Your Name
First Name
Last Name
Your Email
example@example.com
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Organization
A critical piece to email management is using folders or tags, also known as labels in Gmail.
Examples for Folder Names & Tags include:
Book with Prospects; Respond to Clients; Process Onboarding; Schedule Networking; Read when there is time; Waiting for response; Unsubscribe
Type your desired labels and choose their priority level. By priority level, we mean in what priority would you read the emails. For example, an inquiry by a prospect may be higher priority than a newsletter for a hobby.
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Email Signature
What kind of information would you like included in your email signature? Select from below:
Name
Title
Company name
Website
Phone number
Socials
Headshot
Calendar Link
Quote, graphic, etc
I don't need an email signature
Other
Upload your headshot here
Browse Files
Drag and drop files here
Choose a file
Cancel
of
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Out of Office Autoresponder
Would you like us to create a template for your out of office autoresponder?
Yes
No
Other
Is there anything you want us to include in the template?
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Email Templates
We will create up to 3 email templates for commonly sent emails. Please copy and paste a recent version you sent for up to 3 types of emails. Examples include responding to a prospect inquiry, responding to a networking 1-1 request, sending an invoice, etc.
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Next Steps
Additional Things to Consider
We will reach out to schedule a time to review your results and give us access to your email to implement these set up requests.
Additional Things to Consider
Once you've made your selections and had your meeting with us, your email management will be fully set up! But what about the emails already in your inbox and your existing contacts? During our call, we can discuss whether you'd like us to help organize and clean those up for you as well. Our rate is $41.00 per hour, and you can set a limit on the maximum number of hours you'd like us to spend on the cleanup.
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Email Essentials Kit
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( X )
Email Essentials Kit
$
89.00
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