
Test failure paths
Check missing fields, delayed data, revoked permissions, and failed integrations. Keep a manual recovery process for important customer steps. Keep a short record of common questions and objections.
Define what starts a workflow, what ends it, and which contacts must be excluded. Test re-entry so one person does not receive the same sequence repeatedly. Use a real test inquiry to check delivery and follow-up.
- A written brief
- Named responsibilities
- Agreed review points




