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: r@reneeshupe.com

Socially@ReneeShupe

Facebook.com/RedheadBusinessManagement

Linkedin.com/in/ReneeShupe