Evernote REALTOR® Workflow Tutorial
How to organize Evernote to manage a real estate business
If you feel like you are constantly fighting fires in your business, it's time to pause and get a system in place that empowers you to have focused control in your business. You don't need another CRM. Instead, you need a dashboard to the information and data that matters in your business. And, you need the ability to find what you are looking for, when you need it, from your phone when your deal hits a snag.
This is what you get when you use Evernote to organize your business. And the Evernote for REALTOR® Workflow Tutorial takes you step-by-step through organizing your account to support a residential real estate business. You'll walk away with not just an organized business but also insight as to how you can use Evernote to organize your entire life!
Stacey Harmon is a productivity coach on a mission to empower you to be effective and organized in a digital world.
She is an Evernote Certified Consultant and GTD® practitioner with a flair for systems, organizing, and teaching.
These talents are expressed through her company, Harmon Enterprises, which offers Evernote training products, workflow designs, and coaching for those looking to optimize their productivity and improve their lives.
Evernote enables Stacey to be location independent and have her office with her wherever she goes. So, she often travels across the globe and works while living a “slow-travel” lifestyle. When she’s not indulging her sense of wanderlust, you can find her in Austin, TX.
StartPre-Lesson: Tutorial Worksheet and Foundations
StartLesson 1: Pitfalls and Stack Planning (12:40)
StartLesson 2: Stack Buildout in Evernote (18:35)
StartLesson 3: Notebook Naming Conventions: Property and Transaction Notebooks (12:14)
StartLesson 4: Notebook Naming Conventions: Buyers, Leads, Marketing, Back Office Management Notebooks (11:25)
StartLesson 5: Efficiently Navigating Evernote and Processing Data (8:48)
StartLesson 6: Creating and Working with Templates (9:01)
StartLesson 7: Working with Listing Notebooks in Evernote (9:08)
StartLesson 8: Working with Buyer Notebooks in Evernote (6:17)