Workspace readiness checklist
Confirm your workspace is ready before the first launch.
A ready workspace has connected accounts, authenticated domains, clean lead data, and a campaign that passes validation.
What this helps you do
A ready workspace has connected accounts, authenticated domains, clean lead data, and a campaign that passes validation.
Recommended workflow in Outlio
Confirm each email account is connected and active.
Run Test Domain Setup for all sending domains.
Check sender names and reply-to expectations.
Validate CSV headers and required lead fields.
Review schedule, limits, tracking settings, and sequence previews.
Quality checks
- Make one person responsible for final launch approval.
- Keep a pre-launch checklist for repeated campaigns.
- Retest DNS after moving domains or changing providers.
Done well, this should leave you with
A cleaner Outlio setup, fewer avoidable campaign issues, and a more reliable path from setup to replies.
Related articles
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Quick start guide
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Understanding the dashboard
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Your first 24 hours in Outlio
A practical setup checklist for a new workspace.
Launch safely without over-sending
Start campaigns in a controlled way and scale from clean signals.
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