Friday, November 13, 2020


Get Organized

We are all overwhelmed. Daily mail, voice mails, e-mails, text messages, phone calls and even blogs. Winking-Emoji

So, how should we deal with all of this? We all have to prioritize and get organized.

Incoming phone calls are first but, for example is it a call from a customer or a solicitation? Your staff should have a proper procedure for handling phone calls. Obviously, if it is a customer that call should be immediately transferred to you. But what if it is a solicitation? A potential procedure is to find out who is calling and what it is in reference to. If you placed the call and it is a return call, then that call should be transferred to you. If it is a solicitation,then one way to handle it is to tell the caller that the person they need to speak to is not available and offer to transfer it to their voice mail.

E-mails should be viewed as soon as possible. Some of your customers may use e-mail to communicate, send orders, ask questions, etc. Good spam controls will usually keep your mail box unclogged.

Delivered mail by the USPS should be sorted. Lay aside those pieces that will allow later action. Process all the rest, whether they be bills, customer payments and or other important mail. When time permits, go through those pieces that were laid aside.

Finally try not to put things off. Deal with "have to" situations as soon as possible. This way your mind will be clear and fresh to deal with other events as they occur. Having too many subjects up in the air causes confusion and prevents you from getting organized.

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