Respond Faster and De-Clutter Your Inbox with Outlook Rules – Part Two

Recently, we shared how Microsoft Outlook makes it easy to manage emails and direct specific emails to specific folders enabling you to respond in a timely manner. Rules automate your emails based on criteria.

If you missed our newsletter on creating new or custom Outlook rules, you can read it here.

This week, learn how to create an Outlook rule from a message

  1. Click on a message from your inbox or sent items.
  2. Select the Home tab from the navigation ribbon.
  3. Select Rules from the “Move” group.
  4. Choose Create Rule from the dropdown list. (You can also choose from the list of suggested rules.)
  5. Click on presented check boxes under the section When I get e-mail with all of the selected conditions.
  6. Choose an action to apply when the conditions are met under Do the following.
  7. Choose OK to create the rule or Advanced options, which takes you through the same Rules Wizard used to create rules.

It is our goal to help your organization be productive and efficient with software like Microsoft Office. We offer group training courses in Outlook and other Microsoft Office applications. If you would like us to train your staff in best practices in Microsoft Office, please contact us.

TOFU, MOFU, and BOFU Magnets

When you stack magnets, their power is exponential.

 

Stacking Magnets

 

Think about your best clients and what actions they took when first buying from you. Build magnets based on these actions. Here are examples of how to stack magnets:

 

Fractional CFO Service Company

 

  • TOFU – Cash-Flow Forecast Template for Founders.
  • MOFU – 3-part email class on “Scaling from 500K to 5M using videos.
  • BOFU – Free 30-minute “Financial Check” with a 90-day pilot option. 

 

. Residential HVAC / Plumbing Contractor

 

  • TOFU – Seasonal Maintenance Checklist to Avoid Breakdowns 
  • MOFU – Educational videos on “What To Check Before Calling For Help. 
  • BOFU – Free home system inspection plus a discount on annual plans. 

 

Specialty Retailer or E-Commerce Shop

 

    • TOFU – “Find Your Perfect Product Style” quiz with personalized recommendations and a small first-order discount. 
    • MOFU How-To Guides, Lookbooks, and Comparisons
  • BOFU – Limited-time starter kit, cart-abandonment coupons, and free shipping.

This “magnet stack” approach—clear value at each stage, linked to your core offer—will pull the right prospects from curiosity to commitment.

 

Getting it Done

 

Apex Advisory Group, a professional services firm, had four sales reps plus the owner selling and servicing clients, but deals were inconsistent and follow-up was ad-hoc.

 

Apex engaged CCC, www.cccsolutions.com, to help build their sustainable sales pipeline. The team focused on the ideal client’s journey, selected magnets, and created a sales process to manage prospects. The magnets were:

 

    • TOFU – Risk and Readiness Checklist.
  • MOFU – Quarterly Webinars and Case Studies
  • BOFU – Business Circle Invitation

 

CCC set up X2CRM to segment, track, and reach prospects and remind salespeople to follow up. At every stage, the CRM captured new information and responded based on specific prospect actions.

 

Apex Today

 

Apex now has a repeatable sales engine: Their magnets consistently attract new prospects, X2CRM nurtures and scores them, and the sales team focuses its energy on the best opportunities.

 

With CCC Solutions guiding strategy and configuration, Apex built a sustainable, measurable pipeline that increased sales while reducing the chaos of manual follow-up.

 

FREE ebook:
Build More Revenue with Less Follow Up Fatigue

Recent Blogs

Use Lead Magnets to Build Your Sales Engine

Use Lead Magnets to Build Your Sales Engine

Lead magnets are valuable offers that attract the right people, capture their contact information, and lead them to purchase. Concurrently, you get to see who the real prospects are!   Core Magnet Principles   Strong magnets:   Offer specific value...

Get a CRM – Are You Nuts

Get a CRM – Are You Nuts

For professional service companies like Edemco, a team of six, including three sales reps, the decision to implement a CRM wasn’t taken lightly, said Edith Demona, Edemco’s owner.  Edemco’s team felt growing pains as it managed client service, marketing, and sales. ...

Your Personal Touch Sells

Your Personal Touch Sells

Your personal touch is the reason buyers buy from you. As a seller of goods or services, connecting personally with your buyer builds the relationship needed to increase sales conversions.   Personal Touch Obstacles   Hurdles that reduce personalized...