Ep. 3 | Joshua Zerkel on Training at Evernote

Recorded on January 22nd, 2016

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Show Notes

Today's guest is Joshua Zerkel, Director of Worldwide Account Management and Training at Evernote and founder and CEO of Custom Living Solutions, one of the Bay Area’s premier productivity and organizing consulting firms. At Evernote, Joshua leads a global team and oversees all onboarding, training, retention, and customer success programs for new and existing Evernote business customers. Listen to learn how to help your company, your team and your customers to become more productive.

In this episode, we cover:

When it comes to organization for personal productivity, use whatever methodology works.

Some teams can use off-the-shelf solutions. Some can't or won't.

Certified Professional Organizers are certified to help you become your best self and team.

Evernote doesn't have hidden features, but the hidden part is how to put features together to make a workflow for yourself.

Help customers figure out which features will help them accomplish what they need.

What aren't people doing in Evernote that they should?

One person can be the catalyst for change in business teams.

A typical day for Joshua customer team helping customers: Taking a consultative "helping sells" approach.

While there is structured curriculum, it's tailored to the needs of each business.

How do you measure success at Evernote?

Helping increases all of the measures we want.

Product may be excited about features, but education is more excited about what customers can do with features if it's the right fit.

What do you do if your product isn't something you absolutely have to use?

Any time you decide to try or adopt a new tool, internal change management is critical.

Outside of the Valley, we may tend to assume people are just like us. Don't.

Be willing to go off-script.

Evernote at Work

Until Next Time Well, that was just a short summary of what we talked about in episode three. We hope it makes you want to subscribe and listen. We plan to publish 2 interview per month for now. But between episodes, we can continue the conversation on Twitter with the hashtag #HelpingSells. So if you’d like to chat with Sarah and Bill, tweets us and use the Hashtag #HelpingSells.

About Joshua Zerkel

Joshua Zerkel is Director of Worldwide Account Management and Training at Evernote and founder and CEO of Custom Living Solutions, one of the Bay Area’s premier productivity and organizing consulting firms. At Evernote, Joshua leads a global team and oversees all onboarding, training, retention, and customer success programs for new and existing Evernote business customers. Before officially joining Evernote, he was the very first Evernote Ambassador, where he built an extensive online and offline community of productivity enthusiasts and helped shape the overall Ambassador Program. Joshua is also one of the world's first Certified Professional Organizers® and I've spent over twelve years helping individuals and businesses use technology to enhance workflows and communication, and to get control of their workspace, information and time to boost overall productivity and effectiveness. An experienced media spokesperson, he has been featured on notable news outlets including NPR, CBS News, ABC News, and the San Francisco Chronicle. He is the author of the book Evernote at Work: The Ultimate Guide to Implementing Evernote In Your Business.

About Evernote

Evernote builds apps and products that are defining the way individuals and teams work today.

Written by

Bill Cushard and Sarah E. Brown


Helping Sells Radio co-hosts, Bill Cushard and Sarah E. Brown, are Rocketeers based in Palo Alto, CA. Reach out to them by emailing marketing (at) servicerocket.com or on Twitter using the hashtag #HelpingSells.