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At Delegate, day after day we help clients solve problems.  From something as elaborate as transitioning to a new email provider or something as simple as figuring out how to check mail when you're never home, we are here to troubleshoot complexities and take action to help.  

 
We've begun compiling these scenarios into what we call our "Solution Studies." These are short, tactical solutions that our team has deployed to help our clients.  We are always adding to this database, but below are some of our faves that might be helpful to you!   Enjoy!

Provide Multiple Documents Without Attaching Them Individually in an Email

The Problem

The client needed to share key documents and resources with his own clients, which included sharing extensive guidebooks and worksheets. These were lengthy, burdensome, and could clog up a singular email thread.

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Client Connects with His Kids Through a Designated Email Address

The Problem

The client felt like he was really becoming distant from his kids, due to the fact that he was running his own business. He felt that most of his time was consumed with staring at a computer screen or scanning over reports that landed on his desk.

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Streak for Gmail Works As a Free CRM From Your Inbox

The Problem

The client, a lawyer, was having trouble keepingup with his own clients. There are varying progressive steps to full litigation and settlement, and the client needed a way to see that the cases he represented made it through the entire legal process. From start to finish, the client file needed to be tracked at whatever stage it was in.

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Rapportive: See Your Contact's LinkedIn Profile From Your Own Inbox

The Problem

The client was emailing potential customers and networking partners on a daily basis. Whether
the client was scheduling a meeting with an old colleague or sending out a feeler email to a new
acquaintance, she first wanted to have a refresher on what that person does in his or her
professional life before she sent any communication. The client often had her Delegate
Solutions associate do preliminary research on the email contact before reaching out, so the
client could be fully prepared.

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Automate Meeting Reminder Emails

The Problem

The client’s associate, in charge of scheduling meetings and email upkeep, had the repetitive routine task of sending out meeting reminder emails. This task was often tedious and redundant, but it had to be done; every meeting attendee needed a reminder two days prior to the event. The associate began researching for a tool that could automate this process.

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Sending Personalized Emails to a Large Group of People Through Google Mail Merge

The Problem

A Delegate Solutions client was consistently sending out similar, templated emails to various recipients on his contact list. He often needed to send out these emails, which would include newsletters or weekly updates, to larger amounts of people. With using his current mass mailing service, few recipients were opening these emails. Additionally, emails tended to land in the receiver’s spam or junk folder because it was noted - by the inbox itself - as sent from a mass mailing type of service.

 

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Creating Asana Tasks By Sending an Email

The Problem

One of the client’s key team members was missing crucial tasks, assigned via email, due to a full inbox. The team member received all sorts of internal and external mail, and a constantly full
workload caused tasks to slip through the cracks. This became problematic when the task at-
hand needed to be completed within the same day at a specific deadline.

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Save Time Writing Emails With Gmail's Canned Responses Feature

The Problem

No one is immune to workflow problems. In this solution study, the client is actually a team
leader here at Delegate Solutions. The Operations Manager was sending out frequent inquiries
to team members on the progress of their work with clients. The manager was often asking
similar questions to different associates various times throughout the week.

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Change Email Platform From Outlook to Gmail

The Problem

The client complained of quirks, slow running computers, and lack of aesthetics when using Outlook as his email software. His entire team felt the same, but it seemed too overwhelming to make a switch to a new email platform. No matter how badly the client and his staff wanted cloud-based email inboxes, the migration seemed too daunting.

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Schedule Meetings For Multiple Attendees

The Problem

The client was facing the same problem with every new customer she took on: trying to find a meeting time that worked for both of them. This involved back and forth email exchanges until both parties had finally settled on a working time slot. This was not an effective use of the client’s communication methods nor was it a good use of her strategic support’s time.

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