One thing I have found myself doing everyday in my business is using Evernote.

If you’re not familiar with Evernote, it’s a note-taking app that syncs across all your devices.

I’ve been using Evernote for over 10 years which is longer than any other piece of software I have ever owned for my business.

Let’s look at what you can do with Evernote and I’ll also let you know how I use it for my business.

What Can You Do With Evernote?

Get Organized

There’s nothing worse than saving links to web pages, articles or images and then not remembering where or why you saved them.

Sound familiar?

Notebooks and tags will ensure that you can easily find anything inside Evernote.

You can create an organizational structure with stacks or use the search tool to find your notes by a keyword or a tag.

Automatically Sync Your Notes

Notes are accessible no matter where you are because of the Notes Sync feature.

Your notes are automatically stored online and synced across your devices and you don’t need to be connected to the internet to access your notes.

No matter what device you are on you will always have access to your notes.

This is invaluable when you are moving from device to device for travel and meetings.

Save content directly from the web

Evernote’s Web Clipper is a very powerful, easy to use tool to save anything from the internet.

You can save a full web page, an article, a bookmark or a screenshot.

The great thing about bookmarks in Evernote is that you can access them on any device.

With screenshots, you can add text, callouts or annotations to highlight important information.

You can also organize as you clip by adding tags, changing titles, making remarks and putting it in a designated notebook. All of this makes it much easier to reference your notes.

I spend a lot of time reading blogs, online magazines, articles and everything else I can consume on the internet.

To be able to take an idea and save it quickly allows me to be way more efficient with my time online.

Find a Template

It’s one thing to organize where your notes are kept. It’s something else to organize your actual notetaking.

How many times have you taked notes form a seminar, webinar or meeting and when you looked back, you’re confused about what you had written.

Or maybe you can’t easily find the information you need from your notes.

Starting from a template can have a huge impact on the quality of your notes.

It’s been great for organizing my notes and my business processes.

Scan Documents

Scan invoices, receipts, business cards, whiteboards, or hand written notes directly from your phone or tablet.

They will be saved automatically to Evernote where you can add tags, text or annotations.

You can also save directly to a notebook and have it available to email or text to a colleague.

How I am Using Evernote in My Business

,1. Organization

For my website, I have thousands of pages of notes, saved articles and blog posts. Then, add to that my clients and all the design notes, copy, expense reports and tracking of my time.

All of this would be a gigantic mess without Evernote.

Using notebooks and tags, I have all of my clients’ information separated by notebook and tagged with keywords that help me quickly and easily find important notes.

2. Web Clipping

For my business, I need to stay on top the latest trends for website design and online marketing.

Having a simple way to save online articles and take screenshots of interesting new website designs in critical to keeping up in my industry.

I have a notebook designated for “website designs I like” as well as a swipe file for “website copy”. That, along with dozens of articles I save for future reading keep me busy trying to stay current.

3. Templates

I use two different template nearly every day.

The first is a template from Evernote, called the Blog Post Worksheet. I made a couple modifications for my process of writing a blog post but for the most part I use the template as they built it.

Having a template allows me to stick to a process with every blog post and organize my content so I can easily transfer it to my website.

The second template I use is another from Evernote called the Project Overview. While I have heavily modified this template it gave me a good start for creating my onboarding process for new website clients.

This template is where I track the progress of website projects and store all the important information for the site build, project hours, links to SEO reports and much more.

What does it cost and what do you get?

Basic

Cost: FREE
Utilize all the note-taking features and sync across all your devices. Use the web clipper and organize using notebooks and tags as well as have the ability to share your notes.

Premium

Cost: $7.99/month
This plan is great for small business owners. Includes all the features of the Basic Plan with the following additions:

  • Scan documents
  • Annotate PDFs
  • Search text inside PDFs and Office documents
  • See version history for notes
  • Turn notes into presentations
  • Integrations with Google Drive, Email programs, Slack and Microsoft Teams

Business

Cost: $14.99/user/month
This plan is for businesses who need to connect all their team members and have a platform for collaboration and communication. Includes all the features of the Premium Plan with the following addtions:

  • Share notes and notebooks with anyone in your organization.
  • Recommends related notes from others within your organization.
  • Integrate with CRM tools like Salesforce.
  • Team collaboration.
  • Team administration.

Compare Evernote plans and features.

(Rates are reflective of the time of this post)

As small business owners we have A LOT of responsibilities.

Organizing your small business can be very intimidating. Finding the right tools to help you simplify that process can make all the difference in keeping your sanity.

I hope you found value with today’s post. If you did please like, comment and share.

Looking for more tools for your small business? Click here to see the other small business tools we have reviewed and recommend.

To Your Success!

 

 

Steve Stark
Follow me on Twitter: @stvstark