The Pre-Send Checklist

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Before you send, ask what you want them to feel, whether you need a reply, how you'd react getting it, and whether you'd be proud passing them in the hall.

The idea

Most of the anxiety around a message is about the reply. I ask myself, and our coaching clients, whether we even need one. As Maya Angelou put it, people will never forget how you made them feel. A few questions before you press Send put the focus on the feeling you deliver.

How to do it

Before you send a message, a text or even a gift, ask:

  1. "What do I want them to feel when they get this from me?" Appreciated? Like calling you? Seeing you as the expert?
  2. "Do I need a response to this?" Often you don't. Say so (No Need To Respond).
  3. Picture receiving it yourself. How would you respond?
  4. For marketing that goes to a lot of people: if you saw them walking down the hall right after they read it, would you be proud of it?
  5. "Can I ignore my fears about what might or might not happen, and focus on delivering the best outreach possible?"

Then send. Afterward, review it with Sent, Seen, Felt.

Example

You press Send, check five minutes later (internet must be slow), an hour later (dentist appointment?), a day later (vacation?), and a week later decide they hate you. Whenever our coaching groups talk about reaching out, this scenario is guaranteed to come up. The second question is my answer to it.

Watch out for

Sources

Related frameworks

Read next

By Zvi Band. Newsletter: Your Network Starts with You. Book: Success Is in Your Sphere.