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02 / REVIEW BEFORE A LIST

Permission comes before outreach.

Describe your data source, privacy requirements and permission records. Record uncertainty so it can be reviewed before any customer list is considered.

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WHAT HAPPENS HERE

A review request is a checkpoint.

The operator reviews the answers and any agreement requirements. Business or privacy changes can require reassessment. Keep customer names, numbers and sensitive records out of this form.

  • Where the business and intended recipients operate.
  • Whether healthcare data or special agreements may apply.
  • Consent wording, evidence location and opt-out records.

Three possible review outcomes

  • More information needed

    Fill the gaps before the review continues.

  • Blocked

    A prerequisite prevents the next step.

  • Ready for fictional testing

    Fictional readiness only. Real data stays locked.

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