Email Management Strategies to Reduce Overwhelm

[0:05] Hey there, welcome to episode eight of your fun and profitable online business. I’m Wendy Muzzy, a money coach and business strategist. They call me Confetti Girl because I help women entrepreneurs find joy and celebration in building businesses they love. If you’re ready for an honest conversation and practical strategies to grow your online business, you are in the right place. Today we’re tackling something that I talk to so many people about. I get it. Email management. If you’re drowning in unread messages or worried about an important email slipping through the crack, this episode’s for you.

Why email management is crucial for business productivity

[0:44] I’m going to give you a few simple strategies to manage your email in a way that feels doable. All right, let’s go. You know, I’d like to think that whenever email was originally created, it was thought to be a tool to help us. And it is so much a tool to help us. I don’t want to be down on email because it really is helpful. But it’s really hard to manage sometimes. It eats up so much of our day.

[1:03] And I’d like to say this is just for business owners, but I’ve seen this problem across the board in so many settings. The good news is there are a few simple strategies that can transform our inbox from this mess to a little bit of controlled chaos. Let’s break it down. The first strategy is to go into your inbox at very specific times throughout the day. When you do this intentionally, it allows you to process emails quickly and keep your inbox clean. Whenever I first heard this was early in my career. I heard this in a meeting and I was like, this sounds crazy. I’ve got to be available at all times. Like I can’t just pick and choose when I’m going to be available. But what happens is this actually increases your productivity and changes the way that I respond to emails and the task associated with them. This may sound like a fantasy, but it’s actually a very simple system for handling emails so they don’t pile up. Here’s how it works.

How to process emails efficiently

[1:57] Every time I check an email, I do one of these four things. I either delete it if it’s junk or irrelevant or get rid of it immediately. I may set up a filter so I don’t keep getting them in my inbox, or I may designate them as junk so I don’t continue having those patterns again and again. I delegate it. If it should go to someone else, I forward it and move on. Off my to-do list, it’s gone on to somebody else. I do it. If it takes less than two minutes to handle, I do it right away. And that’s why it’s important to be intentional with this time because as we check email all the time throughout the day, it can be really, really hard to have that time just to do it. Or I defer it. If it needs more time, I turn it into a task, and we’ll talk about that next. This method keeps email from stacking up in our inbox and allows us to be very intentional with how we manage it.

Methods for turning emails into associated tasks

[2:48] All right, the next strategy is to move those tasks to your to-do list. If you’ve ever kept emails in your inbox because they remind you to do something, I get it. I’ve done it too. But this causes more chaos and it turns our inbox into just this chaotic mess. You can turn them into action items without creating inbox clutter. You can either have labels, so you move it right on over to a folder that says to handle later, needs action, a client response, waiting for a reply, whatever works for you, you can do that. Or you can move them to whatever task-tracking system you have. I use Trello for bigger projects. I love it. It’s great. It’s revolutionized how I do business. Or I also use a Google Sheet for my digital to-do list. If you want a copy of that, you can go to wendymuzzy.com/plan and see exactly how that’s laid out. It handles your first big three for the week, and your big three for the day, and it allows you to put tasks where they need to be, not just shotgunning whatever you need to take care of. Now, the final strategy we’re going to talk about is to automate and filter to reduce your clutter.

Automation techniques to reduce inbox clutter

[3:58] Half the emails you get probably don’t even need your attention. I would love to pretend that all emails, especially mine, are of the utmost importance and you need to read them all. But it’s really not true. Some of them I want to process at a certain time of the day, or other ones are just information that I need at a later time. So if you can automate and do the automatic sorting before it even comes to your inbox, it really makes all the difference. Here are some easy fixes for that. You can unsubscribe ruthlessly. If you don’t read a newsletter regularly, get rid of it. You don’t need to keep getting it in your inbox. You can also search your email for words like unsubscribe. You can drop from one specifically, or you can use tools like Unroll Me and it’ll unsubscribe in bulk. I personally prefer to do them individually because there’s a little bit more of an ease for me. There’s a reason why I initially got on it for some reason. So it allows it to stay on.

[4:54] The other thing you can do is create filters to sort emails automatically. In Gmail, there’s plenty of opportunities to do this. You can just search filter Gmail. I know you can also do this in Outlook. I’m sure you can do it on any email server. You can just automatically have certain emails from certain senders go to folders. I generally have topics and I like to digest those all at once at one time of the day. or you can have specific senders go to folders and you can just look at all their emails from them at certain times. You get to kind of pick out how you want to do it. This allows you to review the emails whenever you have the time to do it and not just breezing through and going to the next thing. You can also create templates to respond to emails fast. So this is really helpful if you have emails that you often send, perhaps mine or around one of my packages. So I use the signature line and I just have that bulk statement in there. And I can just plug it in like I would do a signature. And then I put the header and the footer in there and say, hey, great. Thank you so much. This is wonderful. Here’s how to address these things that you have questions for. It means I don’t have to type it up every time. I don’t have to go to another document and cut and paste. And I know that I’ve covered everything that I wanted to cover by using this template. It’s tried and true. It’s been tested. And as new questions come up, I can revise it as I want. If you need any help figuring out how to do that, you can get in touch with me at wendymuzzy.com, or you can also, I’m sure, just Google how to use signature lines as templates in Gmail. It’s pretty straightforward. It’s one of my favorite methods to manage all those inbox correspondents.

[6:29] All right, your action step for today. I’d love for you to clean up your inbox with these three quick tasks. Number one, unsubscribe from at least five emails you don’t need. Hopefully one of those emails isn’t mine, but if it is, doesn’t hurt my feelings, totally get it. I like to think my emails are packed with lots of useful information. In fact, if you want to join, you can go to wendymuzzy.com/join, but unsubscribe from five emails, and get those out of your inbox. If you’re not reading them, get them out of there. Number two, create one email filter to automatically sort emails. Let’s say that yours is all about finances. So you can create one that automatically goes all the way to finances and you can just take care of it that way. Number three, move any lingering emails into folders or tasks so your inbox is clear. Now I have been known to do everything older than six months automatically goes into a folder, can’t deal with it.

[7:26] I’ll sort them out of my inbox. And then I just process those six months and newer. So I can make sure that I’m taking care of the things I need to take care of. You can either do these three tasks in one sitting, or you can set a timer for 15 minutes and see how many you can clean up every day. But try really hard to get your email under control. Because I can guarantee you there’s some money in those emails. And if you don’t pay attention to them, you’re going to miss them. So make sure the emails that are supposed to get to you, get to you as cleanly and quickly, and efficiently as possible.

[7:55] Your inbox should work for you, not against you. And I know you can do this. With these strategies, you can keep your emails under control, stay organized, and actually get things done. If you found this episode helpful, subscribe, and leave a review. It helps me reach more entrepreneurs who need these time-saving strategies. And if you want more tools or tips for running a streamlined business, follow me on LinkedIn. See you next time and happy emailing.