Ross & Ross International 
Evernote Business Tips 
You can’t run a successful business today 
with technology of yesterday 
Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 1
EVERNOTE BUSINESS TIPS 
AGENDA 
New Technology Challenges 
Four Examples on How to Use 
How to Implement - Free 
Resources - 3 pages of Tips, Articles, & Training 
Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 2
EVERNOTE BUSINESS TIPS 
5 CHALLENGES WITH NEW TECHNOLOGY 
No Time for One More Project 
Limited IT Resources 
Don’t Understand New Technology 
It’s Easy to Keep Investing in Old Technology 
How Do I Get Started with New Technology 
Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 3
EVERNOTE: TOP-RATED NOTE-TAKING APP 
Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 4
4 EXAMPLES HOW TO USE 
1. Checklists 
2. Meeting Notes 
3. Project Research 
4. On-Site @ Customer 
Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 5
CHECKLISTS 
• Create a List of Tasks 
• Check-off when Completed 
• Share Lists 
• Set Reminders 
• Schedule a Note Due Date 
Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 6
MEETING NOTES 
• Type Text Notes 
• Create Checklists 
• Assign Responsibilities 
• Share Notes 
• Sync with all Devices 
Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 7
PROJECT RESEARCH 
• Preparation for Meeting 
• Type Agenda or Checklist 
• Research with Web Clipper 
• During Project Meeting 
- Type Notes 
• File in Folder & Tag Note 
• Share Notes After Meeting 
Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 8
ON-SITE @ CUSTOMER 
• Type Notes 
• Shoot Photos in Notes 
• Record Voice Notes 
• GPS enabled 
• Standard Tag of Issues 
• One Folder per Customer 
Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 9
HOW TO IMPLEMENT - FREE 
• Download & Install 
• Evernote 
• Browser Web Clipper 
(option) 
• Watch Free Videos 
• Log-in & Start Using 
Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 10
"In any situation… 
! 
the best thing you can do is the right thing; 
! 
the next best thing you can do is the wrong thing; 
! 
the worst thing you can do is nothing" 
Theodore Roosevelt 
Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 11
RESOURCES 1 
7 REASONS WHY TO USE EVERNOTE 
12 
1. 100 Million users worldwide 
2. Highest Rated Note-Taking App 
3. Auto Syncs to all devices 
4. Free Version for Life (or $45/user/year or $10/user/month) 
5. Central Workspace for all your notes & information 
6. All types of formats: text, photos, audio, scans, spreadsheets, pdfs 
7. Works on all modern devices 
Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517
RESOURCES 2 
• Compare Evernote & Microsoft OneNote - The Verge 
Sept. 2014 
• Evernote Training (42 min) - Free 
• Evernote Video Training - Paid 
• Wikipedia on Evernote 
• Annual Evernote SF User Conference 
Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 13
RESOURCES 3 
TOP RATED PRODUCTIVITY APPS 
• Evernote Apps - Remembers everything from all devices 
• Browser Web Clipper - Quickly and easily clip articles, 
text, and images right into Evernote 
• Skitch App - Clip & Copy anything on a Webpage 
(works like cropping) 
• Penultimate - Handwriting App on iPad 
Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 14
Q&A 
CONTACT INFORMATION 
! 
Barry Ross 
Ross & Ross International 
High Tech Advisors and Coaching 
CRM Assessments to Increase Productivity and Sales 
Evernote Business Certified Consultant 
rossross.com 
San Francisco 
650-866-5517 Office 
vendor@rossross.com 
Follow me on Twitter 
Follow us on Facebook 
Follow us on Pinterest 
Connect on LinkedIn 
15 
Contact Us if You Need Help Getting Started

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Evernote Business Tips by Ross & Ross International

  • 1. Ross & Ross International Evernote Business Tips You can’t run a successful business today with technology of yesterday Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 1
  • 2. EVERNOTE BUSINESS TIPS AGENDA New Technology Challenges Four Examples on How to Use How to Implement - Free Resources - 3 pages of Tips, Articles, & Training Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 2
  • 3. EVERNOTE BUSINESS TIPS 5 CHALLENGES WITH NEW TECHNOLOGY No Time for One More Project Limited IT Resources Don’t Understand New Technology It’s Easy to Keep Investing in Old Technology How Do I Get Started with New Technology Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 3
  • 4. EVERNOTE: TOP-RATED NOTE-TAKING APP Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 4
  • 5. 4 EXAMPLES HOW TO USE 1. Checklists 2. Meeting Notes 3. Project Research 4. On-Site @ Customer Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 5
  • 6. CHECKLISTS • Create a List of Tasks • Check-off when Completed • Share Lists • Set Reminders • Schedule a Note Due Date Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 6
  • 7. MEETING NOTES • Type Text Notes • Create Checklists • Assign Responsibilities • Share Notes • Sync with all Devices Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 7
  • 8. PROJECT RESEARCH • Preparation for Meeting • Type Agenda or Checklist • Research with Web Clipper • During Project Meeting - Type Notes • File in Folder & Tag Note • Share Notes After Meeting Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 8
  • 9. ON-SITE @ CUSTOMER • Type Notes • Shoot Photos in Notes • Record Voice Notes • GPS enabled • Standard Tag of Issues • One Folder per Customer Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 9
  • 10. HOW TO IMPLEMENT - FREE • Download & Install • Evernote • Browser Web Clipper (option) • Watch Free Videos • Log-in & Start Using Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 10
  • 11. "In any situation… ! the best thing you can do is the right thing; ! the next best thing you can do is the wrong thing; ! the worst thing you can do is nothing" Theodore Roosevelt Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 11
  • 12. RESOURCES 1 7 REASONS WHY TO USE EVERNOTE 12 1. 100 Million users worldwide 2. Highest Rated Note-Taking App 3. Auto Syncs to all devices 4. Free Version for Life (or $45/user/year or $10/user/month) 5. Central Workspace for all your notes & information 6. All types of formats: text, photos, audio, scans, spreadsheets, pdfs 7. Works on all modern devices Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517
  • 13. RESOURCES 2 • Compare Evernote & Microsoft OneNote - The Verge Sept. 2014 • Evernote Training (42 min) - Free • Evernote Video Training - Paid • Wikipedia on Evernote • Annual Evernote SF User Conference Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 13
  • 14. RESOURCES 3 TOP RATED PRODUCTIVITY APPS • Evernote Apps - Remembers everything from all devices • Browser Web Clipper - Quickly and easily clip articles, text, and images right into Evernote • Skitch App - Clip & Copy anything on a Webpage (works like cropping) • Penultimate - Handwriting App on iPad Barry Ross Evernote Business Certified Consultant (EBCC) Ross & Ross International rossross.com 650-866-5517 14
  • 15. Q&A CONTACT INFORMATION ! Barry Ross Ross & Ross International High Tech Advisors and Coaching CRM Assessments to Increase Productivity and Sales Evernote Business Certified Consultant rossross.com San Francisco 650-866-5517 Office [email protected] Follow me on Twitter Follow us on Facebook Follow us on Pinterest Connect on LinkedIn 15 Contact Us if You Need Help Getting Started