Best way to copy assistant on emails3/1/2023 ![]() For example, my client had dozens of labels and sub labels – no wonder she couldn’t find anything! I could see right away that we needed to consolidate. Note specific problem areas or things you know you can improve upon. Look around and get familiar with what, where and how much work you have to deal with.Ĭheck out their inbox, labels (or folders) and sub labels. My client uses Gmail (which is pretty common), so giving me access to her account was simple. Once you get your client’s login credentials, login to see what kind of situation you are dealing with. It’s important to get to know each other, your client’s business and what will work for both of you long-term. This will be a fluid process in the short term, so pace yourself. Want to know how I did it? Awesome, take a walk with me and let me show you just how I achieved inbox zero for my client.įirst and foremost, begin by setting appropriate expectations for your client and yourself. One month, 20 hours and 20,000 emails later we achieved inbox zero and have maintained it ever since! When I learned of a potential client who was looking for a virtual assistant to clean up their inbox and manage their email I thought, “Oh goodie, just the virtual assistant service I’ve been wanting to break into!”īut when I was hired and given credentials to said email account I paled at the 20,000 +/- emails that needed “cleaned up” and thought, “Oh no, what do I do now?!” Take it away Rachel and tell us how you managed that enormous feat! The type-A in me just can’t believe it! □īut Rachel wasn’t scurred. No biggie, right? But what if I told you that client had over 20k emails that needed to be sorted/filed/processed? Rachel stops by the blog to share her experience of providing virtual assistant email management for a client. Today’s post is from Rachel Severns, an alum of 30 Days or Less to Virtual Assistant Success.
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