Become An Inbox Manager
Logout

Inbox Manager Training
Become An Inbox Manager
Module 5: Putting It All Together
FINAL ASSESSMENT

General

Video/Text

FINAL ASSESSMENT

This course is only available for registered users with specific user roles. Login, Register or contact the administrator of this site for more details.

Username

Password

Remember Me

Register a new account here

Course Structure

Module 1: Step Inside The Mind Of The Client

Overview: Who Is Your Client?

ONLY FOR LOGGED-IN USERS

Overview: 5 Qualities Of A Successful Inbox Manager

ONLY FOR LOGGED-IN USERS

How To: Draw Out Your Client By Asking Better Questions

ONLY FOR LOGGED-IN USERS

How To: Use Concise And Nuanced Communication

ONLY FOR LOGGED-IN USERS

Example: Communication Templates

ONLY FOR LOGGED-IN USERS

How To: Submit Daily Recaps

ONLY FOR LOGGED-IN USERS

Example: Recap Templates

ONLY FOR LOGGED-IN USERS

Overview: Expectation Management

ONLY FOR LOGGED-IN USERS

How To: Help Your Client Let Go

ONLY FOR LOGGED-IN USERS

Overview: The 3 Phases Of Inbox Optimization

ONLY FOR LOGGED-IN USERS

How To: Complete An Action Plan

ONLY FOR LOGGED-IN USERS

Module 2: Organize & Optimize

How To: Choose A Password Manager And Receive Login Details

ONLY FOR LOGGED-IN USERS

How To: Take Your First Steps In Any New Inbox

ONLY FOR LOGGED-IN USERS

Overview: Phase One – Organize & Optimize

ONLY FOR LOGGED-IN USERS

How To: Remove Email Backlog

ONLY FOR LOGGED-IN USERS

How To: Organize A Google Drive

ONLY FOR LOGGED-IN USERS

How To: Create Client-Specific Folders

ONLY FOR LOGGED-IN USERS

How To: Use Labels For Concise Communication

ONLY FOR LOGGED-IN USERS

Overview: Achieving Maximum Efficiency With Filters

ONLY FOR LOGGED-IN USERS

How To: Create A Newsletter Filter

ONLY FOR LOGGED-IN USERS

How To: Create A CC Filter

ONLY FOR LOGGED-IN USERS

How To: Create A Forwarding Filter

ONLY FOR LOGGED-IN USERS

How To: Use The Search Bar For Customization

ONLY FOR LOGGED-IN USERS

Overview: Achieving And Maintaining “Inbox Zero”

ONLY FOR LOGGED-IN USERS

Module 3: Rules & Responses

Overview: Phase 2 – Rules & Responses

ONLY FOR LOGGED-IN USERS

Overview: Creating Rules For Your Client’s Emails

ONLY FOR LOGGED-IN USERS

How To: Create A Rules Template For Your Client’s Emails

ONLY FOR LOGGED-IN USERS

How To: Track Email Responses From Potential Customers

ONLY FOR LOGGED-IN USERS

How To: Create A Calendar-Based Inbox

ONLY FOR LOGGED-IN USERS

How To Set Up Calendly For A Client (Or Yourself)

ONLY FOR LOGGED-IN USERS

How To: Create An Important Links Template

ONLY FOR LOGGED-IN USERS

Overview: Writing Drafts For Clients

ONLY FOR LOGGED-IN USERS

How To: Write Drafts With Minimal Information – Part 1

ONLY FOR LOGGED-IN USERS

How To: Write Drafts With Minimal Information – Part 2

ONLY FOR LOGGED-IN USERS

Overview: Templates

ONLY FOR LOGGED-IN USERS

How To: Create And Store Templates In Gmail

ONLY FOR LOGGED-IN USERS

Module 4: Outreach & Operations

Overview: Phase 3 — Outreach And Operations

ONLY FOR LOGGED-IN USERS

How To: Create Followup Sequences With Gmail Tags

ONLY FOR LOGGED-IN USERS

How To: Create Nurture Campaigns

ONLY FOR LOGGED-IN USERS

How To: Create A Knowledge Base

ONLY FOR LOGGED-IN USERS

Example: Knowledge Base

ONLY FOR LOGGED-IN USERS

Overview: Create SOPs For Your Client’s Business

ONLY FOR LOGGED-IN USERS

How To: Create SOPs For Your Client

ONLY FOR LOGGED-IN USERS

How To: Talk To Your Client About An Upgrade

ONLY FOR LOGGED-IN USERS

Overview: List Of Additional Services

ONLY FOR LOGGED-IN USERS

Module 5: Putting It All Together

Overview: Essential Tools For Inbox Management

ONLY FOR LOGGED-IN USERS

How To: Charge Clients And Establish Hours

ONLY FOR LOGGED-IN USERS

How To: Apply These 10 Rules For Ultimate Online Security

ONLY FOR LOGGED-IN USERS

Overview: FAQs And External Resources

ONLY FOR LOGGED-IN USERS

FINAL ASSESSMENT

ONLY FOR LOGGED-IN USERS

Progress

Not started

Teacher

InboxDone