The timeline will help me understand how the student is evolving, and I can also look into the tasks related to each step. I can add one or several of them just below the notes I took for each day, and I’ll end up with several small blocks of information that I can refer to in the future. When the consulting starts, I’ll take my notes for each session and keep linking the associated calendar entry to every note block, creating a reverse timeline.Īs things evolve, I’ll start giving the students some homework, and sometimes they’ll ask me questions that may need research to answer. If that person becomes a student, I’ll remove “follow-up” and add the “student” tag. Finally, I’ll add the “follow-up” tag to filter all the notes I have to follow up with in the future. Next, I’ll create the calendar entry on top of the meeting notes to date stamp it. Two or three days before a meeting with a prospect, I create a new note from the template and title it with the person or company name.ĭuring the meeting, I’ll explain how I do my work and use the area “Timeline” in the template to take notes regarding specific needs from the student. Let’s start with a template I tailored for my needs over the years and how Evernote's Calendar and Tasks are making it even better. If you prefer to visualize all the explanations below, I suggest watching the companion video.

Evernote calendar feature