Start With the Campaign Requirement
Before cleaning the file, agencies should confirm the audience definition, geography, titles, company types, required fields, excluded domains, suppression lists, delivery format, and approval process.
Prepare the File Before Launch
Raw exports often need dedupe, missing-field enrichment, title review, suppression, validation indicators, replacement contacts where available, and final formatting.
This work helps reduce avoidable confusion before the client or campaign team sees the final file.
- Apply client suppressions and exclusions
- Flag uncertain records for review
- Add validation and match confidence indicators
- Prepare agency-ready delivery files
Make the Output Easy to Explain
Good delivery notes help agencies explain what changed, what was removed, what was appended, and which records need review. That makes the file easier to approve and use.
Helpful Next Pages
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