So let me show you my practice for keeping client information. So here we are in Evernote, and you can see right here it says RocketGirl client notes. I'll make myself a little smaller so you can see, RocketGirl client notes, and that is a notebook. You can create different notebooks. I have several. So the RocketGirl client notes, and then within that, have notes, one for each client and I name them the client's first name and last name. That way I can easily find them, easily search them. I found that with most systems, the key to them working is consistency, so I name their note, their first name and their last name, and I keep it in my RocketGirl client notes notebook.
So soon as I hit about 10 clients, I abandoned that approach, and I started using Evernote. Evernote is a cloud based or desktop based solution where you can keep notes, you can attach PDFs, all kinds of information no matter what type of business you're in. However, what happened was I really had to go over to each notebook and look at them, and it became cumbersome right away. When I first started out as a virtual assistant, I only had a handful of clients. I started taking notes for each client in one notebook, and that was very quickly, very confusing. So I took a trip to Staples and I purchased a handful of notebooks and each client was assigned around notebook. My name is Belinda Wasser, also known as RocketGirl. And today we're going to talk about how I use Evernote to organize my client information.