Client Disaster Averted with Business On The Go

I was out and about, driving around on a beautiful Saturday morning.

A typical Mum, I’m out and about doing errands, but I’m also trying to catch up with my clients and friends (of course sometimes my client are my friends).

On this particular day, I was out having coffee.  I had a reminder in my calendar pop up to catch up with a client.  There was absolutely no way I was going to get back to my office in time to be able to have my client session.  Fortunately, my system of being mobile or having a transportable business system worked for me.

I used Evernote.

I had in Evernote, all of my client notes for this particular client so that we could revisit what we were working on.  I was able to go through my whole client session with my client over the phone.  We had our phone meeting and fortunately I had a pen and paper in my handbag.  I was able to write some notes about our session so that we can review it at our next meet up or our next session.

So in summary, on my mobile device, I was able to recall the client notes or history from our last session that I had previously saved in Evernote. I then took a photo of my handwritten notes in Evernote with all the relevant tags and references for me to find later.  If I lost that piece of paper or forgot about it, it wouldn’t matter.  It is safely stored in Evernote, for when I return to my office computer.

I will then easily be able to recall the photo and type up my proper notes for my client, send it to my client and save the notes for our next session.

I’m just so glad that that system worked for me and saved me from having to reschedule or lose that scheduled business time.

If you’d like to know more on how Evernote can keep your business mobile, check out the training workshops coming up click here for more details.

About the Author:

Barbara Clifford (The Time Tamer) is a time management & stress management enthusiast based in Alice Springs, Australia.  She has spent over 20 years working in time precious and stressful industries such as film, hospitality and marketing.  She has always had a burning passion for creating order and making sense of things.  She is sought after like a beacon in a sea of chaos to provide professional development in the business environment through workshop training, coaching, mentoring, online training programmes, webinars and as a guest speaker around Australia.  Her professional experience has included contracts with small business, Not For Profits, Aboriginal Organisations, Media, Marketing, Aged Care, Universities, Health Services and Cruise Ships. Follow Barbara on Twitter @barbclifford.