The Untold Benefits of a Smart Inbox

As a consultant, it's hard to stay on top of client work when you’re inbox is overflowing with unread emails - and while these emails might be necessary for retaining new business, they’re also stripping you of valuable time and money.

For example, getting caught in a chain of CC'd emails and FYI’s could be causing you to leak more than $50,000 in revenue each year!

With so many client relationships formed online, it's important that you manage your inbox as seamlessly and efficiently as you can - so that you can grow your business with ease.

Here are some quick tips to get you started:

1. Create a team inbox

The most efficient consultants use a Team Inbox to share and store their emails in a unified dashboard. This means you never have to worry about a proper handover when a colleague leaves the firm as all client-related communications are automatically being archived.

Having one shared email also means everyone is on the same page when it comes to client issues, or when a problem has been solved or a payment has been processed. The best part? All emails sent to (or received from) clients are automatically being captured and stored in one place so that you can work more efficiently with others on big projects or sales.

2. Sync with a timer

We’ve crunched the numbers and found that email causes professionals like you to leak more than $50,000 in revenue every year - so stop using your email account as a means of social communication with team members, and instead, use it to make more money.

Start tracking all of your billable hours (yes, this includes email) with a smart platform that automatically captures and logs the amount of time you spend messaging clients. Then, easily convert your email into a payment reminder or invoice to fast-track the payment process for you and your clients (so that you’re not only saving time - but making more money).

3. Declutter and automate

Personalize and organize your inbox so that it works for you. Delete all irrelevant threads, flag important requests and unsubscribe from annoying campaigns that clutter your feed. Try to respond to messages that matter when you first see them - before you get distracted or inundated with client work.

Save even more time with a smart platform that syncs your emails to your sales, so you can check in with clients from anywhere, at any time. And remember, if you have a question that can easily be asked or answered over the phone, just do that - it will save you waiting in suspense for a reply that's urgent.

To learn more about the high costs associated with untracked time, check out our full report online, or click here to learn more about the benefits of smart automation and find a platform that’s right for you.