I’m going to share with you something that I do in my Evernote that really helps me manage all the multiple, different conversations that I have with people: what we talk about, how I keep track of it all, how I organize it, and, most importantly, how it helps me be more effective and more productive in remembering things and also keeping a clear mind.
So, I wanted to share that to you now. So, if I were to do what this person was explaining, here’s how I would set it up: As you know, when you first get into Evernote, you have your main notebook, and this is basically the notebook that is set up as you get into Evernote and I like to rename this notebook as inbox, with the stars and everything. So, I know that if I email something, that’s where it’s going to land I believe it starts off as your username that you select, but you can go on and rename it.
And, I’m just going to tell you how to do that. Just click this little arrow and press rename, and then a little thing pops up for you to change it. So, that’s the first thing that I would do. So, I would first name this inbox. Second thing that I would do is, then put today’s to-dos in my inbox, specifically.
Now, if you wanted to create another notebook for this, you could It really depends on how you use your inbox, whether you keep it completely clean, in that case this would work. Otherwise, you may want to create another notebook with this today’s to-dos, and this is really simple, guys. So, again, we’re in the web version, what you want to do is click the little pencil here and that opens up the editing box. And, if you notice up here at the top, you have bold, italicize, underline, subscript, superscript, all the text-based stuff, but you have this little button here.
And, what’s interesting is that it allows you to add as many little checkmark boxes as possible. So, all I’m doing here is I’m clicking, pressing enter, clicking, pressing enter, clicking, pressing, enter. And what’s interesting about this is that you can actually put the list item one, click there, list item two, to-do, go to the car wash, whatever it is, and you can actually come back here and go click, click, and press done, and then it shows them checked off. And then, you can come in here and edit it again, click, click, whatever we want to do here. Now, what’s great about it is you can also delete those.
So, you can go, delete, delete, delete, delete. So, one of the concerns that the person brought up in the previous about the sticky notes in the comments was, I would rather create a note with this checklist instead of creating individual notes within one notebook for all my tasks, because they were afraid it was going to get too cumbersome. So, I wanted to show this to you as another potential option that you could use for yourself. And, the two different places that you could place this note is, again, in the inbox, or you could create a new notebook, depending on your behavior and how you’re using your inbox. And, as you watch all these videos and we get deeper and deeper into this, you’re going to find the way that you groove with how you use Evernote to be effective.
So, I wanted to share that with you before we actually jumped into the main purpose in helping you manage. I’ll just tell you a story As I was building my business, as I was managing multiple different conversations, everything from lead based conversations, to client based conversations, to conversations where I was talking to someone more than once, I had to find a way to manage all the notes from everything. And I actually really started with a yellow notepad. And if you can image my yellow notepad, rather than having it be from top to bottom, I would switch it to be more horizontal and draw lines down the center of every page and at the top of each of those sections, you can imagine, I would have the person’s name, the day that I spoke to them, and maybe a couple notes about that person.
And then, maybe a couple days would go by, I’d have another conversation with another person, not the same person. I’d have their notes on the next thing, and then I kept turning the pages and turning the pages, and it just got overwhelming. And I got to a point where I’m like, I’ve got to find a better way And thank God Evernote came into my life because it has really allowed me to effectively take notes on the conversations that I have with people, and know that they’re there when I need them to reference them, and I don’t have to keep the information circling in my mind. So I’m going to show you the framework of how I set that up.
So, I like to call this notebook the people pad. So, as you see, go to notebooks, arrow, new notebook, people pad. Because in some instances I may be dealing with different contexts of people- so say, for instance, you are a serial entrepreneur and you have multiple different projects, multiple different companies, you have different conversations with people for each different company, and you want to actually par that out and separate that out. You would want to have a stacked notebook of people that I’m going to show you how to structure that right now Again, new notebook, let’s just put this Company One, save.
And then, as you guys know, to stack it you just click it, drag it on top, let it go. We’re going to just name this people pad name, save. So, as you see, people pad name, Company One And then, we’re just going to rename this one as Company Two So, again, this is if you have different contexts of people within the scope of the conversations that you have.
If that is not you, I would recommend that you just do one notebook, and let’s just make it people pad non-serial entrepreneur, save. So, I’m going to show this first, and then I’m going to show how I would structure this. And basically, in showing you this, it will carry over to this and it will make sense to you. So, in doing this, what I would do is, every single time that I would have a conversation with somebody, again, if I was running business only with one type, one group of people that I was going after, whether it was leads, prospects, customers, whatever Again, I would create a new note, let’s just say I’m talking to my buddy John.
You know, I talked awhile and we’re in the process of getting into business together, or he wants to buy my services or vice versa. What I would do is, I would make a note and just title this John And, how I would structure this is that I would basically say, okay here’s what we talked about: note one, note two, note three, star, star, star, website, check out, you get the idea. Now, that was my conversation that I had with John, and, as you know, this pops up there. Now, going back in and editing it, say that I had another conversation with John.
What I do is, I actually pop this line up here. Actually, there’s this really cool little tool here in Evernote, it’s right here I just put this little line there, click above, scroll down I go, say that we talked on october 4, 2018, note one, note two, note three, you get the idea. Now, one of the other things that I also like to do as I take these conversations and do these conversations with people, is that, normally, throughout the calls there are a lot of action items that come from them, so I always like to highlight them with a star A, make sure to call person X, whatever we decided.
So, I wanted to share that little tip with you that as I’m taking my notes, I always either put an A and a circle around it if I’m writing it down, or if I’m in Evernote and I’m taking notes as I’m talking to this person, that’s how I make it apparent to me, and you can come in here and you can bold it, whatever you want to do. So, the key here is that it gives you the logical progression of the conversations that you have with these people in a reverse chronological order, to the point where, the most recent conversations are on top and the older conversations are near the bottom. So, you can actually see, as you start going deeper and deeper, whether they’re a prospect or they’re a customer, it really is going to change depending on how deep or how big or how wide or how small or short they are based on your conversations. Now, taking it a step further-and you don’t have to do this, but I’m just throwing it out there I don’t do it for myself, but depending on what business you’re in and how you’re using Evernote for yourself, this may be valuable to you given the nature of your business.
One of the things that may be valuable to you is that, I would add a tagging structure so that you would always be able to manipulate where-say you’re in a business where you’re generating a lot of leads, you’re doing a lot of cold reach outs, and the context of the lead changes over time. This may be able to help you as well. What I would do is in the case of being in a very, I have to prospect a lot of people, I have to talk to a lot of people, etcetera, I would do a tagging structure And, here’s how I would make my tagging structure: I would put-peeps would be the main category header, where, if you watched the second video that I did about managing all the ideas that you get and the brained up notebook, again, very valuable video, highly recommend you go watch that I would make the title of this tag peeps, and then, I’d go prospect would be one of them, and I’m going to just press enter.
That makes it a tag Another tag that I would also use, peeps customers, press enter I would also do peeps vendors. And, as far as I’m concerned, those are the only two that I would start with Not to make things too complex, but maybe you could also do different, deeper levels of prospects.
Where, say-let’s just delete this one for now-say you have different levels of prospects. Where you have, we’ll just do peeps prospect low, peeps prospect medium, peeps prospect hot. So, it would really allow you to track all of your people in that, okay let’s just say done here. So, this is tagged and as you can see here, the tags show up at the bottom here And so, let’s say that you have done a lot of this lead generation.
You have, let’s just put another, let’s do Sally as another person in here Now, let’s say that you have, let’s just tag her with peeps. Now, it’s really cool because it automatically fills once you create these And, let’s just say she is a medium level prospect, we’re going to just say done. What’s really cool about this now, if you can think of the work flow of how you’re going to work is, that you could say, okay, I want to follow up with all of my prospects right now.
So, you can click people, whatever the notebook title that you have, again, I probably recommend people pad, and then you can come down here to, okay, I want to see all of my low level prospects or my medium level prospects that I’m working right now. Click it, boom And, John is obviously going to show up there. Let’s just see the low, I only want to see low. So, John shows up as a low, and if you remember, just for illustration purposes, I tagged him with that one only.
But, as you see here, you can kind of create this contextual, CRM, active, you looking at this every day, this is you working your pipeline, this is you working how you flow with people. I’m definitely going to show you one of my really cool ways that you can manage an entire funnel with this type of stuff. But, this is just the basics for now, and then as we dive deeper, I’m going to go deeper into detail about if you really want to take this whole thing to the next level, how you can do that. Going back to the main thing, make sure that you create each note as the person’s name. Make sure you do reverse chronological order.
So, let’s say the next conversation that I have with John, this is going to here, you have the line thing you can pop up, and enter, boom. This is going to be October 3, 2018, so on and so on, you get the idea. So, reverse chronological order is key. Using the tags and you can tag this person with certain things, again these are going to depend on the context of your business.
As you know, you have the ability to go in here and create these little to-do list items. Again, depending on whether you keep your inbox clean or it’s busy, is going to depend on where you put this today’s to-dos. If you have a full inbox all the time, I recommend you do a single notebook and just have it be a to-do notebook with that one note specifically. And, if you remember what’s really great about this is, it would allow you to click here and drag, and actually put it up in the to-dos So, even if you did have a busy inbox, you would still be able to click and drag this item up to the top left and it would be able to show you the actual note itself, which is great, very, very convenient here.
Otherwise, you can either create a new notebook or whatever works best for you. And, secondly in the review, I want to make sure that you have each person that you talk to- again, I’m just assuming you’re in one business type, if you’re in two business types, you can probably imagine how it would be done as well. And, the one little tweak I would make is, let’s just use a Michael as an example. One of the tweaks I would make is, if you are one of those serial entrepreneurs and you are having multiple different conversations within your different companies, I would make my tagging structure, peeps Company One low. So, you can see how that goes, so the next one is, peeps Company Two medium.
So, you can see how it can be going deep-oh this is actually sorry, this is peeps Company One medium, right? So, you want to keep the contextual, detailed, granular stuff in the same mental framework So, you can know, okay, Company One, I want to see the Company One needs of these prospects I want to dive deep and be able to granularly show them to myself, so I can reference them and reach out to them again. Another thing, as I’m remembering and we’re wrapping this one video up, make sure to put John’s contact information at the top here. So, at the very top, you definitely want a main email, phone number, and any other information that you really want there, so that you can always reference it quickly if you need to reference it.
And, the best thing is that, even though you may not have his cell phone number in your phone as your contacts, Evernote does come up on your cell phone. So, you can turn that on, log in, and if you needed that number really quickly, it would be very easy for you.