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Career Members can access this recording here without purchasing it below.
MASTERCLASS RECORDING
Sort yours. Sort your clients’. Cleanse and collaborate.
“Your inbox is where both your most and least important communication happen. You can’t just ignore it, so learn to manage it better.” – Brittany Berger, Work Brighter
Plenty of clients run their business inside Microsoft 365, and the inbox is usually one part they’d most love to hand over. Learn Outlook properly and that becomes one of the most valuable services you can offer, if you choose to.
Whether you want to get your own Outlook inbox under control, offer inbox management as a service, or fold it into a wider role, this masterclass recording gives you a system you can rely on.
Leading it is Marianne Tansley, a Microsoft 365 specialist with more than two decades of administration experience and a track record of helping VAs and OBMs work smarter with the Microsoft suite.
You’ll learn how to stop things falling through the cracks and deadlines slipping, how to know the status of any email at a glance, and how to bend Outlook’s views, rules, and categories to your workflow instead of living in your inbox.
You’ll also see how to work an inbox alongside other people, whether that’s a team sharing the load or supporting a client directly, and how to take on someone else’s mailbox properly, including the security side that’s easy to get wrong. Note: this session uses Microsoft Outlook Classic on a Windows PC, and the training materials include a bonus resource from Marianne – a full month of her Daily Systems Fix tips.
Here’s what this session covered:
- The most important Outlook features and settings, including ones even seasoned administrators miss
- Turn a cluttered mailbox around fast, then set it up so it stays that way
- Bend Outlook’s views so you see what matters and hide what doesn’t
- Get rules and categories doing the sorting, flagging, and filing for you
- Stop things falling through the cracks and deadlines slipping
- Handle the emails you send again and again in a fraction of the time
- Connect Outlook to the rest of your tech stack so the busywork looks after itself
- Share an inbox with a team or a client without crossed wires or double-ups
- Take on a client’s mailbox the safe way, without the security exposure
- Package it into a service, or simply reclaim your own inbox
- Plus, catch the replay of the live Q&A!
Meet the expert
Marianne Tansley
Microsoft 365 Specialist
- Currently working as a virtual assistant specialising in Microsoft 365
- 20+ years of administration experience
- 5+ years of EA / PA experience
- Microsoft Partner
- Microsoft 365 Fundamentals Certified
- Learn more here
Purchase Access: 6 months
To gain access to this training for 6 months without becoming a Career Member, purchase below:
REMINDER: Career members can access this training HERE at no additional cost!