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3 Ways to Use Evernote For Your Business

If you would like a tool that gives you instant access to data that you have collected, you have no need to look any further than Evernote. Why can this be an effective tool for your Virtual Assistance business?

Keep Track of Everything

Evernote has so many cool features that you just cannot get enough of using this awesome app! You can track absolutely everything that comes to your mind. One of the first things that you may want to do with Evernote is to start saving data so that you can see how easy it is to collect information.

If you have photos or images that you want to keep online instead of on your smartphone or camera, you can save them in Evernote. The same goes with audio and text files that you create. When you upload data you can use the tagging function that will enable you to do an easy search for your files.

Inside Evernote I have a notebook called Business. This is where I put all of my business ideas that come to mind. The app on my smartphone gives me 24-hour access to my Evernote account. I use this app to organize product launches for the EAtoVA community. You can consider ways that you can Evernote to keep track of business opportunities, ideas and tasks.

Safeguard Client Details

Within Evernote, you can use the Notebook feature for each of your clients. Any information you have that is related to your client can be stored there. Keep notes on who referred the client to you. Upload the contract that you two have signed. If you have a weekly check-in call with your client, add all related notes. If you and your client record telephone conversations, you can upload that audio and keep it safe in your Evernote account.

Why might this be important to your Virtual Assistance business? Evernote will give you access to all of your data as long as you have access to the Internet. If you happen to be traveling and need to review a file, you won’t have any worries as long as it is safely stored in your Evernote application.

Go Mobile

If you have a smartphone, you never have to worry about missing any information that you have stored in Evernote. The app will give you full access in the palm of your hand. Using your smartphone makes adding information a cinch. Upload pictures, audios and create notes. I have spontaneous business conversations all the time. If it is inappropriate to record the conversation, I can still create a note to input the details. How important is it for you to be able to mobilize your business?

If you need a solution for saving data and retrieving it quickly while at your home computer or on the go, check out Evernote. It is a valuable tool in our business and in every day life. If you’d like to learn even more about how to get the most out of this excellent resource, check out this live demo. CLICK HERE FOR DEMO!

2 comments

  • This is fantastic information. I’ve been trying to figure out how I could use it in my business, but I didn’t realize how secure the information would be and how to set it up. Great article!

  • Hi Jo Ann,
    Thank you for the feedback. What do you look forward to implementing to improve your business?

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