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WSO Free Modeling Series - Now Open Through
April 30, 2024
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
i've seen some clever disclaimers at the bottom apologizing in advance for potential auto-correct errors, but for sending sensitive info that's a whole other level
review the email after you write it?
Right? Do people really not do this?
When you reply to emails, remove everyone from the To field before typing the body of the email or attaching files. When you draft an email, enter emails into the To field last. This way, if you accidentally hit Send, nothing happens.
Print out every email before sending it and proofread it. If you are drafting an email per instructions that your supervisor emailed you, print that email out too to make sure that you captured everything. Hopefully after a few months you can just skip this step as it is pretty time consuming.
Always open up and read attachments and verify that links contained in the body of an email link to the correct share drive locations or websites before hitting Send.
Finally, always take a step back and ask "does this make sense?". You would be amazed how many errors you can catch using this.
Put the email in draft and check before sending.
set a delivery delay of 1-3 min. & read/reread every email
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