Download - EVERNOTE For Service Professionals
Capture Everything!
How to Use EVERNOTE to Manage Clients,
Projects and Your Business!
Presented by: Renee Shupe of Redhead Business Solutions
October 21, 2011
What we’ll cover today
•Who am I?
•Quick Poll Question
•What is EVERNOTE
• Basics of EVERNOTE
• Capture Everything
• How I use EVERNOTE for my Business
• Recommended Resources
•Wrap Up (Hint there’s a prize involved)
•Questions
Some Extra’s ‘bout me….
VA since 2008
Specialize in WordPress Services & Training for Solo Professionals
Developing a training program for VA’s who want to offer WP as a service
Obsessed with Deep Fried Pickles
Huge Saints Fan, though I live BC
Kindred City: New Orleans
Quick Poll Question
Poll Question
How familiar are you with Evernote?1. Never heard of it2. Heard of it, never used it before3. Use it, but want to learn more
about it's capabilities4. Use it! Love it! Live it!
What Is EVERNOTE
And why I love it so much for my business
What Is EVERNOTE
What you can do with EVERNOTE
Features of ENNotebooks (think Folders)Tags (to make it easier to find content)Linked Notes (to access stuff quickly)Lots of Integration available (check out The Trunk)Ability to collaborate and share with team members & clientsCan use email to send notes & updates
Capture EVERYTHING
Clients, Projects & Notes OH MY!
My favorite features of ENYou can use it anywhere
Desktop, On the Web, On Your Smartphone (apps for iPhone & Android Devices)
You can find things fastSearch by keyword, tag or even printed or handwritten notes inside images
It syncs across all platformsNo matter where you are, you have your information
It’s incredibly flexible and can adapt to just about any way you want to work
EVERNOTE can….Save any idea or thought you haveThings you likeYour Christmas Wish ListAny notes you make out loudBusiness Card DetailsProject NotesBlog Post IdeasMarketing PlansLaunch Implementations
Some Ways I use ENBy email - Every account has it’s own special email
On my phone - I have a thought or idea I use EN to capture
As my task list - Anything & everything I need to get done goes in EN
As my brainstorm place - Any new idea I have I write my thoughts
As a journal – For both business & personal ideas
My Client Manager
How I Use EVERNOTE in my Business
How it works
Managing my WorkNotebooks
Each client has a Notebook, which I share with my client.I also have a general client notebook and a potential client notebook
TagsAllow you to tag your content to make it easier to findI’ll tag a note with a client’s name if I want to share it with them
ImportAutomatically Import folders from your desktop online (additional back up feature)I use this to import my client’s contents on my desktop to EN
Managing My WorkLinked Notes
Link a note to another note in EN for easy and quick access
Create TemplatesEasy to duplicate a process in EN
Ability to ShareShare with team members or clients via Notebooks, Facebook, Twitter & eMail
Client Sample
Client Details
Notes & Updates
Task List
Sample Current Project List
Sample Current Task List
Recommended Resources
Resources to Get You StartedAt Evernote.com
Read the EN Blogblog.evernote.com
Check out “The Trunk” www.evernote.com/about/trunk/
Evernote Essentials – Great Booknerdgap.com/landing/evernote-essentials/
For Business – Access My Templateswww.evernote.com/pub/shuperenee/IVAATemplates
Wrap Up….
And the Winner Is….
Congratulations!
WordPress Mastery Guide & Videos
WordPress Lockdown
My Step by Step Checklists and Going Beyond with WordPress
Questions?
Questions & How to Get In Touch
WebsitesRedheadBusinessSolutions.com
ReneeShupe.com
Email: [email protected]
Socially@ReneeShupe
Facebook.com/RedheadBusinessManagement
Linkedin.com/in/ReneeShupe