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:
LivePlan for Strategic Advisors
Outpost Marketing Manager
jonathan@paloalto.com
Jonathan has spent the last nine years developing and implementing digital marketing strategies. During that time, he has discovered that empathy and authenticity are strengths by which companies can effectively connect with individuals at every point along the inbound marketing funnel.