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10 Essential Email Skills for Any Freelancer

Leo Babauta

By Leo Babauta

Let’s face it: email has become the default way for freelancers to connect.

We use email for nearly everything: contacting potential clients, we discuss assignments and projects, we submit completed assignments, even doing research.

Sure, there’s chat and IM, there’s the phone, and a number of other connection tools. But email is the most important for most freelancers, and as such, your email skills shouldn’t be taken lightly.

Here are a few of the most essential that you should polish:

Limit email checking. One of the problems of being connected all the time is that you’re being interrupted all the time. You can’t get work done if you’re constantly checking your email — your time then becomes at the mercy of anyone’s request. Turn off your email notifications, and focus on your work when you’re trying to get something done. I recommend setting two times a day for processing email of 30 minutes a day — once at mid-morning, and once by the end of the day. This keeps you in touch enough to conduct business, but leaves you with large chunks of time to actually get your work done. Keep your email processing times short, and restrict yourself from email at all other times. It may sound impossible, but trust me — it’s doable.

Get your inbox to empty. This may also sound impossible for some people. An empty inbox is true bliss, believe me. If your inbox is full of hundreds (or thousands) of emails, put them in a temporary folder to be processed later (devote 30 minutes a day to clearing this folder). Now, for all new emails, when you process your email twice a day, open one at a time, starting from the top, and make a decision for each one. Dispose of that email, then move on to the next, until your inbox is empty. Here are your options for each email: delete, forward (and archive), do the task now (and archive the email), add the task to your to-do list (and archive the email), or just archive the email for later reference. Choose one of those, and move on. Now follow these rules to keep your inbox empty from now on.

Limit email writing. Another problem with email is that the sender is requiring a lot of time commitment from the receiver. The sender might ask a couple of short questions, but in truth, it could take half an hour for the receiver to write out the answers. Instead, limit your emails to a few short sentences, getting to the essence of the request, or referring the sender to other sources. You don’t have time to write out long replies to everyone. Brevity is important here.

Stay on point. Along the same lines, it’s a common mistake for someone writing an email to move all over the place, asking multiple questions, writing about multiple topics. When you’re writing an email, ask yourself: What is the main point I’m trying to convey? Then stick to that, and be brief.

Filter out all but the essential. Is your inbox filled with useless emails? Then filter them out, so that the only things that come into your inbox are things you really want to see. First, unsubscribe from mailing lists, newsgroups, advertisements and brochures, and anything else that’s not essential to your work. Then, create a killfile for all those people who just send you junk mail, chain letters, jokes, and the like (add their email addresses to a filter, and have the filter delete them). You can always review your deleted folder later, if you have time. Now put non-essential emails in another folder (like notifications, comments from your blog, etc.). Do the same for any other non-essential email, leaving only the emails you need to see or respond to or take action on right away.

Be professional. It’s common for people to write emails with lazy grammar, spelling, capitalization, slang and the like. Well, that’s fine if you’re writing to your relatives or best friends, but otherwise, try to observe the rules of writing. Capitalize correctly, try to spell words correctly, and don’t use slang. Begin emails with a salutation (at least a “Hi Leo”) and end with a signature.

Don’t forget attachments. A common rookie mistake is forgetting attachments when you send an email. To correct this, make it a habit of attaching any necessary files first, before you write the email or even write the subject and recipient. Practice this habit consciously for a week to make it stick.

Review & revise. Another habit you should consciously form: before pressing the “send” button, review your emails. Check them for spelling, for the attachment, for the correct recipient(s), for the subject line, to make sure that the email is concise, accurate and on point. It should only take a few seconds to review and revise (if necessary), but it will save you a lot of trouble in the long run.

Take action. Always review emails you receive to see if there’s action you need to take. If so, add it to your to-do list or calendar, as appropriate — don’t leave it in your inbox. Your inbox should not be your to-do list — it’s an inefficient method for actions. First of all, the subject line of emails do not usually contain the action, meaning that it takes a few seconds (or longer) to remember the action contained in an email, which means you’ll need to spend more time than necessary reviewing your to-do list. An email program is also a bad list manager — you can’t prioritize or reorder as necessary, or separate into different contexts. Instead, have a separate to-do list (I use a notebook), and write down any actions necessary, with a note to see the appropriate email if you need more info.

Follow up. Another important list, in addition to the to-do list, is the follow-up list. For this, you can use a separate list as well, or you can just create a follow-up folder in your email program if you want. File all emails you send that need follow-up in this folder. To make things faster, just “cc” yourself and create a filter so that emails that you send to yourself are filed in the follow-up folder.

What email skills do you find essential? Let us know in the comments.

Leave a Comment
  1. Adding an email’s recipients should be the last thing you do. That way, your email software won’t transmit the email whilst typing/checking the message if you inadvertently hit the ‘Send’ button. I can’t be the only one who has left the cursor hovering over the send button when typing an email on a laptop, only to then click the left button accidentally… Save yourself the embarassment of a client reading an email which stops abruptly halfway through a word!

  2. Good tips, but I feel like they have all been covered here in previous posts…multiple times.

  3. Haha, FS’s motto should be something along the lines of “Kill the e-mail!” For most of the day, that is. Unless for rewards and essentials.

  4. One tip with using email is to simply not fill in the recipients email address until the end of your email. You can’t send a bad email if it’s not destined to go to anyone!

  5. Lol I would definitely have to agree about the attachment point Leo. It’s been too many times that I’ve said “Check the attachment” and there’s been nothing attached because I forgot to do it. Good tip, and one which I’m drying to drill into my skull everyday ;)

  6. Hi Friends:
    I think, email is something that connects with your client. Its not a matter of limit or not limit emails, its a matter of get well connected with the client and be on the same page during the project and ultimate goal is win-win for client and freelancer/developer/service provider.
    May I request you to read two of my blog posts?
    “http://www.rajeshshakya.com/golden-mantras-for-effective-email-communication-part-1.htm”
    “http://www.rajeshshakya.com/golden-mantras-of-effective-email-communication-part-2.htm”

    Rajesh Shakya
    http://www.rajeshshakya.com
    helping technopreneurs to excel and lead their life!

  7. i would recommend also to DISable the option in Outlook (and presumably other applications) to send emails immediately as they get to the Outbox. It often happens to me that after ’sending’ the email (into the outbox) - i remember to add something or check something in the email. then all i have to do is open the email again - ‘cos i still have it!

    i set my send/receive routine to every 10 mins, although i guess should probably be higher - but at least this way, i have a safety net if i want to modify an outgoing email.

  8. I need help designing new biz cards :(

  9. Lately I have begun to set my mailboxes to “Offline” in Mail.app when I’m working - and I like the feeling of freedom that comes with it, knowing that I can focus at the task at hand. I pretty much already followed the other tips - nice to see them in one spot, though.

  10. +1 to moshe’s suggestion about disabling the option to instantly send/receive mail in Outlook.

    The added benefit is you are not going to be distracted by incoming mail as often (but this depends on the time interval you set check for new mail).

    In Outlook 2007 this is set at Tools->Options->Mail Setup, then click on the ‘Send/Receive’ button.

  11. Gravatar

    Laura Roeder

    I would take issue with “Limit email writing.”
    While it isn’t important to write long emails to EVERYONE most of the emails I receive that require a response at all require a pretty thoughtful response. As freelancers the value of maintaining great relationships with our clients cannot be overlooked and if I receive a question from a client that requires a three page email response that is what I’ll give them (or call them instead with an explanation which obviously also takes up time). I would not want new freelancers to think that it’s ok to refer someone to a website in lieu of explaining a concept yourself.

  12. one thing i find really useful is always breaking down (as much as possible) my email responses into short one to two line answers and presentating in point form.

    this way, my recepients would be able to digest my response easier and also in the case of an email requiring attention from different people, this would allow them to focus on what they need to know:)

  13. A quick tip on not forgetting attachments… I always write “see attached” at the end of my emails (before signature)… this habit reminds me to check my attachments (writing the file name of the attached document(s) would help too)

  14. I just came across this site, which has some relevance to the topic at hand.
    i’m not sure if its one big joke or what…

    http://sentenc.es

  15. Kristin: I think you’ll find that it’s officially ‘email’ and not ‘e-mail’, see here:

    http://en.wikipedia.org/wiki/E-mail#Usage_of_the_term_e-mail

    I think you’d be wanting to use the term that the people who wrote the RFC’s and original implementations used, not what journalists reckon it should be.

  16. I don’t typically get a lot of “work”-related emails at home, unless I’m currently working on projects, but I thought I’d complain a bit about my day job email situation - the president of our company insists on CC-ing EVERYONE about everything. It’s a constant distraction while working, as I’m always opening my email program to see what new mail is there, usually only to find out it’s completely irrelevant to me.
    Very irritating!

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