The ONE big thing

Sep 17, 2024

I am often asked what ONE THING firm owners can do immediately to make a change in their firm to feel results – my answer-> hand over your email box to someone else to manage. This is the ONE THING that forever changed me and the trajectory of my firm. Was it scary? YES!  Was it worth it? YES!

My assistant would respond to messages she was able to, she tasked out the messages that required action from someone else on our team (not me!) and then twice daily she would check in with me regarding messages that did in fact need my attention. A very short list that over time, became shorter and shorter. My mornings could then be filled with firm owner duties – meeting with prospects, clients and high level projects.

Did mistakes happen? YES! Because of the volume of emails, I sometimes missed emails or deleted in error or responded poorly myself. So we would apologize and fix it.

Train your VA to manage your inbox for you. Use templated email responses. Set up processes for responses. I guarantee this one thing will forever change you and your firm.

Let go of your email inbox!

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