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Free wins · Outlook or Gmail

File email by client, automatically

Rules that file rather than flag. The information stops living in one person’s inbox, which is where most key-person risk actually sits.

Who it’s for
Employees and sole operators
Software
Outlook or Gmail
Setup
20 to 30 minutes
Gives back
45 to 120 minutes of searching, every week

Step-by-step walkthrough

  1. List your top ten clients by volume of correspondence
  2. Create a folder or label per client: flat, not nested. Nesting is why people stop filing
  3. Build a rule per client matching on the domain of their email address, not individual senders. People leave; domains persist

Get the rest of the steps and the one-page PDF

Steps 4 and 5, what to watch for, and a one-page PDF to keep.

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Where the recovered time should go

Not into doing more of the same. That is the whole argument — the hour you get back isn’t a cost you’ve cut, it’s a return you can finally collect. Put it on a client, on the person you have been meaning to train, or on the work that has been good enough for two years.

If there are twenty of these

The Analysis finds them all in about two weeks.

Along with the work that repeats and the knowledge sitting in one person’s head. You get the free wins in the report whether or not anything gets built.

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