10-Second Summary: To initiate the Stratify Stage 1 Protocol, we require a CSV (UTF-8) export of your legacy contacts. Focus on records with no engagement in 24-36 months. Required fields are minimal: First Name, Last Name, Work Email, Company, and Job Title. This specific data set allows us to verify 'Inferred Consent' and technical contactability.

CRM Technical Export Specifications

1. Required Field Mapping

For the 98% accuracy benchmark in our Stage 1 Protocol, the following fields must be included in your export:

• Primary Identifier: Business/Work Email (Personal emails are excluded for AU Spam Act compliance).
• Identity Logic: First Name, Last Name, and Current Job Title.
• Firmographic Data: Company Name and Website Domain (if available).
• Engagement Anchor: Last Activity Date (used to define the 'stale' status).

2. Salesforce Export Instructions (Lightning)

To extract your recovery list from Salesforce:

1. Navigate to Reports and select 'New Report'.
2. Choose 'Contacts & Accounts' as the report type.
3. Set the filter 'Last Activity' to 'Greater than 730 days ago'.
4. Add the required columns (Email, Title, etc.).
5. Click 'Export' and select 'Details Only' with the 'Comma Delimited .csv' format.

3. HubSpot Export Instructions

To extract your recovery list from HubSpot:

1. Go to CRM > Contacts.
2. Create a filter: 'Last engagement date is more than 52 weeks ago'.
3. Select 'Export' from the Table Actions menu.
4. Ensure 'Include only properties in columns' is selected.
5. Select CSV as the file format and 'UTF-8' as the encoding.

4. Data Privacy & Formatting

Encoding: Always use UTF-8. This ensures that special characters in job titles or international names do not break the validation logic.

Encryption: Stratify recommends password-protecting CSV files or using our secure portal for the transfer of PII (Personally Identifiable Information) in accordance with the Privacy Act 1988 (Cth).

Next Step: Return to Technical Index | Start Stage 1: Validation.