Virtual Assistant Training: Inbox Management
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- Опубліковано 9 чер 2024
- In this video, "Virtual Assistant Training: Inbox Management," you'll learn how to create an inbox management system that works for both you and your clients.
I think inbox management is one of the hardest tasks as a virtual assistant, and that’s because each inbox is as unique as each client themselves. Everyone has different workflows and expectations when it comes to email and unless your client is completely hands-off and lets you take their inbox over free reign...it can be challenging to create a system that works for you both. Having said that, there are ways to help make this particular task easier.
First, bookmark or download the "inbox management information-gathering" document: docs.google.com/document/d/1m...
Next, follow this inbox management system:
Step 1: Eliminate
Step 2: Archive
Step 3: Create folders
Step 4: Create labels and priority systems
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This is so helpful. For a minute, I was lost in my client's inbox. Thank you, Erin.
Thank you so much Erin. I am from the Philippines and I am aiming to pass the interview to be a VA. This is very helpful for me who has no experience. You are such a blessing! ❤ Thank you for sharing your knowledge and ideas. Thank you for your generosity. You are truly the best!
You can do it! Welcome to the VA world!
SO SMOOTH, every detail is understandable.
Informative, straight and to the point. Perfect!
Really helpful and well explained! I am new to virtual assistance so I love that this is straight to the point.
Hi Erin, I've learned so much from this. It's very helpful. Thank you so much!
You are a great teacher. I am walking alongside you managing my own inbox for practice. I didn't know we could do all these things. Thank you so much. I look forward to putting this into practice to serve future clients.
Wonderful!
I love how you explain everything in your videos. I always understand what you teach. Great job Erin!
Thanks so much! So glad the training is helpful!
Thank you. I found your content to be very informative, I even grabbed my note pad👍
I love how you can explained inbox management. I want to offer this service but had no idea how to start. Thank you.
Right on! Glad it was helpful!
Thank you so much! This is what I've been looking for!
You explained these so perfectly. You have earned an extra subscription❤
This is wonderful information. Thank you for the document as well!
Thank you, Erin. This is very helpful.
Wow very easy and simplified training. Thanks Erin, GBU!
Neatly explained! Thank you, Erin! I just got my 1st EA job and a lil bit nervous with managing someone’s email. Your system is incredible and I know it’ll help me a lot with organizing my client’s inbox! TYSM!
hi carlson, please can we connect. am a newbie, just started my VA journey
How are you getting on it
@@tekenateifranklyn3922how are you guys doing in VA world?
This was literally soooo helpful. Thank you so much !
I'm so glad to hear that! My pleasure!
Hi Erin. I am a new VA and your contents are very helpful. Thanks! Following you 😊
Happy to hear that! And very excited for your new VA journey!
Thank you for this tutorial.
Aspiring VA here👍
Hello Erin! Thank you for this video! I’ve been wondering how the client would provide the access. After watching tons of “fluff” videos BOOM, he explained it perfectly! Thank you!
Very helpful video. Thank you so much 😊
I find this very helpful, Thank you so much🥰
Very good info Erin thanks!
Incredible Erin! That was clear enough and very informative.. Thank you!😉👌💯
Glad it was helpful!
Thank you so much Erin for this very detailed explanation
You are so welcome!
Your a life saver THANK YOU !!!! Your sooo awesome
Thank so much for this video.
I find it entertaining managing these things. It has its similarities when i managed my discord server with few hundred users in it.
Esp the assigning of labels, it's just like assigning roles as well. Big Thanks Erin.
Interesting! Love the discord connection.
This was very helpful !
Hi Erin, new subscriber here! this is very informative and helpful. Thank you and stay safe 🙂
Thanks Erin, you are amazing.
You're so welcome!
Interesting stuff.. as always 🌟
Very informative 🥰
Informative and applicable. Thank you so much.
You're very welcome!
you've got a new subscriber from the Philippines. Thank you for sharing this tips, I find it helpful.
Thank you and so glad to hear it was helpful!
Thank you! 🤩
Come across this and is well detail
I'm an aspiring VA.. I find this video really helpful. Thank you :)
Glad it was helpful!
Same how’s it going
Bless. Tysm this is so helpful.
You're so welcome!
Would love to see more of your videos on VA
So helpful!
So glad!
Thanks Erin, I am a VA newbie from Indonesia, I took several your udemy courses too. all so helpful for me who just starting to be VA. Glad to meet you online.
Glad it was helpful! Lovely to meet you!
I am presently undergoing a VA training program. Your video has been quite helpful
So glad! And thx for your support!
A very concise way to email management. have been using many of these for a long time, Still learnt a lot of new tricks. Is there a way to filter mails by star color since I'd like to look at urgent first?
Nehemiah is my dude…reminds me of the average Joe just trying to do good in the neighborhood 💛
Thank you for your video! I was looking for a how-to execute an inbox decluttering with a client rather than how Gmail works. There's one small adjustment though, Gmail is slightly different from other email clients (eg Outlook). It doesn't have folders, only labels. When the user arrives in their inbox they see all the emails that have the label "inbox" on them. When it's removed the email goes into the archive.
Very cool. An email manager would love working for me. I maintain inbox zero for the most part.
Same here! Looking over some of my clients (with 6K+ unread emails) gives ME anxiety.
@@ErinBooth oh my goodness.
You should buy them a book on minimalism.
@@DianaWilson 😂 Now I know what to send them for their annual end-of-year gift!
Hello Erin, that was really clear, concise and impressive. Very neatly explained. thanks a lot. what are the most common tools that we can use as VAs for email management, do clients only use gmail mostly. Please shed more light upon if possible. Thanks again. I am seriously trying to get started as a VA.
Hi! There’s no universal answer here as clients may use a variety of email platforms. Same with tools - email management can be as simple as ensuring your clients inboxes are clean - or as complicated as using tools like Streak (which turns your inbox into a CRM). I recommend seeing what your client is using first before you explore other tools.
thank u mam
Hae Erin thanks for good and neatly done work where are we downloading the document from
Thank you so much for this informative video.❤❤😊😊
Please does the adding one as delegate apply to a google email with a domain?
Hey Erin
Hope you are doing well
Will please make video on calendar management task and how to do it
I love your content thats why i am asking you
Sure! I actually have TWO courses dedicated to calendar management. Use this link as this particular course covers an abbreviated version of it (and you can enroll for free): www.udemy.com/course/virtual-assistant-training-the-most-requested-services/?couponCode=10FREE
@@ErinBooth Thanks a lot 🙏
I am so grateful 😊🙏
@@14vikkymanchalwar46 It is my pleasure!
@@ErinBooth The code 10FREE is no longer working for this course. Do you have an updated code to make this free?
thx
Mam this is really amazing but I want to lwarn so many things from you. I want to build my career as a VA
Watt should I do so that it would show six months earlier emails of any particular label or category? I have tried advanced search function but it is not working.
After I'm done with my clients email management tasks how do I deliver my work to them? Or do I just make a report?
If I allow access someone to my gmail account as you have shown, can he manage my google drive files as well or only emails?
Great
Hi Erin! where can I find this sheet with the questions please?
Thanks for the tips, ma'am. I have a question: how do I know the contents of individual emails to label them appropriately? Since I will not be opening/reading the emails.
Ask your client if they are ok with you skimming (reading quickly) for context. If they say yes, you can read the emails, and label them, and then mark them as “unread.”
If they’re not ok with you reading emails, you’ll need to guess as best you can by the email titles.
@@ErinBooth thank you very much for the response ma'am.
Hi Erin, if you transfer a message into a folder or label, can you then delete the message from the inbox? l tried this and both the recordings were deleted..dangerous!!
Hi, Erin. Thank you for this. Just wanna ask if you can share what are the things we can ask our clients before managing their email /inbox?
Absolutely! docs.google.com/document/d/1mduH2uRtfbGPxv0C_BiLG9-m1ptZ571Io33doDNF6z4/edit?usp=sharing
These details (and more) are included on my course: www.udemy.com/course/virtual-assistant-training-the-most-requested-services/
Thank you, Erin!
hello Erin i really enjoy your content. i have a question when does one send the client this questions about how the like their Gmail acct to look, because sometimes they can be busy.
I recommend that you get on the phone with them for 15 min and ask them the questions about their inbox. You're right - they ARE too busy to fill out paperwork like this. Better to do a quick chat and knock it out.
Hi Erin, Im trying to move all emails from a certain individual to a label (folder) like as at 7.35 but when I do an advanced search to select all emails pertaining to that individual my "move to" turns into "move to inbox". how do I fix this without having to individually select all emails. thanks
Highlight all the emails from a specific person, click, and drag the emails to your specific folder.
@@ErinBooth is the emails supposed to sort of disappear and only appear in the folder or will they still show up in the inbox?
Hi Erin, what if your client has a different source of email other than gmail? How would you gain delicate access?
Great question! You can ask your client to grant you access on virtually any system nowadays. I recommend googling their specific email provider for the steps.
@@ErinBooth thank you!
How do you know which items to archive and which ones to delete
Talk to your client about it. Typically they’ll say “delete newsletters or junk emails and archive old emails I’ve already read.” They’ll tell you.
Hi! This is very informative, especially for a beginner like me! I don't know if you also know this, but I have a question regarding Outlook email. Do you know IMAP? A client of mine asked how it would save the email so she didn't have to always manually input it. I hope you noticed me. Thank you! ❤
Hi! I use outlook rarely and only with clients who use it. I recommend reaching out to outlooks support team - they’re super responsive! Anytime I have a specific question about IMAP, I go right to them
@@ErinBooth I will do that. Thanks!
How do I go about securing a VA job Erin?
www.udemy.com/course/find-your-first-virtual-assistant-clients/
Hi i want to learn
Hi can this only be done on gmail?
Although my screen was gmail you can create filters and folder in nearly any inbox these days (like outlook, spark, iMail, etc).
Didn't find this useful
Why?