Evernote Jetpack: Manage Your Contacts With Evernote
4.5 (11 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
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Evernote Jetpack: Manage Your Contacts With Evernote

Supercharge Evernote into a powerful CRM system that tracks sales leads, contacts, customers, & client documents.
4.5 (11 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
62 students enrolled
Created by Dylan Spitz
Last updated 12/2016
Current price: $12 Original price: $95 Discount: 87% off
4 days left at this price!
30-Day Money-Back Guarantee
  • 1 hour on-demand video
  • 2 Articles
  • 2 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion

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What Will I Learn?
  • How to unlock Evernote's hidden power to organize your working life.
  • Save notes about meetings & important conversations.
  • Attach documents & files to each individual contact.
  • Track your sales pipeline.
  • Create Customized Contact Fields.
  • Save important receipts inside Evernote's cloud.
  • Access your information across multiple devices.
View Curriculum
  • Download the free version of Evernote (Desktop Version).

Be Sure To Watch The Promo Video For This Course For All The Details.

As a working professional you’ve got a lot to manage and juggle. 

Things like:

  • Meetings, Appointments, To Do Lists.
  • Notes, Sales Leads, Documents...
  • I could keep going (but you get the point).

It can be a real challenge to organize and manage all this information.

You’ve got a price sheet in one folder, that contract in another folder, contact information in gmail, appointments on your calendar, and more.

Needless to say, part of your daily routine is just trying to stay on top of all these moving parts.

Let me tell you there is a better way to organize this information.

The secret is having one central hub:

A way to bring all these moving parts into one central place.

  • One central point of access that gives you an instant path to the precise piece of information you’re looking for…
  • All right from your fingertips, with “fewer keystrokes” and LESS THOUGHT.

Let me introduce to you Evernote:  

A practical solution that makes juggling and organizing this information easier and more efficient.

Now look, out of the box Evernote is a great tool. However, the problem with Evernote is you have to create a system inside it.

Some way to transform it into a customized, personalized machine that does all the heavy lifting for your working life.

And that my friend is exactly what my course is about.

Inside my course, I will show you how to unlock the hidden power inside Evernote.

You’ll learn how to:

  • Save notes about meetings & important conversations.
  • Create a log that keeps a record of these conversations.
  • Create "To Do Lists" and reminders that sync with your calendar.
  • Track yours sales pipeline.
  • Attach documents right to your contact’s record.
  • Create customized contact fields.
  • Keep track of price sheets, product literature, and client estimates.
  • How to share this information with team members or employees.
  • How to access and sync this information from multiple devices.
  • Save important business receipts right inside Evernote’s cloud.
  • And more...

The good news is you don’t need any computer programming superpowers to create this system. Evernote is simple to use and this entire system is created right inside Evernote’s free version.

If you can follow basic step by step instructions, you’ll be harnessing the hidden power inside Evernote and putting the program to work for you.

You can try out the course risk free for 30 days to see if it works for you. If for any reason this system does not make your working life easier, you'll get a prompt and courteous refund (no questions asked).

So click the big green button at the top of this page that says, "Take This Course."

And skyrocket your efficiency and productivity today.

Who is the target audience?
  • Working Professionals
  • Small Business Owners
  • Freelancers
  • Life Coaches
  • Real Estate Agents
Compare to Other Evernote Courses
Curriculum For This Course
29 Lectures
The Very Basics
4 Lectures 04:55

Where to Find the Free Mobile App

Where to Quickly Learn the Basics of Evernote (if you're new).
Template 1 (each contact is one note)
7 Lectures 20:18

How to Create Template 1

Transform Your Notes with Links

How to enter contacts in Template 1

A Sample Workflow with Template 1

Template 2 (each contact is 4 notes)
4 Lectures 08:48
How to Create Template 2

Use this cheat sheet for quick reference when entering contacts using Template 2. 

How to Enter Contacts in Template 2

A Sample Workflow with Template 2

3 Lectures 05:59

Assign the Proper Tag to Contacts

The Ultimate Workflow Using Tags
Advanced Features
5 Lectures 14:26

Sync Reminders with your Calendar

Linking with Google Docs

Create an Admin Panel

Sharing Notes with Others is Quick & Easy
Paperless Office
4 Lectures 07:21

The Initial Setup to Go Paperless

Connect Your Scanner to Evernote

Use Your Smartphone As Your Scanner
2 Lectures 01:52
Bonus Lecture

About the Instructor
Dylan Spitz
4.8 Average rating
11 Reviews
62 Students
1 Course
Udemy Instructor & Entrepreneur

I'm Dylan, a small business owner and instructor here on Udemy.

I've started several successful companies and use Evernote & QuickBooks for Mac everyday in my own company. I enjoy teaching working professionals and other entrepreneurs how to get their working life in order using these tools.

Some of the businesses I've built include a small chain of health clubs, a handful of real estate properties, and a satellite TV installation company.