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Solving Productivity Problems with Evernote

Everything You Need to Know About Evernote.

What exactly is Evernote?
What’s possible with Evernote?
Why should I use Evernote?


What is Evernote?


Evernote promises to help you “feel organized without the effort.” And, their story helps to better understand the importance and positioning of this powerful tool.

Key things to understand about evernote:

Evernote is flexible.

You can create organization around anything you want to track.

This flexibility is a double edged sword for many users. And echoes the adage “You can do anything, just not everything". To get started with Evernote, it is best to find one or two meaningful use cases for you, and build from there.

It’s true that the depth and breadth of what Evernote can do is immense. But, to get to the point of power-user, you must gain an understanding of the opportunities and constraints that Evernote offers. You also have to design workflows and systems in Evernote that support your specific goals.

Once you understand how to do this – which is a process for most users – the sky is the limit in terms of what you can do with Evernote.

Evernote is device agnostic.

Power-users access Evernote from multiple devices…typically 3 or more. And, it doesn’t matter if you use a Windows machine at the office, and a Mac at home, and have a iPad and a Samsung Galaxy phone. There are Evernote apps for all major platforms (both desktop and mobile) and your data stays synced across all your devices.

Evernote is like sushi.

You know real sushi eaters don’t just eat sushi? Instead, they love sushi and they can’t seem to shut up about it! And, if you don’t have the same love of sushi that sushi people have, then you wonder what you are missing. Explaining sushi to you isn’t what educates you on the wonders of sushi. Instead, you have to experience it. And, typically, once you have great sushi with a sushi lover, you too are hooked.

Evernote is the same way. Sushi lovers and Evernote addicts have a lot in common. Those who understand Evernote, don’t just like Evernote, we love Evernote….and we can’t shut up about it! But, explaining the wonder of Evernote with the curious is often a juxtaposition between eagerness and “deer-in-headlight eyes”.

Many people wonder just what they are missing with Evernote. Often, the Evernote-curious can’t “get it” until they actually experience the magic of Evernote for themselves. My A-Ha! Guide is the most common Evernote skills that create “light-bulb” moments for users and help push them into Evernote-loving advocates, and loyal, raving fans.


Is Evernote a good tool for you?


Evernote is an outstanding tool for anyone interested in boosting their personal productivity.

Does this mean that Evernote isn’t a business tool? Absolutely not.

Evernote is the most important piece of software I use in running my business. It is my “hub”. Not only for my business, but for the management of my entire life. I keep more than 30,000 notes in Evernote, and I can find what I’m looking for, when I need it.

Having said this, Evernote is not always the right tool for all situations. If you are looking for a large team solution, alternative tools are a better fit.

But, for many manager and leaders (even in massive organizations) Evernote is still an essential tool for their own personal, and work productivity.

Let me explain.

It is too simplistic to classify Evernote as simply a personal or business productivity too. The power of Evernote is in its flexibility and ability to capture, retrieve, and organize anything that we put into it. And, in today’s world, our work and personal lives are so intertwined, it is inefficient to use different tools to segregate the management of our business and personal lives.

Evernote enables me to manage everything that comes at me. With a full understanding of the tool, you can use it like I do for project management, process management, digital storage and reference, and even task management. I use Evernote to collaborate with team members and vendors. Evernote can handle it all.

Evernote is my digital desk. It is my second brain. And, I’m not the only one who benefits from the wonder of what Evernote can do.

Throughout my years as an Evernote consultant, I’ve seen Evernote work for all kinds of people across all kinds of use cases.

And, in particular, It is an outstanding tool for anyone who identifies as:

  • Self-employed

  • An entrepreneur

  • Managing their household

  • A small business owners with an intimate team

  • A freelancer

  • Location independent, or remote in their work

  • A travel-professional and/or a road warrior

  • Building a side-hustle

  • Seeking a paperless lifestyle

  • A knowledge worker

  • A Realtor

  • An educator, professor, or teacher

  • A student

  • A professional organizer

  • A writers, journalists, and/or author

  • A hobbyist

  • A researcher

  • Ancestor/genealogy researcher

  • Caregiver for loved one or tracking medical and legal issues for themselves others

  • Split between two households

  • Pastor, minister, or church professional

  • Has “J’s” as part of their Myers-Briggs personality type (INTJ, ENTJ, INFJ, etc.)


You can be doing so much more with Evernote.


Even if you have been using Evernote for years, I promise you, there is so much more you can be doing with Evernote.

Evernote productivity is found at the intersection of Evernote skills and the workflows (or organization and daily habits) that intersect with Evernote.

To improve your productivity with Evernote, you must improve both your Evernote skills, and your Evernote workflows.

My products are designed to elevate both.

Radical Productivity with Evernote teaches you all the skills you need to become creative, effective and efficient with anything you want to track or manage in Evernote. Most who are looking to amplify their use of Evernote find this course the only inspiration they need to organize anything in Evernote. Here is the truth: When you understand the details of the tool (which is what the course teaches you…all the details), you are able to design a system that works within the constraints and opportunities that the tool provides.

Others find value in having a specific use-case for Evernote to deploy in their Evernote account and my products Trauma-Free Taxes and EverDone focus on teaching the two most transformation workflows that I use Evernote for.

Trauma-Free Taxes teaches you the organization, habits, and system you need to manage everything related to your financial life and tax preparation using Evernote, and will result in easy tax preparation each and every year with Evernote at the core.

EverDone teaches the exact structure and habits required to experience “stress-free productivity” – the promise of David Allen’s Getting Things Done book – using Evernote.

Find out what you are missing with Evernote.