4 min read

Workspace readiness checklist

Confirm your workspace is ready before the first launch.

Overview

A ready workspace has connected accounts, authenticated domains, clean lead data, and a campaign that passes validation.

Recommended workflow

1

Confirm each email account is connected and active.

2

Run Test Domain Setup for all sending domains.

3

Check sender names and reply-to expectations.

4

Validate CSV headers and required lead fields.

5

Review schedule, limits, tracking settings, and sequence previews.

Tips that make this work better

Tip

Make one person responsible for final launch approval.

Tip

Keep a pre-launch checklist for repeated campaigns.

Tip

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.

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