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Education

Manners matter in email                                                                resolved, it generally takes a while for
                                                                                       the emotions created and the overall
By Jeff Fortney                                                                        negativity fostered by an angry email
Clearent LLC                                                                           to fade.

W e all have a basic routine that we follow on workdays. For me,                       Email is a key component of every
                  after refilling my coffee cup, it's logging into my email and read-  independent sales agent's or inde-
                  ing the emails I received overnight. On a normal day, I wake up      pendent sales office's toolbox. It can
                  to as many as 50 new emails.                                         be used as a powerful retention tool
                                                                                       and is a great way to stay in front of
These range from responses to emails I sent, to random marketing pieces.               customers and prospects. It's also a
Sometimes I find informative emails I registered to receive (there are a lot           bonding tool that can be used to help
of great sources for industry information out there) or they may be updates            build rapport. In addition, it can be
about various systems and reports. In almost all cases, I review the content and       used to address issues, request infor-
address any questions or concerns that are raised.                                     mation or tackle any other use that
                                                                                       does not require a conversation.
It's not an arduous task, but one that is important. One or two messages are
always important, and an immediate response can either diffuse a situation or          Mistakes to avoid
improve the odds of a merchant signing with one of our partners.
                                                                                       Even so, it may be the most dangerous
This morning, as I was going through my email, I realized both the power               tool in your toolbox. Like the skilled
and the danger email can generate. I was copied on an email that was filled            carpenter will say about a power saw,
with criticism and laced with anger and sarcasm (at least with what I hope was         you must be fully conscious of your
sarcasm). Whether the anger was justified or not, my first thought was not the         actions or you could lose a finger.
issue being addressed, but the consequences of the email. Even after an issue is
                                                                                       You may not lose a digit with emails,
                                                                                       but if you're not careful, you could
                                                                                       lose a deal, a merchant could leave or
                                                                                       you could severely damage a partner-
                                                                                       ship. And it doesn't take much to ac-
                                                                                       complish all three.

                                                                                       Here are common errors made when
                                                                                       dealing with emails that must be
                                                                                       avoided:

                                                                                           •	 Replying and forwarding
                                                                                               emails without reading the
                                                                                               whole stream

                                                                                           •	 Sending an email to the wrong
                                                                                               person

                                                                                           •	 Composing an email in anger

                                                                                           •	 Failing to check for spelling er-
                                                                                               rors and grammar issues

                                                                                           •	 Using email as a replacement
                                                                                               for a conversation

                                                                                           •	 Shooting off a "rapid fire" re-
                                                                                               sponse without fully under-
                                                                                               standing the issues at hand

                                                                                           •	 Ignoring an email or not re-
                                                                                               sponding when a response is
                                                                                               warranted

                                                                                       Five tips for effective emails

                                                                                       Luckily, all these can be avoided by
                                                                                       following these simple practices
                                                                                       when dealing with email.

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