Make things happen by turning dreams into actions and using the best business productivity tools to get organized.

01. Overview

Pricing & Plans

Evernote have 4 different membership levels to choose from. The first is a basic plan and 100% free. You can upload up to 60MB per month with this option. The plus membership ($25 a year) allows 1GB a month. And lastly the premium version ($50 a year) allows unlimited uploads. There is a business option as well, which you can get more information on HERE.

You can see Evernote's complete pricing information and features right HERE. Personally, I have the Premium version because I upload MASSIVE files to save, this is because I keep all my client information in Evernote. I think it is completely worth the price tag.


  • Type, upload photos, upload files, view and present PDF's
  • Share your notebooks or notes with other people
  • Chat with co-workers, family or friends within the chat function
  • Scan in files and have them automatically added to your notebooks
  • Tag, search and find files and notes from any part of your account
  • Add Google Drive files directly into your notes for quick access

The best way I can describe Evernote is a combination of OneNote, Dropbox, ShoeBox and a planner. Evernote makes every single process able to happen in one place. Their prices are fantastic and allow me to save money by working with clients, storing files and creating backups all in one place.

Evernote also has a ton of Apps and tools to go along with the actual Evernote app. You can see all of their products on THIS page. Not only do they have tools for virtually everything, but you can seamlessly connect Evernote with other online tools through IFTTT (and if you don't have an account with them yet, YOU NEED ONE).

Evernote can be accessed online and offline, from your computer, tablet, or phone.


02. Evernote Basics

The Basics

The best way to think about Evernote, is to imagine a searchable notebook. You get all the benefits of writing on a page, but you're able to edit the text, add images and PDFs seamlessly, and search for all your notes quickly. Evernote can be used for so many different things, that often, people stop using the app just because it gets overwhelming. The solution to this is to start out with an organized process. First, you need to learn the basics of Evernote.

Evernote is broken up into three basic levels; Notes, Notebooks, and Stacks. Just like a sheet of paper in a notebook, Evernote can be organized in a similar way, with the advantage of search, unlimited space, and formatting. Evernote has a ton of features that can really make it into your extended brain. With tagging, search functionality and sharing options, you can run an entire business from the one program.

Before we jump too far into the features and usability of Evernote, I want to give you a quick list of some of the tasks I use Evernote for, as something to build on yourself and look forward to. There are a thousand ways you can use Evernote, but if you don’t have an effective organization system or you can’t find the note you’re looking for, Evernote will not be helpful.

  • Self Improvement and Habit Tracker
  • Daily Journal or Prayer and Gratitude Journal
  • Digitize your notes and notebooks 
  • Organize School projects and class notes
  • Write and Share Guest Posts with bloggers
  • Track your fitness goals and plan workouts
  • Save and organize receipts
  • CRM or Contact Management System
  • Digital File Cabinet (Going Paperless)
  • Distraction free writing
  • Research Database
  • Workflows and System Planning
  • Budget and Expense Planning
  • Storage for resources, eBooks and worksheets

Set Up Process

So now that you have the basics down, let’s get some notebooks set up. There are 4 notebooks I recommend:

  1. Inbox
  2. Dashboard
  3. File Cabinet
  4. Self Improvement

Of course, you can pick and choose which ones you want to use and you can always alter these later to better fit your needs. At the bare minimum, I recommend setting up an Inbox. You’ll need a default folder for your notes to live in until you put them in their proper place.

You can make your folder the default option by right-clicking on the notebook you want as your default notebook, choose "Notebook Settings" and check the "Make this my default notebook" option.

The original set of notebooks I started with were the following:

  1. To File / To Save / Inbox (This will be your catch-all for notes on the go, things you need to file later, and important tasks that need to get done)
  2. To Do / Working On (A running list of tasks can go in here, this is the notebook I check every morning)
  3. Dashboard (A great place to store all your thoughts and ideas and plans for the coming days)
  4. Daily Fill (Running to-do lists, routines and prayers for the week can be stored in here)
  5. File Cabinet (Your digital files so you can go paperless at home)

So, you can see how my system has evolved. Your system will likely change over time too, as you figure out what you need and use and what you don't.

Menu & Settings

The Evernote menus are fairly straight-forward, but I know how frustrating it can be to find the setting you need when you're not familiar with the program. Below are images of each menu so you can quickly find what you're looking for.

You'll also want to set up your default notebook for emails, web clips and your app to auto-save notes. You can do this by right-clicking on the notebook you want as your default notebook, choose "Notebook Settings" and check the "Make this my default notebook" option.


03. Apps & Add Ons

The Evernote App

The app is super simple to use, and although I prefer the desktop version of Evernote, the app makes it easy to quickly reference notes on the go. I can scan & add business cards quickly, set reminders for myself or share notes all from my phone. Download the app on your smart phone and use it as an extension of your computer. It's a great add on to the Evernote Suite.

The Web Clipper

If you haven't already, download the web clipper from Evernote. Make sure to hop into your clipper settings before getting started to set up the notebook and tagging options. 

The more you use Evernote, the better the resource it'll become. Save important emails, articles you want to read later, or just clip things you love. Using the clipper more often will result in better search results and smarter auto filtering.

Evernote with IFTTT


04. Using Evernote

Going Paperless

Getting rid of your file folders and going digital is a piece of cake with Evernote. There are a million blog posts and YouTube videos about ways to go paperless, but it's not really that complicated. You'll need to keep physical documents of your passport, birth certificates, marriage licenses, car titles, deeds, trusts and wills - but almost everything else can be scanned and digitized. Our general rule is, if it'll take longer than 2 weeks or more than $5 to get a physical print, you should keep a paper copy. Everything else goes into your Evernote account.

One important aspect of this I need to mention is security. PLEASE, before scanning important docs and info into your Evernote, make it secure. Use two factor authentication to log in and set passwords only you would know. Regularly clear out your files and always log out of Evernote when you're on other computers. Risking your identity or losing important documents is not worth the convenience of having every digital. Evernote is already incredibly secure (read more about that here), so just make sure no human error is the cause of someone accessing your private info.

Tagging in evernote

Tags are great for organizing your notes into different or more organized sections. For example, if your rental policy fits into your file cabinet notebook, but you'd also like to save it under "expenses" or "policies", you can use tags to help you do just that. Tags are extremely useful and a great method for organizing past regular notebooks and stacks.

Evernote on the web

The Evernote web app is not my favorite method for using Evernote. It's handy if you need to change your settings or manage your subscription but there are a ton of features lacking as compared to the desktop version.

The web app also doesn't let you view PDF files within the note unless you click and open them on a different tab. This can make it hard to take notes inline with your scan and pages.

I highly recommend using the desktop version where ever you can and sticking with the smart phone app when you're on the go.


05. Bonus Content

Evernote Webinar


The Worksheets