I get questions from clients regarding inbox management quite often. Below are a few examples of what I’ve come across.

“My inbox is overflowing, help!”

“How am I ever going to get through all of these emails?”

“What if I miss something important?”

Does this sound familiar? Are you struggling to keep up with the overflow of emails coming through 24/7? Are important emails going unanswered because you didn’t see them among all of the others? If so, I think I can provide some easy steps that will allow you to manage your inbox with ease. I’ve helped a lot of my clients get their emails organized while keeping their inboxes at a minimum level.

Now, I’m not going to tell you that this will happen overnight, and I’m not going to tell you that your inbox will be empty all the time either. But, what I will say is that you will feel confident to never miss another important email again, you will never have to spend time sorting through your inbox to find those missing emails, and you will always be aware what is coming in and what is being sent out. As long you follow these steps:

  • Prioritize: This is the first thing I ask my clients to do. I like to have at least 2 priority levels, highest (most urgent) and lowest. However, this is not static and can change depending on the number of emails you receive. I’ve had clients with priority levels 1, 2, 3 and 4. It’s all up to you!
  • Action items (optional): This is an optional step that I like to include for special circumstances. If you consistently receive a lot of calendar invitations or certain messages that are highly urgent. Having an action category with a bright colored labeled will be very beneficial. I like to leave these emails in the inbox so they won’t be missed.
  • Color code: I feel that this is such a simple, yet valuable way to organize not only emails but calendars as well. When your eye is drawn to a specific color, you’ll automatically see the importance. I like to have my clients create color-coded labels (or folders) to help identify the priority levels. For example: Green= lowest priority, orange= highest priority, red= action item.
  • Think- Read, Categorize, Respond, Archive or Delete: Try to get yourself into the habit of going through your inbox at the beginning of your work day. This entails sorting through your emails and categorizing each email with its priority level, then respond (if needed, depending on priority and time). Once finished, delete or archive. By doing this you will get rid of any junk emails that may be filtering through, and you will be able to respond to your most urgent messages in a timely manner.

Trust me, these steps may seem like a lot at first but once you get used to the process it’s extremely simple. In no time you will have successfully managed your inbox, you’ll find everything in its place, nice and organized.

Do you have anything you would like to add that may have helped you get organized?

collaboration-is-key-1

Why is collaboration so important? Collaboration is fundamental to creating a solid working relationship, it begins from the first point of contact with each of my clients.

When you choose to work with me, you’re bringing me on to streamline certain business obstacles. In order for me to successfully do that, I need to understand how I can best support you and your business. It is my job to create a plan of support that will fulfill your needs. While every client is different, it is important for me to have certain procedures set in place to maintain consistency and organization. And collaboration is the main component in each of them.

A brief outline of these procedures include:

  • Introductory call
  • Contracts/payments
  • A plan of support specifically catered to you
  • Project Management systems
  • Communication preferences
  • Determining weekly meetings
  • Weekly reports

This basic outline allows me to provide ongoing support for you and/or your team. I do not work on a task by task basis, instead, I partner with you, allowing you to focus on core operations. I want my clients to think long term. I want to be someone you can rely on in many aspects of your business without having to worry about maintaining tasks and checklists. That is why collaboration is the underlying reason my system works, it eliminates the need for that. We are in constant communication working together to achieve mutual objectives. your success is my success.