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How Virtual CFOs Can Improve Client Communication & Email Management
Software Demo Included
Communications & Marketing

HOW VIRTUAL CFOs CAN IMPROVE CLIENT COMMUNICATION & EMAIL MANAGEMENT

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 17, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaCommunications & Marketing
Course LevelBasic
Who Should AttendCFO / Controller
CPA - small firm
CPA - medium firm
Other
Series: CFOs and Controllers, Marketing, Sales, and Business Development
Course Description

As a virtual CFO, you have the opportunity to use good email management to further embed yourself into your clients' businesses, helping them grow. But collaborating on email with your team can be clunky, confusing, and overwhelming.

This session will introduce you to the best practices of an efficient email communication process for your entire team. We’ll provide you with a step-by-step email management checklist you can begin implementing right away. Finally, we’ll show you how software like Outpost can help.

Learning Objectives:


  • Determine how to avoid inefficient communication processes and bottlenecks

  • Give examples of good team collaboration on client email

  • Assemble an email management checklist

  • Identify tools and tips to boost team productivity

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jonathan Michael

LivePlan for Strategic Advisors
Outpost Marketing Manager
[email protected]

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About Our Presenter

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Since its creation in 1988, Palo Alto Software has grown to a respected provider of small business tools worldwide with the single goal of helping other small businesses grow and become successful. We now offer several software products and an extensive library of free expert content to help small businesses succeed. We understand small business because we are a small business. We know what it's like to start from zero, with no outside investment, and build a company from one employee to nearly fifty. Our products are tooled for small businesses because we understand the challenges of startups, and we also know what it takes to be successful. We are committed to providing that knowledge, experience, and expertise to as many other small businesses as possible.