…“but I called you several months ago, and you were really helpful.”
Actually, I did remember – in detail.
I remembered exactly when she called, and how long it took me to call her back. I remembered what she needed, and the resources I’d given her when we talked.
I remembered it all because I had a record of the entire thing – in Evernote.
WHAT IT IS.
Evernote is a cloud-based information management tool that you can set up to to sync with all of your devices. Make a note on your phone, and it’ll be there on your laptop too.
It can be many things to different people. In fact, if you explore their site in depth, you could get overwhelmed just by what is POSSIBLE with this amazingly useful digital tool.
On the other hand, even at the still-free Basic level, there are simple ways you can use it to make your life easier right now. (And I’ll show you how.)
Evernote is easy to learn, because it has only three levels of organization: Notes, Notebooks and Stacks.
- You start with a “Note”, on anything you want.
- If you have several notes on one subject, you can group those into “Notebooks”.
- If you have several notebooks about one thing, you can group THOSE into “Stacks”.
HOW I USE IT.
I use Evernote as a catch-all for any ideas or information I want to capture or keep. That includes anything from favorite recipes to car maintenance logs. I grab screen shots of websites I like, and keep a list of books to read.
It’s been a GREAT place for business brainstorming.
But there are two key ways I use it every day.
The first is Client Care.
I create a running “Note” for each client to track all of our work together: calls we’ve had (or missed), issues to address, their goals and homework.
Over time, this becomes an incredibly helpful history. I can easily review everyone’s progress, see where they’re getting stuck, or successes they might have forgotten.
The second is for a “DRE”, that is, a “Daily Record of Events”.
This is a “Note” I create each month, modeled after the “DRE” I once used in a FranklinCovey planner. I keep this open on my desktop during work hours, and use it every time I check voicemail or make a call.
Inside each note, I list the days of the month. Under each of those, I keep a running list of all of my calls (and sometimes, general to-do’s).
Click here for an example of what that looks like after the first week of the month. (More about that below.)