Purple Salix

How to escape email purgatory and transform management of your marketing

Pete JakobMD, Purple

Salix

March 13 2013

Illustration: Jacqui Oakley

Purple Salix

I’m a Marketer Too!

Purple Salix

• Approaches to “Work”• Controlling email• Exploring Alternatives

Purple Salix

What do you do all day?

Extract from Toggl.com

Purple Salix

My Previous Approach

Purple Salix

Getting Things DoneCollect

Process

Do

Review

Purple Salix

Getting Things Done

• Action• Waiting For• Read/Review• Someday/Maybe• Reference

Collect

Process

Do

Review

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Tips on Doing!

Change Location

Pomodoro Technique

Disconnect

Book Appointment with Yourself

Stephen Covey Big

Rocks

Purple SalixGetting More Productive with

email

Filter Eliminate Distractions

Minimise Folders

Email Etiquette

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Email Shortcomings...Todo List

File Sharing

Team Collaboration

Project Co-ordination

Corporate Broadcast

Communications

CollectingFeedback

Purple SalixA Day in the Life of a B2B

Marketer

MARKETINGMANAGER

MARKETINGEXECUTIVE

MARKETINGASSIGNEE

AGENCY

Adapted from: IDC paper- “The Future of email is Social”

Purple SalixA Day in the Life of a B2B

Marketer

EmailBriefProject Plan

MARKETINGMANAGER

MARKETINGEXECUTIVE

MARKETINGASSIGNEE

AGENCY

MARKETINGDIRECTOR

ASSIGNEE’SMANAGER

STAKEHOLDER

Purple SalixA Day in the Life of a B2B

Marketer

MARKETINGMANAGER

MARKETINGEXECUTIVE

MARKETINGASSIGNEE

AGENCY

MARKETINGDIRECTOR

ASSIGNEE’SMANAGER

STAKEHOLDER

EmailBrief commentsProject Plan

EmailBrief commentsProject Plan

Purple SalixA Day in the Life of a B2B

Marketer

MARKETINGMANAGER

MARKETINGEXECUTIVE

MARKETINGASSIGNEE

AGENCY

MARKETINGDIRECTOR

ASSIGNEE’SMANAGER

STAKEHOLDER

EmailBrief commentsProject Plan

EmailBrief commentsProject Plan edit

EmailBrief commentsProject Plan

EmailBrief commentsProject Plan edit

Purple SalixA Social Approach to

Marketing Management

MARKETINGMANAGER

MARKETINGEXECUTIVE

MARKETINGASSIGNEE

AGENCY

MARKETINGDIRECTOR

ASSIGNEE’SMANAGER

STAKEHOLDER

WelcomeBrief Project Plan

View latestView latestView latestView latest

Brief commentsProject Plan

Brief commentsProject Plan edit

Purple SalixSocial Business Platform Typical

Functions

• Activity stream• Profile• Filesharing/collaboration• Wiki• Blog• Social bookmarking• Task Management

Purple SalixPersonal

Experience/Observations• From “Knowledge is

Power” to “Sharing is Power”

• Email + collaboration• Cultural issues greater

than technological– Groundswell v Topdown– Leadership & Advocacy

Purple Salix

What Next?Your Approach to Work

– Audit your time– Draw YOUR “System”

Email– Implement your Processing

“Buckets”– Book Time to review– Practice until it becomes a

habitSocial Business

– Analyse what could be better done outside email

– Start an experiment

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Further Sources• Approaches

– Stephen Covey Big Rocks– Personal Kanban– GTD Introduction– Inbox Zero Video

• Tools– Toggl– RescueTime

• Automatic Mail Handling– IFTTT, Unroll.,me (Gmail/Yahoo)– ToodleDo, ActiveInbox (Gmail), IQTell,

eproductivity (Lotus Notes)• Social Business Platforms

– Huddle, IBM Connections, MS SharePoint

All links available at bitly.com/bundles/curdridge/1

Purple Salix

Pete Jakobemail: pete@purplesalix.comWeb: www.purplesalix.comBlog:b2bnurture.blogspot.co.ukTwitter: @curdridge

Huddle – Collaborate IntelligentlyEmail: sales@huddle.comTel: +44 (0) 8709 772 212Web: www.huddle.com Test drive Huddle: http://www.huddle.com/demo/

Huddle’s Top 5 Email Mistakes Marketers Can Avoid by Using Collaboration tools

1. “Reply to all” error2. Unsecure and disorganised3. No relevant context and assets4. Brevity and levity5. Excluding email threads in reply

Email isn’t going anywhere yet - use with caution and leverage as part of wider collaboration solution

Pete Jakobemail: pete@purplesalix.comWeb: www.purplesalix.comBlog:b2bnurture.blogspot.co.ukTwitter: @curdridge

Huddle – Collaborate IntelligentlyEmail: sales@huddle.comTel: +44 (0) 8709 772 212Web: www.huddle.com Test drive Huddle: http://www.huddle.com/demo/