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Cold email setup checklist for SDRs joining a new company

The most expensive mistake a new SDR makes is sending cold email before verifying the infrastructure underneath it. A misconfigured DKIM record silently filters every email you send. Here's the 30-day audit-then-send checklist that prevents the burned-domain disaster.

The Mailflo TeamApr 10, 20268 min read

Your first 30 days: infrastructure before outreach

When you join a new company as an SDR or sales rep, the temptation is to start prospecting immediately. Don't. The most expensive mistake a new SDR makes is sending cold email before verifying that the infrastructure underneath it is correct.

A domain sent to spam on your first day generates negative signals that compound for weeks. An inbox that's never been warmed lands in spam regardless of how good the copy is. An authentication record that's misconfigured silently filters every email you send without you knowing.

Spend your first week auditing and, if necessary, fixing the infrastructure before you send a single cold email. Use this checklist. It will prevent the majority of deliverability problems that plague new SDR hires.

Part 1: Infrastructure audit (Week 1)

Step 1: Verify your sending domain setup

The first question to answer: are you going to be sending from your company's primary domain (yourcompany.com) or a dedicated outreach domain? If the answer is the primary domain, flag this immediately. Sending cold email from the primary company domain puts every business communication at risk.

Advocate for secondary sending domains. If the company already has them, great. If not, make the case and push to get them set up before your first campaign. If you're going to use the primary domain regardless, at minimum verify that authentication is fully configured before sending anything.

Step 2: Verify SPF, DKIM, and DMARC

Run your sending domain through MXToolbox (mxtoolbox.com). Check:

  • SPF: Should show a valid TXT record authorizing your sending servers. If it shows "No SPF Record Found" or a PermError, escalate immediately — this must be fixed before you send anything.
  • DKIM: Should show a valid public key. If your email tool requires a specific DKIM setup, verify that it's been done through your email hosting provider's admin console.
  • DMARC: Should show a record at _dmarc.yourdomain.com. At minimum, p=none. If there's no DMARC record, your domain isn't meeting Google and Yahoo's 2024 requirements for bulk senders.

Step 3: Check your domain reputation

Add your sending domain to Google Postmaster Tools (postmaster.google.com). This takes about 5 minutes and shows you the current domain reputation rating (High, Medium, Low, or Bad) and spam rate with Gmail. If you're inheriting a domain that a previous SDR has been using, check whether the reputation is already damaged before you start building on it.

Step 4: Run a blacklist check

Go to mxtoolbox.com/blacklists.aspx and check both your sending domain and your sending IP against major blacklists. If your domain or IP appears on any list, do not start sending until you understand why and have a plan to request delisting.

Step 5: Run a full deliverability test

Send a test email to mail-tester.com and review the results. Aim for a score of 9/10 or higher. Common failures include missing authentication records, blacklisted tracking domains, and spam-trigger content in templates. Fix every issue before launching a campaign.

Part 2: Inbox setup (Week 1–2)

Step 6: Confirm your inbox configuration

Verify that your sending inbox is correctly configured:

  • Your display name matches the name on your company's website or LinkedIn — not a generic alias
  • Your reply-to address is correct and monitored — replies should reach you, not a dead inbox
  • Forwarding is set up correctly if you're using a secondary domain inbox
  • Your email signature includes your name, title, company, and a physical address (required for CAN-SPAM compliance)

Step 7: Confirm warmup status

Ask your manager: is this inbox already warmed up? When was it created? Has it been sending regularly?

If the inbox is new or hasn't been sending for more than 2 weeks, it needs warmup before you use it for cold outreach. A dormant inbox — one that was active but went silent — also needs warmup to restore the sending history. Push to delay your first campaign by 2 to 4 weeks if warmup hasn't been done or has lapsed.

Step 8: Understand the sending volume limits

Know the safe sending limits before you start:

  • Safe cold email limit per inbox: 30 to 50 emails per day maximum
  • If you need to send more than 50 per day, request additional inboxes — don't push one inbox beyond its safe limit
  • Never hit the technical limit of your email provider (2,000 for Google Workspace, 10,000 for Microsoft 365) — these limits exist for transactional email, not cold outreach

Part 3: Campaign setup (Week 2–3)

Step 9: Verify your sending tool configuration

Before building sequences, confirm your cold email sequencer is correctly configured:

  • Your inbox is connected with the correct SMTP/IMAP credentials or OAuth
  • Inbox rotation is enabled if you have multiple inboxes
  • Daily send limits are set at or below 50 cold emails per inbox
  • Sending is randomized across business hours — not scheduled to blast at exactly 9:00 AM
  • A custom tracking domain (not the platform's shared domain) is configured for open and click tracking

Step 10: Verify your list

Before uploading any prospect list to your sending tool:

  • Run every email address through a verification tool (ZeroBounce, NeverBounce, Hunter, or your platform's built-in verification)
  • Remove all hard-bounced addresses, role-based addresses (info@, sales@, admin@), and any addresses flagged as high-risk
  • Confirm your target list matches your ICP — targeting the right people matters as much as infrastructure

Step 11: Review templates for compliance

Every cold email template you plan to use should include:

  • Your real name and company identity in the From field
  • A non-deceptive subject line that accurately reflects the email content
  • A way for recipients to opt out (even a simple "reply 'stop' to unsubscribe" line)
  • Your company's physical address in a footer (required by CAN-SPAM)

Part 4: Go-live checklist

CheckHow to verifyPass criteria
SPF record exists and passesMXToolbox SPF LookupGreen result
DKIM record exists and passesMXToolbox DKIM CheckerValid key found
DMARC record exists (p=none min)MXToolbox DMARC LookupRecord found
Domain not on blacklistsMXToolbox Blacklist Check0 blacklists
Domain reputation not Low/BadGoogle Postmaster ToolsMedium or High
Mail-Tester scoreSend test email to mail-tester.com9/10 or higher
Inbox warmup completedWarmup platform dashboard2–4 weeks completed
Email list verifiedVerification tool resultsBounce rate under 2%
Sending volume configuredSequencer settingsMax 50 cold/inbox/day
Compliance elements in templatesReview email templatesOpt-out + address present

References


At Mailflo, we set up complete cold email infrastructure for SDR teams joining new companies — so you can hit the ground running with proper authentication, warmup, and monitoring in place from day one.

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#SDR#Onboarding#Checklist#Setup#First 30 Days
The Mailflo Team

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The Mailflo Team

The Mailflo team helps B2B sales teams land in the inbox and book more meetings through bulletproof email deliverability and smart automation.

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