A long-time advocate of David Allen’s Getting Things Done (GTD), Stacey Harmon has taken full advantage of available technologies to increase her business savvy. Keeping the GTD concept in the forefront of her mind has allowed her to efficiently manage her responsibilities; breaking each project into smaller, actionable, and cross-off-able tasks. Because of it, she’s able to stay organized and on top of things, even while running a business, flying across the country to give presentations, and writing books — all the while maintaining her other interests. Saying that Stacey keeps busy is a huge understatement!
With 18 solid years of experience in the residential real estate industry under her belt, Stacey has developed a true passion for helping others improve their businesses. Powered by her own knowledge and experience, her company, Harmon Enterprises, provides clients with the skills, resources, and know-how required to make their communication efforts more impactful through the use of digital technology.
Developing a Meaningful Workflow
Not surprisingly, before Stacey got to the point that she could teach others, she had to learn the ropes herself. In the beginning, she used the “print screen” key and Photoshop to capture and manipulate what was on her screen. It’s a tried and true method, but it isn’t the most efficient way to manage things. Losing files is easy, and accomplishing any sort of meaningful or successful archiving method is more work than it’s worth. Screen captures can’t be temporarily set aside or easily marked, so a moment of inspiration at 3AM becomes more of a hassle than an opportunity. In short, “print screen” got the job done, but it was clunky and lacking.
Fortunately, she found an alternative with the help of Facebook marketing guru, Mari Smith:
After installing the trial, it was smooth sailing.
“I use Snagit all the time now,” Stacey explained. “It is so important to me.”
She has since integrated Snagit into the Getting Things Done framework by considering the Snagit library of captures as an inbox in itself; a neatly packaged cloud of ideas, thoughts, and leads that can be quickly finished and archived. “The day I discovered the ‘Send to Evernote‘ button was a glorious day for me,” she explained, noting that she stores all processed captures in carefully categorized notebooks for future use.
“My philosophy,” Stacey shared, “is that people learn best from case studies. Snagit brings me the visuals that support the concepts.” Below, she was kind enough to share with us the top five ways she uses Snagit to help her clients take their businesses digital – and get things done!
1. Answering Questions
I use Snagit to capture instructional images to send to clients who ask me questions. For example, a client asked me “How do I delete a notebook in Evernote?” and I sent them back an email with this screen capture showing them where to right click:
2. Organizing Thoughts and Case Studies
I use Snagit to capture/document screen captures of case studies that I then save to Evernote via the Snagit Evernote button for future reference or use. Then, when I need a case study for a presentation I’m developing, or for a book I’m writing, I’m able to get the screenshot from Evernote (and it is OCR scanable so I am able to find it easily too!).
3. Keeping Private Information Private
A lot of my work is in training people how to manage their Evernote and Facebook accounts. So, when I take screenshots in the account area of these platforms, I often need to blur out sensitive account data in captures I want to use in my Keynote presentations. I use the blur feature of SnagIt to accomplish this. This example shows how I blurred out the unique email address for my Evernote account:
4. Documenting Before and Afters
I use Snagit to document Before and After work I do for clients and I use the screenshots in the deliverables I send to them. Because social media sites change so often, it is critical to document visually the work my company did in order to prove the completion of the promised work and show the improvement. For example, here are some screenshots from a client deliverable that has Snagit screenshots in it showing:
a) The overall campaign performance analysis. I included a Snagit screenshot from the Facebook ad reporting interface along with my description of the results.
b) The before and after fan count for a Facebook page that we ran an ad campaign on:
5. Giving Clear Feedback and Suggestions
I use Snagit to more effectively communicate with clients on the marketing they do. This client was doing a mailer and asked for my feedback on the proof. I suggested he have the designer add a box around the application that is being talked about in the postcard copy and then used a Snagit box to show him what I meant:
Using Snagit lets Stacey show and see progress instead of just verbalizing it. In terms of GTD, she can see right when she’s hit the bottom of her inbox, and in terms of communicating with others, Snagit allows her to be as clear as possible. Whether speaking with a client or speaking at a conference, Stacey uses visual elements of her projects to add priceless and immeasurable power to her words.