Operator playbooks
Cold email infrastructure guides for agencies and technical operators.
Practical workflows for planning domains and inboxes, checking SMTP readiness, requiring seed-placement evidence, and exporting only infrastructure that is ready.
Agency operations
Cold Email Infrastructure for Agencies
A practical agency workflow for planning client workspaces, domains, inboxes, readiness checks, and sequencer exports without leaking credentials.
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Domains and DNS
Cold Email Domain Setup Checklist
A DNS and authentication checklist for cold email domains covering MX, SPF, DKIM, DMARC, alignment, and GTM readiness checks.
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Inbox readiness
SMTP Inbox Readiness Checklist
A readiness checklist for SMTP inboxes covering status, MTA assignment, SMTP and IMAP auth, credential metadata, smoke tests, and export blockers.
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Launch gates
Seed Placement Before Cold Email
Why GTM launch gates require fresh seed-placement evidence before first prospect traffic, and how to separate placement proof from SMTP smoke tests.
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Capacity planning
How Many Inboxes Per Domain?
A conservative framework for deciding inboxes per cold email domain using campaign volume, domain caps, readiness checks, and launch gates.
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Sequencer integrations
Export SMTP Inboxes to Smartlead
A readiness-gated workflow for exporting SMTP inboxes to Smartlead while blocking unsafe rows and keeping credentials redacted.
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Sequencer integrations
Export SMTP Inboxes to Instantly
A readiness checklist for preparing SMTP inboxes for Instantly workflows with conservative capacity planning and blocked-row handling.
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Launch gates
Cold Email Infrastructure Launch Checklist
A pre-launch checklist for cold email infrastructure covering domain age, DNS authentication, inbox readiness, seed placement, and launch-gate approval.
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Launch gates
Tiny-Batch Launch Approval Workflow
A go/no-go workflow for approving the first tiny batch of cold email prospect traffic using seed placement, readiness reports, and an explicit operator decision.
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Sequencer integrations
Inbox Export Readiness Workflow
How sequencer exports gate on SMTP readiness, why blocked rows return redacted reasons, and how to clear export blockers before provider upload.
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Domains and DNS
Domain Replacement and Recovery Workflow
An operator workflow for deciding when to pause, recover, or replace a damaged cold email domain, with approval-gated fixes and contained blast radius.
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Inbox readiness
Deliverability Incident Triage Workflow
A triage workflow for deliverability alerts: classify severity, contain the affected inboxes or IPs, diagnose the cause, and track recovery to resolution.
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Agency operations
Agency Client Onboarding Infrastructure Workflow
An end-to-end onboarding workflow for agency clients: workspace isolation, domain intake, DNS setup, inbox provisioning, readiness proof, and sequencer handoff.
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Guides are not launch approval.
Use these pages to understand the workflow, then verify each workspace with DNS checks, SMTP and IMAP readiness, fresh seed-placement evidence, launch gates, and export-safe readiness reports before prospect traffic starts.