3 to 5 hours of focused work. 10 dimensions of audit. 50+ specific questions. One clear score at the end. Built for RevOps leads, GTM Engineers, and Sales Operations at B2B SaaS past $10M ARR who are testing AI agents on top of a broken data layer.

Who this is for

You run RevOps, GTM Engineering, or Sales Operations at a B2B SaaS company past $10M ARR. Your team is testing AI agents, building workflows in Clay or n8n, or layering predictive scoring on top of your CRM. The data underneath is the bottleneck and you know it.

How to use this checklist

Run through each of the 10 sections in order. Each one has 5 specific audit questions you can pipe through your stack today. Check the box when you finish each step. At the end, count your Pass benchmarks and read the score card.

Most teams find that 2 to 3 dimensions are the actual bottleneck. The rest is noise. The goal is to find which 2 to 3 matter for your team, not fix all 10 at once.

The 10 dimensions

1. Coverage ↳ Can you actually find the contacts you need?
2. Email Accuracy ↳ Are your emails actually deliverable?
3. Phone and Mobile Connect Quality ↳ Do your numbers reach humans?
4. Data Freshness ↳ How old is the data sitting in your CRM?
5. Cost Per Usable Contact ↳ What does each valid contact really cost?
6. Enrichment Method ↳ Single-source, waterfall, or AI-routed?
7. CRM Hygiene ↳ Is the data structured so workflows can use it?
8. Governance ↳ Who owns this and how often is it audited?
9. Compliance ↳ Are you allowed to contact each person?
10. Measurement ↳ What 3 numbers should you track ongoing?

1. Coverage