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How I use Evernote and Streak to Keep My Marketing On-track

By: Jonathan Downie    Date: January 16, 2017

After my recent post on pitching and my glowing praise of Streak on LinkedIn, I thought I would do a post on two of my new favourite tools – tools which have so far helped me net some incredible promotional opportunities and which showed me where I was losing out in my business.

 

The first tool is well-known: Evernote is a note-taking, image-saving, web page-snipping, beautifully constructed beast. I use it for two things. The first, and most obvious is that, what with being a dad and travelling a lot, I sometimes draft things in different places and on different devices. With Evernote, I know I can, for example, store the title to my latest blog post in a special notebook called “Articles” and then go back to it wherever I am.

 

In addition, I have installed the Evernote web snipping addon for Chrome. To understand what this does, imagine a simple webpage bookmarker but on steroids. In Evernote, you can save the entire page and a link to it so you can review the page both online and offline. In the screenshot below, I am clipping a recent article from Conference News just to show you what everything looks like. The web clipper is the grey rectangle in the top-right.

 

Evernote web clipper screencap

 

In this particular case, I am saving it to a folder called “Business”, which is where I save a mixture of articles I want to read in future and information that I need to know. I will absolutely be using Evernote to store publicly available pre-reads for my next interpreting assignment.

 

One more nifty feature is that you can link Evernote to your email and set-up reminders. This is really handy if, like me, you store the web pages of client leads there and you want to remember to email them or call them later.

 

Evernote is amazing but its power is hugely multiplied when you install Streak as a plugin for Chrome and then follow its easy activation instructions for Gmail. I use Gmail to manage my work emails as it allows really simple syncing between all my Android devices and, when I am on the web version of Gmail, Streak is active.

 

This is a walkthrough of Streak (try to ignore the rather boring voice):

 

 

What I find really useful is that, when I open the CRM pipeline view, I can instantly see where I was with every lead and active client, including when I last contacted them. This has made it much easier for me to ensure I do follow-up and it has meant that contact details are all captured automatically.

 

Want an example of how these tools work together. Here’s a simple plan of how I got an article on interpreting in the in-flight magazine of a major airline. (I am using the same process for interpreting clients too).

 

  1. I grabbed the magazine and used Evernote on my phone to capture pictures of the front cover, editorial contacts and some relevant articles.
  2. I then drafted an email during the flight to the editor.
  3. As soon as I landed, I sent the email and created a Streak box for the email I had just sent by opening the email from my “Sent” box in Gmail and then clicking on the Streak shortcut icon at the top of the page.
  4. A couple of weeks later, I noticed that the editor hadn’t gotten back to me and dropped a reminder. At that point, I changed the marking of the box from “Lead” to “Contacted” in my CRM.
  5. Within a couple of days, she got back, we agreed on the piece (if it had taken more than a couple of emails, I would have moved the box from “Contacted” to “Negotiating”) and I sent it off. Once the piece was off, I marked the box “Sent Piece/Met in person”.
  6. Once I got confirmation that the piece had been accepted, I dropped a thank you email and marked it as “Closed – Won”.

 

I use that same system to track all my leads and am slowly adding my long-standing clients to Streak too. I make sure that I check my Streak CRM pipeline at least once a day, just to keep on top of everything. That simple view has helped me spot one potential client where I hadn’t sent paperwork, one where I was waiting on the confirmation of an assignment and more than one where I needed to send reminders.

 

To be honest, I am still finding new ways to combine these tools. For instance, I recently found out that Streak can tell me when my email has been read. And I can share Evernote notes with people. I am sure that I will be finding creative uses of these and all the other features I keep finding. What tools do you find useful?