So I want to show you how I get my inbox to inbox zero, so what I'm going to do
for you is show you the couple of things that really help clear out the inbox
quickly and now initially it's going to take time if you have a backlog but for
the most part once you do these things once or as new clients come in or as new
emails come in you're going to find that this really helps you to just clear out
that inbox really quick and in fact things won't even come to the inbox so
let's just have a look at what I've got going down the left-hand side here so
you'll see that I've got inboxes already set up now just the way that this is
recording I can't actually scroll up and down here but we can see that I have
different folders set up here and you're going to think of these folders as you
go through your emails and you think okay that's a client or that's a
subscription that I have or something to that effect so the main ones that I have
for me is Accountant because I like those to be separate so I never miss them is
that always important, I have a business archive one because that allows me to
put clients in there when our time together is up but I still always have
them if I need to refer back to material or they ask for something or they
reference you know an old email, I've got it all there, I also obviously have a
clients folder that's really really really super
super helpful because similar to how you see with the Accountant how it says that
there's an email in there, if any of my clients email me I can glance at this
list and see straightaway that I have a client email and that typically takes
precedence over everything and everyone else and then I just have some other
ones that are relevant to me I've also got one here for invitations so in that
if someone invites me to a podcast or to speak at an event or run a
workshop I separate those accordingly and then I just have a few other ones
subscriptions and typically business subscriptions so my receipts and things
go there so anyway you're going to have different ones but this is a pretty good
set up to begin with so let me show you how to do it, so let's take this
particular email with my client Laney, what you need to do in order to file
this away so she's now in the client pile because let's go into my client
pile although this will probably be blurred out for you Laney's not in there
yet and so I want to get her in there so she emails me, it really stands out to me
and I'm not missing anything so what I do is actually click on the email then I
go up to the three dots here that say more and we go to "filter messages like
this" then what it does is it populates her email which again is mostly going to
be blurred out for you here but you'll you'll understand so any emails from
this email account what we want to do is create a filter for it, I want it to skip
the inbox because I'm trying to be inbox zero, I want to apply a label so that it
goes somewhere specific now because I haven't set Laney up yet, what I need to
do is create a new label for her so what I'm going to do is call her
the actual name of her business and then what I'm going to do is click the nest
label under and I am going to nest her under clients and then from here I hit
create and it ticks that box, you can see that she's gone into my clients now and
what we also want to do, I don't worry about any of these other ones but what I
also want to do is apply this filter to four matching conversations and what
that's going to do is take any conversation I've had in my inbox with
her and put it in her particular folder, so then I click create filter and now if
I come back over here to my clients I click upon my Laney folder and you can
see that all four emails are already in there and then just something else fun
that I do is I go to label color and I just match her to the rest of my clients
it just keeps it looking really nice and neat, now something else that you're
gonna need to do as I suggested before is move clients around or potentially
move things in and out so I've actually got a client here that I no longer work
with and actually that's not true, we're just, we just work together very
sporadically so I think what I want to do is move them out of this client
folder and into the business archive because they're no longer a recurring
client so we just do one off projects and I typically in my client folder like to
have my recurring clients like my monthly social media, content creation,
video creation clients, YouTube SEO clients, I don't like to have clients
that hire our services a couple of times a year, it doesn't really make sense to
have them in there because well I'm not in constant communication with them
anyway so what I'm gonna do is click on these three dots next to their name
and I'm going to hit the edit button and then what I can actually do is you can
see here that they've been nested under clients and what I can actually do is go
and pop them into business archive where I want them now and now you can see that
that's where they are I hit save and now you can see they've moved out of my
client folder and let's just go into business archive you can see that that
client is now here and then I like to make these guys grey because, they're all
different grey's aren't they, I really need to fix that up, so I make them all
grey because it's kind of like you know they're not necessarily active anymore
so that's just a couple of ways of keeping things really really tidy now
you're probably wondering how you actually make these folders to begin
with and it's pretty much what I showed you before so let's pick somebody else
let's choose, I do have another client here actually
let me click on this one, the three dots, filter messages like these now sometimes
this happens where your email pops up because perhaps you were the last one to
send an email with within that thread so what I just do is just make sure that I
pop in the email that I'm wanting to filter, so I'm gonna create the filter
now, skip the inbox, apply a label, choose a label, and create a new label, now if I
wanted to create one of these main labels that that you've seen over the
side here like clients coaching whatever, let's pretend that this person is
a mentor, they're not, but let's pretend, then I would create that as the new
label name, I don't nest it under anything because
it's its own folder and then I hit create and all the same steps apply
I apply the matching conversations although I'm just gonna leave that
unchecked for this because I'm going to delete it anyway so because they're
actually this person's a client so I'm going to put them in the client folder
create the filter and then down the side here now you can see I have a mentor
folder and if I click on that, I didn't filter the conversations into there but
it would normally filter in there but you can see I can go back here on to
that client, filter messages
create filter and then I could go down to that mentorship button that I just
created and then apply all the other conversations to that mentorship button
and all of them would go in there so it's just a process of going
through and doing that and look if you can't filter something somewhere then
you need to delete it, so the zoom invites eventually need to be deleted
updates, you know, things that your subscribe to and by the way if you
subscribe to someone and you really really love them to keep your inbox
stress-free, create a filter for them, create a filter for your subscriptions
just like I have here, so that my friends is how you get to inbox zero, I welcome
your questions, if you have any other questions that I haven't answered but
let me know below in the comments if that was helpful for you and I'll see
you in the next video bye