How to Avoid Post-Project Email Chaos

Scattered Communication = Broken Processes One of our clients was struggling with constant confusion around project updates. Employees bounced between email, Slack, and meetings, leading to missing details, misaligned expectations, and work being redone. The real issue? No standardized communication process. Without a structured way to share updates, track decisions, and ensure accountability, their team was operating in chaos. The fix? ✅ A single source of truth for project updates in one platform - no more digging through emails. ✅ A "No Slack Approvals" rule - every decision logged in the PM tool for accountability. ✅ A weekly project review cadence - ensuring alignment without constant check-ins. Once communication became structured, their processes became smoother, faster, and more predictable. Teams stopped wasting time tracking down information, and projects started moving forward seamlessly. If your team constantly asks, “Where was that decision made?” or “Who’s responsible for this?”, or “Where did we talk about this?” or “I swear someone asked me to do something…” it’s time to rethink your communication processes. Where does communication break down in your business? Let’s talk. 🚀

Here's a step-by-step to drastically reduce the deluge of emails between you and your clients/internal team. An absolute GAMECHANGER 👇 Enter: The Collaboration Doc 👏 I’ve stolen this idea from Cal Newport’s podcast Deep Questions. I immediately implemented it with my own clients and they LOVE it. Fundamentally, most people don’t need a response *right now* – they just need to be safe in the knowledge that everything is being taken care of. So all the Collaborative Doc is is a very clean, clearly outlined document that you and your clients and/or your internal teams can use asynchronously to reduce overhead tax. Overhead tax is all the unnecessary (and exhausting) meetings and emails flying back and forth that surround a project. Here’s how to drastically reduce your overhead tax immediately: Step 1: Create a shared document This could be in Notion, Google Docs, Word or whatever works best for you and your client. Make sure your privacy settings are all correct. Step 2: Make it incredibly easy to navigate I have mine split into: 📆 Key Details 📝 Meeting Notes 🧠 Brain Dump Within Brain Dump I’ve further split that into all the key stakeholders so they know exactly where to put their notes. Break this down however you want. They key is that it's all clear and formatted, it looks nice, but it's not overworked. This should be as bare bones as possible. Step 3: Agree a cadence The point here is to reassure your client that you will absolutely refer to their notes. If you have a weekly Wednesday meeting for example, say that you will check all notes first thing on a Tuesday. They can be confident that nothing will go un-reviewed and anything that needs to be actioned before the meeting will be. Meanwhile, you get to be clearer on when you work on each client/project, as everyone has a set cadence. Step 4: Be religious about your collaborative documents This only works if your client has absolute trust that you will keep the document updated and reviewed. Do not let anything slip! WHY THIS WORKS Instead of emailing back and forth, clients put any questions, ideas, notes etc into this one, living document. It helps you to whittle communication down to the essential, increasing the value of your work, your time and the experience your client has (remember it's reducing overhead tax for them, too!) I've done the above example for working with a client, but it works just as well for internal teams, too. It gives everyone more time as people know that things are documented and will be picked up, so there's no need to just fire little things off on slack unless they're actually needed there and then. For both groups, streamlining like this means that you can save time and energy for when a response really is needed right away. Simple, I know, but honestly SUCH a winner. Do you do this already? What problems do you foresee and how would you tweak it?

Raise your hand 🙋🏻♀️ if this has ever happened to you ⤵ You put a piece of content in front of someone for approval. They say, “You should show this to Sally. She’d have thoughts on this.” So you show it to Sally. She not only has thoughts, but she also recommends you share the draft with Doug. Doug also has feedback, some of which aligns with Sally’s and some of which does not. Now you’re two days behind schedule, have conflicting feedback to parse through, and are wondering how you could have avoided this mess. Try this next time 👇 In the planning phase of a project, put a doc together that outlines 3 levels of stakeholders: 1) Your SMEs 🧠 → Apply as much of their feedback as possible — they are as close a proxy to your audience as you can get. 2) Your key approver(s) ✅ → Keep this group small, 1–2 people if possible. → Weigh their feedback knowing that they are not necessarily an SME 𝘣𝘶𝘵 they do control whether or not the project moves forward. 3) Your informed partners 🤝 → Typically, those who will repurpose or promote your content in some way. (e.g. field marketing, comms, growth, etc.) → Make revisions based on their feedback at your discretion. → You may even want to frame the delivery of your draft as, "Here’s an update on how this is progressing. No action needed at this time." Share this doc with all listed stakeholders. Make sure they understand the level of feedback you’re expecting from them, and by when. Then use the doc to track feedback and approvals throughout the life of the project. Preventing your circle of approvers from becoming concentric: 👍 keeps you on track 👍 keeps your content from pleasing your stakeholders more than your audience