How to Build Your Network With Evernote

Scanning a business card with Evernote.jpg

As I start my business providing web, social media, and email marketing services to small businesses, I need to build my network of leads, clients, colleagues, and resources. The process is tedious, slow, and sometimes disorganized. Frankly, it's a part of my business that I'm not great at.  I realized I needed a process to manage my networking. As a business leader, you're probably right there with me. In this post, you'll learn how to build your network with Evernote.

It used to be that when I attended conferences and seminars I would come home with a stack of business cards. I'd type in the information on them by hand and keep them for future reference.

Sometimes it would take me a week to whittle down the stack as I would do a little each day. I needed a better way. Fortunately, I found a better system through Evernote (affiliate link).

You'll be able to use the same system that I use to network and keep organized. First, let me tell you what you need to get started.
 

  1. Evernote Premium Account. Evernote Premium allows you to scan and digitize business cards. Evernote Premium is $69.99/year. If you don't have a premium account you can sign up for Evernote here.

  2. A LinkedIn Account. Sign up here if you don't have one: LinkedIn.com

  3. A mobile device with Evernote installed. Here is a link to the iOS app and to the Android App

Now that we have everything you need, let's get started.

First, set up your mobile device.

You'll download the app, sign up using your new Premium account, and then go to:

Account -> Settings -> Camera -> Business Cards.

When you're there, complete the following:

  1. Connect your LinkedIn account

  2. Fill in your contact information

  3. Choose a default notebook that your network will live in. You can create a new notebook at this time. Call it, Network or some other name that you want.

  4. Turn on Save to Contacts New contacts will be synced to your contacts app on your Contacts App in iOS and your similar program on Android.

  5. Turn on Always Show under Follow Up Options

Then, go ahead and read the Card Scanning Tips at the end of this screen.

You've now set up your LinkedIn account, created a contact info file to send to connections, created a place for your contacts to live in Evernote, and created a system to add new contacts to your contacts app.

Second, use the camera function to take pictures of Business Cards

Using your phone's camera take a picture of the card you've gotten from your new friend. Here's what Evernote will do:

  1. Scan the card image for their contact information

  2. Store that information into a note in the Notebook you specified

  3. Search LinkedIn for images, extra information, and add that to the note

  4. Email your contact information to them

  5. Add their contact information to your contacts app on your phone

Finally, create a structure of organizing your notes in Evernote.

Whenever I'm at a networking event, you'll get to know people and find out if they're a lead, a contact, or a resource, just to name a few. With Evernote's tagging feature you can categorize your contacts and organize them how you want.

If you identify them as a lead for a sales opportunity, you need to follow up and keep in contact with them. Underneath the contact information you can log your interactions (phone calls, emails, when you've visited their office, etc.)

Conclusion

Using Evernote's features, you now have your own CRM (contact relationship management) system. You now have a system to add contacts to your phone, and a tool to increase your network on LinkedIn. You no longer have to struggle with entering in contact information manually and now you have a way to save time so you can focus on your business.


Guest article by Jonathan Gaby, Online Communications Pro and Evernote Certified Consultant.