Continuing the Email Efficiency series, it's time to discuss email attachments. I'll skip over my opinions on what the attachments should be named because you can read all about that here. But please name the attached files something helpful. I'm looking at you "SOW.pdf".
Below are 5 of my best practices for email attachments.
Read MoreOur second installment of the Email Efficiency series will discuss how to use to, cc, and bcc fields. This isn't Serial so you do not need to read this blog post series in order but, if you are interested, the first post in the series is about email subject lines.
I will not belabor the point about adding email addresses to an email. I recognize that every email address you list will receive the email so this is not the most critical piece of sending an email. However, I personally place an importance on professionalism in all aspects of email. If you are going to do something anyway, you might as well do it right.
Below are some rules of thumb for using the to, cc, and bcc fields.
Read MoreAt a client services agency, the producer/project manager likely gets the most volume of email. They send an incredible amount of email and are cc'ed on pretty much everything. Having spent many many years doing that job, I am all too familiar with different email styles, approaches, and missteps.
With such uncommonly strong opinions on the topic of email, this new blog series was born. In each post, I will focus on a component of, what has become, the most common method for client communication.
First email component up for discussion: Subject Lines.
Read MoreDone and Done Consulting identifies and resolves process inefficiencies for clients, then implements custom workflows that increase productivity and team satisfaction.
