Most “deliverability fixes” fail at agencies because they treat deliverability like a one-time setup task. In reality, deliverability is operations: monitoring signals, enforcing thresholds, and automatically stopping risky sends before mailbox providers downgrade your reputation.
TL;DR
- A deliverability SOP for agencies is an operational system: a weekly checklist, a monitoring dashboard, alert thresholds, and auto-pause rules tied to CRM actions.
- Use mailbox-provider guidance as hard guardrails. Google recommends keeping Gmail spam rates below 0.10% and avoiding 0.30% or higher. Track this in Google Postmaster Tools. (Google sender guidelines)
- Build “stop rules” that pause at the sender, domain, or campaign level based on complaints, bounces, blocks, and inbox placement tests.
- Turn deliverability signals into CRM automation: pause sequences, change lead status, create rep coaching tasks, and exclude risky segments.
What this deliverability ops SOP is (and why agencies need it)
Definition: Deliverability ops SOP (for agencies)
A deliverability operations standard operating procedure is a repeatable process that:
- Monitors deliverability health across clients (complaints, bounces, reputation, blocklists, inbox placement).
- Defines thresholds that trigger investigation or automatic suppression.
- Executes stop rules to prevent reputation damage (auto-pause domains, mailboxes, and sequences).
- Documents remediation playbooks and client-facing reporting.
Agencies need this more than in-house teams because you have:
- More variance in list quality and ICP definition
- More frequent handoffs (strategy, copy, ops)
- Higher risk of “one bad campaign” burning a shared playbook
If you want a deeper root-cause approach (beyond this ops template), pair this SOP with your debugging workflow from: Cold Email Deliverability Debugging in 2026.
Non-negotiable guardrails (based on mailbox provider guidance)
Spam complaint targets (Gmail, Yahoo)
Treat complaint rate as a hard operational metric, not a vanity number.
- Google recommends: keep spam rates in Postmaster Tools below 0.10% and avoid reaching 0.30% or higher. (Google sender guidelines)
- Google also recommends monitoring via Postmaster Tools. (Google sender guidelines)
Agency-friendly policy
- Target: <= 0.08%
- Warning: 0.08% to 0.10%
- Critical: > 0.10%
- Stop-rule: >= 0.30% (immediate pause and remediation)
Unsubscribe and consent expectations (operational impact)
Google’s subscription guidelines call out:
- One-click unsubscribe implementation
- Honor unsubscribes within 48 hours
- Double consent recommendation (confirm email address) (Google subscription guidelines)
Even if you run cold outbound (not newsletters), these practices influence complaint rates and long-term deliverability culture. “Easy exit” reduces “mark as spam.”
Yahoo complaint feedback loop (use it operationally)
Yahoo recommends enrolling in a Complaint Feedback Loop (CFL) to receive reports when users mark messages as spam, and notes it requires DKIM-signed mail. (Yahoo CFL)
This is extremely useful for agencies because it enables automated suppression and client reporting that is not based on guesswork.
The monitoring dashboard: fields to track (copy-paste template)
Build one dashboard per client, plus an agency-wide rollup. Use a spreadsheet, BI tool, or your CRM’s ops dashboard.
A. Identity and infrastructure fields
Track these so you can correlate reputation changes to configuration changes.
- Client
- Sending platform (ESP / sequencing tool)
- Sending domain(s) (primary + secondary)
- Sender mailboxes (count)
- Provider mix (% Gmail, Outlook, Yahoo, custom domains)
- Authentication health
- SPF present (Y/N)
- DKIM present (Y/N)
- DMARC present (Y/N)
- Alignment status (pass/fail, if available)
- Unsubscribe mechanism present (Y/N)
- Last DNS change date
For the technical setup and alignment checklist, use: SPF, DKIM, DMARC Alignment in 2026 and Outreach Infrastructure in 2026: Secondary Domains.
B. Volume and engagement fields (context, not “success”)
These help explain why deliverability moved.
- Emails sent (daily, 7-day)
- New leads added (daily, 7-day)
- Unique prospects contacted (7-day)
- Reply rate (7-day)
- Positive reply rate (7-day)
- Unsubscribe rate (7-day)
C. Deliverability health fields (the ones that trigger action)
These should be monitored daily (automated if possible).
- Spam complaint rate
- Gmail Postmaster Tools spam rate (daily)
- Yahoo CFL complaints (daily count and rate per 1,000 delivered)
- Bounces
- Hard bounce rate (daily, 7-day)
- Soft bounce rate (daily, 7-day)
- Bounce reasons distribution (top 5 SMTP codes)
- Blocks
- Block rate (daily)
- Top block SMTP codes
- Provider-specific block rate (Gmail, Outlook, Yahoo)
- Reputation indicators
- Gmail domain reputation (Bad/Low/Medium/High)
- Gmail IP reputation (if applicable)
- Authentication pass rates (SPF/DKIM/DMARC) where reported
- Blocklist status
- IP/domain listed (Y/N)
- Which list (Spamhaus, etc.)
- First seen date and remediation owner
- Inbox placement tests
- Seed test inbox placement % (weekly)
- Spam folder placement % (weekly)
- “Missing” % (weekly)
D. Operations fields (to ensure accountability)
- Current risk state: Normal / Watch / Throttled / Paused
- Active stop rules (Y/N)
- Remediation playbook in progress (link)
- Owner (agency deliverability ops)
- Client approver (who signs off on volume changes)
Alert thresholds (complaints, bounces, blocklists, inbox placement)
These are agency defaults. Tighten them for new domains and newly warmed mailboxes.
Deliverability SOP for agencies: complaint thresholds
Gmail spam complaint rate (Postmaster Tools)
- Green: < 0.08%
- Yellow: 0.08% to 0.10% (investigate targeting/copy, slow ramp)
- Red: > 0.10% (throttle immediately)
- Black: >= 0.30% (pause sending and remediate)
Google explicitly recommends staying below 0.10% and avoiding 0.30% or higher. (Google sender guidelines)
Yahoo complaints
- Green: < 0.10% (or < 1 complaint per 1,000 delivered)
- Yellow: 0.10% to 0.20%
- Red: > 0.20% (pause Yahoo-segment sends and remediate)
Use Yahoo CFL to get the complaint events. (Yahoo CFL)
Deliverability SOP for agencies: bounce thresholds
Treat bounces as list quality plus reputation. High bounces can trigger filtering and slowdowns.
- Hard bounce rate
- Green: <= 1.0%
- Yellow: 1.0% to 2.0%
- Red: > 2.0% (pause list segment, verify data sources)
- Soft bounce rate
- Green: <= 2.0%
- Yellow: 2.0% to 4.0%
- Red: > 4.0% (throttle volume, check provider blocks)
Deliverability SOP for agencies: blocklist thresholds
Blocklist events are “stop-the-line” moments.
- Any listing on a major blocklist used by inboxes and filters should trigger a structured response.
- Spamhaus maintains multiple blocklists (IP and domain focused) and provides details on what their SBL contains and how it is used. (Spamhaus SBL, Spamhaus blocklists overview)
Agency threshold
- Yellow: Listed on a low-impact or informational list (investigate within 24 hours)
- Red: Listed on Spamhaus SBL/DBL or repeated listings (pause affected senders, remediate, then request delisting if applicable)
Deliverability SOP for agencies: inbox placement thresholds
Inbox placement tests are your early warning system, especially when complaint data is limited.
- Green: >= 90% inbox
- Yellow: 85% to 90% inbox
- Red: < 85% inbox (pause the worst-performing mailbox/provider segment)
Stop rules: when to pause a domain, sender, or campaign
Stop rules should be automatic and boring. The goal is to prevent one campaign from damaging the entire client’s sending reputation.
Stop-rule matrix (copy-paste)
1) Pause a campaign (sequence-level)
Trigger if any of the following occurs within a rolling 24 hours:
- Spam complaint rate (Gmail) >= 0.10%
- Hard bounce rate >= 2.0%
- Block rate >= 1.0%
- Inbox placement test drops below 85% for that campaign’s target providers
Actions:
- Pause sequence
- Tag campaign:
Deliverability Hold - Create tasks:
- Copy audit
- Targeting audit
- List source audit
- Require human approval to restart
2) Pause a sender mailbox (mailbox-level)
Trigger if any occurs within 24 hours:
- 2+ spam complaints attributed to one sender (Yahoo CFL events or internal complaint mapping)
- Hard bounce rate >= 3.0% on that mailbox
- Provider blocks spike (example: Outlook blocks > 2% for that mailbox)
Actions:
- Pause mailbox sending for 72 hours
- Reassign leads to other warmed mailboxes only if overall domain health is green
- Queue rep coaching task: “Fix personalization and relevance”
3) Pause a domain (domain-level)
Trigger if any occurs:
- Gmail spam rate >= 0.30% (Postmaster Tools) (Google sender guidelines)
- Domain appears on a major blocklist (Spamhaus SBL/DBL)
- Inbox placement < 80% across two consecutive tests
- Sustained provider blocks for 48 hours
Actions:
- Pause all sequences using the domain
- Activate remediation playbook
- Notify client within 1 business day with plan and timeline
Weekly deliverability checklist (agency ops cadence)
Run this weekly per client. Keep it consistent, and log results.
1) Review mailbox provider dashboards
- Gmail Postmaster Tools
- Spam rate trend
- Domain reputation trend
- Authentication pass rates
- Yahoo Sender Hub and CFL
- Complaint events
- Complaint rate trend
Google explicitly recommends monitoring spam rates in Postmaster Tools. (Google sender guidelines)
2) Review sending performance by segment
Segment by:
- Provider (Gmail vs Outlook vs Yahoo vs custom)
- ICP tier (Tier 1 accounts vs long tail)
- Geo (if relevant)
- Job function
- Source (list vendor, enrichment method, inbound vs outbound)
3) Validate list hygiene signals
- Hard bounces: identify top sources and patterns
- Role accounts and risky inboxes (info@, sales@) behavior
- Recent imports: verify/clean before sending
If your enrichment stack is contributing to bounces, tighten the process in: Lead Enrichment in 2026: The 3-Tier Enrichment Stack.
4) Run inbox placement tests (seed tests)
- Run at least weekly for:
- Each sending domain
- Each major provider group
- Compare results to previous week and annotate any changes (new copy, new segment, ramp change)
5) Blocklist checks
- Check domains and IPs against major lists
- If listed, document:
- Listing type
- First seen date
- Owner
- Remediation steps
Spamhaus provides detail on what the SBL is and how it is used. (Spamhaus SBL)
6) Audit unsubscribe and suppression compliance
- Are unsubscribes honored within 48 hours (process and tooling)?
- Are complainers automatically suppressed (Yahoo CFL)?
- Are “do not contact” rules consistent across tools?
Google’s subscription guidance includes honoring unsubscribe requests within 48 hours and implementing one-click unsubscribe for subscription messages. (Google subscription guidelines)
7) Review stop rules and incidents
- Any auto-pauses triggered?
- Time-to-detect
- Time-to-pause
- Time-to-remediate
- What changed before the incident?
Client-facing deliverability reporting template (what to report and how to explain it)
Your client report should do two things:
- Prove you are monitoring leading indicators.
- Explain tradeoffs in plain language: you are optimizing long-term inboxing, not just short-term volume.
Deliverability report (template)
Reporting period: YYYY-MM-DD to YYYY-MM-DD
Overall status: Green / Yellow / Red
What changed this week: (copy, targeting, volume, new domains, new mailbox adds)
1) Reputation and complaints
- Gmail spam rate (Postmaster Tools): X.XX% (WoW change)
- Gmail domain reputation: High/Medium/Low/Bad
- Yahoo complaints: N events (rate per 1,000 delivered)
- Actions taken: (suppression, targeting adjustments)
Client explanation snippet
- “Spam complaints are the strongest negative signal. Google recommends keeping spam rates below 0.10% and avoiding 0.30% or higher. When we approach those levels, we reduce volume and adjust targeting/copy to protect inbox placement.” (Google sender guidelines)
2) Bounces and list health
- Hard bounce rate: X.XX%
- Soft bounce rate: X.XX%
- Top causes (SMTP reason categories)
- List hygiene actions taken:
- Verification
- Suppression rules
- Source adjustments
3) Inbox placement tests
- Seed test inbox placement: X%
- Spam folder placement: Y%
- Missing: Z%
- Provider breakdown (Gmail vs Outlook vs Yahoo)
4) Stops and throttles (if any)
- What was paused: domain / mailbox / campaign
- Why it was paused (metric + threshold)
- Recovery plan and ETA
- What we need from client (approval, copy review, ICP signoff)
5) Next week plan
- Volume plan (by domain and mailbox)
- Segment plan (what is excluded and why)
- Tests planned (copy A/B, segment A/B)
Remediation playbooks (step-by-step)
These playbooks map directly to the stop rules. The key is to make them repeatable and fast.
Deliverability SOP for agencies: list hygiene remediation
Use when:
- Hard bounces > 2%
- Provider blocks spike
- Inbox placement drops
Steps:
- Freeze new list uploads for 48 hours.
- Identify the offending source:
- Which CSV/import?
- Which enrichment vendor?
- Which segment (geo, industry, job function)?
- Apply suppression rules:
- Hard bounces: suppress permanently
- Soft bounces: suppress for 14 days, then retest
- Complaints: suppress permanently (immediate)
- Re-verify remaining contacts:
- Verify email syntax, domain MX, mailbox existence if your tool supports it
- Reduce risky patterns:
- Remove role accounts from cold outbound (or isolate into a separate low-volume track)
- Update CRM fields:
Email Deliverability Risk = HighDo Not Sequence = Truefor suppressed records
Tie this to data quality standards using: Sales CRM Data Quality Benchmarks (2026).
Deliverability SOP for agencies: volume ramp-down (reputation protection)
Use when:
- Complaint rate rising (0.08% to 0.10%)
- Inbox placement trending down
- Blocks increasing
Steps:
- Cut volume by 30% to 50% immediately (same day).
- Prioritize sends to:
- Highest-intent segments
- Best ICP matches
- Recent signal-based leads
- Shift from broad targeting to signal-based outbound:
- Hiring, funding, new tech, leadership changes
- Use tighter personalization and relevance
Templates for that approach: AI SDR Cold Email Templates for Signal-Based Outbound.
Deliverability SOP for agencies: copy and targeting adjustment (complaint reduction)
Use when:
- Complaints increase but bounces are normal (list quality fine, relevance bad)
- Replies drop and blocks increase
Steps:
- Pull 20-50 recent emails that got negative responses:
- “Stop emailing me”
- “Not relevant”
- “Spam”
- Identify mismatch:
- Wrong persona?
- Wrong offer?
- Over-automated tone?
- Rewrite to reduce “surprise”:
- Clear reason for outreach in first sentence
- Specific relevance hook (not generic flattery)
- Simple CTA (one question)
- Easy opt-out line
- Tighten segments:
- Remove entire sub-industries that do not match ICP
- Exclude job functions with poor fit
If you are using AI to scale copy, ensure outputs stay personalized and specific: Best AI Email Writer Tools for Cold Outreach (2026).
Deliverability SOP for agencies: blocklist remediation (domain/IP)
Use when:
- Domain/IP appears on a major blocklist (Spamhaus, etc.)
Steps:
- Pause affected sending immediately (domain or IP scope).
- Confirm what is listed:
- IP vs domain vs URL
- Identify cause:
- Compromised account?
- Sudden volume spike?
- Bad list upload?
- Remove the root cause:
- Reset passwords, enforce MFA
- Remove bad segments and suppress bounces/complaints
- Reduce volume and rebuild gradually
- Request delisting when appropriate and after remediation.
- Track recurrence:
- If listed twice in 60 days, retire the domain for cold outbound.
Spamhaus explains SBL purpose and listing criteria in its documentation. (Spamhaus SBL)
Connecting deliverability signals to CRM actions (automation blueprint)
This is where agencies win. Your deliverability SOP becomes enforceable when it changes CRM state automatically.
Core CRM objects you need
- Lead/Contact
- Lead status
- Do-not-contact flags
- Email validation status
- Segment tags (ICP tier, source, provider)
- Campaign/Sequence
- Status (Active, Throttled, Paused)
- Owner
- Sending domain
- Sender mailbox
- Sender (Mailbox)
- Risk score
- Warm status
- Last incident date
- Domain
- Risk state
- Last pause date
- Allowed daily volume cap
Automation rules (examples)
-
If Gmail spam rate > 0.10%
- Set
Domain Risk State = Throttled - Reduce per-mailbox daily cap by 50%
- Create task: “Review targeting and copy for top 2 sequences”
- Set
-
If spam rate >= 0.30%
- Set
Domain Risk State = Paused - Pause all sequences on domain
- Create incident ticket with checklist steps
- Set
-
If hard bounce occurs
- Set
Lead Status = Invalid Email - Set
Do Not Sequence = True - Remove from all active sequences automatically
- Set
-
If Yahoo CFL complaint received
- Set
Do Not Contact = True - Set
Suppression Reason = Complaint - Create task for rep: “Review email relevance and personalization for this segment”
- Set
-
If inbox placement test < 85%
- Pause worst-performing provider segment sequence
- Exclude risky segments (example: “Outlook-only segment”) until recovered
To implement these “stop rules” cleanly across teams, pair this SOP with: Stop Rules for Cold Email in 2026.
Where Chronic Digital fits in the SOP
In Chronic Digital, you can operationalize this by:
- Using AI Lead Scoring to prioritize only high-fit leads during a throttle.
- Using ICP Builder to tighten targeting when complaints rise.
- Using Campaign Automation to auto-pause sequences and reroute tasks.
- Using an AI Sales Agent to triage incidents (summarize what changed, pull affected segments, draft client update).
If you are evaluating tooling, benchmark against alternatives here: Best AI Sales CRM for Digital Agencies (2026).
FAQ
What is a deliverability SOP for agencies?
A deliverability SOP for agencies is a repeatable operations process for monitoring sender health and enforcing thresholds with stop rules. It typically includes a weekly checklist, a monitoring dashboard, alert thresholds (complaints, bounces, blocks, inbox placement), and remediation playbooks.
What spam complaint rate should agencies target for cold email?
A practical agency target is to keep complaint rates under 0.08% and treat 0.10% as an escalation threshold. Google recommends keeping spam rates in Postmaster Tools below 0.10% and avoiding 0.30% or higher. (Google sender guidelines)
What are good stop rules for deliverability?
Good stop rules pause the smallest unit possible first (campaign, then mailbox, then domain). Common triggers include complaint spikes, hard bounce spikes, major blocklist listings, and inbox placement dropping below a defined threshold (often 85%).
How do we explain throttling or pauses to clients without panic?
Report the metric, the threshold, and the plan. Example: “We paused Sequence A because complaints crossed our safety threshold. We are protecting long-term inbox placement, cleaning the segment, and restarting with reduced volume once metrics normalize.”
Should agencies enroll in Yahoo’s Complaint Feedback Loop?
Yes, if you send meaningful volume to Yahoo properties. Yahoo’s CFL provides complaint reports (ARF) when recipients mark messages as spam, and it requires DKIM-signed mail. This enables automated suppression and clearer reporting. (Yahoo CFL)
Implement the SOP this week (90-minute rollout plan)
- Create the dashboard using the field template above (30 minutes).
- Set thresholds (complaints, bounces, blocks, inbox placement) and label them Green/Yellow/Red (15 minutes).
- Enable stop rules in your sequencing tool, then mirror them in your CRM via automation (30 minutes).
- Ship the client report template and set expectations: “We optimize for long-term inbox placement, not max daily volume” (15 minutes).
If you want, tell me what tools you use (Apollo/Instantly/HubSpot/Close, Google Workspace or Microsoft 365, and your seed testing tool). I can tailor the stop-rule triggers to the exact fields and webhooks those platforms expose.