How I Use Evernote to Manage Client Information

Eight years ago, when I first began working as a Virtual Assistant, I used spiral notebooks to track my notes from client calls and meetings.

They were easy to store on my desk and with just five or six clients, I was able to have a different color cover for each one.

But as my client list grew to more than 20, there just weren’t enough colors to go around! There was no way notebooks could do the job anymore.

That’s when I started using Evernote. After I opened my account, I created a Notebook called “RocketGirl Notes.”

Now, each time I start work with a new client, I create a new note using their first and last name as the note’s title. While speaking with clients on the phone, I type detailed notes so I can remember our discussion, what they have committed to do, and what they have asked me to do.

When the next round of notetaking starts, I create a line across my notes to separate them from the last conversation and start typing at the top of the note. That way, the newest information is always at the top.

Here’s an example of the setup I use:

If a client takes a break from working with me, I move their note to my “past client” notebook. I still have my valuable information on file, in case our work together starts up again.

It’s a simple, searchable system and one that keeps my thoughts organized. (And removes all those scraps of paper from my desk!)

If you’re not already a member of our Facebook Group, The Virtual Assistant Connection, and would like to join, here’s the link: https://www.facebook.com/groups/thevaconnection/