We’re bringing your inbox into Daylite to make email more productive than ever. We’ve made great progress and can’t wait for you to experience the improvements it will bring. Read more about our motivations and aim for Mail in Daylite.
Your Inbox Is Not A Workplace
It is hard to imagine a world without email. Since its inception in 1971, email has become essential to do business. And while attempts have been made to make it more manageable and productive with things like search, filters, and various add-ons over the last 50+ years, lets face it – these attempts don’t cut it and our inbox is just a box that becomes a dumping ground where messages pile up, demanding our attention and overwhelming our focus.
We’ve all tried to tame it. Makeshift hacks like colour-coded flags, elaborate folder structures, snoozed messages, unread counts as ineffective to-do lists, and the list goes on. But these are just bandaid ‘solutions,’ so no matter how much effort we put in, our inboxes remain the ultimate productivity black hole. This inbox chaos overwhelms and exhausts us, we begin to dread and avoid opening our emails, important things fall through the cracks, critical details are missed, necessary information is lost and your reputation and confidence begin to dwindle. Instead of helping us succeed at business, our dreaded inboxes are holding us back, drowning us in a never ending deluge.
But the real trick isn’t just managing your inbox better—it’s getting out of your inbox altogether.
Make The Shift From Email to Action
Your inbox may be where the details of your work arrives, but it should never be where your business happens. Running your business from your inbox is –
❌ chaotic
❌ disorganized
❌ overwhelming
❌ unproductive
❌ time sucking and futile
The inbox was never meant to be a tool that sets you up for success, so we must stop treating it like it is!
As Inbox Zero creator Marlin Mann explains, the most valuable and irreplaceable resources a person has are their time and attention. When these two things are focused on your inbox, your work suffers and productivity decreases. The goal should be to spend as little time as possible in your inbox. To do this, we must first invest time in changing our avoidant/habitual ways upfront, building new habits that will make us less overwhelmed and more productive and efficient…and all this is possible with Daylite!
How Daylite Helps You Break Free
Imagine this: Henry just got off a call with Sarah, a potential marketing client, who mentioned he was supposed to send her a follow-up email last week. Henry frantically searches his inbox to remember exactly what that email was to include, but hundreds of results pop up. He tries keywords like “logo” and “branding,” but he’s still sifting through unrelated threads.
After ten frustrating minutes, he finds it—only to realize he also needs the email where Sarah mentioned her availability for a meeting. And wasn’t there something about a proposal? Had he sent it to her yet? More searching, more wasted time. With multiple clients and projects, keeping track of everything like this is exhausting, not to mention embarrassing when things fall apart! If only Henry’s emails were organized in an accessible, productive and actionable way…
Daylite is here to eliminate the chaos by getting you out of your inbox and setting you up for success.
5 Ways Daylite Gets You Out of Your Inbox
1. Store Important Emails Where They Matter Most: In Daylite
Daylite allows you to easily store important emails linked to the details they are related to. Meaning, emails automatically link to the right People, Opportunities, and Projects. This makes future referencing super easy—simply check the Activity View of a Person, Opportunity, or Project to find all related emails in one place.
Think of Henry from earlier. With Daylite, Henry’s emails with Sarah would be automatically linked to her and organized in one place, sorted by date in the Activity View. Instead of searching his entire inbox, he could quickly access their full correspondence history in Daylite with ease. Even more, their history is organized by date, saving Henry time and eliminating stress, while making him look like a rockstar to Sarah.
With Daylite, feel confident with a system that understands how you work and is there for you when you need to review the past.
2. Create Tasks So Nothing Slips Through The Cracks
Most of our emails ultimately boil down to the things we need to do. Trying to keep track of all of these details within our inbox is not only a painful way to work, it often relies on our memory to remember we had something to do. This way of working is ineffective, time consuming and can easily make us look less than on-top of things to our clients.
Take Henry as an example again – had he been using Daylite, he would have immediately created a task from his email, including the necessary details of what he needed to do and send to Sarah. To ensure nothing fell through the cracks, Henry would set up a reminder for an extra layer of certainty that his promises would be delivered in a timely manner.
Set yourself up for success with Daylite, satisfying your clients and everything that needs to be done without a detail – big or small – falling through the cracks.
3. Turn Prospect Reach Outs Into Opportunities
We’ve all been there, a reach out from a referral from one of our happy clients inquiring and interested in our services. These emails are gold, but if left in our inbox, they become missed opportunities.
Consider this – If Henry had used Daylite from the start, Sarah’s experience would have been exceptional, leading to more referrals. With Daylite, he could seamlessly track and manage all of his new business by adding prospects with a click, creating Opportunities, staying organized as he nurtured these new prospects without anything falling through the cracks, and WOWing his growing cliental. For even better and more detailed tracking, Henry would utilize Daylite’s Opportunities Board, an overview of all his Opportunities, ensuring he never lost sight of the bigger picture, allowing him to easily prioritize his sales pipeline and move his deals along.
It is a powerful tool like Daylite and all its capabilities that turn a simple email into a recipe for success.
4. Kickstart Projects From Email Conversations
It’s often that an email conversation starts to snowball and suddenly there is a bunch of work to do. This is the perfect time to create a Project in Daylite so you can track deliverables and stay on top of your work. It’s easy! A simple click of a button creates a new Project while also storing and linking the email, or even email thread, that kicked off the Project.
Let’s continue with Henry. By using Daylite, he has impressed Sarah with his smooth sales process and is now working with her. In Daylite, converting an Opportunity into a Project is seamless, keeping all the important details from their previous communications intact. With many moving pieces discussed via email, keeping everything together and staying organized is crucial to ensuring Sarah’s needs are met.
Daylite keeps all project information and correspondence in one place, making it easy to track every single detail for a successful project delivery.
5. Delegate To Team Members Right From Your Inbox
It is not uncommon to received an email outlining a task that is better suited for a colleague. No problem with Daylite! Simply create a task directly from the email and delegate it with a note to your colleague. They’ll receive a notification, your note and have easy access to the email(s) and all relevant information needed to complete the task.
Let’s check in on Henry one last time. As Sarah’s Project unfolds, she requests a mock-up of her new website design. While this isn’t Henry’s expertise, his web designer is the perfect fit. Henry creates a task for the mock-up request, delegates it to his web designer, and links the task to the original email in Daylite, ensuring all relevant details are easily accessible. This gives the web designer everything they need seamlessly, including Sarah’s contact information, in case they need to follow up. Meanwhile, Henry effortlessly tracks the task’s progress, ensuring Sarah’s request is completed smoothly.
Not only will Daylite get an email out of your inbox, but by delegating it to a colleague you’ll also get it off your plate without any interruption to your great customer service! You can be confident that the email is stored, along with all the other pertinent information, and it’s request is tracked and fulfilled.
Work Where It Matters: In Daylite!
Remember – the inbox was never meant to be a workspace. It’s time to break the cycle. Daylite helps you stop managing emails and start managing your business.
Previous Mail Sneak Peeks
In case you missed our previous sneak peeks on the progress we’ve been making bringing your inbox into Daylite and the ways it will help you get out of your inbox, check them out:
- Sneak Peek #1 – New Era for Daylite Mail Assistant
- Sneak Peek #2 – Linking and Side Panel
- Sneak Peek #3 – Email Compose
- Sneak Peek #4 – Accepting Meeting Invites
Note: Up until now, we’ve referred to Mail in Daylite as ‘Daylite Mail.’ Moving forward, it will simply be called ‘Daylite,’ reflecting that email is no longer separate from Daylite – it is Daylite.
If you’d like to gain early access to Daylite with mail support, please signup to our waiting list and we’ll contact you when we start rolling out early access.
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