Tomas and Andrew - writing emails

Created by Andrew Swanscott, Modified on Sat, Aug 5, 2023 at 12:38 AM by Better Trader Academy

SECTION ONE: PROCESS OVERVIEW

TITLE: What are you calling this process?

> Tomas and Andrew - writing emails.

SUMMARY: A one-sentence description of the process.

> Bi-weekly newsletter with an overview of forum activity, to provide updates to our clients, going out every other Saturday.

 

WHY: Briefly explain why the process is important.

> Since the forum is growing bigger and bigger, it is really easy to miss something that is important for them. This brief overview helps others to go through the most important topics that were discussed over the last 2 weeks.

INTERVAL: How often does this process need to be complete?

> Every other Thursday (as it is checked and polished for grammar by Maria overnight and then final check on Friday by Tomas or Andrew)

   

SECTION TWO: PROCESS EXECUTION

STEP #1

Who should the email be sent to?

Is the whole sequence to the same group? If not, who should be taken out/added?

STEP #2

When should it be sent?

Again, specifically for each email, when should the first one start, what should be gaps between the next one.

STEP #3

Clearly specify the subject.

Some of the emails in the past didn't have any

STEP #4

Specify the links.

Which part of the email should work as a link?

Where should it go to?

STEP #5

Signature

With or without a surname?

If more names, who should be first?

STEP #6

Specify where the countdown should be (if any).

     

SECTION THREE: REPORTING

WHO: Who should be the outcome sent to?

>

WHAT: What are you expecting to see in the outcome?

>

WHEN: When does the person reviewing the outcome want it?

>

HOW: How should the outcome be delivered?

>

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