I am now able to accomplish much more with their professional and thorough work...
Kimberly Chastain, MS, LMFT
Christian Working Mom Coach and Licensed Marriage and Family Therapist

 


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JERPAT's Monthly Tips
February 1, 2006
Issue 4

Sponsored by JERPAT
Patty Benton, Editor

Missed one of our past issue? Click here to view our archive.
In this issue:
Note from Patty
Tip of the Month-Organizing Outlook

Outlook Tips by Andrea Kalli
Putting Your VA to Work for You!
Article-Marketing Your Business Your Way - NOT His Way NOR Her Way
Special Offer

Note from Patty
I am so excited about how 2006 has started, and I see only good things for this year!  We are happy to add some new clients to the roster, and add some new team members.  As we grow, we strive to be sure that we can meet all our clients needs and leave them 100% satisfied.  We are happy to welcome Karen Marino and Jeannette Shackelford.  Karen brings 20 years of administrative experience to the team.  Jeannette brings her web design expertise to us.  We are very excited at the growth of JERPAT.  We are planning on some exciting changes to help all of our clients grow their company.

 

On a personal note, my "baby" turned 1 on the 20th.  It is amazing at how quickly she is growing.  With an older sister (3) around, she feels she should be able to do more.  I also have been working on an online ministry since November that has finally launched.  I am proud to say that I designed the site by myself (I had a great trainer, thanks Jerome!).  For those of you that are Christians, you will want to check out the site and sign up for the free membership.  You get some great e-books for free just for signing up that were donated by two JERPAT clients; Scott Rosenthal (www.careerimpact.org) and Kimberly Chastain (www.christianworkingmom.com).  You also get a free listing in our membership directory with a lot of other added bonuses.  Whether you consider yourself a Christian or not, there are a lot of great resources listed on it!

 

We look forward to hearing your suggestions, questions, and comments!

God bless,
Patty Benton
JERPAT Virtual Assistants and Web Designs

Tip of the Month
To help keep your emails in Outlook organized and manageable, set rules for sorting your email.  This is very detailed, but simple to learn, so instead of going step by step through the process, I will tell you to go to "Tools" at the top of your Outlook box, and select "Rules and Alerts."  Play with all the different choices it gives you as it is an awesome feature.  You can check and uncheck options to make Outlook do exactly what you want.  Here are some ideas on how you can use rules to help keep you organized:

I use it to sort all my emails so that when I need to reference an email in the future, I do not have to sort through 500 emails.  I have main folder set up, with labels such as Clients, JERPAT, Networking Groups.  Under each of these folders I have sub folders.  Each client has a folder with rules to have their emails go to their folder.  Under JERPAT, I keep folders such as Marketing, Online Orders, etc. 

One client asked if she could sort the emails, but still have a copy in her Inbox, as she would forget to see if there was an email in the folder (when you get a new email in a folder, you get a bold number next to the folder ).  We arranged her rules so that a copy would go to her folders for future reference, but her email stayed in the Inbox so she wouldn't miss it.

There is an option to set a sound when someone send you an email.  If you are waiting on an email, but would like to do other work, set this sound so that when the email comes in, you can know immediately.

There are so many different ways you can use "Rules and Alerts" to keep your Outlook organized and keep you on task.  For more specific help, see our special offer of the month.

Outlook Tips by Andrea Kalli

by Andrea Kalli akalli@virtualassist.net

 

Tip #1
While you are able to create subfolders of your main contact folder as a way to separate different types of contacts, a feature you will be losing in your subfolders is the ability to get popup reminders on the flags you set. For example: you set a follow-up flag to call a customer at the end of the week about a quote you sent them. If the contact is not in your default contact folder, you will not get a popup reminder when you open Outlook that day. Personally, I'm not a big fan of popup reminders for contacts, because the popups always seem to 'popup' when you are busy doing something else and you have to postpone it anyway. A better way to deal with flags for any contact folder is to set up a filtered custom view called 'Follow up List' filtered as such: Reminder Time is on or before today. This type of view is dynamic and will keep itself updated based on the follow up flag date you set. So, a common process would be as follows...you open your Outlook for the day, you go to the contact folder of choice, you go to the view you created called 'Follow up List', you 'work' the list throughout the day at times that best suits your needs, as you open each contact record on the list and finish your business with them you update the flag date to another future date for follow up -- maybe 1 more week or 2 more years...it doesn't really matter. The point is to have a follow up flag date set for each and every contact record. The number one rule in contact management is that you will want to 'touch' each contact record at one point or another, so that no one falls through the cracks. If you want, you can even set up this filtered view to only show you Active contacts, as long as you have Active in the contact record somewhere...like as a category. Still, you have to go to each contact folder and 'work' each Follow up List. Although some people have a hard time keeping all contact record in a single folder, by using Categories as the means to 'separate' records you can accomplish the same results, and it is really the purpose of the Category field. However, I think you should do what seems right to you as long as you know what to expect.

Tip #2
Categories...what can I say, they are such a powerful management tool with so much to offer. If you haven't played with how you can utilize them yet, then you are in for a treat! If you have ever worked in a Contact Management application, you know you are able to identify your contacts based on whatever need your company has, such as: Vendor, Partner, Active, Prospect, etc. The ability to easily identify your contacts is the core of any contact manager. Outlook gives you a Categories field to perform such an action. Outlook comes with a built-in list of Categories you can use on not only contacts, but all other areas of Outlook as well. Each computer that has Outlook installed has its own Master Category List. You have the ability to add your own custom Categories to the Master Category List. You can give a contact record multiple Categories. Once you have assigned Categories to your contacts, use the built-in view called “By Category” to easily locate contacts for the assigned Categories. At this point you can select all contacts given a particular Category and perform actions such as sending the selected contacts an email, create a meeting request for them, do a mail merge to letters or labels, etc. Very powerful indeed!

Free videos available for the tips at http://www.virtualassist.net/OutlookProductivityTips.htm.  Videos require Macromedia Flash plugin (you will be instructed to download it if not already installed).

 

The Convenience of Virtual Training and Assistance
Andrea Kalli Virtual Trainer and Assistant, LLC provides remote, interactive Outlook 2003 training for small groups and one-on-one sessions, as well as online support services for all versions of Outlook, all at the comfort of your own desk or home PC. We offer Outlook usability support for you or for all your employees. It's like having an in-house Outlook expert! Empower your employees to use the powerful collaboration features of Outlook with Exchange Server. We focus on training users to get the most out of Outlook in the business world. Onsite group Outlook training is available for the Denver metro area of Colorado. Think about the immediate benefits to virtual training...no more time spent driving, using valuable gas, and looking or paying for parking. All this at a cost that is lower than most traditional training classes. To learn more about this unique way of learning please visit www.virtualassist.net

Putting Your VA to Work for You!
(adapted from 101 Plus Ways to Use a Virtual Assistant (VA) from coachville.com)

Since we know you need rules to keep you organized, how about using your VA to make sure important emails are responded to quickly.  Set-up an email account such as info@yourwebdomain.com.  You can have that email go directly to your VA, or set it up so the they check your email online (as a VA, I personally like client emails to come to me, so I can have a rule set-up to sort them, and know when an email comes in for the client).  Your VA can then sort, respond to routine requests, and forward only the important items to their client.  This reduces the time a client spends on responding to emails and frees them up to work on other more productive things. 

You can take this a step further and set up the account so that your VA can use that email address to respond to the inquiries they receive.  Outlook allows a VA to manage multiple email addresses and assign specific signature blocks (one that markets and gives the image of coming from your office) with specific email addresses (ex. info@yourwebdomain.com). 

Marketing Your Business Your Way - NOT His Way NOR Her Way
By Linggar Sentanu Japra

Intro from Patty: I choose this article because many of you have asked me about marketing, and it is something that many of us are fearful of.  I like this article because it brings the message across that we are all different, and we need to use our uniqueness to market our businesses.  Though we learn from the experts, stepping outside the box, and recognizing our strengths and weaknesses can work to our advantage.  Enjoy this light article!

What's wrong with his or her way? Is it because it's a me too way? Did you ask? Well, it is your business you are marketing. There is nothing wrong with his, her and me too way. You just need to adjust things to suit your situation. In other words, your business simply should be done your way.

Mr X is a successful marketer. His way of marketing has brought him good business. He has screenshots of big commissions and a long list of testimonials. If you want to earn big money as a net marketer, then follow his way. You are a newbie, you simply don't have your way. His way is time-tested and proven to give awesome results. Almost all web rockstars' advertisements show powerful wordings like that. You will also find earnings disclaimer somewhere on their site. It basically says that you may or may not achieve as good as those described in there. Your success can only be guaranteed by you and only you, NOT him NOR his products. That is certainly the ultimate truth. What works for others may not necessarily work for you. Do, however, learn from successful people like him. They are indeed your good references.

Success comes through a long and winding road, bumpy too :-) So people say. The now successful people have gone through that. They too started a newbie. They kept going even when the going got tough. Some of them even got to the bottom where things just couldn't get any worse. They just kept going. That's the spirit worth having. That's the attitude worth following. Never let any bad thing or any handicap by human standard prevent you from making progress and achieving good results. What is this handicap by human standard thing you are talking about? I hear you asked :-) The following story gives a good description of it. Let's get to it now.

How did he do it? He couldn't even.....
The question arises whenever we see a handicap can do as good as or better than normal people. My friend told this "true" story. He must have got it from his reading somewhere. Never mind the source, it's the content that I am interested in. Here we go.

There was a businessman selling encyclopedias. His bookshop was in a shopping mall. He wanted to increase his sales by recruiting sales-people. So he did. 20 people showed up, 1 of them had a speaking disability. Normal people can simply pronounce "butterfly", he goes "bu..but...butte..r..but..ter...fly". His name is Jondo (not his real name :-)). The businessman only paid commission on sales done. Deep inside his heart, he knew Jondo had come to the wrong place, certainly NOT selling his EXPENSIVE encyclopedia. He didn't show his feelings. He gave everybody the same toolkit and 2 books in a bag to get started. After a short briefing, everyone went their way to sell. Office hours are 10am-5pm. It was 9:50am.

10:30am came Jondo with money for the 2 books, grabbed another 2 and took off.
11:30am came Jondo with money for the 2 books, this time took 4 and off he went. The other NORMAL guys hadn't sold the original 2 yet. The businessman got puzzled. How did he do it? He asked his shop assistant to take over for him. He decided to follow and see Jondo in action.

Jondo stopped at the hall where traffic was heavy. He approached the passing by person that took a glance at him. His bag on his shoulder, one hand holding a book, another pointing at it. He said :"Sir, goo...d bo..ok." As the person stopped for a while, that very moment Jondo opened the book and went :"I...I re..ad fo..for you."
That's how Jondo did it. That's NOT in the toolkit. That's NOT what he taught his sales people to do or would do himself. His eyes got wet with tears beyond control.

At the end of office hour, the BEST normal sales person sold 4 books. Majority didn't sell any. Jondo sold 10 by marketing his way. End of story.

Even though the story is about selling, but the idea applies to anything you do in life. You already HAVE what it takes to succeed. You already HAVE your way within you. You just need to make the best out of whatever you have NOW. Start from where you are and make progress after progress....never ending. Your way will show only by your doing NOT just reading, thinking, dreaming or you-name-it non action.

Start putting into practice whatever know-how you have now, if you haven't done it already. Practice makes perfect, so people say. You know they are right of course :-)

Linggar Sentanu Japra is an ordinary easy going man, very motivational, inspirational and down to earth. He is the kind of friend you can talk to with ease and confidence.
http://www.free-webspace.biz/lsjap/freetm.htm.

Special Offer
Did you look at the Rules and Alerts in Outlook, and are not sure where to start?  Let us help you!  We can help in 2 ways:

1.  Contact us and we can help you get started by consulting with you to find the best way to get you organized.
~OR~
2.  Contact us and we can get your rules set up AND train you on how to do future rules.

What's the charge?  $25/hour (this is a $10/hour discount from our normal hourly rate) with a minimum of 1 hour.  JERPAT retainer clients contact us for a special discount based on your plan.

Contact us for a free consultation to see if we can help you!  We have a new 800 number.  Leave a message and we are notified immediately!  877-506-2637 ext. 702

(Good only for the month of February, 2006)

Contact
Patty Benton
va@jerpat.org
www.moretime4u.org
www.jerpat.org/CHome.html
 877-506-2637 ext. 702 (Call anytime, leave a message, and we are notified immediately!)
303.766.3051 9 am-5 pm MST Monday-Friday

© 2005 JERPAT
No part of this newsletter may be reproduced unless specified in the authors byline.  Please respect all guidelines provided in this newsletter.  If there are no guidelines provided for a section of this newsletter you would like to reproduce, please send print request to jerpattips@moretime4u.org.

 

©2005 JERPAT

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