Sales Operations

Sales Automation Quality Control: A Checklist Before You Launch

Before scaling an outbound campaign, review the quality-control checks that protect your brand, your data, and your reply rates.

Doreach cover for Sales Automation Quality Control: A Checklist Before You Launch

Most campaign problems are visible before launch. They just are not looked for, because the campaign is finished and finished feels like ready.

Here is the check, in the order that catches the most expensive problems first.

1. The audience

Ask one question: what do these people have in common beyond a job title?

If the answer is “they matched a filter,” stop. That campaign will produce low acceptance regardless of what the message says, and low acceptance is also the number that puts the sending account at risk.

Also check for duplicates across your other running campaigns. Contacting the same person twice from two angles is the fastest way to look like a bot to a human.

2. Merge tags and fallbacks

Every tag needs a fallback. {{first_name|there}}, never {{first_name}}.

An empty tag renders as nothing, which produces “Hi ,” at scale. Doreach supports seven tags and blocks a launch on an unclosed or unsupported one, but it cannot know that you meant to add a fallback. Current list in merge tags and spintax.

3. Spintax

Every brace closed, every option non-empty. {Hi|Hello|} will send an empty greeting a third of the time.

Doreach validates this and refuses to launch on a broken block, which is the right behaviour but not a substitute for reading it.

4. Note length

LinkedIn caps connection request notes at 200 characters. Write to about 180, because tags expand at send time and a note that fits in the editor can overflow with a real name and headline substituted.

5. Sequence timing

StepSane delay
Message after acceptance1 day, not immediate
First follow-up4 to 5 days
Close7 days after that

An instant message on acceptance is the most obvious automation tell there is. Nobody is that fast.

6. Send it to yourself

Add yourself and one colleague to the audience and run it.

Rendering problems are invisible in the editor and obvious in a real LinkedIn message. So is tone: a message that reads fine as text in a form often reads as a pitch in a chat window.

7. Volume

Start any new campaign at roughly half your normal pace for the first week.

Doreach defaults to 80 connection requests per connected account per week with randomised gaps and working hours, which is already conservative. On a brand new campaign, going slower for a few days buys you the chance to stop it before a targeting mistake reaches four hundred people. See limits and pacing.

What to do next

Run this list against the campaign you are about to launch. If step 1 fails, the other six do not matter yet.

Frequently asked questions

What should you check before launching an outbound campaign?

In order: that the audience shares a real characteristic, that every merge tag has a fallback, that spintax is closed and valid, that connection notes fit under 200 characters after tags expand, that the sequence has sensible delays, and that you have sent the whole thing to yourself first.

Why do outbound campaigns fail after launch?

Usually targeting. A list assembled from a broad filter produces low acceptance regardless of copy quality, and low acceptance is also what puts the sending account at risk. Copy problems show up as low reply rate on a list that accepts fine.

How do you test an outbound campaign safely?

Run it against fifty prospects at reduced volume before scaling. Check acceptance after the first hundred requests rather than the first thousand, because that number tells you whether to fix the list or the message.

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