Turn off notifications to reduce distractions.
Don't stare at your inbox all day.
You must have a desk in your office where you can lay out papers and do work, or a reserved spot down the hall, in another office or conference room, which doesn’t have a computer. Get there—away from the computer—as much as possible.
If an email looks too long to read now or respond to immediately, turn it into a task or appointment and delete it from the Inbox.
This function is effective not only when you’re on vacation, but also when you have day trips out of the office, may be tied up for the day or you’re feeling like it will just be a nasty day of meetings.
A reply within three hours is quite good; a reply in two minutes implies a level of responsiveness/precedent that will cost you quality of life.
Set reasonable parameters for the engagement.
Identify when you’re at your best, and reserve that time for your hardest work.
Regardless of your position on paper, if clients’ executed documents are scanned, you’ll be more efficient in responding to client inquiries.
To have an effective vacation, and to even take one, define the type of vacation and plan early.
The protocol with any call back to a prospective client is to listen (85 percent), segue (10 percent) and schedule (5 percent).
After the phone call and before the initial meeting, consider a bit of marketing, through email and social media.
Being willing to give away a few hours to prospective clients or non-clients is good. In fact, losing three to five hours per week on declined prospects may not be bad.
Louis S. Harrison and Nancy Hughes offer some tips to maximize your time at work and improve both your practice and your life. This gallery is adapted from a recent article in Trusts & Estates. Subscribers can read the full article here.
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