Biz Bomb – How Evernote Changed the Way We Organize Our Notes
This is the first Biz Bomb episode, where we bring you HUGE business tips and tools that will blow your mind! Today Christine talks about her favorite app tool - Evernote, a great tool to organize your notes. It's great not just for taking notes during conferences, or making your grocery lists but can also be used with your clients during sessions.
You can use Evernote on your laptop, desktop, phone, iPad..basically anything that you typically do your work on. But it's great because you could take notes in Evernote during one of your client sessions from your desktop, and still access them from the Evernote app on your phone or iPad to review later! No more writing memo's on your hand and hope they don't wash off (and don't get us started on the toxins that get into your body when you write on your hand!)
Evernote also organizes your notes for you by looking for similarities in your documents either by documents with similar titles or you can organize yourself by color coding or adding tags to your notes.
In addition to making your own notes through the app, you can also scan other documents and save them to Evernote so they are all in one place! So let's say your client has completed their intake form - you can scan it using the Scannable app, save it to Evernote and then create another document to take your clients notes in! And they are all in the same place and organized.
Tools discussed in this episode:
All right, everyone. And welcome to the Biz Bomb of today. And this is the first time I'm actually doing this, so basically the purpose of this is really to help you with day-to-day tools that I use in my business, just as Kendra does. And, hopefully together, with our brains combined, we will blow yours with our biz knowledge, and just kind of tips and tricks that we use.
So my Biz Bomb tip today is a program that maybe some of you know, maybe some of you don't, or a lot of you know, it's Evernote. I love Evernote. It's just a fantastic little thing. It's an app that you can use on your desktop, that you can use on your phone, on your iPad, and I use it for everything. And the way that it compares to Notes for example is that I describe it as a shoebox, and I'm more of a shoebox kind of person, where you dump everything, you know, you have this shoebox and you know, "This is the shoebox with all my receipts. This is the shoebox with all my invoices. This is the shoebox with my manuals, and so forth," or you just have one big shoebox.
And the reason why I like it is that the search function is phenomenal. I use it all of the time. And you can get as vague and as geeky with it as you want. So I don't tag a lot in it, I literally just do ... you have a to-do thing, a title, I try to make that as descriptive, so I'm telling myself, "Okay, what I'm going to use, what would I search for," I put that in the title, and there you go.
The thing is, it's actually, Evernote is going to look for things that refer to each other, so it's actually going to suggest to you other notes that might be the same topic, which is fantastic. And you can get as geeky with it as you want. So you can tag it, you can create different notebooks, you can color code it, you can also use speech, voice memos. And I just adore it.
So I use Evernote all the time on all my devices, and it's fantastic. I use it, as well as just doing my grocery list, just as if I'm at a conference and I'm taking notes. And also, with the iPad and my Apple Pen, I use it when I have preliminary sessions with clients who come to my office. So we sit down, and I take their first intake where I just talk to them and where they tell me that I think are important, I just jot it down on my iPad in Evernote. So I have a client notebook, and then I have little notebooks, and they're for the different potential clients that I work it. And so I just note down the notes in there. So it's fantastic.
The other thing that goes with it that I highly, highly, highly recommend is the note that scans. So I think it's called Scannable, and you take a picture of a document and you can choose to save it as a PDF or a JPEG, and what it does, it's much more than a picture, it literally scans it. So you have crystal clear lettering, it looks exactly like a document, it's fantastic. And then you can just say, "Save to Evernote," which means that it's accessible on all of your devices. So I've done this so many times that, in a pinch, I just took a document, took the picture with the app, it scanned it, I had it in my Dropbox straight away, because I go to Evernote, then I save it to my Dropbox, and I could sign it. So I merge different apps that I'm going to talk about later in the following episodes. But get that app that goes with it.
So that's my tip for today. I hope you have a wonderful rest of the week, and I'll talk to you soon.