PROSPECT LIST REVIEW · Workflow idea
For an authorized sales or research task, prepare a named list and add only the entries the requester is permitted to manage. Confirm the purpose and lawful basis for any personal details, keep the list limited to relevant information, and require a list owner to approve creation or changes before they are saved or used for outreach.
01 / The starting point
An approved prospect-management space and a documented business purpose
“Prepare a useful list entry without collecting unnecessary personal information or implying consent to be contacted.”
02 / The work
Helps teams prepare prospect lists and entries for an authorized sales or research purpose.
Check that the list supports an approved sales or research activity.
Use a clear name and avoid sensitive or unnecessary information.
Confirm the information may be collected and used for this purpose.
Include only relevant details and preserve any contact restrictions.
Have a list owner review the list, entries, and intended use.
03 / The result
A proposed list or entry with purpose, permitted data, and owner approval status.
Sales · Example outcome
A proposed list or entry with purpose, permitted data, and owner approval status.
List creation does not establish permission to contact a person. Keep sourcing and use within applicable rules, document the reason for retaining personal details, honor objections and opt-outs, and require an owner to approve records before they are saved or used.
04 / Make it yours
A few choices shape the work around your team.
Document who may create lists and the activities they may support.
Require an appropriate basis for personal information and contact.
Avoid collecting sensitive details and remove stale entries on schedule.
Name who reviews additions, access, and any proposed outreach.