Search Results for 'referral'
Fractional Virtual CIO
Fractional Virtual CIO
Virtual IT Director
Businesses from the solopreneur to the smaller companies under 500 employees all need someone who is technical to help run their IT infrastructure. Like many of my clients in 2008, business boomed during the recession and 12 years later…many of you have grown and outgrown managing your own IT. While many have delegated the “IT Director” title to someone in the company, most of those folks have other tasks to do and keeping up with IT and all related issues is very challenging. Since everyone is using the cloud for data of some sorts, having a FT person is unreasonable and not always the best use of a budget.
This is where I step in. The majority of my clients who call me for Outlook and Office 365 help, typically are self-managing their systems. I help run their Office 365 admin and basic systems issues. Most call me their “IT Director” jokingly, but it’s because I have admin access to their Office 365 and can step in and help admin on a moment’s notice. I give solid advice and help them run their self-managed systems (such as how to check your Windows updates often, how to close Outlook properly, stop Googling and call me first, is your backup current, call me before buying any software online).
Benefits of having a Frational IT Director like me!
- No contracts, paid in 3 hour blocks of time. Tracked in 15 min increments.
- No HR budget/no FTE, 1099
- If you have managed IT company, I assist with tasks outside their wheelhouse
- Fast direct access to me via cell phone and early morning emergency/night/weekends
How it works
- Onboarding to collect all data needed
- Then for 2 months, usage is tracked
- After 2 months, a report will be generated of all your helpdesk tickets and determine monthly pricing (monthly retainer
I offer my clients many services, check out my list below.
- Administrator for all software and accounts
- Helpdesk for all IT
- Troubleshooting calls, new user account setup, termination of accounts
- Software installation
- Office 365 (Admin control center, Exchange, Outlook, SharePoint, OneDrive, Teams) setup, migrations, configuration and training
- Gsuite Outlook configuration, Admin assistance
- Simple Outlook issues
- Cloud synchronizing programs (Dropbox, Box, OneDrive)
- New computer assistance, setup and configuration
- Email/Outlook
- Simple Windows issues
- Online backup setup
- Social Media (WordPress, YouTube, LinkedIn, Facebook, Newsletters, SEO)
- iPhone/iPad/Phone synchronizing
- Email management help
- Online backup setup and spot checks
- Windows updates spot checks
- Office 365 security check
- Simple SharePoint and OneDrive help
- Phone setup help/troubleshoot
- Social media questions
- WordPress questions
- Project management (special pricing for migrations, group training)
- Software testing
What if your business need a managed service provider or advanced Office 365?
- I have a great referral. Email me for information.
Contact me below to have a 15 minute consult and discuss my services.
vCIO Consulting Services
vCIO Consulting Services
Businesses from the solopreneur to the smaller companies under 500 employees all need someone who is technical to help run their IT infrastructure. Like many of my clients in 2008, business boomed during the recession and 12 years later…many of you have grown and outgrown managing your own IT. While many have delegated the “IT Director” title to someone in the company, most of those folks have other tasks to do and keeping up with IT and all related issues is very challenging. Since everyone is using the cloud for data of some sorts, having a FT person is unreasonable and not always the best use of a budget.
This is where I step in. The majority of my clients who call me for Outlook and Office 365 help, typically are self-managing their systems. I help run their Office 365 admin and basic systems issues. Most call me their “IT Director” jokingly, but it’s because I have admin access to their Office 365 and can step in and help admin on a moment’s notice. I give solid advice and help them run their self-managed systems (such as how to check your Windows updates often, how to close Outlook properly, stop Googling and call me first, is your backup current, call me before buying any software online).
Benefits of having a vCIO like me!
- No contracts, paid in 3 hour blocks of time. Tracked in 15 min increments.
- No HR budget/no FTE, 1099
- If you have managed IT company, I assist with tasks outside their wheelhouse
- Fast direct access to me via cell phone and early morning emergency/night/weekends
How it works
- Onboarding to collect all data needed
- Then for 2 months, usage is tracked
- After 2 months, a report will be generated of all your helpdesk tickets and determine monthly pricing (monthly retainer)
I offer my clients many services, check out my list below.
- Assist the owner/COO with IT decisions
- Review invoices from vendors
- Dispute charges
- Assist outside IT vendors
- Verify correct licenses
- Verify online backup
- IT audits
- Administrator for all software and accounts
- Helpdesk for all IT
- Troubleshooting calls, new user account setup, termination of accounts
- Software installation
- Microsoft 365 (Admin control center, Exchange, Outlook, SharePoint, OneDrive, Teams) setup, migrations, configuration and training
- New computer assistance, setup and configuration
- Email/Outlook
- Email management help
- Training
- Online backup setup and spot checks
- Windows updates spot checks
- Office 365 security check
- Simple SharePoint and OneDrive help
- Phone setup help/troubleshoot
- Project management (special pricing for migrations, group training)
- Software testing
What if your business need a managed service provider or advanced Office 365?
- I have a great referral. Email me for information.
Contact me below to have a 15 minute consult and discuss my services.
Technology Optimization Expert
Technology Optimization Expert
Businesses from the solopreneur to the smaller companies under 500 employees all need someone who is technical to help run their IT infrastructure. Like many of my clients in 2008, business boomed during the recession and 12 years later…many of you have grown and outgrown managing your own IT. While many have delegated the “IT Director” title to someone in the company, most of those folks have other tasks to do and keeping up with IT and all related issues is very challenging. Since everyone is using the cloud for data of some sorts, having a FT person is unreasonable and not always the best use of a budget.
This is where I step in. The majority of my clients who call me for Outlook and Office 365 help, typically are self-managing their systems. I help run their Office 365 admin and basic systems issues. Most call me their “IT Director” jokingly, but it’s because I have admin access to their Office 365 and can step in and help admin on a moment’s notice. I give solid advice and help them run their self-managed systems (such as how to check your Windows updates often, how to close Outlook properly, stop Googling and call me first, is your backup current, call me before buying any software online).
Benefits of having a Technology Optimization Expert like me!
- No contracts, paid in 3 hour blocks of time. Tracked in 15 min increments.
- No HR budget/no FTE, 1099
- If you have managed IT company, I assist with tasks outside their wheelhouse
- Fast direct access to me via cell phone and early morning emergency/night/weekends
How it works
- Onboarding to collect all data needed
- Then for 2 months, usage is tracked
- After 2 months, a report will be generated of all your helpdesk tickets and determine monthly pricing (monthly retainer
I offer my clients many services, check out my list below.
- Administrator for all software and accounts
- Helpdesk for all IT
- Troubleshooting calls, new user account setup, termination of accounts
- Software installation
- Office 365 (Admin control center, Exchange, Outlook, SharePoint, OneDrive, Teams) setup, migrations, configuration and training
- Gsuite Outlook configuration, Admin assistance
- Simple Outlook issues
- Cloud synchronizing programs (Dropbox, Box, OneDrive)
- New computer assistance, setup and configuration
- Email/Outlook
- Simple Windows issues
- Online backup setup
- Social Media (WordPress, YouTube, LinkedIn, Facebook, Newsletters, SEO)
- iPhone/iPad/Phone synchronizing
- Email management help
- Online backup setup and spot checks
- Windows updates spot checks
- Office 365 security check
- Simple SharePoint and OneDrive help
- Phone setup help/troubleshoot
- Social media questions
- WordPress questions
- Project management (special pricing for migrations, group training)
- Software testing
What if your business need a managed service provider or advanced Office 365?
- I have a great referral. Email me for information.
Contact me below to have a 15 minute consult and discuss my services.
Onboarding Forms for Computer Technicians
Onboarding Forms for Computer Technicians
Hi Technicians! In the past year I have needed to create new onboarding forms. Too many technical hiccups were popping up on my client’s computers for me to just start working on an Outlook issue as I used to do in the past. Now I need to know more; are they logged into Windows with a Microsoft account, what version of Office? Home or business? What bit version? How large were the OST files? What types of accounts was I dealing with? I cover all of this in my video below. I explain why I check for each and what problems can happen. Check it out and I hope it helps you with your business.
Please check out my Tech Ticket sale I have running until Dec 31, 2019! Get a last minute business write off and have me around to help you and your business when you come across your next Outlook challenging ticket!
Sale until Dec 31, 2019! $249 for a 2 hour tech ticket
Email me Lisa@callthatgirl.biz and I’ll send an invoice
How you can use the ticket
- Your team can email me quick questions/these are free if they literally are quick
- If not, I can remote in between my other appointments to offer some guidance on how I would fix it.
- You can schedule an appointment for me to remote in and offer guidance on how repair or I can actually do the repair myself
- Help you learn with personal training, see the next section “Upskilling”
- All 2 hour tickets can be used in 15 min increments of time. Most of the techs who currently have a ticket with me use it in small increments of time. They want to learn and then do it themselves. Some repairs can be tedious but I’m great at giving an outline of the repairs needed!
UpSkilling – Hire me to help you learn all of this and more
- Office 365 sales for home/res. Not sure of the difference? I will cover all the Office 365 buying options for you clients and best practice.
- How to purchase -Through a vendor such as Pax8 or another company
- Basic Office 365 admin/setup accounts/domains
- Do you know how to do migrations? If not, I can help you learn. If I help with your first migration, this might take more time.
- SharePoint setup– Basic setup, data transfer/Windows sync/Mobile use and sharing
- OneDrive setup –Basic setup, data transfer/Windows sync/Mobile use
- I’ll give you my prepay ticket video so you can learn how I sell them to Office 365 clients.
- Probably other things as I think of it when we work together.
Other ways I can help
- Refer me! Got an Outlook issue out of control or outside of your wheelhouse? I pay 10% commission on all referrals, immediately paid via paypal after the job is done. Most of my clients buy a 3 hour ticket, $499….so that’s $50 in your pocket for telling the client “This is an Outlook expert request” and then you’re free of the issue. There is nothing wrong with telling a client that Outlook is a specialty software, like Quickbooks.
Other things I sell or give away
Tip! If you want more than one item, hit “add to cart” and you will see “continue shopping” on the next page
**NEW ** Call That Girl’s 2019 Video “How I Sell and Support Prepay Tickets” $24 ADD TO CART
Purchase includes
- 1 hour -downloadable video, watch anytime, anywhere!
- Audio download
- Word document outline of all my notes
- Time stamped so you can read then watch each section
As a computer business owner, I got tired of dealing with payment issues and…
- Chasing invoices and some clients never paying
- People wanting “quick questions” for free
- Clients shocked I was going to charge them
- Writing up a ticket and invoice for a 15 min call
- Consultations that should have been billable
Are you tired of dealing with the same issues I had?
- I’ll explain my prepaid system I’ve developed since 2009
- Why wait 30, 60 or 90 days for a 1-hour invoice, this is an outdated way to get paid. You are servicing now and need payment now
- How to setup one invoice and track all the calls in one request with your PSA or ticket system
- I’ll show you how easy it is to use automated forms, scheduling and payments
- Pick up my top sales tactics for aftercare and on-going support. I’ll teach you my favorites for landing that 4-hour ticket before and after the job
- Stay busy during the slow times! These jobs also help keep your tech game on, these short calls keep you in the know of what’s trending with issues
- I’ll explain how I get clients who have constant “quick questions” to buy time from me. Same goes for those that think “This should be simple for you to fix”
Call That Girls’ Guide to SEO for WordPress $15 ADD TO CART
For do it yourselfer’s…this eBook is a great addition to your learning for SEO blogging!For do it yourselfers…this eBook is a great addition to your learning for SEO blogging!
If you are struggling with SEO and landing more clients that come from the internet and Google, Lisa offers an easy to follow guide on getting your business in higher ranking using easy to learn steps with WordPress. This may be the easiest guide to read, follow and use. Lisa still uses these methods every day with her business and it’s a must have if you are following the learn seo and marketing blog series
- 12 page PDF, workbook style
- Learn 10 steps to do yourself with easy to follow guided steps with screenshots
- Proven tactics you can use over and over again
- The perfect workbook to do in your free time
- Learn how to track your results
- Examples of day to day blog posts to continue with after you have done the first 10 blog posts
Office 365 Security PowerPoint Template + Admin PDF $5 ADD TO CART
Customized to your liking
- Remove my branding/name
- Change the templates, colors, fonts etc.
- You can add on information, remove or do whatever you wish with it.
- You can add your own voice to it and make it a video
- Save it as a PDF to share online, in your newsletters, blogs, social media, etc
The Remote Support Guide $5 ADD TO CART
If you are finding very easy fixes are costing you time and money, offering remote support to your clients is the answer. Software does not usually require a store drop-off or a home visit. Learn all of Lisa’s tips on how to offer faster and more efficient repairs.
- 2nd and 3rd edition, over 150 pages of information to help you learn more about remote support.
- A step by step guide to setting up your business to have a successful remote support business
- Tips and information on how to service your clients remotely
- How to increase your daily sales with new services, prepay tickets and daily monitoring plans
- Includes templates for email booking appointments, client & project agreement forms, terms and conditions, small business proposal, pricing guidelines and scheduling appointment forms.
The Manual of Operations $1 ADD TO CART
Growing companies don’t have the time to create policy and procedures documents. This manual of operations is considered a “template” for you to edit and revise for your own company. Lisa used this for her company many years back. It is a bit outdated, but still a valuable template that covers just about everything you will need.
- This is an old document but many still like using it for a template
- 40 page Word document
- Delivered as a Microsoft Word Template, easy for “cut and pasting” your business name into the document
- Standard operating procedures
- Employee conditions for employment
- Job descriptions
- Human Resources policies
- Much more…
The Guide to Microsoft Exchange Migrations $5 ADD TO CART
Many break/fix techs are looking to learn how to do more Microsoft Exchange Migrations as requests are coming in more and more for Office 365 help. Exchange is the #1 product in the Office 365 Product line, if you don’t know it, you can’t support it!
- 22 page PDF
- Step by step instructions on how to do a migration without tools with screenshots
- Learning how to back up current mailboxes, calendars and contacts
- Learn how to update the DNS for migration
- Importing mail/calendars and contacts into new server
- Aftercare lists
- How to sell administrative support tickets
The Social Media Guide $1 ADD TO CART
This guide was Lisa’s very first eBook published in 2010. While social media has changed much since then, many of the practices discussed are still valuable and still will help you.
- 29 page workbook style (outdated but have valuable info!)
- Great tips and tricks that I learned the hard way
- Easy to understand steps on how to push out social media messages
- Newsletters, blogging and WordPress information
- Toolkit information you will need and other things you will need to use social media
- A social media to do list
- How to do a social media blast
How to Start a Computer Repair Business $5 ADD TO CART
This guide was created by Lisa when she was being asked by many new techs how she got started with her business. Not only are there many things you should know and learn for the operations side, but many tips on advertising and marketing, resources, etc.
- 48 page PDF
- Conversational Style Guide
- Tips on Starting a Computer Repair Business
- Deciding on What Type of Computer Repair Business you want to Start
- What You Need To Start Your Computer Repair Business
- Business and Legal Information for Computer Repair Businesses
- Products and Services Your Computer Repair Business Can Sell
- Tools You Need to Start Your Computer Repair Business
- Guide to Pricing Your Computer Repair Business Services
- Resources for Computer Repair and Support Businesses
- Tips on Growing your Computer Repair Business
- How to Start a Remote Support Business
- Do You Need Certifications to Start a Computer Repair Business?
- Free Marketing Advice for Computer Repair Businesses
VIDEOS
Outlook and Office 365 YouTube Learning
- Take the Outlook quiz! Think you know it well? Find out here! 51 questions, avg time 13 min.https://www.surveymonkey.com/r/92RLXRR
- Office 365 Learning Videos
https://www.youtube.com/watch?v=3HGeYKjl1GE&list=PL3jfc4bmekoCtw4Xk-HCvBZqRycWy9WZB - Outlook Troubleshooting Training for Technicians 4 hours, 7 courses
https://www.youtube.com/watch?v=cyoN-QCHsFA&list=PL3jfc4bmekoBCSWtsGkJDrNDcXvoZUmuA - Outlook Training 2013/applies to 2016
https://www.youtube.com/watch?v=g7cUD95086o&list=PL3jfc4bmekoBW7ptdrJo7QJcpQNHfD7Fw - Office 365 Courses for Technicians
https://www.youtube.com/watch?v=UvkCwht3Hvs&list=PL3jfc4bmekoAaHvfX2MO-Ea0mbnyBpFjs - Technician interviews
- https://www.youtube.com/watch?v=7mC4AkQQbrE&list=PL3jfc4bmekoD22oPgWirmEEKFy6Hfj5LM
How To Set Up Outlook
How To Set Up Outlook
?? WIN WIN ?? I’m so happy this client called me before destruction happened. This one had an IT guy for 2 days try to setup his email and could not get it working. The IT guy didn’t even send him a bill for it because he didn’t’ get it working. Pathetic! Guess what I did to get it working?
Set it up correctly! Nothing special. If you don’t know how to setup Outlook, you need to learn or refer it out. I have a referral plan available.
Click here for my referral plans!
Office 365 West Fargo
Call That Girl offers Office 365 Expert Consulting and technical assistance to clients in West Fargo and surrounding areas. We are based out of Winona, MN but do remote support for our clients. Office 365 and Outlook do not require onsite. Get big city knowledge with a small town price tag when you use our services! We offer fast same day service with no contracts. Our remote support tools allow us to remote into many computers to be more efficient.
Most clients call us for the following reasons
- Office 365 is a bit confusing and they want to talk to someone who can explain it to them and ask the right questions to make sure Office 365 is the right choice. See the “New to Office 365” section below.
- They have already been through a migration that didn’t go well. Companies such as GoDaddy seem to have migrations that leave clients calling Microsoft to finish the job. Sometimes Microsoft cannot assist. This is where I step in and can help you resolve those last lingering issues and offer on-going support. See the “Need Office 365 Aftercare” section below.
- They are looking for a smaller experienced company to help with their migrations and have it go as seamless as possible. With my forms and surveys, I do my best to have your migration completed in one day. I offer next day aftercare to ensure everyone on the team has their special issues resolved. See the “Why Hire Lisa” section below.
- Many small businesses have setup Office 365 themselves and have questions about the products. Microsoft doesn’t have an easy to learn guide about OneDrive, SharePoint and Teams.
- Training, I offer private one and one training and group training for specific products and Outlook.
If you are a IT Professional and are looking for coaching, I am glad to help! Contact me for information on my Office 365 coaching packages.
New to Office 365?
- Looking for a company to help your company migrate your email, calendar and contacts to Office 365 Exchange? This is one of my favorite projects to do. I help small businesses get migrated in one day and then have an aftercare session. Training is optional but I offer that with my Outlook Training Videos, created with clients in mind. Clients who purchase migrations services from us, every employee gets a complimentary login so they can watch and learn at their own pace.
- Migration pricing: I have standard pricing, no hidden fees.
Migration fee and on-going support
- Mailbox migration cost -paid to my referral team. $225 per user mailbox, includes email, calendar and contacts transfer, setup.
- My prepay ticket – paid to Call That Girl for onboarding, aftercare, fine tuning and on-going support
- 4-hour tickets $599
Need Office 365 Aftercare?
- Already on using it and have a few questions? I know the answers! Most issues are leftover problems your IT company doesn’t know how to fix it and I do.
- Calendar and contacts a mess after a migration? I help clean it all up and help your team get organized by sharing with the team and for mobile device use.
- What about SharePoint and OneDrive? I can help you with setting up, configuring and training. The hardest part of both of these is doing everything right the first time.
- Phones, iPads and tablets not working right? They are probably configured wrong, I will help you get everything in sync and teach you a few tricks to help your experience be a better one!
Why Hire Lisa
Looking for an experienced technician? I have over 17 years of working with Microsoft Outlook and since 2010 have been migrating clients email from pop/IMAP to Exchange. Over the years, I have worked on making my migration processes better by documenting issues from the past. While no migration is 100% seamless, I learn from issues and update my notes and surveys. Technology can change very fast and having a technician who is up to date on these issues is the value you get with working with a small company. I’m the only technician, so the call back times during migrations are immediate. If your company uses 3rd party apps such as Gmail calendar syncing, iCloud or other programs, I am familiar with most of those and know how to export data correctly.
Tired of not being in the loop with your tech company? I also know how to manage expectations so when a technical snag arises, I communicate this with you as soon as I’m aware. My vendor AppRiver and their tech support team are top notch. They offer 24 x 7 support so if after we are done with the migration, you will get continued phenomenal support with AppRiver. Finally, I am an Outlook Expert, so if Outlook is having issues during a migration, I know how to quickly resolve these issues.
Ready to get started?
- We will start with a 1 one hour consult to discuss your migrations needs, Office 365 purchase, get more information about your goals and create a game plan. Please use the scheduler at the bottom, find a good time that works for you and have all of your questions ready for the appointment.
- After our appointment, I will request for you to fill out out one of the forms below. You are more than welcome to fill them out before our appointment. There is no commitment if you fill it out
- This form is for companies with over two users https://callthatgirl.biz/microsoft-exchange-migration-information-and-agreement
- This form is for one person https://callthatgirl.biz/microsoft-exchange-migration-survey