Email Management

Hi Folks, Lisa here your Microsoft Outlook Trainer! I work day to day as an Outlook Expert and Microsoft Exchange Technician remotely support clients on an international level. If you are out looking for Email Management Training, you came to the right place. I do not offer cookie cutter off the shelf training, but an exciting learning session that delivers results for the end users who participate in the course.

This training course is only for companies on Microsoft Exchange. I do not train on Outlook with Google Apps, Pop or IMAP. If you want to move to Microsoft Exchange, I can help! Contact me at info@callthatgirl.biz for more info

What people need to be trained on

Most business employees today do not need basic Outlook training, but more email management training with their Outlook and their mobile devices/smartphones. Since 2010, every year we get more email each year than the year before. We are on lists, get cc’d on everything and just have too must to deal with!  Email by far is the main business tool all business use and learning how to keep Outlook managed and efficient helps people work better, perform faster and enjoy their nights and weekend free of email clutter.

Did you know that people who have their work emails on their work or personal phone check their phones 100-150 times per day? Most of the time, not replying to the emails in their inbox, but letting them sit and continue to read it again and again each time they check it. The next day at work, they are re-reading emails they read the night before many times over! My training helps them learn how to move email on their smartphones to a folder they will learn to check the next day at work and reply or perform a call to action upon.

Who needs this training?

• Employees who have over 100 emails in their inbox. Emails are not being taken care of, probably missed, not replied to and potentially a loss is sales.
• Employees who need to be reminded to reply to emails, “Did you get my email about that meeting on the 24th in conference room B” or “Joe, we never heard back from you in regard to the new TPS reports”
• Employees who have too many devices to manage email efficiently
• Employees who do not know how to manage simple tasks/requests of their time for knowledge, meetings and day to day issues.
• Employees who have an assistant but are not utilizing their services.
• Employees who know they got an email from someone and has said, “I got it but have been too busy to reply or deal with this”
• Employees who check their work email from phones after hours need to learn how to deal with email after 5:00 pm after they are back at work. This is a huge problem, email overload.

My training system

The training I teach is an easy to learn 4-point method system. It’s how I manage my email every single day. I learned this because I have over 20 years of working in email and as it’s my main communication tool, it drove me nuts having more than 1 days’ worth of email in the inbox. It got to the point that I didn’t want more than 10 and now between appointments I have usually 1-3 emails in the inbox.

There are no complicated formulas to learn just easy everyday techniques to keep that inbox clean and managed. Each point has a call to action, a reason, a purpose, a sale or not needed. Once an end user is trained and keeps consistent with the training, they will follow the process and will want to stay with the process because once they realize how overloaded they were with email this will dramatically change their work life. Inbox stress is a concern for many people because they will read an email up to 10 times before deciding to take an action or worse…let it just stay in the inbox untouched, never replied to and the person who sent it will probably email them “did you get my email” thus wasting more time for both parties.

Note: My training does not use tasks or categories to help manage email. I do utilize the calendar for important tasks that need to be accomplished on a day to day basis. I do train users how to schedule out time each week to work on the non-critical emails they must deal with.

End user Training

Each user will learn how to deal with each email that comes in their inbox and have a call to action. Goal is to leave work at end of day with no email in the inbox, leaving with a fresh morning of the emails that came in overnight or email that has been moved learning my method system. Using my simple 4-point method system, in minutes the end user will have those emails cleaned up and can focus on their work, not reading emails all day and doing nothing with those, as what most people do. Reading an email with no action is not a benefit to an end users’ day.

Key points…

• I also cover folder management and why having too many folders can be worse for you, not better as you might think.
• We also cover searching Outlook and why this is the hidden secret gem of using Outlook for managing your data.

How Training Works

• I offer this training in many ways. I do all the training remotely using Zoom webinar software. Attendees will be in webinar mode and can ask questions in the live chat. Most people learn better by having short bite training. Typical training is 30 to 60 minutes. Then I offer everyone homework and do another 30-minute session a week later to answer questions and offer performance tips.
• Private training available by the hour for anyone.

Fill out the form below to get in contact and we can customize your training, thanks!

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Category: Outlook Support