Shared IP Risk Triage (Onboarding)

Shared IP Risk Triage (Onboarding)

1. 01

   Inventory every sending domain and IP the client touches before signing the retainer

   Map marketing streams, transactional streams, and any sales-sequencing tool the client already runs. A single forgotten subdomain can carry reputation damage the agency never sees in the main dashboard.

2. 02

   Classify each stream as dedicated IP, shared pool, or third-party relay

   Shared pools are where one client's bad list practice becomes another client's spam folder problem. Record the provider name for each stream so accountability is traceable.

3. 03

   Pull a 90-day reputation baseline for each domain

   Capture blacklist status, DMARC alignment, and inbox placement rate. Tools like ZeroBounce and EasyDMARC surface these signals without a full technical audit.

4. 04

   Flag any stream sharing infrastructure with a client outside your roster

   If the client sends through a pooled service such as Mailgun or SendGrid, their reputation is partly controlled by strangers. Document this as a known exposure in the account file.

5. 05

   Set a placement threshold that triggers escalation

   A workable default is 95% inbox placement on the primary marketing stream. Below that, pause new sends until the cause is identified.

6. 06

   Assign one named owner for reputation monitoring across all client streams

   Without a single owner, alerts get routed to whoever notices first. Put the name in the account record, not a shared inbox.

7. 07

   Write the exposure summary into the client onboarding doc before the first campaign ships

   State which streams are shared, which are dedicated, and what the agency cannot control. This becomes the reference point when a deliverability incident is disputed.