Step 4: A PLACE FOR EVERYTHING
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Welcome to my 7 Step Email Inbox System
where the ultimate goal is to remove the stress of an overflowing inbox, & help you to manage your inbox so that you can be more productive.
The aim of this program is to give you valuable tips on how to manage your day without falling into the trap of spending all your time in your Inbox.
Or do Step 2 and 3 together, for even more efficiency
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It’s time to sort & file your inbox.
This is where you need to spend time working out what you want to keep, and where you want to keep it. Along with this comes decisions about how to store it too. We cover all of this in Step 4.
In the past, you may have folders set up in your Inbox, where you could file your emails.
For conversation threads, this is probably a good way to go, unless you move over to Asana, which enables you to have online chat and conversations within it, linked to a specific project or collaboration.
This is great strategy to use with clients, long term customers, joint ventures or collaborations. You can also use Evernote or Slack (a new one on the block that’s mostly used for team chats & messaging).
However, there are also emails that you want to keep, but need somewhere to file, that are just stock standard newsletters – no conversation involved, just valuable information and links, or you might like to keep them for their headings, scripting, ideas for research etc.
My top pick to store all of these bits and pieces is Evernote.
Evernote is the perfect information management tool.
It provides you with an email address, allowing you to forward emails straight into a Notebook, and you can tag it, all in the Subject line, as you forward it.
The beauty of this is that you can collate all of your research, content, ideas, inspiration in one place. You can scan docs into it, clip from the internet, forward emails, save voice files, type your brainstorming ideas straight into it, set reminders to follow up, even keep your client files, notes, invoices etc…. the possibilities are endless!
Even better is that it is all in one place, and from a time saving, productivity AND keeping your brain uncluttered perspective – this is a massive win.
Doing this allows me to know and trust that everything is in one place. I don’t have to try and remember WHERE I saw something…I know that it will all be in Evernote.
And this isn’t just for business. Evernote is perfect for family and personal research, notes, ideas, to do’s, brainstorming ….
I use it as a 2nd brain, so that I can keep mine for the fun stuff!
(By the way, I wouldn’t use Asana as an information management system – it doesn’t really have the capability as much as Evernote, or your inbox folders do).
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Video 1: How to set up Notebooks and Notes in Evernote
Video 2: How to Forward and File your Emails into Evernote
Video 3: How to Clip from the Internet
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Where to from here?
- You can choose to stay with your traditional Email Inbox folder system, and file the emails that you want to keep into folders. To search for something, you would need to remember who it’s from, or what’s in the subject line.
- You can forward the emails you want to Evernote, and link them to the research/ interest categories you already have, or would like to set up, so that all of your important information is kept in one place.
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Your ACTION STATION for Step 4
1: Set up the folders (Inbox) or notebooks (In Evernote)
2: File the Inbox Emails or Forward emails into Evernote
3: Check out my BONUS OFFER below
Don’t have time to set up your Evernote into a lean, clean Info Management Machine?
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As you can probably tell, I love Evernote. It saves me so much time and brain space.
It’s so good – I created a framework so that it was easy for you to use too.
It’s so good – I created a framework so that it was easy for you to use too.
It is a structure built in Evernote – and because I know you don’t have time to set it up for you – let me!
The Freedom Framework can be based on your business or family life (or both), and includes a one on one consultation so that I can customise it for you and your family.
I include 10 templates in each Framework that will help you automate your business and family life, manage all of the information that you have to keep track of, and show you how to use it.
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I then go away and build it for you, and train you how to start using it.
Who has the time to stop work and life to set up an information management system?
It can take days or weeks to research the right one, decide what type of information you want to put in it, and then set it up so that you can use it, so I’ve done that for you!
I’m offering you a bonus Freedom Framework – a Personal one, so you receive and extra 10 templates related to your personal life, goal setting and tracking.
You’ll receive this free if you purchase a Family Freedom Framework, or a Business Freedom Framework.
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Here’s a Screenshot of the Freedom Framework Templates:
Let’s Recap!
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This is where we are up to:
1. Clarify exactly what you are working on, and what you need to focus on
2. Delete in batches sorted by Sender
3. Unsubscribe Strategically (indivudally, or using unroll.me)
4. Decide where to store emails to keep, set up folders or notebooks, and filed emails to keep
Now you are left with emails that you need to action.
Let’s see Step 5 next
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