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ContactMonkey
VP Business Development
Alex Smith
WriteThat.name
Community Manager
Brad Patterson
What’s Bothering You?
Too many emails 27%
Can’t find what’s important among the noise 21%
Doesn’t integrate well with tasks, to-do lists, projects, CRM 33%
People use email poorly and I have to pay for it! 14%
YOUR TAKEAWAY
Discover new tools / Ways to collaborate
Master your inbox – less time, more effective
Get rid of distractions and get more done
Check my Email PROCESS it
Email distraction / Multi vs mono-tasking
2 main processing guidelines: 2 mins / 4 Ds
4Ds Do it, Delegate it, Defer it, Delete it
Avoid anything not 4D in inbox
Why? Inbox Zero. Get in, get out, get other
important things done
#1
Mobile Processing tips
Take off notifications
Only “check” if you have to
Check out Mailbox!
#1
Stick to What’s Important NOW
BACON is taking over!
Ignore unimportant subscription emails
It’s easier to process 75 emails than 150
#2
Fight the Bacon Where it Hurts!
Unroll.Me
#2
Fight the Bacon Where it Hurts!
SaneBox
#2
How many times a day do you
process/check your email?
Not Daily
2-5 times/day
5-10 times/day
10-20 times/day
More than 20 times/day
Email isn’t Priority #1
Checking email is a HUGE distraction
Avoid spending your freak AM energy on email
Challenge – Process your email 3-5 times/day
#3
Worried About Missing
Something Important?
Check out AwayFind!
#3
Avoid emailing Internally
Great tool for simple communication, especially
outbound, BUT, not for more dynamic, complex,
detailed, time/progress-oriented collaborations
http://venturehacks.com/articles/no-email-at-
angellist
33% "Doesn't integrate well with my other tasks,
to-do list, projects, CRM"
#4
What internal chat tool do you use?
Skype
GChat
Hipchat
Yammer
Other
Avoid emailing Internally
Yammer
#4
Avoid emailing Internally
Trello
#4
Use Templates
Tip #1
Shortcuts are
you Friend
Try out Keyrocket
Tip #2
Undo Send!
Life-saver
Enable in Gmail labs
Tip #3
Rapportive
Know who you’re
Exchanging with
Chose your tone, connect and
Interact with them!
Tip #4
Follow-Up
Reminders
Defer message
Know if someone doesn’t reply
Check back in week, month, year
Tip #5
NB (pause inbox)
How do you keep track of your
conversations?
Excel
Heavy CRM
Lightweight CRM
Boomerang
Other
Insight into
Sent Email
Track when, where & how
often your emails are opened
Know who’s clicking on your
links
Get notifications to identify
who to call now
Outlook, Gmail, Salesforce
Tip #6
What’s in the bottom of your email?
Nothing
Plain text signature
Copied image
HTML linked image
Promotional Offer
Automatically
Update your
Contacts
Tip #7
1-minute setup then runs
seamlessly in background
Always have the contact
info you need
Gmail, Outlook, Salesforce
Write Shorter
Emails!
State your business in the FIRST
sentence
Outline what you would like from
them
Clear Call-to-Action at the end
Tip #8
Use Great
Subject Lines
3-5 Words MAX
Nearly 40% of emails are read on
Mobile – Keep that in Mind
Fight for Attention – Be
appealing
Tip #9
Have ONE
Call-To-Action
Make it incredibly easy to
respond
Be clear about what you want
Have one, very clear CTA
Tip #10
YOUR CHALLENGE
Schedule 5 slots to PROCESS every day
Try out 2 or 3 of the tools we mentioned
Be in touch (patterson@kwaga.com /
alex@contactmonkey.com )

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