Delivery process
From first export to operator-ready fix list.
The setup audit is designed to turn messy outbound context into a ranked report, a short fix plan, and a monitoring watchlist without requiring broad account access.
1. Intake
- Confirm outbound tool, workspace scope, inbox count, sending domains, and campaign window.
- Collect read-only exports or a temporary read-only API key where available.
- Agree which sensitive fields should be masked in the final report.
- Record any upcoming launches, volume increases, or domains that should receive extra scrutiny.
2. Audit pass
- Normalize campaign, mailbox, warmup, sender-domain, and analytics inputs.
- Check DNS, HTTPS, mailbox connection state, warmup state, bounce/reply patterns, stalled campaigns, and missing alert paths.
- Assign each finding a severity, evidence line, and recommended owner action.
- Separate launch-blocking fixes from hygiene work so the team can move in the right order.
3. Report handoff
- Deliver the HTML or Markdown report with a one-page executive summary.
- Call out high-risk findings first, then medium-risk operational drift, then low-risk cleanup.
- Include exact data sources and timestamps so the report can be re-run later.
- Recommend whether the account is ready for weekly monitoring, needs fixes first, or should pause sending.
4. Monitoring setup
- Keep only the minimum read-only access needed for weekly snapshots.
- Store recurring watchlist thresholds for bounces, disconnected inboxes, DNS drift, stalled campaigns, and alerting gaps.
- Send a compact weekly report with new risks, cleared risks, and actions that need an operator.
- Revoke temporary setup-audit access if weekly monitoring is not approved.
Working boundary
OutboundScope does not silently edit DNS, mailboxes, campaigns, CRM, billing, or sending settings. Any account change needs explicit approval first.