Data Governance
As AI agents take on more prospecting, enrichment, and outreach tasks, data governance has moved from a compliance concern to a revenue operations priority. This category covers how to govern prospect data before it reaches AI agents, how to build governance frameworks for revenue teams, how to navigate lawful basis for B2B outbound, and how to run TPS and CTPS checks in your workflows.
Whether your team is preparing for AI-assisted outreach or building a more structured approach to data ownership, these guides give you the practical foundations.
Where to start
- Starting with AI governance? Read Governing prospect data before AI agents
- Building a framework? See Prospect data governance framework for revenue teams
- AI data readiness checklist? Read AI prospecting data readiness checklist
Guides in this topic
- Governing Your Prospect Data Before AI Agents Touch It
How to set governance rules before AI agents enrich, segment, or contact prospects to keep outreach compliant and controlled.
- Who Owns Your Prospect Data? A Governance Framework for Revenue Teams
A governance framework covering data ownership, policies, vendor controls, exports, and audit readiness for RevOps teams.
- AI Prospecting Data Readiness Checklist for Sales Teams
A checklist to clean CRM and prospect data before AI agents enrich, score, or contact leads.
- Opt-In, Legitimate Interest, and AI Agents: Which Legal Basis Covers What
When opt-in or legitimate interest applies to B2B AI outbound, and how to keep prospect data workflows compliant.
- TPS Checks and AI Outbound: What Your Team Needs to Get Right
How to use TPS and CTPS checks in AI outbound workflows to protect compliance, list quality, and call-ready prospect data.