At Work

Take Evernote to Work With These Free Business Templates

Take Evernote to Work With These Free Business Templates

Posted by Pamela Rosen on 14 Feb 2017

Posted by Pamela Rosen on 14 Feb 2017

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The small business world has an unfortunate little secret. Most entrepreneurs discover it by accident, and it takes them by complete surprise. The secret? They’re not in the business they thought they were in. Whether they’re handy people, bakers, drivers, manufacturers, or provide a service, doing that work is only a small portion of their day. The rest of the time, they’re behind the scenes, working on the business end of the company.  And for many small business owners, that’s a world apart from what they know how to do.

The less time we have to spend thinking about business paperwork, the more time we can spend doing what we love.

“Evernote is the perfect solution to small business paperwork and organization woes,” said Barbara Fuller, owner of Simplify Days, an online business designed to help individuals and businesses organize online using Evernote. “Entrepreneurs can use it however they want. Evernote can be so much more than a note-taking app. It can be the home for project plans, sales contacts, contracts, budgets, anything.”

Simplifying business forms with Evernote

Barbara acknowledges that facing a blank canvas can be a little daunting at first, so she helps customers make the most of Evernote by creating beautiful and functional templates that they can use immediately. Within seconds, they’re getting things done and staying on track.

We teamed up with Barbara to create an exclusive set of business templates for entrepreneurs that’ll simplify your paperwork and streamline your day. The set includes:

Meeting Notes—This template will help you organize the notes you take when you meet with clients, prospects, and will even help organize your thoughts for later.

Interview Score Card—Use this template to help you make fair decisions about hiring. Score candidates by the same standards, or use the template to get collaborative feedback on candidates from the team.

Employee Goals—Sometimes called MBOs or OKRs, use this template to keep track of employee performance, goals, and objectives.

Sales Contacts—You don’t need an expensive CRM for a relatively small business. Keep sales contact data using this template, and use Evernote’s search function to call up the info you need in seconds.

Meeting Agenda—This template helps you to keep your meetings on track and focused. Plan ahead what you’re going to discuss, and share it with your team and clients to ensure everyone’s prepared.

Project Overview—Organize professional project details fast, and track progress in real time with anyone you share it with.

Project Budget—Call out costs and line item expenses and be ready to send written estimates in seconds.

Work Order—Prepare your Statement of Work, (SOW), so you and clients agree on the scope of the job instantly. Save SOWs for future reference without a file cabinet.

Marketing Plan—How do you plan to get more customers and manage growth? Set a marketing roadmap for your entire business, and use the same template to plan and execute a single campaign or marketing event.

Business Trip Checklist—Traveling for business? Make sure you meet all your goals by using this template to track and even remind you of meeting times and locations, background information on the people you meet, and add new data instantly from any device.

Using Templates

If you haven’t used Evernote templates before, you’ll find them simple and handy.  Check out this how-to and get started using templates to make Evernote a powerful business suite today.

Bonus: Be sure to download the 2017 Evernote calendar templates to turn Evernote into your yearly, monthly, weekly, or daily datebook.

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4 Comments RSS

  • Samuel Lavoie

    Thanks, Evernote and Simplify Days very handy and beautiful yet very simple to use templates!

  • Cassie

    These templates are awesome!

  • Kate Amon

    As a former small business owner (organic gift retailer/etailer), truer words were never spoken! Devil in the details to run a business, and these templates help to mentally “change gears” to focus on a specific task or effort.