
Module 3 — Prospecting and Outreach · Lesson 3.4
Deliverability, Consent and the Reviewed Send
The rules that decide whether your mail arrives, and who checks it before it leaves
What you'll learn
- List the 2024–2025 mailbox-provider requirements for bulk senders
- Summarize CAN-SPAM and UK B2B marketing rules as they apply to sales email
- Explain why AI agents that send on your behalf need human review and a suppression list on the sending path
- Configure Kavanah's outbound controls: capacity, suppression, approval policy, reply desk and archive
A sales team can do everything in the previous three lessons right, research, cadence and copy, and still fail because the mail never arrives, arrives in spam, or arrives in breach of a rule nobody on the team knew about. Since 2024 the mailbox providers have turned deliverability from a craft into a set of published requirements, and AI agents that can send on a seller's behalf have made the old question 'who checked this before it went out?' urgent again. This lesson is the operating manual for both.
What the mailbox providers now require
Google's sender guidelines, in force since February 2024, apply stricter requirements to bulk senders, those sending 5,000 or more messages a day to personal Gmail accounts. They must authenticate with SPF and DKIM, publish a DMARC policy (which may be set to 'none'), support one-click unsubscribe on marketing and subscribed messages with a visible unsubscribe link in the body, and keep the spam rate reported in Postmaster Tools below 0.30%, with Google recommending under 0.10%.
Yahoo enforced near-identical requirements from February 2024: SPF and DKIM, a DMARC policy of at least p=none, a working one-click List-Unsubscribe header, unsubscribes honoured within two days, and a spam rate below 0.3%.
Microsoft followed for Outlook.com consumer mailboxes: from May 5, 2025, domains sending more than 5,000 emails a day must pass SPF, DKIM and DMARC. Non-compliant mail is routed to junk at first and may then be rejected outright with an authentication error.
A team sending a few dozen sales emails a day is below these thresholds, but the authentication requirements are good practice at any volume, and complaint rates are judged per domain. A careless campaign on your main domain can put your invoices and customer replies in spam.
What the law requires
In the United States, the CAN-SPAM Act applies to all commercial email and, as the FTC's compliance guide puts it, makes no exception for business-to-business email. Each message must not use deceptive headers or subject lines, must identify itself as an ad where applicable, must include a valid physical postal address, and must tell recipients how to opt out. Opt-out requests must be honoured within 10 business days, and the opt-out mechanism must keep working for at least 30 days after sending. Each violating email can carry a civil penalty of up to $53,088 (the figure as updated in January 2024).
In the United Kingdom, the ICO's guidance on business-to-business marketing says that PECR's electronic-mail consent rule does not apply to corporate subscribers (companies, LLPs and some public bodies), so B2B email to them does not need prior consent, but you must not hide your identity and must provide a valid opt-out. Sole traders and some partnerships are treated as individuals and generally need consent or the soft opt-in. UK GDPR still applies to the personal data of business contacts, who have an absolute right to object to direct marketing. The ICO notes the guidance is under review following the Data (Use and Access) Act, so check it before relying on it. Other jurisdictions, including the EU, are stricter; take local advice.
Voice is different again. In February 2024 the US Federal Communications Commission ruled that AI-generated voices are 'artificial' under the Telephone Consumer Protection Act, which means calls using them need the called party's prior express consent. An AI agent that phones prospects is not a loophole.
Why agents need review, and suppression on the sending path
AI agents change two things. They make it possible to send far more than any seller could write, and they can produce text no person has read. Both make review more important, not less.
For regulated firms this is already a rule. FINRA Rule 3110(b)(4) requires broker-dealers to have procedures for review of incoming and outgoing correspondence by a registered principal, documented with who reviewed what and when; its supplementary material notes that merely opening a communication is not sufficient review. Even for unregulated teams the principle is sound: a person should have the chance to read anything that goes out under their name to someone outside the company.
The second lesson is about suppression. A do-not-contact list is only a control if the sending path reads it. A list that is consulted by one tool but not by the scheduler behind your campaigns is a record of people you are still emailing. Opt-outs also arrive at awkward times, often after a message was queued, which is why they need checking both when a message is scheduled and at the moment it is sent.
Kavanah's outbound controls
Settings, Outbound shows the capacity plan for your mailbox pool, a per-mailbox daily cap, and the workspace suppression list, where you can add addresses that must never be emailed. Kavanah keeps two lists with different meanings. A hard bounce or complaint is a fact about an address, so bounces captured from a synced Gmail mailbox go on a global list every workspace's sending obeys. An opt-out is said to one company, so opt-out replies, unsubscribes and manual entries go on your workspace's list. Both are checked before a cadence step is generated and again at the wire; a fully suppressed message is marked failed, not retried forever.
New cadences include an unsubscribe link by default, and network cadences, outreach to people you are not yet in a deal with, always do and cannot turn it off.
Every agent action that sends a message to a person is in the 'Send messages & email' action category. In safe mode those tools are removed from the agent entirely; in full mode the category's policy decides, and unless an admin deliberately sets it to allow, the send is parked for approval. Parked actions appear in Settings, AI Agent, under 'Waiting for your approval'. For parked emails this is a reply desk: a reviewer can approve as written, or edit the subject and body (nothing else, so a recipient cannot be quietly changed) and approve the edited version. The agent's original draft is kept alongside what was actually sent and who edited it, and the message is sent from the mailbox of the person whose run drafted it, not the approver's.
Finally, for firms with a records obligation, an owner can turn on compliance archiving, which sends a copy of outbound mail to the firm's archive address and journals what people say inside Kavanah. When it is on, a send that cannot carry the archive copy is refused rather than sent unarchived.
Put a person and a record in front of every send
- 1
Check authentication on your sending domain
Confirm SPF, DKIM and DMARC are set for the domain your sellers send from. Kavanah's God Mode setup checklist in Settings includes these records if you use it.
- 2
In Settings, Outbound, set realistic per-mailbox daily caps and add any known do-not-contact addresses to the suppression list.
- 3
In Settings, AI Agent, check that 'Send messages & email' is not set to allow unless you have deliberately decided that. Look at 'Waiting for your approval' and practise editing a parked draft.
- 4
If your firm has a records obligation, have the owner configure compliance archiving under Audit Logs, Archiving, and send a test message.
Outbound hygiene
- Spam complaint rate
- Complaints divided by delivered messages, from Google Postmaster Tools or your provider's equivalent. Kavanah does not compute it.
- Healthy signal: Google requires below 0.30% for bulk senders and recommends under 0.10%. Treat 0.10% as your ceiling at any volume.
- Suppressed-at-send count
- Messages marked failed because the recipient was suppressed by the time of sending.
- Healthy signal: Some is expected; a rising count means people are being enrolled who already opted out, so fix list hygiene upstream.
- Approval turnaround
- Median time from an outbound send being parked to it being approved, edited or denied.
- Healthy signal: Our suggested target is same business day. A slow queue tempts admins to set the policy to allow; fix the queue instead.
Key takeaways
- ·Since 2024–2025, Gmail, Yahoo and Outlook enforce authentication, unsubscribe and complaint-rate rules on bulk senders.
- ·CAN-SPAM has no B2B exemption; UK B2B email to companies needs no prior consent but does need an opt-out and respects the right to object.
- ·AI-generated voice calls need prior express consent in the US; agents are not a loophole.
- ·Kavanah checks suppression twice, includes unsubscribe links by default, parks agent sends for human review, and can archive every send.
Module 3 got you a conversation. Module 4 is about what to do with it, starting with the discovery call: the meeting where you learn whether, and how, you can help.
Sources
- 1.Email sender guidelines
Google · Gmail Help (requirements in force from February 2024) · 2024
Bulk senders (5,000+/day): SPF, DKIM, DMARC (p=none allowed), one-click unsubscribe, spam rate below 0.30% (recommended under 0.10%).
- 2.Sender best practices
Yahoo · Yahoo Sender Hub (enforcement from February 2024) · 2024
SPF and DKIM, DMARC at least p=none, one-click List-Unsubscribe, honour unsubscribes within 2 days, spam rate below 0.3%.
- 3.Policies, Practices, and Guidelines (Outlook.com postmaster)
Microsoft · Microsoft Postmaster (high-volume sender requirements effective May 5, 2025) · 2025
Domains sending 5,000+ emails/day to Outlook.com must pass SPF, DKIM and DMARC; non-compliant mail goes to junk and may be rejected with 550 5.7.515.
- 4.CAN-SPAM Act: A Compliance Guide for Business
Federal Trade Commission · FTC Business Guidance (penalty figure as updated January 2024) · 2024
No B2B exemption; physical address; clear opt-out honoured within 10 business days; penalties up to $53,088 per email.
- 5.Business-to-business marketing (guidance)
Information Commissioner's Office · ICO guidance (under review following the Data (Use and Access) Act) · 2026
PECR's email consent rule does not apply to corporate subscribers; sole traders need consent or soft opt-in; UK GDPR applies and business contacts may object.
- 6.FCC: AI-Generated Robocalls Illegal Under the TCPA
Cooley LLP · Cooley client alert, February 15, 2024 · 2024
The FCC confirmed AI-generated voices are 'artificial' under the TCPA, so such calls need the called party's prior express consent.
- 7.FINRA Rule 3110: Supervision
FINRA · FINRA Rulebook · 2026
3110(b)(4): review of incoming and outgoing correspondence by a registered principal, documented; merely opening a communication is not sufficient review.