Impact Your Sales Now - Outlook Training

First you'll want to read the descriptions below. Then you'll want to Indicate what training you might want (far right column just below the No Payment Required!) Lastly, we'll answer any questions you might have. If we can meet your needs, we'll book a time for your training.

Outlook 2007 & 2003 Course Descriptions
Recommended: Take the "Core Four" courses (in bold)

The Contact Form: Entering Your Contact Info to Work with Mail Merge

60 minutes - Core class #1

Sorting Your Contacts

60 minutes - Core class #2

Have you ever experienced...

Some of the contact names don't print right when you try and create a form letter or address labels?

I'll show you how to enter your data so it works every single time when you mail merge to create a form letter or address labels. You'll learn...

There is a trick to entering the significant other, spouse with a different or hyphenated last name so the mail merge works for letters and labels
A contact form has one birthday setting, I'll show you how to set up additional birthdays for the other contacts in that form
How to add a new category
How to remove Outlook's default categories

Did you know you can view your contact information in seven predefined views? Five of the views you can easily modify to display only what you want to see. I'll show you how to...

Easily and quickly sort your contacts by
- First Name
- Last Name
- Company
- Mailing Address
- Email address
How to sort your contacts in the Category view
Quick trick to streamline your contact communication by customizing how the contact information is displayed...
- display any data you want
- In any order you want
Advanced sorting techniques available upon request

Quickly Mail Merge to Personalize a Group Letter or Email to Each Person

60 minutes - Core class #3

Backing Up Your Contact Data

60 minutes - Core class #4

We'll start out creating a form letter by:

Selecting the names out of a particular Category
Inserting the fields (this is how the information gets pulled from your database into the letter)
Merging the data into our letter

Then we'll personalize a group email to go to 87 people...

You'll see how the significant other, spouse with a different or hyphenated last name is placed into your letter
With 3 additional quick steps your form letter could be sent as an email...I'll show you how.
With the click of a button we'll preview the letter before we print it
I'll show you how to make a correction or add a personal note to one or two of the letters
I'll show you how to save a chunk of time by showing you when to save your layouts.

After all the hard work you put into your database...you sure don't want to lose it. To ensure that you don't, you must get a copy of your data OFF your computer.

Did you know the Auto Archive doesn't back up your contacts?

We'll be:

Going through the entire process of Exporting all your contact information - not just the name and mailing address
We'll also open up our exported data in Excel to make sure all the data has been properly exported
What if you can't burn a CD, what do you do? I'll give you some ideas.

We will not show you how to burn a CD, but we will show you how to create the file that you will put onto a CD, Jump Drive, External Drive or some other external device.

Easily Create Address Labels

60 minutes

Importing a List (Excel File)

50 to 60 minutes

We'll start out creating labels with a quick sort in Category View (explained in TB2) and then we'll...

Select the label size
Insert the fields
Save a template to save us time when we have to create labels again
Merge the data into our labels
Preview the label before we print it.
See how the "Significant Other" data is placed on the label.

I'll also share a quick tip or two that can save you time when you will be doing more mailings to the same list in the future.

Maybe you are switching to Outlook from Top Producer, or your title rep has sent you a list of names in an excel file, whatever the case, I'll show you a full proof method to Import your data so you won't mess up your current database. We'll be:

Making sure the file you are Importing is the correct file format so Outlook will easily recognize the data
Mapping the fields to make sure Outlook recognizes the data field name and imports it correctly (i.e. the first name field in your Excel file matches with Outlook's first name field) .
Putting specific groups of people into the same Category all at once...this is a huge time saver and a great short cut to know.
Never Import directly into your main Contact folder - I'll explain why and show you how to protect your main contact folder from incorrect importing.

Using the Calendar & Task Features

60 minutes

Email Essentials

60 minutes

This is a basic overview of the Calendar feature to give you a better understanding of:

The different views available and changes you can make
How to set appointments
How to set reminders
How to quickly reschedule any appointment
Setting recurring events (ie. sales meetings).

Task Features
There are similarities between setting up appointments and using the Task feature...so to avoid redundancy we'll

How to create a new task
Setting a reminder
Setting the task to recur
Attaching a document to it
Look at the different views available to you
how to insert or remove columns you don't care about

This session is ideal fro someone getting started with Outlook or if your email use has been pretty basic. I'll help you better use the email system to save you time. We'll cover:

We'll review the email toolbar
The different ways you can view your email
Tips on protecting your computer from viruses.
How should you be managing your email?
How to organize your email by creating folders.
Setting up a basic Email Signature
(no photos)
Sending the same email to a group
Personalizing each email when sending to a group

We'll also talk briefly about what SPAM really is (no not the meat?) and how to make sure your email is CANSPAM compliant.

Are you considering replacing it with Outlook 2003 or Outlook 2007?

Click here for more info on Making the Switch!

A Few Agent Testimonials...

"The experience was like sitting down with a friend in a coffee shop and having that friend teach me the missing pieces of what I don’t know about Outlook. I will continue to take more of Jeff’s courses for my technology training.“ Lori D. John L. Scott

"The small group training feels like you are privileged among a select few...it's like having your own professional trainer." Kathy K., Coldwell Banker Bain Associates

"I was looking for exactly what the class covered, accurate name input in Outlook and the ability to create the form letters. As you gathered from my questions I'm looking towards abandoning Top Producer." Erik Noyd, Coldwell Banker Bain Associates

Additional Testimonials

About your instructor:

Jeff Graves
Full time trainer since 1999
"This technology and marketing maniac has taught over 1,000 classes with thousands of real estate professionals in attendance. He has taught over 600 classes on Microsoft Outlook, Publisher, PowerPoint and Excel. He can take something complicated, break it down into step-by-step instructions so it's easy for you to understand."
Kirsten Hardisty - Education Director Lawyers Title * Seattle

Since 1999 he's been teaching title reps, real estate agents and loan officers how to become more successful. By the year 2000 he was teaching over 240 classes and workshops a year.

For nearly 3 years he was a featured trainer, for John L. Scott and Coldwell Banker Bain, two of the largest real estate offices in the Northwest with over 5,000 agents combined.

Jeff started doing online seminars in 2005 when he, his wife and son moved to Maui. "I love teaching this way. I can keep the class small and intimate so we can cover more material in a shorter period of time. Plus you just can't beat the convenience of live online training!" Jeff