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Sample review checklist

Quick answer

How to review a sample of your own records before licensing, so nothing surprising reaches a buyer.

What's inside#

  • Pull a random sample, not a hand-picked one
  • Check for personal details, secrets and credentials
  • Check tone: anything you would not want public
  • Record what you found and fixed

How to use it#

  • Pick records at random across the full date range
  • Read at least a few dozen
  • Note every problem type and how it will be removed
  • Repeat after preparation on the final package

Preview

# Sample review checklist

Sample size:
Date range covered:
Random selection method:

- [ ] No names, emails, phone numbers or addresses
- [ ] No passwords, API keys or internal URLs
- [ ] No confidential deal terms protected by NDAs
- [ ] Nothing embarrassing or off-brand
- [ ] Fields match the data dictionary

Findings:
Fixes applied:
Reviewer:
Date:

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A short company assessment. No data uploads are needed.

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