Advertising
Advertising

10 Email Management Skills Everyone Should Learn to Be More Productive

10 Email Management Skills Everyone Should Learn to Be More Productive

For many people these days, email = work.

It’s just the sad (or not that sad) truth of the modern world of professionals, entrepreneurs, creatives and everyone in between.

Quite frankly, if you’re not effective with your email, you might as well not even bother coming to work.

So let’s take a closer look into this topic today, and try to make ourselves a bit more productive with our emails. The key to all this is mastering certain email management skills, ten of them, to be more exact.

1. Pick your money-making emails and prioritize them

Email management is a game of knowing where to pay the most attention and what to potentially ignore completely.

No matter your profession or the type of business you’re in, you should look for a specific category of emails that just happen to be more valuable than anything else.

If you’re in any sort of agency business (design, writing, freelancing, etc.) then those emails are usually your sales emails or some other emails that lead a client to signing a deal with you. Mastering them is how you make money. It’s how you’re turning your hours into productive output.

This is something that Ruben Gamez – founder of Bidsketch proposal software – points out when asked: “What is the #1 email management skill that entrepreneurs and professionals should master?”

His answer:

Learning how to segment email for response time. For example, at Bidsketch we’ve learned that the customers with the fastest response times to proposals, close more sales.

So how can you be responsive while not destroying your productivity? You should treat sales related emails differently, and send them either to a different folder, or email address. This leaves a much more manageable number of messages, that can be responded to soon after they come in. Other types of messages can (and should) wait.

2. Touch every email just once

Here’s what I mean. It’s very common for us to naturally mark an important email with a star, and tell ourselves that we’ll come back to it later. Then, later comes and we repeat the process again, thinking, “I’ll deal with this tomorrow.”

This is a major waste of time.

A simpler solution?

Try a variation of the “Touch It Once” principle that Ann Gomez taught me.

In a nutshell, process each email the first time you “touch” it. This means either responding to that email right away, or creating a separate task for it somewhere else. That way, your inbox remains clear.

3. Don’t treat your inbox as a to-do list

Your inbox is simply not organized in a way that would warrant treating it as a to-do list. If you do so, you’ll quickly find yourself lost in the sea of starred emails, half-done drafts, and probably more than a handful of people angry at you.

Instead, turn emails into tasks, and then move them away to other tools.

My recommendation is to use Todoist for this purpose. In a nutshell, it’s a cloud-based to-do list and task manager. Plus, it has very good integration with Gmail, which should make things even easier for you.

In short, whenever you stumble upon an email that requires some action, turn it into a Todoist task and clear it from your inbox right away.

Advertising

4. Use just one app/tool across all your devices

This may sound simple, but it’s actually surprising how many people fall into a trap of using multiple apps to manage their email. Now, the sole multitude of tools isn’t the problem. The real problems start when those tools aren’t synchronized with one another.

What you end up with is an inconsistent inbox, an inbox that looks different based on which tool you access it through.

Simple solution: Use just one tool across your all devices. For instance, if you’re on Gmail, use the native Gmail tool everywhere. If you like Outlook, then use only that. Just don’t combine different email tools.

5. Deal with email just twice a day

Even though I might have said that “email is work” at the beginning of this post, it’s actually rarely the case.

For most people, email is not what makes the money, and therefore it shouldn’t take up most of your working hours.

A simple solution is to just deal with email twice a day: once in the morning, and once in the afternoon.

And most importantly, disable all email notifications. Notifications cause interruptions. Those interruptions are more costly than you would expect. For example, as explained in this resource by Harvard Business Review:

According to a University of California-Irvine study, regaining our initial momentum following an interruption can take, on average, upwards of 20 minutes.

6. Utilize template responses

The key to many people’s productivity is their ability to not reinvent the wheel with their email responses, so to speak.

The whole trick is identifying the exact moment when a template response could be employed, instead of re-writing the same email over and over again.

Advertising

There are just two steps to mastering this skill:

  1. Identify common scenarios and types of email that you send out the most often.
  2. Create template responses for them.

One way to do it is with a tool like Yesware. Among its other features, it allows you to create such personalized email templates, and then send them out whenever needed.

7. Tame your newsletter subscriptions

If you’re like most people then you’re probably subscribed to a lot of stuff online (newsletters). Whether those are newsletters from your favorite sports teams, industry news, hobby sites, there’s likely a ton of them.

Check out Unroll.Me. It’s an all-in-one tool for managing your email subscriptions. You can set it up to send you one digest email rather than receiving tens of individual newsletter emails.

8. Be mindful of what’s going on in your inbox

“A thousand things screaming for your attention” – just about does it for a good description of your inbox, doesn’t it?

I asked Catalin Zorzini, founder of Matcha-Tea.com, to shed some light on this problem, and answer one simple question: “What’s your most valuable email habit?”

His advice:

“Fabricating time.

What if that instead of training ourselves to work more, to become faster or more efficient, we could actually fabricate more time so that we could manage our inbox in a more relaxed mindset, without a sense of urgency?

From what I’ve learned, this is entirely possible and can be achieved quite easily.

Two things: Practice mindfulness, and apply the either “HELL YEAH!” or no approach to your inbox.

Cultivate a more relaxed way of “living while working.” What I mean by that is to overcome the “autopilot” mode, and to learn how to become more aware of every single task that we’re doing on the computer (especially dealing with email), make choices from a more grounded position, and mix “work” with “fun” so that we feel we have more time.

This way, we become able not only to achieve inbox zero, but to enjoy the miracle of being alive, which we take so much for granted when we are on autopilot.”

In short, realize that what you do in your inbox has a direct impact on what you’ll do throughout the rest of your day (or week). So be mindful of that, and only devote time to things that can benefit you. The #1 trick to email management is ignoring most of it.

9. Send short emails. Only.

If you’ve been in the military then you probably know what BLUF – “bottom line up front” stands for.

In short, it’s a communication principle that encourages us to start every message with the request at the beginning, rather than burying it or building up to it.

We tend to wrongly assume that our “ask” needs a sufficient built-up, or otherwise the person we’re contacting will say no. But as it turns out, people naturally omit the build-up part anyway and go straight to the “meat” of the message.

10. Find replacement tools for things you’d otherwise do via email

Although we might be accustomed to email, and we’re familiar with the tools and the process of using them, very often we’re going to be way better off abandoning email in favor of other solutions.

For example:

  • Doing client proposals via email? Don’t. Use the aforementioned Bidsketch instead. It will not only track your every proposal, but it will also let you know when your clients see them.
  • Using your inbox as CRM? Again, don’t. Check out Nutshell CRM or something similar. Way more effective and easier to grasp.

The examples are plenty. The general rule would be to always single out the email tasks that cost you a lot of time, and then try to find replacement solutions that are more effective. There’s always something.

Advertising

More by this author

Karol Krol

Blogger, published author, and founder of a site that's all about delivering online business advice

How to Plan Your Day for a Healthy And Productive Life How to Stop Information Overload and Get More Done How to Steep a Perfect Cup of Tea Every Single Time 10-Email-Management-Skills 10 Email Management Skills Everyone Should Learn to Be More Productive How Not to Fall Into a Productivity Hole

Trending in Productivity

1 4 Effective Ways To Collaborate With Your Team 2 Why Your Habits Hinder You From Reaching Your Goals 3 We Do What We Know Is Bad for Us, Why? 4 13 Bad Habits You Need to Quit Right Away 5 How to Reprogram Your Brain Like a Computer And Hack Your Habits

Read Next

Advertising
Advertising
Advertising

Last Updated on January 6, 2021

14 Ideas on How to Measure Productivity to Make Progress

14 Ideas on How to Measure Productivity to Make Progress

Everyone has heard the term productivity, and people talk about it in terms of how high it is and how to improve it. But fewer know how to measure productivity, or even what exactly we are talking about when using the term “productivity.”

In its simplest form, the productivity formula looks like this: Output ÷ Input = Productivity.

For example, you have two salespeople each making 10 calls to customers per week. The first one averages 2 sales per week and the second one averages 3 sales per week. By plugging in the numbers we get the following productivity levels for each sales person.

For salesperson one, the output is 2 sales and the input is 10 sales: 2 ÷ 10 = .2 or 20% productivity. For salesperson two, the output is 3 sales and the input is 10 sales: 3 ÷ 10 = .3 or 30% productivity.

Knowing how to measure and interpret productivity is an invaluable asset for any manager or business owner in today’s world. As an example, in the above scenario, salesperson #1 is clearly not doing as well as salesperson #2.

Knowing this information we can now better determine what course of action to take with salesperson #1.

Some possible outcomes might be to require more in-house training for that salesperson, or to have them accompany the more productive salesperson to learn a better technique. It might be that salesperson #1 just isn’t suited for sales and would do a better job in a different position.

How to Measure Productivity With Management Techniques

Knowing how to measure productivity allows you to fine tune your business by minimizing costs and maximizing profits:

1. Identify Long and Short-Term Goals

Having a good understanding of what you (or your company’s) goals are is key to measuring productivity.

For example, if your company’s goal is to maximize market share, you’ll want to measure your team’s productivity by their ability to acquire new customers, not necessarily on actual sales made.

2. Break Down Goals Into Smaller Weekly Objectives

Your long-term goal might be to get 1,000 new customers in a year. That’s going to be 20 new customers per week. If you have 5 people on your team, then each one needs to bring in 4 new customers per week.

Now that you’ve broken it down, you can track each person’s productivity week-by-week just by plugging in the numbers:

Advertising

Productivity = number of new customers ÷ number of sales calls made

3. Create a System

Have you ever noticed that whenever you walk into a McDonald’s, the French fry machine is always to your left? 

This is because McDonald’s created a system. They have determined that the most efficient way to set up a kitchen is to always have the French fry machine on the left when you walk in.

You can do the same thing and just adapt it to your business.

Let’s say that you know that your most productive salespeople are making the most sales between the hours of 3 and 7 pm. If the other salespeople are working from 9 am to 4 pm, you can potentially increase productivity through something as simple as adjusting the workday.

Knowing how to measure productivity allows you to set up, monitor, and fine tune systems to maximize output.

4. Evaluate, Evaluate, Evaluate!

We’ve already touched on using these productivity numbers to evaluate and monitor your employees, but don’t forget to evaluate yourself using these same measurements.

If you have set up a system to track and measure employees’ performance, but you’re still not meeting goals, it may be time to look at your management style. After all, your management is a big part of the input side of our equation.

Are you more of a carrot or a stick type of manager? Maybe you can try being more of the opposite type to see if that changes productivity. Are you managing your employees as a group? Perhaps taking a more one-on-one approach would be a better way to utilize each individual’s strengths and weaknesses.

Just remember that you and your management style contribute directly to your employees’ productivity.

5. Use a Ratings Scale

Having clear and concise objectives for individual employees is a crucial part of any attempt to increase workplace productivity. Once you have set the goals or objectives, it’s important that your employees are given regular feedback regarding their progress.

Using a ratings scale is a good way to provide a standardized visual representation of progress. Using a scale of 1-5 or 1-10 is a good way to give clear and concise feedback on an individual basis.

Advertising

It’s also a good way to track long-term progress and growth in areas that need improvement.

6. Hire “Mystery Shoppers”

This is especially helpful in retail operations where customer service is critical. A mystery shopper can give feedback based on what a typical customer is likely to experience.

You can hire your own shopper, or there are firms that will provide them for you. No matter which route you choose, it’s important that the mystery shoppers have a standardized checklist for their evaluation.

You can request evaluations for your employees friendliness, how long it took to greet the shopper, employees’ knowledge of the products or services, and just about anything else that’s important to a retail operation.

7. Offer Feedback Forms

Using a feedback form is a great way to get direct input from existing customers. There are just a couple of things to keep in mind when using feedback forms.

First, keep the form short, 2-3 questions max with a space for any additional comments. Asking people to fill out a long form with lots of questions will significantly reduce the amount of information you receive.

Secondly, be aware that customers are much more likely to submit feedback forms when they are unhappy or have a complaint than when they are satisfied.

You can offset this tendency by asking everyone to take the survey at the end of their interaction. This will increase compliance and give you a broader range of customer experiences, which will help as you’re learning how to measure productivity.

8. Track Cost Effectiveness

This is a great metric to have, especially if your employees have some discretion over their budgets. You can track how much each person spends and how they spend it against their productivity.

Again, this one is easy to plug into the equation: Productivity = amount of money brought in ÷ amount of money spent.

Having this information is very useful in forecasting expenses and estimating budgets.

9. Use Self-Evaluations

Asking your staff to do self evaluations can be a win-win for everyone. Studies have shown that when employees feel that they are involved and their input is taken seriously, morale improves. And as we all know, high employee morale translates into higher productivity.

Advertising

Using self-evaluations is also a good way to make sure that the employees and employers goals are in alignment.

10. Monitor Time Management

This is the number one killer of productivity in the workplace. Time spent browsing the internet, playing games, checking email, and making personal calls all contribute to lower productivity[1].

Time Management Tips to Improve Productivity

    The trick is to limit these activities without becoming overbearing and affecting morale. Studies have shown that most people will adhere to rules that they feel are fair and applied to everyone equally.

    While ideally, we may think that none of these activities should be done on company time, employees will almost certainly have a different opinion. From a productivity standpoint, it is best to have policies and rules that are seen as fair to both sides as you’re learning how to measure productivity.

    11. Analyze New Customer Acquisition

    We’ve all heard the phrase that “It’s more expensive to get a new customer than it is to keep an existing one.” And while that is very true, in order for your business to keep growing, you will need to continually add new customers.

    Knowing how to measure productivity via new customer acquisition will make sure that your marketing dollars are being spent in the most efficient way possible. This is another metric that’s easy to plug into the formula: Productivity = number of new customers ÷ amount of money spent to acquire those customers.

    For example, if you run any kind of advertising campaign, you can compare results and base your future spending accordingly.

    Let’s say that your total advertising budget is $3,000. You put $2,000 into television ads, $700 into radio ads, and $300 into print ads. When you track the results, you find that your television ad produced 50 new customers, your radio ad produced 15 new customers, and your print ad produced 9 new customers.

    Let’s plug those numbers into our equation. Television produced 50 new customers at a cost of $2,000 (50 ÷ 2000 = .025, or a productivity rate of 2.5%). The radio ads produced 15 new customers and cost $700 (15 ÷ 700 = .022, or a 2.2% productivity rate). Print ads brought in 9 new customers and cost $300 (9 ÷ 300 = .03, or a 3% return on productivity).

    From this analysis, it is clear that you would be getting the biggest bang for your advertising dollar using print ads.

    12. Utilize Peer Feedback

    This is especially useful when people who work in teams or groups. While self-assessments can be very useful, the average person is notoriously bad at assessing their own abilities.

    Advertising

    Just ask a room full of people how many consider themselves to be an above average driver and you’ll see 70% of the hands go up[2]! Now we clearly know that in reality about 25% of drivers are below average, 25% are above average, and 50% are average.

    Are all these people lying? No, they just don’t have an accurate assessment of their own abilities.

    It’s the same in the workplace. Using peer feedback will often provide a more accurate assessment of a person’s ability than a self-assessment would.

    13. Encourage Innovation and Don’t Penalize Failure

    When it comes to productivity, encouraging employee input and adopting their ideas can be a great way to boost productivity. Just make sure that any changes you adopt translate into higher productivity.

    Let’s say that someone comes to you requesting an entertainment budget so that they can take potential customers golfing or out to dinner. By utilizing simple productivity metrics, you can easily produce a cost benefit analysis and either expand the program to the rest of the sales team, or terminate it completely.

    Either way, you have gained valuable knowledge and boosted morale by including employees in the decision-making process.

    14. Use an External Evaluator

    Using an external evaluator is the pinnacle of objective evaluations. Firms that provide professional evaluations use highly trained personnel that even specialize in specific industries.

    They will design a complete analysis of your business’ productivity level. In their final report, they will offer suggestions and recommendations on how to improve productivity.

    While the benefits of a professional evaluation are many, their costs make them prohibitive for most businesses.

    Final Thoughts

    These are just a few of the things you can do when learning how to measure productivity. Some may work for your particular situation, and some may not.

    The most important thing to remember when deciding how to track productivity is to choose a method consistent with your goals. Once you’ve decided on that, it’s just a matter of continuously monitoring your progress, making minor adjustments, and analyzing the results of those adjustments.

    The business world is changing fast, and having the right tools to track and monitor your productivity can give you the edge over your competition.

    More Productivity Tips

    Featured photo credit: William Iven via unsplash.com

    Reference

    Read Next