Get Organized with Evernote: A Step-By-Step Guide

business business tool clutter entrepreneur evernote online business systems organization productivity time-management Feb 11, 2021

Disorganization is costly. It costs you time, money, opportunities, energy, and your sanity.

Ask yourself this question...

How is disorganization affecting me and my business?

Is it causing you to miss out on leads, contacts, or referrals? Is it causing you to feel paralyzed, frustrated, and overwhelmed? Is it something that is keeping you from creating the life and business you desire?

You're in the right place if... 

  • You want to stop paying the price for disorganization
  • You want to reduce physical, digital, & mental clutter
  • You want to increase clarity, confidence, and calm

"Clutter is not just the stuff on the floor. It's anything that stands between you and the life you want to be living." - Peter Walsh

As a digital systems coach and trainer, I am often asked what tools I use in my business. 

The one I use daily to organize my life and my business is Evernote.

After 17 years of drowning in piles of paper and having no system for storing digital information, this tool had a tremendous impact on my life when I started using it in 2013.

This transformation was so significant that I became an Evernote Certified Consultant in 2016. Now I teach others how to create organized online systems using Evernote,

Here's the issue with physical filing systems...

  • They create clutter
  • It's hard to find anything
  • You run out of space
  • It isn't easy to access, share or manipulate
  • It isn't GREEN

With an online system, information is easy to store, find, access, share, edit, and organize. Evernote is similar to your physical filing system but instead of folders and documents, you use Notebooks and Notes!

Evernote holds EVERYTHING that I need to access!!

I know what you are thinking. "I can't go completely PAPERLESS!"

Going PAPERLESS does not mean giving up all paper. It means going paper-LESS. By creating new habits and new systems you will have LESS paper and have more clarity on where to store and access what you need quickly.

What do I store in Evernote?  EVERYTHING!!

  • Business cards
  • Project Information
  • Contacts/Leads
  • Tax Receipts
  • Recipes
  • Special Memories
  • Warranty Information
  • Insurance and Retirement Statements
  • Training
  • To-Do Lists, Checklists, and Templates
  • And so much more!

Are you ready to get organized?

Here is Your Step-by-Step Guide to Getting Organized with Evernote...

Step #1: Set up Your Account - Go to and select the FREE (Basic) Plan or the Premium Plan

Step #2: Download Evernote - Add the Evernote App to your mobile devices and download Evernote to your PC or Mac >>

UPDATE July 2021: In the video, I recommend Evernote Legacy, but now recommend using Evernote 10 so use the link above to download this version.

Evernote has also changed the name of their plans. Evernote Premium is now called Evernote Personal.

NOTE: You are limited to TWO devices/applications if you have the BASIC (FREE) version of Evernote. Want unlimited devices? Upgrade to Evernote Personal.

Step #3: Set up Your Notebooks - Go to for a FREE Guide

Step #4: Create New Habits - The magic is not in the tool but the system. The habits you create are key to success. To have LESS paper in your life...THINK DIGITAL!

Don't Write It -- Type It

Don't Store It -- Scan It

Don't Print It -- Clip It (Use the Evernote Web Clipper!)

Step #5: Add Notes & Content - It's time to start adding information to Evernote! This can be your Checklists, Templates, Attachments, Emails, Scanned Items, Clipped Items, and more. (In the video on this page I show you how!)

Are you READY to go from feeling paralyzed to feeling unstoppable, because you are no longer held back by disorganization?

You have two choices.

Learn it on your own OR get support from someone who can...

  • Teach you the setup 
  • Determine the system you need
  • Show you how to use the tools

Ready to simplify your life and streamline your business? Join The Digital Clutter Cure. (This has replaced the challenge mentioned in the video.)

"Get rid of clutter and you may find it was blocking the door you've been looking for." -Katrina Mayer

Happy Organizing!

Lydia xo 

P.S. Be sure to check out this Podcast Episode/Blog: Four Ways to Use Evernote and Why Every Business Owner Needs This Tool




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