I started my reflection in the fall at an in-person event in Tampa. We need to look back before looking forward. Still, over the 10+ years I've run my business, I’ve also developed several planning habits that keep me focused on growth and moving forward. Naturally, I use Evernote to support this process. There’s a growing community of self-employed business owners inside the Academy - like me! Inside the Academy, I invest a lot of time and resources into training members on how to use Evernote to support running a business right alongside a personal life.Īnd, given it's the end of the year, planning my business for 2022 is on my mind. So, if you are not yet using it, I suggest giving more attention to Evernote’s new notes filter.Small business owners, this article is for you to plan your year, quarter, and even the next month. The “follow-up” and “student” tags make it possible to filter the notes and focus on one of the activities at a time.īut do not lose sight of the fact that there are several other possible combinations, for example, notes tagged with the “student” combined with non-completed tasks.
Dealing with a student’s needs and progress is different from working with a prospect. Like I mentioned before, I’ll cover my system in more detail in a future video, but I believe you are already starting to understand it. The timeline will help me understand how the student is evolving, and I can also look into the tasks related to each step. I can add one or several of them just below the notes I took for each day, and I’ll end up with several small blocks of information that I can refer to in the future. When the consulting starts, I’ll take my notes for each session and keep linking the associated calendar entry to every note block, creating a reverse timeline.Īs things evolve, I’ll start giving the students some homework, and sometimes they’ll ask me questions that may need research to answer. If that person becomes a student, I’ll remove “follow-up” and add the “student” tag. Finally, I’ll add the “follow-up” tag to filter all the notes I have to follow up with in the future. Next, I’ll create the calendar entry on top of the meeting notes to date stamp it. Two or three days before a meeting with a prospect, I create a new note from the template and title it with the person or company name.ĭuring the meeting, I’ll explain how I do my work and use the area “Timeline” in the template to take notes regarding specific needs from the student. Let’s start with a template I tailored for my needs over the years and how Evernote's Calendar and Tasks are making it even better. If you prefer to visualize all the explanations below, I suggest watching the companion video.
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