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!
"This course is fantastic! What I've learned in this Evernote REALTOR® Tutorial Workflow has helped me so much. I'm able to keep track of everything that I need to while juggling 4 transactions simultaneously. And, the more I apply what Stacey teaches, the clearer things become.
I'm also part of Stacey's Radical Productivity with Evernote course which pairs perfectly with this tutorial. I encourage any real estate agent to complete the entire Radical Productivity with Evernote course - your experience in Evernote will be dramatically improved and you'll be on top of your business."
- Dave Torres, Realtor, Whittier CA
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, Evernote Regional Leader and GTD® practitioner with a flair for systems, organizing, and teaching.
Her company, Harmon Enterprises, offers Evernote training products, workflow designs, and coaching for busy and overwhelmed people looking to optimize their productivity and improve their lives.
Thanks to Evernote, Stacey is location-independent and takes her office with her wherever she goes — Amsterdam, Lake Tahoe, Bali, to name a few fun places. When she’s not indulging her sense of wanderlust, you can find her in Austin, TX enjoying the growing Austin dining and whiskey scene, attempting CrossFit, walking the local trails with her favorite borrowed dog LuLu, and constantly exploring all that “keeps Austin weird”.
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)