PLANNING GUIDE

A business email setup checklist

Questions to ask before setting up or moving your company email.

Use these points to structure discovery. The right implementation depends on your applications, team and operational requirements.

  1. Confirm ownership of your domain and DNS administration.
  2. Inventory users, aliases, shared inboxes and retained data.
  3. Plan SPF, DKIM and DMARC for the services that send mail.
  4. Enable appropriate account security and multi-factor authentication.
  5. Test delivery, device setup and the user transition.

Turn the checklist into a scoped plan.

Document what you know, identify gaps and assign responsibility for the next decisions. A focused assessment can help clarify dependencies before implementation.

Discuss Your Requirements