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    1.1 Adding Things That Matter

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    Jade Lavender
    The document discusses strategies for an executive assistant to manage their client's inbox. It recommends setting up a regular cadence for clearing the inbox twice daily to build trust. It also suggests categorizing updates like calendar events, purchases, and shipments to determine which the client needs to see and which can be archived. Finally, it provides tips for flawlessly unsubscribing from emails, such as labeling emails to unsubscribe and following the process daily or blocking senders of spam.

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    © All Rights Reserved
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    1.1 Adding Things That Matter

    Uploaded by

    Jade Lavender
    40 views3 pages
    The document discusses strategies for an executive assistant to manage their client's inbox. It recommends setting up a regular cadence for clearing the inbox twice daily to build trust. It also suggests categorizing updates like calendar events, purchases, and shipments to determine which the client needs to see and which can be archived. Finally, it provides tips for flawlessly unsubscribing from emails, such as labeling emails to unsubscribe and following the process daily or blocking senders of spam.

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    1.1 Adding things that matter

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    The document discusses strategies for an executive assistant to manage their client's inbox. It recommends setting up a regular cadence for clearing the inbox twice daily to build trust. It also suggests categorizing updates like calendar events, purchases, and shipments to determine which the client needs to see and which can be archived. Finally, it provides tips for flawlessly unsubscribing from emails, such as labeling emails to unsubscribe and following the process daily or blocking senders of spam.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    40 views3 pages

    1.1 Adding Things That Matter

    Uploaded by

    Jade Lavender
    The document discusses strategies for an executive assistant to manage their client's inbox. It recommends setting up a regular cadence for clearing the inbox twice daily to build trust. It also suggests categorizing updates like calendar events, purchases, and shipments to determine which the client needs to see and which can be archived. Finally, it provides tips for flawlessly unsubscribing from emails, such as labeling emails to unsubscribe and following the process daily or blocking senders of spam.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
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    1/28/23, 10:37 PM 1.

    1 Adding things that matter

    1.1 Adding things that matter

    Predictability builds trust

    Regular Cadence for Inbox Management


    The quickest way to build trust with your client's inbox is setting up a regular cadence
    for inbox clearing and pre-drafting (we'll call the combination of these two routines an
    "inbox sweep").
    While each client's preferences will be slightly different, start by suggesting a twice-a-
    day routine (the client's morning and mid-afternoon).

    • Matthew's EA Jon knows he typically begins his work day at 7am, so his EA Jon
    ensures he completes clearing his inbox and pre-drafting emails before 7am each
    morning

    • Jon also knows that Matthew aims to address all new, non-urgent correspondence
    each day at 3pm, so he completes another inbox sweep by this time

    Silent Updates

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    1/28/23, 10:37 PM 1.1 Adding things that matter

    With email acting as a hub for everyday life, updates and transactional emails can often
    clutter up the inbox. With the superpower of a great EA like yourself, your client can
    rest assured that they won't miss anything important, so they have no need to check or
    see these types of messages.
    In your 1:1 with your client review each of the following categories of emails:
    1. Calendar event updates (e.g. someone accepted a meeting invite)
    a. Are there any companies or contacts that it is important for the client to see
    updates from?
    b. Can the rest be disabled or archived?

    2. Purchase confirmation (e.g. thanks for your order from Miir!)


    a. Can these simply be archived after an order is placed?
    3. Shipping confirmation (e.g. your package from apple shipped via UPS)
    a. Does the client have a preferred way to know of expected packages?
    (e.g. summary in daily update email, spreadsheet, notification from you on day
    of delivery)
    4. Known security checks (e.g. someone accessed your account from the Philippines.
    was it you?)
    a. Can these simply be archived when associated with you?

    Flawless Unsubscribe
    Unsubscribing from emails can be complicated and auto-unsubscribe features (like the
    one found in Superhuman) don't always work. Notifications often require logging into
    an account to disable.
    1. Instruct your client to label unwanted emails as unsubscribe and then archive them
    instead of unsubscribing
    2. Each day during your daily inbox sweep, view all emails labeled unsubscribe and
    follow the unsubscribe process (usually via a link in the footer of the email)
    3. If an email appears impossible to unsubscribe from (e.g. spam that makes it past an
    email filter) add the email address to your client's blocked senders list

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    1/28/23, 10:37 PM 1.1 Adding things that matter

    Quiz
    1.1 Adding things that matter // Quiz

    Next // 1.1 Adding things that matter //


    Quiz

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