Overview

<aside> <img src="/icons/bookmark-outline_green.svg" alt="/icons/bookmark-outline_green.svg" width="40px" /> Inbox Labeling

Inbox Labeling Rules

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<aside> <img src="/icons/bookmark-outline_green.svg" alt="/icons/bookmark-outline_green.svg" width="40px" /> Priority Contacts

Untitled

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<aside> <img src="/icons/bookmark-outline_green.svg" alt="/icons/bookmark-outline_green.svg" width="40px" /> Inbox Sweeps

Email sweep priorities:

  1. Client will review emails at [TIME]

  2. Will personally respond to all emails from family and friends

  3. Message client on WhatsApp for incoming VIP messages

Email Sweep Time Goal
Start of shift sweep: [TIME] AM Check emails the client received the night before and prepare for client review in morning sync
Mid shift sweep: [TIME] AM/PM Check morning incomings and pre-draft responses for client's sweep
End of shift sweep: [TIME] PM Check afternoon incomings, pre-draft responses; review any pre-drafts the client has sent

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<aside> <img src="/icons/bookmark-outline_green.svg" alt="/icons/bookmark-outline_green.svg" width="40px" /> Pre-Drafting Guide

Contact Type Pre-draft as Notes
VIPs Client EA will dictate
Family Client Flag during sweep
Friends Client Client will send outline
Internal reports EA Review calendar and action
Internal managers Client Review calendar and action
External business contacts EA Client will send outline
Acquaintances EA Client will send outline
Legal contacts (Lawyer, Legal Advisor) Client Due to confidential matters, client should directly draft these communications
Medical contacts (Doctor, Therapist) Client Personal health matters should be dealt with directly by the client; flag these during email sweep
Human resources Client Performance reviews, feedback, and other HR matters should be dealt with directly by the client
Customer service EA
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<aside> <img src="/icons/bookmark-outline_green.svg" alt="/icons/bookmark-outline_green.svg" width="40px" /> Email Style Guide

Email Style Guide

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