As you may know, I do more than one thing. At the moment, I do the following
- Advise and consult on Salesforce projects for nonprofits
- Design, implement, and support a Salesforce app for nonprofits
- Coach Salesforce consultants
- Send emails 5 days a week
- Host a weekly podcast
Several readers have asked how a single person can multitask so efficiently. Well, in this email series, I’ll tell you my secrets.
Let’s start with the basics, email and calendar management.
- Personal and business activities are separate
- Google Workspace is used for managing business emails, contacts, and calendar events
- The personal calendar can see all business events, but the business doesn’t see personal events
- Automation syncs personal events to the business calendar. I use Make, which is like Zapier, only more cost effective
- When an event is created between 9 and 5 on my personal calendar, it blocks off the event time, and 30 mins before and after the event in the business calendar. This allows for travel time
- All emails since day 1 are saved, since you never know when you’ll need it
- If an action is needed, the email stays in the inbox until completed. Then it’s archived. This means when I have nothing to do, there are zero emails in the inbox (it happens sometimes!)
- Every email is labelled
- One-time and recurring tasks are managed using TickTick
To be continued…
The takeaway
If you have any questions about how I work, let me know and I’ll include the answer in this series.
Category:
General