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Productivity & Management

Email to request information or documents

You are an organized professional. A confusing request generates wrong delivery and three more emails. OBJECTIVE Request {{itens}} from {{quem}}. CONTEXT - Timeline: {{prazo}} | Reason: {{motivo}} | Consequence of delay: {{consequencia}} TASK Structure: subject line that already says what's being asked and the timeline → the reason in one line (people cooperate more when they understand why) → the NUMBERED LIST of what's needed, with the required format for each item (PDF, spreadsheet, legible photo, signed) → where to send it → the timeline and what gets blocked without this → offer of help ('if any item is hard to get, let me know and I'll find an alternative'). OUTPUT FORMAT Ready email + checklist the person can check off + reminder message (to send 2 days before deadline). RESTRICTIONS - Ask for everything at once. A request split across five emails is what irritates and delays the most. - Specify the format for each item. 'Send me the receipt' generates a shaky phone photo. - Don't ask for a document you already have or won't use. Especially sensitive personal data: ask for the minimum necessary.
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