WORKFLOWS

Team and agency workflows

Running warmup and testing across client accounts: permissions, revocation, exports and a client-ready reporting model.

Illustration: two colleagues pass a tabbed binder and a key ring across a table in front of a wall of pigeonholes

Client reporting template and change log

The report an agency can hand over without overclaiming: change log, access ledger, exports, open questions, and the sentences that get you into trouble.

Switching warmup tools, step by step

What is portable and what is not, the order of operations, how to revoke the old tool's mailbox access on Google and Microsoft, and what to export before the account closes.

Workspace and Microsoft 365: limits and access

The published sending limits, the connection methods your admin controls, and how to revoke a tool's mailbox access on each platform. With the official figures and their dates.