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005: 6 Ways 'Delay Delivery' in Outlook will Make Your Life Easier
What is delay delivery? Well as most of you might already know, it’s a cool little feature in outlook (and some other email service providers) that allows you to write an email and send it at a later time. This seems like kind of a funny tool to get excited about but today we’re going to talk about 6 ways you can use this tool to make your life a little easier.
And making your life easier as an advisor is what I am all about here at the Efficient Advisor.
So this little email feature will save you time, help you not let things slip between the cracks AND help you follow up with your prospects.
You can use Delay Delivery to:
· Send appointment reminders
· Help you establish boundaries and parameters
· Send a nurture sequence to prospects
· Assist with digital meeting prep
· Follow up with clients on tasks and to dos
· Remind yourself of stuff to do
So, efficiency is my thing and I get excited over even little tricks that save me time.
I’ve also got a template for you that shows you STEP-BY-STEP how to use delay delivery and has a cheat sheet to remind you of the 6 ways to use it!
Grab the Cheat Sheet HERE
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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By Libby Greiwe
4.9
105105 ratings
What is delay delivery? Well as most of you might already know, it’s a cool little feature in outlook (and some other email service providers) that allows you to write an email and send it at a later time. This seems like kind of a funny tool to get excited about but today we’re going to talk about 6 ways you can use this tool to make your life a little easier.
And making your life easier as an advisor is what I am all about here at the Efficient Advisor.
So this little email feature will save you time, help you not let things slip between the cracks AND help you follow up with your prospects.
You can use Delay Delivery to:
· Send appointment reminders
· Help you establish boundaries and parameters
· Send a nurture sequence to prospects
· Assist with digital meeting prep
· Follow up with clients on tasks and to dos
· Remind yourself of stuff to do
So, efficiency is my thing and I get excited over even little tricks that save me time.
I’ve also got a template for you that shows you STEP-BY-STEP how to use delay delivery and has a cheat sheet to remind you of the 6 ways to use it!
Grab the Cheat Sheet HERE
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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