hey it’s Evan and today I’m answering a question from one of my YouTube viewers
question from one of my YouTube viewers
question from one of my YouTube viewers Gary who was curious about how I use
Gary who was curious about how I use
Gary who was curious about how I use Evernote and wanted to see if it could
Evernote and wanted to see if it could
Evernote and wanted to see if it could work as a potential CRM for his business
work as a potential CRM for his business
work as a potential CRM for his business so he’s a consultant he goes in and he
so he’s a consultant he goes in and he
so he’s a consultant he goes in and he helps companies with their software and
helps companies with their software and
helps companies with their software and technology and he wanted to basically
technology and he wanted to basically
technology and he wanted to basically organize every communication with a
organize every communication with a
organize every communication with a client into an easy to find place on
client into an easy to find place on
client into an easy to find place on Evernote and how I would go about doing
Evernote and how I would go about doing
Evernote and how I would go about doing it so I don’t use Evernote too much as a
it so I don’t use Evernote too much as a
it so I don’t use Evernote too much as a CRM but here’s how I would do it to get
CRM but here’s how I would do it to get
CRM but here’s how I would do it to get started first thing I do is create a
started first thing I do is create a
started first thing I do is create a notebook so you go new notebook I would
notebook so you go new notebook I would
notebook so you go new notebook I would put in a client name so let’s say I’m
put in a client name so let’s say I’m
put in a client name so let’s say I’m working with Bank of America put that in
working with Bank of America put that in
working with Bank of America put that in Bank of America okay that’s going to put
Bank of America okay that’s going to put
Bank of America okay that’s going to put it on the side to make things easy
it on the side to make things easy
it on the side to make things easy especially if you have multiple uses for
especially if you have multiple uses for
especially if you have multiple uses for your Evernote I use it for a lot of
your Evernote I use it for a lot of
your Evernote I use it for a lot of personal and business reasons what I
personal and business reasons what I
personal and business reasons what I would do is create a new stack called
would do is create a new stack called
would do is create a new stack called clients so I would right click on this
clients so I would right click on this
clients so I would right click on this go add the stack create a new stack then
go add the stack create a new stack then
go add the stack create a new stack then click on it and go rename and put this
click on it and go rename and put this
click on it and go rename and put this as clients then if you click up here you
as clients then if you click up here you
as clients then if you click up here you can see that I have a new stack called
can see that I have a new stack called
can see that I have a new stack called client and then within here I have a
client and then within here I have a
client and then within here I have a notebook of Bank of America and then
notebook of Bank of America and then
notebook of Bank of America and then within here I can add new notes that
within here I can add new notes that
within here I can add new notes that relate to my client the reason why it’s
relate to my client the reason why it’s
relate to my client the reason why it’s is important is because you can use it
is important is because you can use it
is important is because you can use it for a lot of different reasons so you
for a lot of different reasons so you
for a lot of different reasons so you can see I use it for my book business
can see I use it for my book business
can see I use it for my book business notes personal notes my investment
notes personal notes my investment
notes personal notes my investment company memories salsa dancing places
company memories salsa dancing places
company memories salsa dancing places the checkout in Toronto have a lot of
the checkout in Toronto have a lot of
the checkout in Toronto have a lot of different reasons for it and so if
different reasons for it and so if
different reasons for it and so if you’re using Evernote for a lot of
you’re using Evernote for a lot of
you’re using Evernote for a lot of different reasons you want to organize
different reasons you want to organize
different reasons you want to organize your data so it’s not crazy out of
your data so it’s not crazy out of
your data so it’s not crazy out of control when trying to find something so
control when trying to find something so
control when trying to find something so that’s the reason why you have a stack
that’s the reason why you have a stack
that’s the reason why you have a stack called clients and then notebooks for
called clients and then notebooks for
called clients and then notebooks for each client
each client
each client and then within you have individual
and then within you have individual
and then within you have individual notes so when I’m now in my folder if I
notes so when I’m now in my folder if I
notes so when I’m now in my folder if I had a meeting with Bank of America
had a meeting with Bank of America
had a meeting with Bank of America I could go new note and I could put in
I could go new note and I could put in
I could go new note and I could put in something like meeting on November 15th
something like meeting on November 15th
something like meeting on November 15th and I could start typing in the notes
and I could start typing in the notes
and I could start typing in the notes from the meeting so you’ll met with
from the meeting so you’ll met with
from the meeting so you’ll met with Carrie Smith go to dues and put in all
Carrie Smith go to dues and put in all
Carrie Smith go to dues and put in all this stuff you know underneath whatever
this stuff you know underneath whatever
this stuff you know underneath whatever you need
you need
you need and why I like this is I find it helpful
and why I like this is I find it helpful
and why I like this is I find it helpful to refer back to you so I use this for
to refer back to you so I use this for
to refer back to you so I use this for meetings when I’m having mean with
meetings when I’m having mean with
meetings when I’m having mean with people on my team and we meet once a
people on my team and we meet once a
people on my team and we meet once a month and I’ll keep track of what we
month and I’ll keep track of what we
month and I’ll keep track of what we said we were going to do and then I can
said we were going to do and then I can
said we were going to do and then I can refer to it the next month when we meet
refer to it the next month when we meet
refer to it the next month when we meet again to see what’s been done and what
again to see what’s been done and what
again to see what’s been done and what still needs to happen on top of that I
still needs to happen on top of that I
still needs to happen on top of that I can add notes for all the different
can add notes for all the different
can add notes for all the different types of documents that I want to share
types of documents that I want to share
types of documents that I want to share so for example if I sign a new agreement
so for example if I sign a new agreement
so for example if I sign a new agreement with Bank of America I would do a new
with Bank of America I would do a new
with Bank of America I would do a new note I could call it agreement and then
note I could call it agreement and then
note I could call it agreement and then I could go to my regular Explorer and
I could go to my regular Explorer and
I could go to my regular Explorer and just drag in the PDF of the signed
just drag in the PDF of the signed
just drag in the PDF of the signed agreement so you could drag in pictures
agreement so you could drag in pictures
agreement so you could drag in pictures you could drag in agreements PDFs drag
you could drag in agreements PDFs drag
you could drag in agreements PDFs drag in any files that you need to save and
in any files that you need to save and
in any files that you need to save and it’s all here and an easy-to-find format
it’s all here and an easy-to-find format
it’s all here and an easy-to-find format so if I ever need to come back and find
so if I ever need to come back and find
so if I ever need to come back and find out what was going on and dig deeper
out what was going on and dig deeper
out what was going on and dig deeper into my notes I could have two choices
into my notes I could have two choices
into my notes I could have two choices one I could click on my Bank of America
one I could click on my Bank of America
one I could click on my Bank of America notebook and then search just man you
notebook and then search just man you
notebook and then search just man you look down and say okay well this was
look down and say okay well this was
look down and say okay well this was called my meeting notice of my agreement
called my meeting notice of my agreement
called my meeting notice of my agreement and hopefully this will build as you do
and hopefully this will build as you do
and hopefully this will build as you do a lot of work with your client so you
a lot of work with your client so you
a lot of work with your client so you can manually sort through it here or you
can manually sort through it here or you
can manually sort through it here or you can do a search and you can go at the
can do a search and you can go at the
can do a search and you can go at the top here and you get search and you
top here and you get search and you
top here and you get search and you search your notes and you could put in
search your notes and you could put in
search your notes and you could put in whatever word you’re looking for or
whatever word you’re looking for or
whatever word you’re looking for or agreement or you know you’re looking for
agreement or you know you’re looking for
agreement or you know you’re looking for Harry Smith you put in Harry Smith and
Harry Smith you put in Harry Smith and
Harry Smith you put in Harry Smith and I’ll pull up only the notes that relate
I’ll pull up only the notes that relate
I’ll pull up only the notes that relate to that client so that’s how I would do
to that client so that’s how I would do
to that client so that’s how I would do it and again I would repeat this for
it and again I would repeat this for
it and again I would repeat this for every new client that I brought on that
every new client that I brought on that
every new client that I brought on that I wanted the track you create in your
I wanted the track you create in your
I wanted the track you create in your notebook it’s all stored within the
notebook it’s all stored within the
notebook it’s all stored within the clients stack and it’s easy to keep up
clients stack and it’s easy to keep up
clients stack and it’s easy to keep up to date and you have everything in one
to date and you have everything in one
to date and you have everything in one central area and it’s it’s on your
central area and it’s it’s on your
central area and it’s it’s on your computer it’s on your phone it’s on your
computer it’s on your phone it’s on your
computer it’s on your phone it’s on your iPad any device that’s connected to
iPad any device that’s connected to
iPad any device that’s connected to Evernote you have instant access to all
Evernote you have instant access to all
Evernote you have instant access to all the information you need and you can
the information you need and you can
the information you need and you can easily edit it as well and when you do
easily edit it as well and when you do
easily edit it as well and when you do it’ll be edited across all your devices
it’ll be edited across all your devices
it’ll be edited across all your devices to hopefully that helps a great question
to hopefully that helps a great question
to hopefully that helps a great question for those of you watching like the video
for those of you watching like the video
for those of you watching like the video please give it a thumbs up below and I’d
please give it a thumbs up below and I’d
please give it a thumbs up below and I’d love to hear what you have to think if
love to hear what you have to think if
love to hear what you have to think if you have a more specific question about
you have a more specific question about
you have a more specific question about Evernote or another question for your
Evernote or another question for your
Evernote or another question for your business leave it below I’d be happy to
business leave it below I’d be happy to
business leave it below I’d be happy to do a video response thank you guys and
do a video response thank you guys and
do a video response thank you guys and I’ll see you soon
”
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