INBOUNDFORWARD EMAIL PRE-SEND WORKSHEET
Companion to: https://inboundforward.com/blog/email-marketing-small-business/
Prepared November 6, 2026

Campaign name:
Owner:
Planned send date:
Reviewer:
Person covering replies:

1. PURPOSE AND AUDIENCE
[ ] We can name the customer group, useful message, and main next step.
[ ] These people expect this kind of email; signup sources and choices are known.
[ ] Marketing opt-outs, duplicates, and inappropriate records are excluded.
[ ] The message respects current customer status and recent communications.

2. SENDING SETUP AND REQUIREMENTS
[ ] Our provider has checked domain authentication for this sending setup.
[ ] The sender name and reply address identify the business accurately.
[ ] The reply inbox is monitored and the responsible person knows the campaign.
[ ] Current legal and provider requirements have been checked for this audience.
[ ] Required postal details, identification, and unsubscribe controls are present.
[ ] Opt-outs work, reach the correct systems, and prevent future marketing sends.

3. MESSAGE AND DESTINATION
[ ] The subject and preview text describe what is actually inside.
[ ] Prices, dates, availability, conditions, and service claims are accurate.
[ ] One main next step is easy to understand.
[ ] Links reach the intended guide, product, form, or booking destination.
[ ] The message uses readable text, useful image descriptions, and clear links.
[ ] The plain-text version and relevant mobile/email-client views were inspected.

4. AUTOMATION AND HUMAN REVIEW
[ ] Entry rules, customer-status changes, and stop conditions were tested.
[ ] Missing information, duplicate records, replies, and delivery failures were tested.
[ ] Someone knows how to pause the send or sequence.
[ ] A person reviewed any AI-assisted wording and checked its facts.
[ ] A second reader checked the final email and destination.

5. RESULTS AND FOLLOW-UP
[ ] We defined how to record relevant replies, inquiries, orders, or bookings.
[ ] Campaign labels contain no personal information.
[ ] Measurement respects the applicable privacy choices and setup.
[ ] We will review delivery failures, complaints, and opt-outs.
[ ] We will interpret opens and clicks cautiously and check available bot filtering.
[ ] A review date is set, including later outcomes for longer sales cycles.

Results review date:
Useful responses:
Orders or bookings observed:
Complaints, opt-outs, or delivery concerns:
Staff time and other costs:
What should change before the next send?

This is a practical working checklist, not a legal or deliverability certification.
Confirm current requirements with the relevant authorities, providers, and advisers.