Tag: Outlook Email Management Training

Outlook Email Management Training

| May 13, 2021

Interested in having your team or a group of colleagues trained on Outlook, SharePoint, OneDrive or Teams? My name is Lisa and I’m certified in Microsoft Outlook and consider myself a master technician. I have 25 years experience working as a helpdesk tech and focused on email, email programs, and of course Outlook. I have been training end users and technicians on every aspect of email and Outlook since 1996 at almost very job I have had. While I follow an outline, I freestyle all my training and can answer technical questions on demand. This is what sets me apart from other professional trainers.

Hiring a technical trainer has benefits when you decide to invest in training for your team. For instance, if you want help after the training, I have all the remote software to remote in the computers and help configure or offer a private training session. As well, I see new issues and features daily and keep with the current trends of the ever changing Microsoft platform.

Please review the information below, watch my demo video and fill out the form to schedule a consult. 

General information:

  • Each training I offer does include a basic outline and can be customized.
  • All sessions are done via Zoom and are either 30 min or 1 hour in length depending on the attendees.
  • 30 min sessions are more popular to keep attention of the attendees. Then we take a break for two weeks and allow them time to learn their new products, then we do another follow up training where I can answer questions.
  • All Outlook Training begins with setting up your Outlook.

My demo videos are listed on my YouTube Channel www.youtube.com/callthatgirl

Here is a sample of one of my training videos I did on Outlook for technicians

Outline for Outlook Email Management

Settings

  • Having your Outlook settings and configuration done properly is a great way to start off using Outlook and Microsoft 365 features.
  • In this first session I cover fonts, signatures, templates, quick parts, quick steps, views and create a to do folder.
  • Knowing how to do use all these action steps in Outlook make the next steps easier

Inbox steps

  • 4 steps to making a fast reaction decision to an email
  • How to make decisions when processing email and improving on writing responses that are to-the-point yet deliver proper expectations.
  • Know when to stop a conversation and stop adding people
  • Create a good subject line

Folder and features 

  • Calendar scheduling tips with people outside your organization
  • Outlook Search tips
  • Keeping track of your to do list
  • Best use of drafts

End of Day

  • Learn techniques for closing up a workday and starting fresh the next day
  • Out of Office guidelines
  • Junk/Spam folder

MS Exchange Training: Managing Your Email with Outlook and Your Smartphone

| March 21, 2017 | 0 Comments

Microsoft Outlook Exchange Training: Managing Your Email with Outlook and Your Smartphone

This one hour course is perfect for the 24 x 7 busy executive, partner, entrepreneur or anyone who is always on the go and wants their email managed better than their system they have going on. It’s also great for those overwhelmed with email and feeling lost in the inbox. Learn from me, Lisa a Microsoft Outlook Expert. I have trained 100’s of people on this easy to learn, simple to follow instruction training. No formulas, no eBooks or systems to learn.

Why you might need this training

How many times have you asked someone “did you get my email” and they say “yeah…but I’ve been busy” or “No, send it again”. These are answers from people who generally are very overwhelmed with their inbox and not managing it correctly.

Could you imagine a new client emailing your top sales executive “Did you get my proposal”? No, this almost never happens because people react to MONEY but are less reactive to the other little things that help money happen or need to get done. My one hour training conquers all of these issues. I treat the inbox like money and you can learn how to keep your inbox the same way. 

What you need to take the training

  • Microsoft Outlook

  • Microsoft Exchange or IMAP (Pop email will not work for this training)

  • A smartphone (Android and iPhone are standard)

  • Other devices that allow adding Microsoft Exchange (iPad, tablet, Kindle, etc)

Main take-away in the 1 hour training

  • I only have space for 8 students per live course to keep the training more personal and students can feel free to ask questions openly

  • Learn simple tips to manage your inbox from your Outlook and Smartphone that you can start doing as we are in the training course

  • Learning how to react to each email you receive no matter what time of day you receive it

  • How to create simple top level folders to manage the “real work” emails

  • How to respond to email you are not going to be able to do today

  • How to schedule this responses so expectations are met, offering expectations of the employee to be responsive and deliver the information by the time requested or when said by employee.

What else you get with this training

  • A recording of the session

  • Screen sharing of my Outlook and my iPhone on the camera

  • Live question and answer during the course

How the training is offered

  • I use a webinar conferencing software Zoom. You do not need a camera but you need sound. I encourage students to participate with the camera and talk freely. Good time to network too!

  • If you can’t make the training due to work, I will send a recording of the webinar shortly after to all attendees of your specific course

What to expect after training

Some folks pick up on the training right away, some need to do “practice” and go slow. With your recording of the webinar, consider this an investment for your future and your never ending relationship with Outlook and your Phone. Go your own pace. If you need continued private training, we can schedule an appointment and go through what struggles you have.

Fee 

  • $79 for the 1 hour session, this includes a recording of the webinar for you to watch later and practice

Other training options

  • I also do team training on shared inbox, calendar and contacts. This is becoming a favorite lately with so many folks being mobile and needing the access immediately on their mobile devices. I can customize your training for the team

  • Group and team registration available by request email Lisa@callthatgirl.biz

  • Private sessions for teams available by request email Lisa@callthatgirl.biz

Other Training and opportunities Available

Training for the 9-5 employee

  • Email Lisa@callthatgirl.biz to get on the wait list. These courses will be offered in mid-April

Training for the IT department

  • I have also created already a 4 hour video course specifically for IT technicians. To read more about these videos and how they can help your IT department, read more here. http://outlooktrainingfortechnicians.com

If you are an IT consultant and want to sell to your clients

  • Earn a commission for each registration. Contact Lisa@callthatgirl.biz for your affiliate code. These are great for add-ons to your social media and newsletters. I do not use newsletters and do not add your clients to any lists. 

To register, each course is offered at 12:00 Pacific time for 1 hour. I leave a bit of wiggle room after the course for talking and questions.