List-to-CRM Readiness Check

Know whether a list is ready to push. This reads contactability flags only, never the contact details themselves, and gives a readiness verdict based on how many records have an email, a phone, both, or neither.

What It Does

• Contactability breakdown. Percentages with email, phone, both, or neither.
• Readiness verdict. Push-ready, needs enrichment, or do not push.
• Flags only. Reads availability flags, never actual emails or numbers.
• Gap detail. Counts of what is missing, with no personal data exposed.

Use Cases

---
name: list-to-crm-readiness
description: Check which records in a Firmable list have email or phone, and which are missing critical fields, before a CRM push or bulk outreach.
---

# List-to-CRM Readiness Check

Know whether a list is ready to push. This reads contactability flags only, never the contact details themselves, and gives a readiness verdict based on how many records have an email, a phone, both, or neither.

## Workflow
1. Read the list contactability flags only, no contact details.
2. Compute counts and percentages with email, phone, both, and neither.
3. Give a readiness verdict; the threshold is set by RevOps, not the AI.
4. Report counts only, never actual emails or phone numbers.
5. Offer the suggested follow-ups.