, and the risky split is shown in the approval request.
Bounces and unsubscribes sweep back into suppression so no future list re-hits them.
Duplicate resolution against the CRM is an approval batch showing which records merge, never a silent overwrite.
Emails are checked for deliverability against the mailbox, with catch-all and role addresses flagged as risky rather than counted; phones are checked for validity and type. Results and dates are stored on the row, and the deliverable, risky and unknown splits are reported with counts.
Rows are matched on identity keys, email, domain and name, against the CRM, previous campaigns in your outreach tool and the list itself. Matches are proposed as merges in an approval batch that shows both records, so nothing is overwritten silently.
Wherever the sequence runs: Instantly or Lemlist as a paused campaign, Gmail as drafts, HubSpot or another CRM as sequence-ready contacts, or a CSV and sheet for anything else. The verification counts travel with it so the approver sees the split.
Upload Friday’s list; the send-ready split is back before the stand-up.