“I know I put that number somewhere here… I have to call that guy back, where is that bit of paper?”
“Where did I put that Project Alpha file? It’s somewhere in this computer!”
“Seriously, would those spammers stop sending emails about their Indian SEO service?”

If these types of comments or thoughts sound familiar, it might be time to look at your work style efficiency. We’re not all natural-born brilliant organisers, and the time we lose on these little things does add up. It’s time that is not billable, and it’s moments like these that distract you from your core tasks.

With a little bit of forethought these inefficient habits can be replaced by new habits and new software rules. Let the software do the work, not you.

5 Work Efficiency Tips

1. While on the phone with a client, bring up your CRM system and find the client’s name. You can still jot notes if you prefer, but ensure you enter the notes and date while the conversation is fresh in mind. Walah – already in the system, never to be lost.
2. Each project should have a folder in your main documents. Never save working files haphazardly and try not to have more than four tiers of folders.
3. For emails that come in, spam filters can only catch so much. Set up some Rules so that those with certain words will get deleted or sent to junk. (In Entourage, select Tools-Rules, usually select email (POP), then specify the words commonly found in the message of these spam emails; in Outlook select Tools-Create New Rule).  If you have new rules set up, I suggest you check your deleted items/junk folder every two days to ensure that those you want to see are not going there (then adjust rules if it’s catching the good emails).
4. All e-newsletters which you subscribe to can be set up to go to a Newsletters inbox folder, with a new folder and a rule (Entourage: Add criteria: subject contains: newsletters; Add action: move messages – select newsletters folder). Any new newsletters that come in can then be added with a right-click, Apply Rules (Newsletters).  Then you only see these low priority newsletters when you want to ‘research’ or ‘play’.
5. All your bulk emails should be handled by an automated Email Marketing system, thus freeing you up from sending and receiving various emails, dealing with subscribes, unsubscribes or bouncebacks, etc. This system is held “off-site”, but you can easily upload any existing contacts.

I hope these few tips have given you a good start on making your work time more efficient. Please speak to Aveline for further personalised advice and systems consultation.