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I work as an investment banking associate (M&A mostly) and get similar email volume. In outlook I have a folder for each deal and within each folder I have sub
by Nicholas_C 5y ago
I work as an investment banking associate (M&A mostly) and get similar email volume. In outlook I have a folder for each deal and within each folder I have sub folders for the different workstreams (e.g. materials drafting, VDR, model, outreach, IOIs, etc.). I clean out my inbox at least once per day depending on how slammed I am. I leave action items or follow ups in my inbox and folder anything else. I arrange my emails by conversation (go to the “View” tab in outlook and there should be an option there) as this aggregates by subject line and makes it easy to follow and file. You can go through emails quickly by selecting an email and using CTRL+SHIFT+V to bring up the folder pop up and typing in the name of the folder you’d like to send it to.
This obviously takes work to implement but will keep you on top of things and your clients happy.