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Checklist SDR Ops Manager

Contact Verification Checklist

A checklist for verifying contact data accuracy before loading records into outreach sequences.

Email Verification

  • Run all email addresses through an email verification tool (ZeroBounce, NeverBounce, or similar)
  • Remove or flag addresses marked as invalid or undeliverable
  • Flag catch-all domains for manual review
  • Check for disposable or temporary email domains and exclude them
  • Verify that email format matches the company’s known pattern (first.last, firstinitial.last, etc.)
  • Confirm no emails belong to shared inboxes (info@, sales@, support@) unless intentional

Phone Number Verification

  • Validate phone number format (correct country code, digit count)
  • Distinguish between direct dial, mobile, and main office numbers
  • Flag numbers identified as disconnected or reassigned
  • Remove fax numbers incorrectly stored as phone numbers
  • Confirm area codes match the contact’s listed location

Identity and Role Verification

  • Cross-reference job title against LinkedIn profile
  • Confirm the contact still works at the listed company
  • Check that seniority level matches your target persona
  • Verify department alignment (Marketing, Sales, Operations, etc.)
  • Flag contacts who have changed companies in the past 90 days

Company Data Verification

  • Confirm company name matches the legal or commonly used brand name
  • Validate company domain matches the email domain
  • Check that employee count and revenue range are current
  • Verify industry classification is accurate
  • Confirm HQ location and any relevant regional offices

Pre-Sequence Final Check

  • Remove duplicates from the verified list
  • Check against your suppression list (existing customers, competitors, do-not-contact)
  • Ensure all required CRM fields are populated
  • Assign lead source and campaign attribution tags
  • Confirm compliance with email regulations (GDPR consent, CAN-SPAM requirements)
  • Load the verified list into your sequencing tool and spot-check 5-10 records manually

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