Evernote Contact Management

Evernote contact management systems

Bob Stanke (@BobStanke) is the Director of Digital Media for the Minnesota Timberwolves. Over the years, he’s become an expert in Evernote, and has created several workflows he uses everyday to manage his bookmarks and other important information.

In this episode, he shares with Prescott how he designed a system to use Evernote for contact management, including how that translates to use on mobile devices and how to create searchable data for future use.

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Reduce Your Notebooks – The first thing I did was to reduce the number of. Contact Email pr@evernote.com Evernote builds apps and products that are defining the way individuals and teams work today. As one workspace that lives across people's phone, tablet and computer, Evernote is the place people write free from distraction, collect information, find what they need and present their ideas to the world.

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Show Notes & Links

Evernote manages every aspect of Bob’s Life
BobStanke.com, media consulting on the side
Bob’s original blog post, Evernote as a Contact Management
Evernote is a blank slate
Bob likes to gather as much info as possible (name, address, birthday, spouse’s name, etc.)
Evernote beats Outlook/Contacts because it’s on all devices. It’s a central location.
Evernote lacked a reminder system, a way to create automated events. It’s now included.
No automation, unfortunately (e.g. Thank-you emails)
It’s not a perfect system. Bob would love to develop his own.
Evernote for sharing between teams/households
Bob’s podcasts: Minnesota Tech News Daily, The Springpad Podcast
Another blog post, How to Manage Web Bookmarks in Evernote
Bob like animated GIFs (who doesn’t?)
Bob uses Google+ for photo management; Google Drive for documents

Tools

Evernote, of course
Google+ (+Bob Stanke, +Prescott Perez-Fox, +The Busy Creator)
IFTTT (If This Than That)
Basecamp and Podio, project mgmt tools
Evernote Business Account, for sharing with employees, contractors, virtual assistants
Mailbox for Android (part of Dropbox, actually)
Cloud.app (on the Mac)
Carousel by Dropbox, for photo management

Techniques

Use pre-defined notes
Build your own workflow, if you have a complex, custom need
Set up an email-into system to create Notes on the fly
Make custom fields (ex. Pet) as you need them
Use a #Hashtag in a Note to create fast-search capabilities
Integrate Evernote with Android phones to make calls quickly
Use Evernote to create podcast show notes
Use FollowUpThen for job-hunting, get better responses

Habits

Record notes about people after meeting them
Use FollowUpThen to stay in touch with people, especially after meeting
Add metadata to a bookmark when adding to Evernote

Evernote Support

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