Learn about Evernote and how you can use it for managing clients, projects and all your notes! 2015 Update: You can find me here: http://redheadbusinessgroup.com Facebook: http://facebook.com/reneeshupepage

1. Capture Everything!
How to Use EVERNOTE to Manage Clients,
Projects and Your Business!
Presented by: Renee Shupe of Redhead Business Solutions
October 21, 2011

2. 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

3. 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

4. Quick Poll Question

5. Poll Question
How familiar are you with Evernote?
1. Never heard of it
2. Heard of it, never used it before
3. Use it, but want to learn more
about it's capabilities
4. Use it! Love it! Live it!

6. What Is EVERNOTE
And why I love it so much for my business

7. What Is EVERNOTE

8. What you can do with EVERNOTE

9. Features of EN
Notebooks (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 & clients
Can use email to send notes & updates

10. Capture EVERYTHING
Clients, Projects & Notes OH MY!

11. My favorite features of EN
You can use it anywhere
Desktop, On the Web, On Your Smartphone (apps
for iPhone & Android Devices)
You can find things fast
Search by keyword, tag or even printed or
handwritten notes inside images
It syncs across all platforms
No matter where you are, you have your information
It’s incredibly flexible and can adapt to just
about any way you want to work

12. EVERNOTE can….
Save any idea or thought you have
Things you like
Your Christmas Wish List
Any notes you make out loud
Business Card Details
Project Notes
Blog Post Ideas
Marketing Plans
Launch Implementations

13. Some Ways I use EN
By 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

14. How I Use EVERNOTE in my
Business

15. How it works

16. Managing my Work
Notebooks
Each client has a Notebook, which I share with my client.
I also have a general client notebook and a potential
client notebook
Tags
Allow you to tag your content to make it easier to find
I’ll tag a note with a client’s name if I want to share it with
them
Import
Automatically Import folders from your desktop online
(additional back up feature)
I use this to import my client’s contents on my desktop to
EN

17. Managing My Work
Linked Notes
Link a note to another note in EN for easy and quick
access
Create Templates
Easy to duplicate a process in EN
Ability to Share
Share with team members or clients via Notebooks,
Facebook, Twitter & eMail

18. Client Sample
Client Details
Notes &
Updates
Task List

19. Sample Current Project List

20. Sample Current Task List

21. Recommended Resources

22. Resources to Get You Started
At Evernote.com
Read the EN Blog
blog.evernote.com
Check out “The Trunk”
www.evernote.com/about/trunk/
Evernote Essentials – Great Book
nerdgap.com/landing/evernote-essentials/
For Business – Access My Templates
www.evernote.com/pub/shuperenee/IVAATemplates

23. Wrap Up….
And the Winner Is….

24. Congratulations!
WordPress Mastery
Guide & Videos
WordPress
Lockdown
My Step by Step
Checklists and
Going Beyond with
WordPress

25. Questions?

26. Questions & How to Get In Touch
Websites
RedheadBusinessSolutions.com
ReneeShupe.com
Email: r@reneeshupe.com
Socially
@ReneeShupe
Facebook.com/RedheadBusinessManagement
Linkedin.com/in/ReneeShupe