Complete all items before activating your first campaign.
Workspace
- ☐ Organization profile complete (name, industry, time zone)
- ☐ Team members invited with correct roles
- ☐ Notification preferences set
- ☐ Sending window configured
Email infrastructure
- ☐ Sending domain added (subdomain preferred)
- ☐ SPF verified ✓
- ☐ DKIM verified ✓
- ☐ DMARC verified ✓
- ☐ Mailbox warming in progress (14+ days for new domains)
- ☐ Daily volume set at 30–50/mailbox
CRM and data
- ☐ CRM connected, test record synced
- ☐ Suppression list imported
- ☐ Field mapping verified
ICP and campaign
- ☐ ICP scorecard built (see AI Lead Gen Module 01)
- ☐ Sequence selected or created
- ☐ Reply owner assigned to campaign
Compliance
- ☐ Unsubscribe link active on all emails
- ☐ SMS: A2P 10DLC registration complete
- ☐ TCPA reviewed for phone/SMS outreach
- ☐ Privacy policy linked in email footer
Green on all infrastructure items = ready to launch.