Email Etiquette: Difference between revisions

From BMT Tutor Wiki
No edit summary
Kathleen (talk | contribs)
 
(7 intermediate revisions by 2 users not shown)
Line 1: Line 1:
== Why It Matters? ==
== Why It Matters? ==
Outsides of sessions and phone calls, the vast majority of communication with our clients is done by email. Although email has been ubiquitous for the last 10+ years, it's still new our society as a medium. Improper use of email creates unexpected opportunities for misunderstandings, frustrations, bad feelings and other unintended negative results.  
Outside of sessions and phone calls, the vast majority of communication with our clients is done by email. Although email has been ubiquitous for the last 10+ years, it's still new to our society as a medium. Improper use of email creates unexpected opportunities for misunderstandings, frustrations, bad feelings, loss of trust and other unintended negative results.  


Worse yet: due to the asynchronous nature of email, we are not immediately aware of the negative effects our written communications (or lack thereof!) have on the people we are communicating with, which makes it more challenging to be aware of and correct.  
Worse yet: due to the asynchronous nature of email, we are not immediately aware of the negative effects our written communications (or lack thereof!) have on the people with whom we are communicating which makes it more challenging to be aware of and correct in a timely fashion.  


The '''three''' main issues that create the most room for error are Email Tone, Response Times, and Attention To Detail. Having a good handle on these will cover 90%+ of email problems, so please read this page carefully and take it to heart.
The '''two''' main issues that create the most opportunity for error are Email Tone and Response Times. Having a good handle on these will cover 90%+ of email problems so please read this page carefully and take it to heart.


It’s extremely important our email communication are of the highest quality and facilitate easy, clear, and positive interaction with the people we work with.
It’s extremely important that our email communication is of the highest quality and facilitates easy, clear, and positive interaction with the people with whom we work.


== Email Tone ==
== Email Tone ==
The most important email challenge is ''tone''.  
Email ''tone'' is the '''most important''' - and most difficult - to get right.  


As most of us know, the majority of person-to-person communication is tone of voice, followed by body language... followed by the actual words we use. When speaking by phone, even if we can't see the other party (and they can't see us), we can very quickly tell if something we've said upset them. More importantly, they can hear the '''tone''' in which we are delivering the message. Are we angry or calm? Warm or cold? Accusative or conciliatory?  
It is a well known fact that the majority of person-to-person communication is relayed by tone (of voice), followed by body language... followed by the actual words we use. When speaking by phone, even if we can't see the other party (and they can't see us), we can very quickly tell if something we've said has upset them based on the tone of their response. More importantly, they can ''hear'' the '''tone''' in which we are delivering the message. Are we angry or calm? Cold or warm? Accusative or conciliatory? Exited or apathetic?  


Email throws '''all''' of that information out, and leaves us with only words.   
Email throws '''all''' of that information out and leaves us only with words.   


When you write, you have a certain (likely positive) tone that you image yourself speaking with. The person reading emails your will not hear that (positive) tone, and will instead '''infer''' your intention from the text and timing of your email.   
When you write, you probably imagine yourself speaking with a specific (likely positive) tone. The person reading your emails will not hear that (positive) tone, and will instead '''infer''' your tone from the text and timing of your email.   


What will they infer?  
What will they infer?  


=== '''Negative''' By Default ===
=== '''''Negative''''' By Default ===
Based on my own personal experience, as well extensive research, the most critical thing about email tone is this: <blockquote>'''inferred email tone is negative by default.'''</blockquote>That is, unless we explicitly - ''with words -'' create a ''positive'' tone in the message, our message will be interpreted in a '''negative''' matter.
Based on my own personal experience, as well extensive published research, the most critical thing to understand about email tone is this: <blockquote>'''inferred email tone is negative by default.'''</blockquote>That is, unless we explicitly - ''with words -'' create a ''positive'' tone in the message, our message is likely to be interpreted in a '''negative''' manner.


* Emails that are ''short'' will be interpreted as rude and disrespectful. "This person doesn't have enough time for me."
* Emails that are ''short'' will be interpreted as rude and disinterested. "This person doesn't have enough time for me."
* Emails that are ''not warm/friendly'' will often be interpreted as cold/unfriendly.
* Emails that are ''not warm/friendly'' will often be interpreted as cold/unfriendly.
* Emails that are ''not enthusiastic'' will be interpreted as apathetic.
* Emails that are ''not enthusiastic'' will be interpreted as apathetic.
Line 30: Line 30:
* etc.
* etc.


Although we may not intend these interpretations, as a personal service professionals, it's up to us to effectively get our intentions across.
Although we may not intend these interpretations, it is up to us as service professionals to effectively communicate our intentions.


=== What to do? ===
=== What to do? ===
Although ''"brevity is the soul of wit",'' brevity '''is not''' the soul of effective email communication.
Although ''"brevity is the soul of wit",'' brevity '''is not''' the soul of effective email communication.  
 
Instead, use ''more'' words. In a world with limited attention, more words show more attention, more care, and more investment. Tutors who communicate more verbosely (and more clearly and positively) tend to have the happiest clients, retain clients the longest, and get paid the most. Here are some specific tips:


==== Show Emotions! ====
==== Show Emotions! ====
Use words to clearly describe what you would like your email recipients to know about the mood of your communication. Are you excited to work with their child? Curious to learn more about the student in your first phone call? Looking forward to your first session? Grateful for the opportunity? Happy about how much progress the student is making? Let them know!
Use words to clearly describe what you would like your email recipients to know about the mood of your communication.  
 
Are you excited to work with their child? Curious to learn more about the student in your first phone call? Looking forward to your first session? Grateful for the opportunity? Happy about how much progress the student is making? Let them know!


==== Use pleasantries ====
==== Use pleasantries ====
Emails that lack "pleasantries" tend to come off as cold and corporate.  
Emails that lack "pleasantries" tend to come off as cold and corporate.  


You may not ''really'' care about how they are doing today but emails will sound better if they:
You may not ''really'' care about how your recipient is doing today but emails will sound better if they:


* '''start''' with a variation of "How are you?"
* '''start''' with a variation of "How are you?" or "I hope you are doing well"
* '''end''' with "I hope you and your family have a great [day/week/vacation/holiday/whatever]!"
* '''end''' with "I hope you and your family have a great [day/week/vacation/holiday/whatever]!"


==== Be extra apologetic / empathic ====
==== Be extra apologetic / empathic ====
When any issues come up with clients, it's helpful to be '''extra''' apologetic/empathic when communicating via email, even though it's not really "your fault" in any meaningful way.  
When any client issues come up, it's helpful to be '''extra''' apologetic/empathetic when communicating via email, even when the situation is not really "your fault" in any meaningful way. You can try starting your emails with something like:
"Dear <Client>, I'm so sorry that I won't be able to make our meeting because …"
"Sorry", in an email context, doesn't necessarily mean that you've done something terrible and are asking for forgiveness. Instead, if you don't very clearly say "sorry" it can often be seen as ''avoiding'' ''responsibility'' - even if that's not what you intend! 


Something like "Dear <Client>, I'm so sorry that I won't be able to make our meeting because …".  
==== Check for tone before sending ====
A good habit to get into is to ''check for tone'' before sending emails to clients.  


If you don't very clearly say "sorry" it will seen as avoiding responsibility - even if that's not what you intend.
Try to imagine how they might interpret your message if they don't know what you intend. ''Could'' the message be interpreted negatively? If so.. there's a strong chance it will be!


This isn't an issue when speaking over the phone since people can hear the tone, but email makes it very easy to misread tone, and people will in general assume a negative interpretation rather than a positive one. This is not in any ways an encouragement for 'fluffy speech', but without the "fluff" and pleasantries, emails can come off a bit cold or corporate...  which is definitely not what any of us intend!
Is the message pretty neutral? Oops - that might be interpreted negatively (cold/impersonal) as well!


At first, you might think that all your messages "look fine". If that's the case, try leaving an email for a few hours and take a look at it later. You'll be surprised at how differently it reads! With time and practice you'll get much better and faster at this, to the point that it'll become nearly automatic.


Since we’re not present with our clients all the time,  a lot of communication is done by email. One of the issues with email communication is that it’s very easy to misinterpret each other. You could take things negatively when they’re not intended.
== Response Time ==
Imagine if there was a person in front of you, and you were asking them about something that was important and time-sensitive to you. Imagine now if this person ignored your query and responded casually 10, 20.. 30 minutes later. The more important your question, the more urgent your query, the longer longer the delay.. the more uncomfortable, stressed, and confused you would probably feel.  


Most of the tutors on our team have no problem with writing itself, but what we find is that a lot of people don’t think of the effect of the time delay of responses.  
Most us have many clients and many priorities in life. For our clients, however, their kids are their top priority, and when they write to us it's usually important, and at least somewhat time sensitive.


Email is kind of an unnatural medium - if you imagine you said something to a person and they don’t respond for 5days, it’d feel weird, right? Because of that, we suggest that tutors respond to all emails within 2 business days at most. In general, the sooner you respond the better.
Because of that, we suggest that tutors respond to all '''''client''''' emails within '''1 day'''. In general, the sooner you respond the better.


== Response Time ==
=== If You Can't Respond in a Timely Manner ===
If you remember our job post you saw when you applied to work with BMT, you might remember seeing a line saying that we’re strict about email response time.  
We fully understand that healthy boundaries between "life" and "work" are key to long term happiness and well being. Barring some extremely rare emergency, we do not expect you to respond to company emails over weekends, holidays, vacations... etc.
 
Unfortunately, in the age of iPhones and ubiquitous internet, your '''clients''' - and especially '''new''' clients - will not always be as understanding.


Email response time makes a big difference in how people will perceive you in professional setting- it’s one of the ways people will evaluate your professionalism because if you don’t hear back from someone it feels bad, it makes you think that you can’t rely on them, and since we’re an agency that offers service at premium rate, this is one of the ‘soft skills’, ‘soft services’, and ‘soft quality’ that we must be very strong on.
If a client writes to you on a Friday afternoon and doesn't hear back from you over the weekend through Monday or Tuesday (lets say there is a holiday), they will be irritated and they will '''lose trust.''' Although it may have only been 1 or 2 business days for you, '''clients don't think in business days'''. Instead, it was 3 or 4 days of their real life that they spent waiting for your response.


If you take a long time to respond to the BMT office, we’d assume that you feel okay to do the same with clients which might result in fewer job offers from us.
As a compromise, we suggest the following strategy: Create a set of ''canned responses'' that you send to clients when you can't get back to them quickly. Something like:
== If You Don't Have an Answer Right Away ==
"Thanks so much for reaching out! I'm away from my PC this weekend, but I'll respond to you in detail first thing next week"
Some emails might not require an immediate response, but confusion occurs often in the type of setting when someone asks you something and you don’t have an answer right away so you  need time to figure it out. A lot of people when being in this kind of situation, they don’t answer until they know their response, and this creates confusion and uncertainty.
This is even ''more'' important for new clients especially when responding to Tutor Introductions. You can send something like this:
"Thanks so much for the introduction! I'm away for the weekend and haven't nailed down my schedule for next week, but I'll get back to you '''first thing next week''' with some options for when to talk. Looking forward to chatting with you about <student>!"
These brief, mostly canned messages that take moments to send will make a '''huge''' difference in how your clients perceive you, and in the trust they have in you, and in us.


What you should do when someone writes to you (this goes for both clients and the BMT office) is that you respond right away with whatever answer you can provide at the moment. For example:
=== If You Don't Have an Answer Right Away ===
Some emails might not require an immediate response, or you may not know the answer right away, and it might take some time (a few days or more) to have a clear or definitive answer.  


“Thanks for asking, it’ll take me a couple of days to figure this out. I’m going to follow up with you whenever”
Many choose to wait to respond until they are able to give said definitive answer, but I personally believe this to be a mistake. Any delay in response to something important to the other party signals a lack of interest, investment, and urgency - and can creates a sense of confusion and uncertainty, which over time time erodes trust.


The worst thing you can do in email communications is that you ignore emails.
If you find yourself in this situation, what we instead suggest you do is to answer promptly to acknowledge receipt of the email, and to let the other party know that you will provide the answer at some specific time in the future. For example:
“Thanks for asking! It’ll take me a couple of days to figure this out, so I’m going to follow up with you [in a few days|next week|next month|etc]”
The worst thing you can do in email communications is to ignore emails.

Latest revision as of 17:36, 24 September 2021

Why It Matters?

Outside of sessions and phone calls, the vast majority of communication with our clients is done by email. Although email has been ubiquitous for the last 10+ years, it's still new to our society as a medium. Improper use of email creates unexpected opportunities for misunderstandings, frustrations, bad feelings, loss of trust and other unintended negative results.

Worse yet: due to the asynchronous nature of email, we are not immediately aware of the negative effects our written communications (or lack thereof!) have on the people with whom we are communicating which makes it more challenging to be aware of and correct in a timely fashion.

The two main issues that create the most opportunity for error are Email Tone and Response Times. Having a good handle on these will cover 90%+ of email problems so please read this page carefully and take it to heart.

It’s extremely important that our email communication is of the highest quality and facilitates easy, clear, and positive interaction with the people with whom we work.

Email Tone

Email tone is the most important - and most difficult - to get right.

It is a well known fact that the majority of person-to-person communication is relayed by tone (of voice), followed by body language... followed by the actual words we use. When speaking by phone, even if we can't see the other party (and they can't see us), we can very quickly tell if something we've said has upset them based on the tone of their response. More importantly, they can hear the tone in which we are delivering the message. Are we angry or calm? Cold or warm? Accusative or conciliatory? Exited or apathetic?

Email throws all of that information out and leaves us only with words.

When you write, you probably imagine yourself speaking with a specific (likely positive) tone. The person reading your emails will not hear that (positive) tone, and will instead infer your tone from the text and timing of your email.

What will they infer?

Negative By Default

Based on my own personal experience, as well extensive published research, the most critical thing to understand about email tone is this:

inferred email tone is negative by default.

That is, unless we explicitly - with words - create a positive tone in the message, our message is likely to be interpreted in a negative manner.

  • Emails that are short will be interpreted as rude and disinterested. "This person doesn't have enough time for me."
  • Emails that are not warm/friendly will often be interpreted as cold/unfriendly.
  • Emails that are not enthusiastic will be interpreted as apathetic.
  • Emails that don't show emotion will be interpreted as having no emotion.
  • Emails that don't use soft language will be interpreted as hard or hostile, especially if they contain requests.
  • Emails that don't overtly take responsibility for issues will be interpreted as defensive/corporate.
  • etc.

Although we may not intend these interpretations, it is up to us as service professionals to effectively communicate our intentions.

What to do?

Although "brevity is the soul of wit", brevity is not the soul of effective email communication.

Instead, use more words. In a world with limited attention, more words show more attention, more care, and more investment. Tutors who communicate more verbosely (and more clearly and positively) tend to have the happiest clients, retain clients the longest, and get paid the most. Here are some specific tips:

Show Emotions!

Use words to clearly describe what you would like your email recipients to know about the mood of your communication.

Are you excited to work with their child? Curious to learn more about the student in your first phone call? Looking forward to your first session? Grateful for the opportunity? Happy about how much progress the student is making? Let them know!

Use pleasantries

Emails that lack "pleasantries" tend to come off as cold and corporate.

You may not really care about how your recipient is doing today but emails will sound better if they:

  • start with a variation of "How are you?" or "I hope you are doing well"
  • end with "I hope you and your family have a great [day/week/vacation/holiday/whatever]!"

Be extra apologetic / empathic

When any client issues come up, it's helpful to be extra apologetic/empathetic when communicating via email, even when the situation is not really "your fault" in any meaningful way. You can try starting your emails with something like:

"Dear <Client>, I'm so sorry that I won't be able to make our meeting because …"

"Sorry", in an email context, doesn't necessarily mean that you've done something terrible and are asking for forgiveness. Instead, if you don't very clearly say "sorry" it can often be seen as avoiding responsibility - even if that's not what you intend!

Check for tone before sending

A good habit to get into is to check for tone before sending emails to clients.

Try to imagine how they might interpret your message if they don't know what you intend. Could the message be interpreted negatively? If so.. there's a strong chance it will be!

Is the message pretty neutral? Oops - that might be interpreted negatively (cold/impersonal) as well!

At first, you might think that all your messages "look fine". If that's the case, try leaving an email for a few hours and take a look at it later. You'll be surprised at how differently it reads! With time and practice you'll get much better and faster at this, to the point that it'll become nearly automatic.

Response Time

Imagine if there was a person in front of you, and you were asking them about something that was important and time-sensitive to you. Imagine now if this person ignored your query and responded casually 10, 20.. 30 minutes later. The more important your question, the more urgent your query, the longer longer the delay.. the more uncomfortable, stressed, and confused you would probably feel.

Most us have many clients and many priorities in life. For our clients, however, their kids are their top priority, and when they write to us it's usually important, and at least somewhat time sensitive.

Because of that, we suggest that tutors respond to all client emails within 1 day. In general, the sooner you respond the better.

If You Can't Respond in a Timely Manner

We fully understand that healthy boundaries between "life" and "work" are key to long term happiness and well being. Barring some extremely rare emergency, we do not expect you to respond to company emails over weekends, holidays, vacations... etc.

Unfortunately, in the age of iPhones and ubiquitous internet, your clients - and especially new clients - will not always be as understanding.

If a client writes to you on a Friday afternoon and doesn't hear back from you over the weekend through Monday or Tuesday (lets say there is a holiday), they will be irritated and they will lose trust. Although it may have only been 1 or 2 business days for you, clients don't think in business days. Instead, it was 3 or 4 days of their real life that they spent waiting for your response.

As a compromise, we suggest the following strategy: Create a set of canned responses that you send to clients when you can't get back to them quickly. Something like:

"Thanks so much for reaching out! I'm away from my PC this weekend, but I'll respond to you in detail first thing next week"

This is even more important for new clients especially when responding to Tutor Introductions. You can send something like this:

"Thanks so much for the introduction! I'm away for the weekend and haven't nailed down my schedule for next week, but I'll get back to you first thing next week with some options for when to talk. Looking forward to chatting with you about <student>!"

These brief, mostly canned messages that take moments to send will make a huge difference in how your clients perceive you, and in the trust they have in you, and in us.

If You Don't Have an Answer Right Away

Some emails might not require an immediate response, or you may not know the answer right away, and it might take some time (a few days or more) to have a clear or definitive answer.

Many choose to wait to respond until they are able to give said definitive answer, but I personally believe this to be a mistake. Any delay in response to something important to the other party signals a lack of interest, investment, and urgency - and can creates a sense of confusion and uncertainty, which over time time erodes trust.

If you find yourself in this situation, what we instead suggest you do is to answer promptly to acknowledge receipt of the email, and to let the other party know that you will provide the answer at some specific time in the future. For example:

“Thanks for asking! It’ll take me a couple of days to figure this out, so I’m going to follow up with you [in a few days|next week|next month|etc]”

The worst thing you can do in email communications is to ignore emails.