Sender Infrastructure Provisioning (Onboarding)
A checklist with 8 steps: Confirm the client's legal basis for outbound before buying a single domain.
By InnovaAI ResearchPublished
What are the steps?
Sender Infrastructure Provisioning (Onboarding)
- 01
Confirm the client's legal basis for outbound before buying a single domain
Jurisdiction determines whether opt-out language, sender identification, or prior-consent rules apply. Get the answer in writing from the client's counsel or compliance lead, not from the sales rep who signed the retainer.
- 02
Register secondary domains that are distinct from the client's primary brand domain
Agencies running cold volume on the main corporate domain put the client's transactional and support email at risk. Keep the primary domain clean and treat outreach domains as consumable inventory.
- 03
Configure SPF, DKIM, and DMARC on every sending domain before the first message leaves
Saleshandy auto-configures these records in under 10 minutes, which is the benchmark to hold any vendor to. If setup takes an afternoon of DNS tickets, the tool is the wrong fit for a multi-client agency.
- 04
Decide between shared vendor infrastructure and private isolated sending
Aerosend isolates every 10 domains on dedicated servers with aged IPs, while most platforms pool reputation across tenants. The choice changes both monthly cost and how much deliverability risk the agency absorbs on the client's behalf.
- 05
Cap mailboxes per domain and per sending IP, then document the cap in the client's delivery plan
Write the number into the retainer scope so a later volume request becomes a change order rather than an argument. Caps are the cheapest deliverability control an agency owns.
- 06
Run warmup for the full ramp window before any campaign goes live
Woodpecker and PlusVibe both bundle warmup into the base plan, so the constraint is patience rather than budget. Starting a sequence on day three of a 21-day ramp is the most common self-inflicted deliverability failure.
- 07
Set up bounce, spam-complaint, and domain-burn alerting routed to a named owner
Aerosend monitors five metrics for burn signals. Whatever the platform, the alert needs a human on the other end within the same business day, not a dashboard nobody opens.
- 08
Record the full provisioning state in the client handoff file
Domains, DNS records, mailbox counts, warmup start dates, and alert thresholds belong in one document. When the account moves between delivery pods, that file is the difference between continuity and a rebuild.