Email Checklist

4.7/5 with 106 votes
0/33
Toggle Email Sender status

Email Sender

Toggle Is it going to just one person? (If yes, jump to #10) status

Is it going to just one person? (If yes, jump to #10)

Toggle Since it's going to a group, have I thought about who is on my list? status

Since it's going to a group, have I thought about who is on my list?

Toggle Are they blind copied? status

Are they blind copied?

Toggle Did every person on the list really and truly opt in? Not like sort of, but really ask for it? status

Did every person on the list really and truly opt in? Not like sort of, but really ask for it?

Toggle So that means that if I didn't send it to them, they'd complain about not getting it? status

So that means that if I didn't send it to them, they'd complain about not getting it?

Toggle If they wouldn't complain, take them off! status

If they wouldn't complain, take them off!

Toggle That means, for example, that sending bulk email to a list of bloggers just cause they have blogs is not okay. status

That means, for example, that sending bulk email to a list of bloggers just cause they have blogs is not okay.

Toggle Is the email from a real person? If it is, will hitting reply get a note back to that person? (if not, change it please). status

Is the email from a real person? If it is, will hitting reply get a note back to that person? (if not, change it please).

Toggle Have I corresponded with this person before? status

Have I corresponded with this person before?

Toggle Really? They've written back? (if no, reconsider email). status

Really? They've written back? (if no, reconsider email).

Toggle If it is a cold-call email, and I'm sure it's welcome, and I'm sure it's not spam, then don't apologize status

If it is a cold-call email, and I'm sure it's welcome, and I'm sure it's not spam, then don't apologize

If I need to apologize, then yes, it's spam, and I'll get the brand-hurt I deserve.

Toggle Am I angry? (If so, save as draft and come back to the note in one hour). status

Am I angry? (If so, save as draft and come back to the note in one hour).

Toggle Could I do this note better with a phone call? status

Could I do this note better with a phone call?

Toggle Am I blind-CCing my boss? If so, what will happen if the recipient finds out? status

Am I blind-CCing my boss? If so, what will happen if the recipient finds out?

Toggle Is there anything in this email I don't want the attorney general, the media or my boss seeing? (If so, hit delete). status

Is there anything in this email I don't want the attorney general, the media or my boss seeing? (If so, hit delete).

Toggle Is any portion of the email in all caps? (If so, consider changing it.) status

Is any portion of the email in all caps? (If so, consider changing it.)

Toggle Is it in black type at a normal size? status

Is it in black type at a normal size?

Toggle Do I have my contact info at the bottom? (If not, consider adding it). status

Do I have my contact info at the bottom? (If not, consider adding it).

Toggle Have I included the line, "Please save the planet status

Have I included the line, "Please save the planet

Don't print this email"? (If so, please delete the line and consider a job as a forest ranger or flight attendant).

Toggle Could this email be shorter? status

Could this email be shorter?

Toggle Is there anyone copied on this email who could be left off the list? status

Is there anyone copied on this email who could be left off the list?

Toggle Have I attached any files that are very big? (If so, Google something like 'send big files' and consider your options.) status

Have I attached any files that are very big? (If so, Google something like 'send big files' and consider your options.)

Toggle Have I attached any files that would work better in PDF format? status

Have I attached any files that would work better in PDF format?

Toggle Are there any :-) or other emoticons involved? (If so, reconsider). status

Are there any :-) or other emoticons involved? (If so, reconsider).

Toggle Am I forwarding someone else's mail? (If so, will they be happy when they find out?) status

Am I forwarding someone else's mail? (If so, will they be happy when they find out?)

Toggle Am I forwarding something about religion (mine or someone else's)? (If so, delete). status

Am I forwarding something about religion (mine or someone else's)? (If so, delete).

Toggle Am I forwarding something about a virus or worldwide charity effort or other potential hoax? (If so, visit Snopes and check to see if it's actually true). status

Am I forwarding something about a virus or worldwide charity effort or other potential hoax? (If so, visit Snopes and check to see if it's actually true).

Toggle Did I hit 'reply all'? If so, am I glad I did? Does every person on the list need to see it? status

Did I hit 'reply all'? If so, am I glad I did? Does every person on the list need to see it?

Toggle Am I quoting back the original text in a helpful way? (Sending an email that says, in its entirety, "yes," is not helpful). status

Am I quoting back the original text in a helpful way? (Sending an email that says, in its entirety, "yes," is not helpful).

Toggle If this email is to someone like Seth, did I check to make sure I know the difference between its and it's? Just wondering. status

If this email is to someone like Seth, did I check to make sure I know the difference between its and it's? Just wondering.

Toggle If this is a press release, am I really sure that the recipient is going to be delighted to get it? Or am I taking advantage of the asymmetrical nature of email--free to send, expensive investment of time to read or delete? status

If this is a press release, am I really sure that the recipient is going to be delighted to get it? Or am I taking advantage of the asymmetrical nature of email--free to send, expensive investment of time to read or delete?

Toggle Are there any little animated creatures in the footer of this email? Adorable kittens? Endangered species of any kind? status

Are there any little animated creatures in the footer of this email? Adorable kittens? Endangered species of any kind?

Download or Print this Email Checklist

Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.

Presented by:

Jason Conn

Stats

Views

55

Uses

0

Tasks

33

Details

he definition of permission marketing: Anticipated, personal and relevant messages delivered to people who actually want to get them. Nowhere does it say anything about you and your needs as a sender. Probably none of my business, but I'm just letting you know how I feel. (And how your prospects feel). The purpose of this checklist, is to hopefully reduce silly CC-to-all emails about the carpool, the fake-charity forwards, the ALL CAPS yelling and the PR spam. Feel free to send this to those that need to read it: Before you hit send on that next email, perhaps you should run down this list, just to be sure.

Tips

Ask yourself: Is there a long legal disclaimer at the bottom of my email? Why? Does the subject line make it easy to understand what's to come and likely it will get filed properly? If I had to pay 42 cents to send this email, would I?

Who it's for

This Email Checklist is for teams that want consistent execution, less rework, and clear ownership.

  • Standardize quality - run the same Email steps every time, regardless of who executes
  • Save time - reuse a proven Email workflow instead of rebuilding processes from scratch
  • Improve accountability - assign owners and see what's done vs. what's pending
  • Onboard faster - use the Email checklist as the SOP and training guide
  • Coordinate across roles - handoffs are clear and everyone works from the same source of truth

How to use it

How to use this Email Checklist:

  1. Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
  2. Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
  3. Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
  4. Reuse without rebuilding - when Email comes up again, start from your saved version and run it with clear ownership.

Suggest Improvements

Rate this Checklist

5 stars
Scores 4.70 with 106 votes

Not finding exactly what you need?

Generate a custom checklist with AI in seconds.

Works on Web, iOS, and Android. No credit card required.