Setup checklist#
- ☐ Tag or snooze every message that needs a reply from someone else.
- ☐ Set a default follow-up window per contact type.
- ☐ Let an assistant draft the follow-up so the action is one click.
- ☐ Review the waiting list each morning.
Audit checklist#
- ☐ Confirm you are not: tracking in a spreadsheet separate from the inbox.
- ☐ Confirm you are not: following up too quickly on non-urgent asks.
Ongoing monitoring#
- ☐ Weekly: review provider dashboards (Postmaster Tools, SNDS) and bounce logs
- ☐ Monthly: re-run the setup verification after any vendor or DNS change
- ☐ Quarterly: full audit against this checklist
Frequently asked questions#
How long should I wait before following up?
Two to four business days for most professional asks; sooner if there is a stated deadline.