Checklist: Is Your Team Ready for AI Outreach?

Autonomous outreach fails when the workspace is half-set-up. Use this checklist before you let LeadHootz send on your domain.

Workspace

• Profile, photo, and company are complete so signatures and icebreakers sound like you.
• Account timezone is set. Daily caps reset at midnight in this zone; new campaigns inherit it.
• Website analysis has run so copy is on-brand, not a generic template.

Connectors

• Gmail or Outlook is connected and selected as send-from.
• LinkedIn is connected if you plan invites or DMs.
• Twilio SendGrid is only added after SPF, DKIM, and DMARC on the sending domain.

Guardrails

• Daily send caps match what a human could send from that mailbox.
• Day-of-week windows match working hours in the account timezone.
• Stop-on-reply is on. Unibox is where humans take over.

Data and compliance

• You know the lawful basis for outreach. See GDPR and lawful basis.
• Credit usage is visible under Settings → Credits. Enrichment bills only on a match.
• A teammate owns Live Activity so failed sends are not silent.

When every box is ticked, launch from a small list first. University’s Quick Start walks the same path in the product.