Using Evernote with LinkedIn as a powerful referral tool

Posted by: Jeremy Jones

May 7, 2014


Imagine you are invited to a A-List event, with lots of great people that you could meet to be potential business partners, clients or referral partners.  You want to make a good impression, so you practice you opening line…because if you don’t know what to say in the first 30 seconds to make a good impression we all know what happens 🙂

a first impression is a lasting….. [you know the rest] and maybe you learned this from someone else, or you learned it by making mistakes like me, that it’s difficult to make a first impression, a second time. [maybe wear a disguise]

next you meet several people, have great conversations with 4 or 5 people one being Bill Superhuman who runs “Superhuman Inc.” and you’ve been wanting to meet him for a long time.  You connect with several others…it’s a great event.  You exchange cards on you’re on your way.

28 days later….

You’re working on a project and open your desk drawer and a pile of business cards fall over.  Dust flies up in the air off the cards.  As you look at the card on top, it’s the card of Bill Superhuman.

After 3 or 4 explicit minutes have passed…you think to yourself, what could have happened that you totally forgot to follow up with not only Bill but the other 9 people you met at that event.

I don’t know if you’ve been there, but I know I have in the past.  Instead on making that mistake over and over, I feel blessed to have discovered a few great tools that help me to follow up and cultivate relationships.  One is a new tool I’ll share with you.

The three awesome tools to enhance your follow up are:


Today, LinkedIn announced on their blog that they are shutting down their app to scan business cards and have LinkedIn integrate directly with Evernote.

Evernote allows you to type notes, take pictures of your written notes and upload them and tag your notes to organize and everything can be searched.

LinkedIn is a professional network to stay connected and recommend other professionals

Contactually is a powerful CRM and follow up reminder tool that syncs all your communications via email and all social media channels.

If you’ve struggled with keeping track of people you met, losing business cards and forgetting to follow up you are missing opportunities – here’s a simple plan to keep track and follow up.

First get yourself a Free Evernote account if you don’t have one yet.  Next be sure you have a LinkedIn account, and feel free to connect with me there.

Get a free trial of Contactually here.  It’s a very powerful follow up tool and if you need help with it just let me know.

[links above are affiliate links and LinkedIn gets to to my profile to connect]

Log into the Evernote website

Go to apps

Add LinkedIn

It will take you to LinkedIn, click sync

Next time you attend an event or take the last few events you’ve attended and do this now.

Before you throw the money in the trash…I mean the business cards in the drawer to never be seen again…take 10 quick minutes and do this:

Lay out 6 or 8 business cards on your desk and take a photo with your phone.  If you have the Evernote app, simply share those photos to Evernote and add a tag called “business cards” and make a note of the name of the event.

Now the cards are logged in Evernote to be searched.  Evernote will scan the picture and can find words you search for…it’s amazing.

Next, send a 10 second email to each person you met

Subject: [their First name]

Email: [First name] it was great meeting you at [event name], I enjoyed our conversation.

Please let me know you got this

If I can help you in any way, just let me know

-Jeremy C. Jones [sign your name]

[you can add an email signature here, but it’s better to keep it very short and personal]

Next you add them in Contactually to a Bucket, which you can set a reminder that will let you know if you have not spoke with them in a set period of time, 30 days as an example.

When you send this email they automatically get added as a contact in Contactually and when they reply and have an email signature with all their company info Contactually will scrape that info and automatically add it to their contact profile.  This is a huge time saver to adding it manually [see Contactually is awesome]

Next do your normal follow up that was arranged with the new person you met….but if you have not sent them an email or LinkedIn message within 30 days Contactually will send you a reminder to connect with them.

Again, give Contactually a try, you’ll save a lot of time and capture a lot of opportunities you may be missing out on right now because we all are so busy it’s hard to keep track and remember everyone.

In summary, take a few minutes after an event to capture the people you met for long term benefit of cultivating win-win relationships.

Meet someone, exchange cards.  Take a picture of the card add it to Evernote.  Send a quick 10 second email and they are automatically put into a process to remind you to follow up later if you have not.

When you first start this is may take 20 minutes or so, but once you have it down…which I’ve been doing this for the last year or so and it literally takes 5 or 10 minutes and well worth it.

Here are the tools to allow the internet to work for you: EvernoteLinkedInContactually

Go out and use Evernote with LinkedIn as a powerful referral tool along with Contractually to remind you to follow up, give and get referrals.

If you got value from this you can get my new 10 part video series on how to get website traffic, generate leads and high paying clients with LinkedIn – Click Here To Get The LinkedIn Course on Udemy

Leave a comment to let me know what you currently do to keep in touch with people and what you may add to it based on this conversation here.




“How To Grow Your Online Coaching Business, Get Featured in Media, and Multiply Referrals . . .”

Jeremy Jones

Jeremy Jones


Jeremy C. Jones, a proud military veteran, is also a family man and entrepreneur who lives in Paradise Valley, Arizona. His accomplishments include being a four-time #1 Best-Selling Author on Amazon, hosting the popular podcast “Ideas That Make an Impact,” establishing The Book District, and founding and serving as CEO at Jones Media Publishing.



DISCLAIMER: “ is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to,,, or”

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