Elevated with Brandy Lawson

How One Design Team Cut Their Email in Half (Google Workspace Case Study)

Brandy Lawson Season 7 Episode 22

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I’m sharing the story of how one cabinet dealer discovered that reducing email by 30% had nothing to do with email software and everything to do with rethinking how information flows through their business.

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Welcome to Elevated. I'm Brandy Lawson, and today let's chat about something that's probably consuming way too much of your team's time right now, email management, but this isn't another inbox zero strategy. We are examining how one cabinet dealer discovered that reducing email by 30% had nothing to do with email, software, and everything to do with rethinking how information flows through their business. As in many businesses, team members were up to their eyeballs in internal emails about project updates, client communications all scattered across endless threads and designers fielding constant calls asking, what's the status of my project? Well, frantically searching through their inbox for answers. The communication chaos was creating a bottle. Where only the project designer could answer client questions, making vacations or even dentist appointments, a client satisfaction minefield. The solution wasn't changing their email system, but changing how they use the systems they already had. Let me share some context about email that shapes its use. I've been using email since 1995. That's 30 years. The first form of email was created in 1971, which is older than me and the modern internet. The world has had considerable time to adapt to email, and it's become the default communication method of business. This familiarity is actually quite valuable. You can say, I'll email you and everyone understands exactly what that means, but the world has evolved and there are much better systems for sharing and managing information than email. The challenge emerges when everything gets stockpiled in inboxes, making it difficult to manage time and attention effectively when you have to wade through emails to figure out what you're supposed to be doing or where that crucial file went. Email transforms from a communication tool into a productivity barrier and distraction zone. This cabinet dealer's situation isn't uncommon. There's typically a heavy reliance on individual designers to be the point of contact for their projects. This creates a knowledge bottleneck if project information lives in the designer's email. Nobody else can answer client questions or provide updates. The designer becomes trapped by their own expertise, unable to step away without leaving clients in limbo. When they examined their communication patterns with our expertise, they concluded the problem wasn't the email system. It was that they were using email for functions. It wasn't designed to handle project coordination, file sharing, status updates. All of this was happening in email threads that only one person could fully navigate. The solution was to use their existing project management system for all internal communication. Instead of emailing about project updates, team members logged information directly into the project management platform. Client communications were captured there as well, creating a comprehensive project history that any team member could access. Then came the ripple effects of systemic change. Email volume dropped by 30% for every team member, not because they were processing emails more efficiently, but because they were generating fewer emails in the first place. Internal project coordination moved to where it belonged in a system designed for project management rather than scattered across individual inboxes and something even more valuable emerged. When clients called for updates, whoever answered the phone could provide accurate information. Because project details lived in the central system accessible to the entire team, the designer was no longer the sole keeper of project knowledge. This transformed client service from a single point of failure into a team capability. The file sharing transformation was equally significant. Design firms often send files via email, which creates version control. Chaos. You end up with multiple versions of the same drawing floating around, making it nearly impossible to know which is the current links to files. Ensure you are not clogging email with large attachments and that everyone always sees the latest version because the link updates automatically. This is where Google Workspace features become particularly useful. Links to files can easily be inserted into emails, allowing clients to reference materials while ensuring they're always accessing the current version. The scheduling integration means meeting invitations are included in directly in emails with their available time slots. The send later feature allows emails to be composed anytime. But only delivered during business hours. A small touch that improves professional communication flow. The transformation didn't happen because they found better email software. It happened because they recognized what email does well, which is external communication, documenting decisions, and what it doesn't do well. Project coordination and internal status updates. Also not for collaborative work management. The patterns revealed here extend beyond email management. Many communication challenges stem from using tools for purposes they weren't designed to serve. Email excels at asynchronous external communication, but struggles with collaborative project management. Project management systems excel at tracking progress and coordinating work, but may not integrate seamlessly with client communication workflows. Exploring your own communication patterns might reveal similar opportunities. Consider what's actually happening with your information flow in your business. Our project updates scattered across the email thread. Do team members struggle to find current file versions? Can anyone besides the project designer answer client questions confidently if these patterns sound familiar? The solution might involve redirecting communication to more appropriate channels rather than trying to optimize email management, sometimes the most effective email strategy is sending fewer emails by better using other systems. If you want to evaluate your own email use, grab our worksheet@fieryeffects.com slash choose to help you examine your communication workflow. Next week we'll explore drafting software selection, because having streamlined communication only creates value when your design tools support efficient creative collaboration. Good.