Flag Important Messages & Draft Responses

Estimated Time of Completion: 1 hour 

After collating an FAQ document with Saved replies in the task before, your Doer will be able to start taking over your inbox and managing it on your behalf. They’ll be able to review your inboxes every morning, draft replies for each and have you run your eye over it first to provide feedback before they hit send. 

In time, they’ll learn how to respond to all the different types of enquires that come in and your time spent reviewing the emails will become less and less. 

Eventually, you’ll be down to a couple of emails a week that needs your help, rather than the dozens or even hundreds you’re receiving now!

Disclaimer: Also depends on the number of Important Messages & Draft Responses.

TO BRIEF YOUR DOER:

• If you're utilising the Project Management Tool; *Basecamp, add this as a task to your project's To Do's
  •  You'll need to describe the task. We'd recommend 'Flag Important Messages & Draft Responses: IM0011'
  • Assign the To-Do to your Doer
  • Set Due Date
  • Add notes:
    • You can provide your Doer with this URL in order to provide them with context on the task. 
    • Ensure your Doer has access/logins to your email helpdesk.
    • If you have an FAQ document, link this to your Doer to make replies easier.
    • Advise your Doer of the important messages you already have that require responses.
    • Establish how you'll be keeping track of flagged messages. For instance, will you provide a link to a Google Drive Document where important messages will be noted/flagged/kept track of or will you assign/create notes in Helpscout to flag.
    • If you have any other notes or requirements, add these in.
    • Don't assume - particularly if you're just starting out with your Doer it's always best to provide as much information as possible. If you have extensive notes, we'd recommend recording a Loom.