CLAY ALTERNATIVE: REQUIRED OUTPUT AND QUOTE WORKSHEET
Blank template. Complete with actual observed data and dated quotes.

JOB BRIEF
Job name:
Observation date:
Required output (selected profiles / current employees / verified email / sending / other):
Required member identities and source context:
Exact company account identities (domain AND company URL where relevant):
Required fields and acceptance rules:
Destination and accepted file format:
Remaining job after sample acceptance:

NATIVE ROUTE TEST
Native product and route:
Plan generation (modern / legacy / unknown) and feature-access end dates:
Source/account input:
Test input count and filenames:
Required members found:
Required members missing:
Unrequested people:
Wrong-account observations:
Missing-field observations:
Duplicate observations:
Held originals and their reasons:
Accepted unique members:
Current-employment evidence and date if required:
Repair attempts (company URL, filters, research fallback, other):
Repair result:
Remaining demonstrated sourcing gap:

VENDOR QUOTE BLOCK (duplicate once for each route)
Vendor and exact plan:
Plan generation and migration requirement:
Quote/source URL and checked date:
Currency:
Billing period:
Commitment and amount billed upfront:
Tax included or excluded:
Seats and price per seat where applicable:
Included profile allowance and source limits:
Included Actions and reset period:
Included Data Credits and reset/rollover terms:
Special allowances and what happens when exhausted:
External API/provider subscription and usage bill:
Execution hours, slots and other quotas:
Email-finding and verification operation charges:
Sending product, account/domain costs and capacity:
Top-up rules and automatic-purchase settings:
Necessary platform/source prerequisites:
Actual sample operation path and observed usage:
Accepted sample fields/members and unresolved cases:
Replacement total OR incremental add-on spend (label one):
Unknowns still requiring a quote or test:

DECISION
Native repairs meet requirement:
Actual source sample meets requirement:
Additional accepted source profiles needed:
Occasional pack or recurring extraction rationale:
Eligibility and current terms checked:
Enrichment/verification/sending tools retained:
Work still open before the destination can accept the payload:
Decision and reviewer/date:

Do not fill blank yields with estimates. Keep meters separate. A quoted
credit amount is not a verified-email count. Keep raw exports unchanged.