Professional Labeling Rules
Personal Labeling Rules
For Triaging / Tools
Before Archiving or Unsubscribing
| Email Type | Action | Add to Label | Notes |
|---|---|---|---|
Label under | Reading List, FYI | Make sure these newsletters end up in pocket reader | |
Move to | Invites, FYI | ||
Label under | FYI | ||
Label under | FYI | Flag any org changes | |
Label under | Urgent | ||
Label under | Action | ||
Label under | EA to Action | ||
Auto-sorted | VIPS, Urgent |
| Order of Importance | VIP Name | Contact Category | Action | Priority Tag | Additional Notes |
|---|---|---|---|---|---|
1 | Investor | Message me in Telegram, copy and paste message | Urgent | Series A Funding ending in Oct 31 | |
2 | Investor | Message me in Telegram, copy and paste message | Urgent | "Series A Funding ending in Oct 31” | |
3 | Manager | IF regarding issue with Project A, THEN message me in Telegram; otherwise, sweep and label as usual | |||
4 | Direct Report | IF subject line contains "URGENT", THEN message me in Telegram; otherwise, sweep and label as usual | |||
5 | Family | Do not pre-draft reply | Family | Main family communicator | |
6 | Investor | Message me in Telegram, copy and paste message | Urgent | Interested in our new product line | |
7 | Peer | IF subject line contains "REPORT", THEN message me in Telegram; otherwise, sweep and label as usual | Urgent | Working on quarterly financials | |
8 | Personal | If email subject contains "Party" or "Meetup", send me a Telegram message with a smiley | Personal | Often sends event invites | |
9 | External | IF regarding a contract or payment issue, THEN message me in Telegram; otherwise, sweep and label as usual | Vendor | Provides IT support | |
10 | Family | Do not pre-draft reply; nudge me if no action in 24 hours | Family | Frequently sends family updates | |
11 | Personal | Do not pre-draft reply; nudge me if no action in 24 hours | Personal | Handling sensitive business matter |
Email sweep priorities:
1) Client will review emails at [TIME]
2) Will personally respond to all emails from family and friends
3) Message client on WhatsApp for incoming VIP messages
Email Sweep Time | Goal |
Start of shift sweep: [TIME] AM | Check emails the client received the night before and prepare for client review in morning sync |
Mid shift sweep: [TIME] AM/PM | Check morning incomings and pre-draft responses for client's sweep |
End of shift sweep: [TIME] PM | Check afternoon incomings, pre-draft responses; review any pre-drafts the client has sent |
Contact Type | Pre-draft as | Notes |
VIPs | Client | EA will dictate |
Family | Client | Flag during sweep |
Friends | Client | Client will send outline |
Internal reports | EA | Review calendar and action |
Internal managers | Client | Review calendar and action |
External business contacts | EA | Client will send outline |
Acquaintances | EA | Client will send outline |
Legal contacts (Lawyer, Legal Advisor) | Client | Due to confidential matters, client should directly draft these communications |
Medical contacts (Doctor, Therapist) | Client | Personal health matters should be dealt with directly by the client; flag these during email sweep |
Human resources | Client | Performance reviews, feedback, and other HR matters should be dealt with directly by the client |
Customer service | EA |
