Collection · 5 articles
Best tools for each vertical.
Most email advice stops at the level where every business looks alike. The decisions that matter come after that, and they're different for each practice. An accountant has Social Security numbers moving through a mailbox and a retention number to pick. A consultant works out of borrowed client mailboxes and needs an address that outlives the engagement. A coach has one name doing two jobs and has to decide what a session leaves behind in writing. A firm of three to twenty is picking a tier, and that choice sets everything after it. Each piece stands on its own, so take the one that describes your work. The last is for the owner asking whether a calmer inbox showed up anywhere in the numbers.
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The best email setup for accountants
Your own domain, multi-factor authentication on every mailbox, a second channel for anything with a Social Security number on it, and a retention number. What a tax practice has to decide before it buys software.
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The email setup a consulting practice needs
An address that outlives the engagement, a plan for the client mailboxes you get lent, and one rule about what leaves in an attachment. What to decide before you buy any software.
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Setting up email for coaches
One name doing two jobs, a plan for what a session leaves behind, and a number for how long any of it is kept. What a coach decides before buying software.
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The email tools a small professional firm needs
The tier that decides everything else, the shared inbox you can have for nothing, and the layers worth paying for. What a firm of three to twenty buys, and in what order.
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What a calm inbox is worth to a firm owner
The four places a calmer inbox shows up in a firm's numbers, the one place it never will, and how to tell in ninety days whether it was worth anything to yours.