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The Busy Creator 9, Evernote for contact management w/guest Bob Stanke

The Busy Creator 9, Evernote for contact management w/guest Bob Stanke

FromThe Busy Creator Podcast with Prescott Perez-Fox


The Busy Creator 9, Evernote for contact management w/guest Bob Stanke

FromThe Busy Creator Podcast with Prescott Perez-Fox

ratings:
Length:
30 minutes
Released:
Apr 28, 2014
Format:
Podcast episode

Description

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.
Show Notes & Links

Google+ Podcasters Community
Evernote manages every aspect of Bob’s Life
Minnesota Timberwolves
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 (ex. Thank-you emails)
It’s not a perfect system. Bob would love to develop his own.
Lifehacker
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
How I Use Evernote and Google Drive Together

Tools

Evernote, of course
Google+ (+Bob Stanke, +Prescott Perez-Fox, +The Busy Creator)
Outlook
Apple Address Book/Contacts
IFTTT (If This Than That)
Zapier
Basecamp and Podio, project mgmt tools
Samsung Galaxy Note 3
Microsoft Access
Evernote Business Account, for sharing with employees, contractors, virtual assistants
FollowUpThen.com
Mailbox for Android (part of Dropbox, actually)
Kippt
Cloud.app (on the Mac)
Google Drive
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
Released:
Apr 28, 2014
Format:
Podcast episode

Titles in the series (99)

The Busy Creator is for you, the creative professional or entrepreneurs working in arts, design, and media. You’ll hear direct from industry pros and learn the tools, techniques, and habits they’re using in their practice. We discuss strategies and pro tips you can use to be your most creative, productive self and excel in business. Past guests include designer and entrepreneur Armin Vit, design firm owner and professor Debbie Millman, Pentagram Partner Michael Bierut, author/speaker Todd Henry, and writer Jeff Goins, to name a few. The Busy Creator Podcast is released bi-weekly Monday mornings, with bonus episodes published to subscribers.