Tag: Outlook Email Organization Best Practices

Outlook Tips and Tricks

| July 23, 2019 | 0 Comments

Outlook Tips and Tricks

I am an outlook expert, I do this kind of stuff every day.  Use this link to my on-boarding checklist so you can learn more about your system.  These tips will make your computer perform better and able to be recovered if anything bad happens to it!

Sorry this isn’t in more detail, but I consider these tips to be vital and incredibly important!

  1. Be sure you’re logged into your Microsoft Office account
  2. Be sure you’ve done all of your windows updates
    1. Be sure to check for updates
    2. They are not automatic anymore – must click “Check for Updates”
  3. Be sure your Outlook IMAP and exchange accounts are backed up with an online program, they are not typically backed up and they need to be
  4. Be sure you’re logged into one drive, otherwise your computer will run slower because it’s trying to synchronize and it can’t without being logged in
  5. Having too many emails in your inbox, sent, and deleted can cause your outlook to slow down. I recommend moving them to a local pst file so that they are still searchable

 

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.