How To Organise Ideas For Your Consulting Clients

Summary: Full Transcription Hi, it's Alexi here and I wanted to show you a little planning trick that I used to work with so many clients and to work so effective with the clients. I have particular client that will probably see this video that does a lot of different things at once. And so one day, I could be working on one particular job and next I could be working on something else and the next day I could get a phone call and I could get an impromptu briefing. And then I can get an email that gives me some information. And then his business partner could send me something else and information comes from different directions. And so with this particular client, I learned a long time ago that I have to get very organize otherwise I'd lose information. And so, we've been working together in a few years now. And many times he commented on how organized I am as I able to see top things easily. Now it's true more than even before because the last year or so I started using a software called Evernote. Now if you've heard of Evernote you know what a great software it is. If you haven't heard of Evernote and if you are a freelancer, be a consultant, copywriter or whatever then this is going to be a particular value for you because I'm going to focus in drilling how I manage all the ideas that I get from clients for clients with clients. And never literally lose anything at any point what I need to do for the client. So this is the general screen for Evernote. I'm not going to take you to every single one of them. In fact, I can't even take you to the client's folder itself because that is a live active one. There are confidential stuff in there. What I've done though is set up a client example notebook for you. So, let's call the client Bob. Bob is in the health industry and anything that pertains to Bob whether or not I get an idea about Bob's campaign, whether or not Bob emails me something that I need to mention, whether or not there's a problem that occurs that I need to keep on my radar. So for example, let's say Bob emails me and said, “We'll be getting feedback from our buyers and they love the stuff on cheap foods.” Bang! That goes to Evernote as a reminder for me to do something about that on an email or whatever it may be. So it gets dump in here. So let's say I get ideas from my readings because if you go back here, I have books that I need (this quite pretty big actually) to read while I'm forever adding stuff to this list and deleting it. Let's say I'm reading a book on whatever maybe just says marketing for now. And I am reading the book and I get an idea for Bob that I know we can use in this campaign. Well what I do is just go to Bob's folder here and drop the idea right there. Bang! Bang! I type it in and if I get another idea I type it in and then slowly but surely everything is nice to get catalogue in this one folder. And let's say I am travelling about, or surfing online and I see a banner that we can swipe and use as test campaign. I'll copy that banner across and dump it into his file. So that one example that we could use here. And that keeps happening and that way I never lose anything. I'm never getting overwhelmed or overloaded if everything's centralized. Well let's say I have a chat to Bob on the phone and Bob says, "Alexi we really need to make sure that we update the order coupon and put that extra testimonial in there because we're noticing the abandonment rate on the order coupon's bit higher than what we want.” Bang! Damp it in here and add to a work lists. Again, never lose anything. The beautiful thing about Evernote is you can use it across all the devices... on my wife's Iphone, my Iphone, the Ipad's, the laptop, everything. So what that means is wherever I am, all the devices get sync. So let's say add a note to here. Let's just put that there.