Lisa Hendrickson is the owner of Call That Girl. She is an Outlook Expert and Microsoft 365 Consultant.
I asked some clients to join me in a open discussion Q&A of what can potentially happen on Nov 1 if you’re using older Microsoft Outlook versions with Microsoft 365 Exchange.
20 min, I talk about what I know, what to prepare for and options to buy online.
You can watch the video here on my YouTube
David McDonald – CEO/Managing Director – Neb Doctors of Minnesota
I hired Lisa when my small business grew to the point that I needed to upgrade our hardware and software to implement Microsoft Business 365. Purchasing new hardware and software is the easy part and anyone can sell you the newest cloud-based solutions to support your business. The real issue was uncovered when we attempted to migrate 10+ years of intellectual property and customer data into a Microsoft 365 Teams environment. Our legacy information was compartmentalized across several personal Microsoft accounts, Microsoft OneNote documents, and Google G-Suites. Each of these systems were running different versions that are not compatible. I take accountability for cobbling together this mess without consolidating earlier, but growth without this historical information was not an option.
Because Microsoft no longer has physical locations to support small business customers, I spent two weeks online with various experts from around the globe. This 24-hour free customer service model does not work for a small business that is trying to provide customer service of our own. I did not have the resources or time to wait two weeks for a Microsoft expert to carve out 15 minutes for a discovery call to rehash our data migration issue. The Microsoft expert ultimately recommended that I partner with a local authorized Microsoft 365 IT Support Services Company.
Just to get started, I had to sign up for a 3-year IT support service contract for $1,000/month. Next, I watched this IT solutions partner fail to migrate our historical data. After another month without our data, this IT Service company finally admitted that they could not provide their contracted security and service solutions until AFTER all historical data was migrated. I was literally being held hostage by Microsoft 365 and their authorized dealer for the data my company desperately needed to run our day-to-day operations.
The IT solutions provider admitted that they did not have the expertise in house to solve our data migration issue. As a final hail Mary, my authorized IT partner accessed an industry search engine called Guru and typed in Microsoft OneNote expert. Thank God that Lisa Hendrickson from Call that Girl popped up. Feeling completely defeated and taken advantage of by Microsoft 365 support and the local Microsoft 365 IT service partner, I was apprehensive to prepay for yet another IT service. However, my employees and my customers needed service, so I decided to cash in my final shred of trust in humanity.
Lisa called me back the same day and asked several high gain questions to learn more about our issues. Lisa’s authentic communication style and confidence in her abilities convinced me to virtually turn over my business computer to her. Lisa also joined a group call with the Microsoft Expert and my local IT solutions provider so that she did not need to repeat their failed attempts. During that same call, Lisa took over my computer and we all watched her quickly diagnose the issue and competently unravel the mystery.
It all came down to an expired credit card used to start a personal One Drive account three years ago when I bought a Microsoft Surface. It was set up at the Microsoft store by a salesperson and I had no idea the future implications that encounter would have. Much to my dismay, a Personal One Drive does not easily communicate with a Business One Drive account on the same computer. In fact, having a personal One Drive is detrimental to migrating data and documents to Business One Drive. Lisa quickly demonstrated how Business One Drive must utilize Teams/SharePoint on the back end to access the cloud and migrate data from a personal One Drive to a Business One Drive.
Lisa from Call That Girl was the only expert around who can and will fix your IT problems without signing a contract for one to three years. Lisa is the hired gun that fixes your IT issues and then trains you on how to operate your systems without being intellectually and contractually dependent on them. Over the next week, I prepaid for additional service tickets to clean up our data and train my staff on accessing, editing, and sharing our proprietary information.
IT is a means to an end and Lisa helps you get back to your core competency of running your small business. With Lisa, you do not need to become an IT expert or fund a third-party team of IT experts that profit from keeping you in the dark. Lisa is a shining light for small business owners in the dark world of IT Solutions. My customers, my employees, and I are grateful that there are people like Lisa still out there. I hope that she can help other independent small business owners out there looking for help.
-David McDonald
CEO/Managing Director
Neb Doctors of Minnesota
Training With Lisa: Microsoft 365 Teams
You don’t want to go it alone when it comes to Microsoft Teams.
Your company has invested in this powerful tool, but without proper setup and training, it’s like you just bought a restaurant but have no idea how to cook. You can figure out how to turn on the burners, but how do you go from there to managing a functioning kitchen and serving your guests? My Teams training gets your front-of-house and back-of-house coordinated and running smoothly.
What I’ve Learned
Based on my years of working with clients, I recommend scheduling a one-hour session with the department lead in order to review your OneDrive, SharePoint, and Teams configuration. Proper setup depends on your goals, and it’s critical to get this figured out before training employees.
During this initial session, I’ll prepare a list of topics to cover with each employee and then share a link to my scheduler so employees can book their own 30-minute sessions. Some people will need only a few minutes while others will want more handholding. Everyone should book a session! Sometimes people don’t know what they don’t know.
Note: If I come across technical issues with desktop synching during employee trainings, I will reach out to the department lead before starting to repair it. You will have the option to add the repair time to the invoice.
Training topics we’ll cover:
Bonus topics!
To schedule a consult or leave a message, use the contact form below:
There is still a lot to learn about this program being offered to business 365 account holders. I got this message yesterday, heard about it a few days ago. I’ll update this blog when I have more information but here is what I know right now:
I’ll update as I have more information. If you want to contact me, please email lisa@callthatgirl.biz or call 612-865-4475
There is still a lot to learn about this program being offered to business 365 account holders. I got this message yesterday, heard about it a few days ago. I’ll update this blog when I have more information but here is what I know right now:
I’ll update as I have more information. If you want to contact me, please email lisa@callthatgirl.biz or call 612-865-4475
Many of my clients are heavy Outlook users, almost since the day Outlook was launched. They love it, live in it and consider it their own technical house. But they want everything to work together, inbox, calendar, tasks, contacts with their phones and devices.
Flowing the inbox emails to calendar and task events to managing your contacts all can be done with Outlook where you are essentially creating your own CRM system. If you own a business, you are in sales. If you own a business, your work has workflows and processes. If you are interested in learning how I can help you turn your Outlook into your own CRM system, here is how it usually works.
In our first appointment, I remote in and see what you are doing now, review your settings and then create a game plan for you and your team.
Then I can continue to work with you or the owner to construct the new work process you want done, I’ll teach you all the configuration tricks, templates and how 365 can work with this too, including sharing data with your employees.
Once the configuration and processes are complete, you can decide if you want group training or private one on one. Some users learn at different paces, but the most important part is having everyone follow the new process so it works. The time you spent getting this system up and running is an investment in your company.
To schedule a consult, use the form below and I’ll let you know I can help. Or you can just schedule your first appt too.
