1. Choose the platform that fits how you work
Google Workspace suits teams that live in Gmail, Docs, Sheets and Drive and work in the browser. Microsoft 365 suits teams that depend on Word, Excel, Outlook and Teams. For cold outreach there’s little deliverability difference between the two once mailboxes are authenticated and warmed up. I set up Google Workspace.
2. Sign up in your company’s name and verify the domain
Create the account with a company admin address, not a personal one, and verify your domain with the DNS record the platform gives you. Then point your MX records to the platform so mail arrives there.
3. Set up SPF, DKIM and DMARC
Add the SPF record your platform specifies, switch on DKIM signing (in the Google Admin console, or in Microsoft’s security settings) and publish a DMARC record. Start DMARC in monitoring mode, read the reports, then move to quarantine or reject once your real senders pass.
4. Create users, groups and shared inboxes
Give every person their own account. For addresses like info@ or sales@, use groups or shared mailboxes (Google Groups or Microsoft shared mailboxes) instead of one login many people share.
5. Enforce two-factor sign-in for everyone
Turn on two-step verification for all users and enforce it, not just recommend it: in the Google Admin console, or with Microsoft’s security defaults or Conditional Access, depending on your plan. Give admins security keys or an authenticator app.
6. Keep admin access small
Have at least two admins so you’re never locked out, keep admin rights to as few people as possible, and use a normal account for everyday work.
7. Control file sharing
Decide whether files can be shared outside the company, warn people before sharing externally, and avoid “anyone with the link” sharing for anything sensitive, in Google Drive or OneDrive and SharePoint.
8. Turn on phishing and malware protection
Switch on the built-in protections against spoofing, phishing links and dangerous attachments: Google’s advanced phishing and malware settings, or Microsoft’s anti-phishing and link-checking policies, depending on your plan. Mark external emails so staff notice them.
9. Protect phones and laptops
Require a screen lock and keep devices updated. Basic device management (Google’s endpoint management or Microsoft Intune, where your plan includes it) lets you wipe company data from a lost device.
10. Review which apps can access your data
Check which third-party apps and AI assistants are connected to accounts, allow only the ones you trust, and give them only the access they need.
11. Plan for recovery and backups
Set recovery phone numbers and emails for admins. Retention tools such as Google Vault or Microsoft’s retention policies help with keeping records, but they aren’t a full backup; for important mail and files, use a dedicated backup service.
12. Offboard people properly
When someone leaves, suspend their account, transfer their files and email to a colleague, remove them from groups and shared tools, and change any shared passwords they knew.
Practical notes
What I’ve learned and use in practice, checked against current benchmarks and official checklists on 10 November 2026. Experience and benchmarks, not guarantees.
- Google’s small business checklist: enforce two-step verification at least for admins and anyone handling sensitive data, and ideally for everyone.
- Keep files private until someone shares them on purpose, and limit external calendar sharing to free or busy only.
- Turn on enhanced pre-delivery scanning and extra attachment and link screening in Gmail.
- A completed checklist is a setup, not an audit; with a single admin account compromised, someone can switch off every control, so protect admin accounts most of all.
Sources
Why it’s worth an afternoon
A well-set-up workspace stops most spoofing and account takeovers, keeps company files in company hands and makes your email land in inboxes. Most of it is settings you switch on once.
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