Case Study: Email and Diary Management

Over the last two weeks I’ve been talking about how you can outsource your inbox to a Virtual Assistant, as well as providing top tips for how to better manage your email yourself. This week I wanted to give you an example of the work I do for one of my clients, and how it’s helped.

Jon runs a hugely successful property management business in Essex. To keep his overheads low he runs a virtual office, with the vast majority of tasks associated with the business either being undertaken by himself and his wife, or outsourced to experts.

He has a marketing firm handle all of his branding and social media, his wife Reenie manages the admin, a bookkeeper comes in twice a month and then there’s me. I’m in charge of Jon’s email and calendar.

So, what exactly do I do?

Although Jon has his own email, only the members of his team know what it is. Every other email comes to the generic “office” email address, which I manage. On an average day we can receive anywhere between 50 and 120 emails per day.

My job is to whittle this number down significantly. Ideally to less than 10.

Every morning I therefore filter the emails and delete any obvious spam. Any newsletters that might be useful in terms of content production I forward to the marketing team, and then delete.

I then answer any obvious queries, for example, requests for information on when work will be completed, or a property will become available again. The answers are all easy to find, thanks to the processes we have already put in place, and it just takes a few minutes to grab what I need and send it over to the enquirer.

Next I focus on meeting requests. These can be 121’s from his various networking activities, meetings with existing landlords or new ones, property visits etc. To save email exchanges taking place I tend to pick up the phone and call people to book them in there and then. There is nothing worse than suggesting a time and date, only for Jon to have filled that slot himself in the time it’s taken the person I am speaking to to get back to me.

Finally, I forward directly to Jon any emails I am unable to deal with myself. Usually these will simply be brand new contacts or potential prospects, as he always likes to be the first contact. Over the last two years, I have never sent him more than 8 emails in one day. Everything else I save him from, which saves him an insane amount of time each day.

The process is repeated during the late afternoon, at which point I also check his calendar and confirm any appointments he has for the next day to avoid wasted time.

Where necessary I also arrange travel, both domestic and international, and send invitations to his database for viewings and any events he is speaking at.

The time he saves in not having to deal with the mundane day-to-day management of his inbox is worth far more than what he pays me to deal with it on a daily basis. He’d be the first to admit that he was sceptical about it all at first, but after working with each other for a few weeks, we got in to a great routine, and he’s never looked back. Most people know that it’s me they’re going to be hearing from, and none of them realise I am not based in the same area (though, my accent probably helps out with this a bit).

If you want to find out whether outsourcing your email could bring benefit to you and your business, please give me a call on 0161 883 2024, email hello@timesavingheroes.co.uk or send me an InMail. I am always happy to discuss your options, or provide tips to help.

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