Pre-Launch Deliverability and Compliance Gate (Onboarding)
A checklist with 7 steps: Verify sending domain authentication before any sequence is built.
By InnovaAI ResearchPublished
What are the steps?
Pre-Launch Deliverability and Compliance Gate (Onboarding)
- 01
Verify sending domain authentication before any sequence is built
Confirm SPF, DKIM, and DMARC records resolve on the client's primary sending domain, and require a separate subdomain for outbound so the corporate domain stays insulated from cold volume.
- 02
Warm the new subdomain over 3 to 4 weeks at a fixed ramp
Start near 50 sends per day per mailbox and step up weekly; a client expecting 2,000 touches in week one is a churn risk, not a growth target.
- 03
Map the client's lawful basis and opt-out path per target region
Document consent or legitimate-interest reasoning for each list source, and confirm unsubscribe handling meets GDPR and CAN-SPAM timing requirements before importing contacts.
- 04
Deduplicate and suppress against the client's existing CRM and prior opt-outs
Overlap between a purchased list and an active customer base produces complaints from people who already bought, which is the fastest route to a blacklisting.
- 05
Cap automation volume per mailbox and assign a named human reviewer
Set a daily ceiling per seat and require a person to approve the first 100 sends of any new cadence; AI agents that run unattended across multi-step workflows drop context between steps and fail without surfacing an error.
- 06
Instrument bounce, complaint, and reply-rate thresholds with a kill switch
Define the numbers that pause a campaign automatically (for example bounce above 3 percent or complaint above 0.1 percent) and record who has authority to resume it.
- 07
Sign off the gate with the client in writing before the first send
A one-page record of domain status, list provenance, volume plan, and reviewer names protects the retainer when a client later asks why inbox placement dropped.