TGP 38 – Kerry Scott – How to Use Evernote for Genealogy

Direct link to this post: http://www.thegenealogyprofessional.com/Kerry-Scott

We are changing it up for this episode of The Genealogy Professional podcast. Instead of talking with a professional genealogist about running a genealogy business, our featured guest, professional genealogist and author Kerry Scott, talks about her new book, How to Use Evernote for GenealogyEvernote is a well-known productivity tool and Kerry will tell us how it can be used to boost genealogy research efficiency.

Bio – Kerry ScottKerry Scott

Kerry Scott used to be a Human Resources executive. She finally realized she liked dead people better, so now she’s a genealogist. She’s obsessed with using technology to become a more efficient family historian, and she’s spent years developing tools and techniques to make Evernote work for both beginning and expert genealogists. Kerry teaches at Family Tree University, and writes an award-winning genealogy blog, Clue Wagon. Her roots are in the Midwest, but she now lives in Albuquerque, New Mexico.

Book Summary

Harness the powerful, timesaving organization features of Evernote‘s free software and mobile apps to manage your genealogy research. How to Use Evernote for Genealogy explains how to organize all kinds of genealogy clues–from notes and e-mails to vital records and audio files–so the information is easily searchable, accessible on any device, and automatically backed up in the cloud. Step-by-step instructions show you how to organize research materials, analyze research clues, collaborate with cousins, and share your family history.

Publication Info 

book cover

Title: How to Use Evernote for Genealogy

Publisher: Family Tree University (November 16, 2015)

Paperback: 240 pages.

How to Use Evernote for Genealogy is available for purchase from Amazon.com and other booksellers.

The Interview

This interview is a little bit different from what is usually done on the podcast. Instead of focusing on a genealogy professional, we instead focus on a resource – Evernote. Author Kerry Scott talks about her book How to Use Evernote for Genealogy.

In this interview Kerry Scott describes some of her favorite tips and techniques that can make Evernote a go-to tool for professional genealogists. Find out the benefits of sharing notes and notebooks with clients, what makes Evernote’s search functions so beneficial to genealogists, and how Evernote camera captures documents using your mobile device.

Kerry also describes her journey of writing this book – how long it took to write the book, how she organized it to get started and what her greatest fears were.

Action Item

This is a really simple and obvious action item for this episode. Kerry Scott gave excellent insight into Evernote. Evernote is a FREE tool.

Your action item this week is to check it out. Download it on your phone or computer and see what it can do for you. It’s free so trying it out doesn’t cost you anything but time. See if you can use Evernote to make you more productive and efficient.

News

The deadline for speaker submissions to the 2017 National Genealogical Society Family History Conference is coming up on April 1st, 2016. Visit www.ngsgenealogy.org for more information.

In TGP news, in the last episode I mentioned that registration was open for the Mastermind groups that I am offering. I wanted to let you know that both groups have sold out. So unfortunately it’s too late to sign up for them. However, I will be offering two specialized masterminds – one for bloggers and one for public speakers. These will be shorter – not full 12 month masterminds like the others.

I’ll also be bringing back my popular Goals workshop. That’s a onetime 3-hour workshop that helps you really focus in on your priorities and accomplishing your goals. So keep your eye on the website later in March for info about all of that.

We also have a new mailing list and private Facebook group. The group is free and it’s a place where you can talk about the action items from the show and ask questions. There’s one hitch though. In order to get into the group you have to sign up for the mailing list on thegenealogyprofessional.com website. Once you sign up you’ll be sent a link for the Facebook page. So be sure to check that out.

I’ll be traveling and appearing at some conferences in the coming months. On March 10th I’ll be presenting the marketing segment at the Forensic Genealogy Institute in San Antonio, Texas. If you’re going to be there be sure to stop me and say hello.

On March 19th I’ll be presenting my Goals Workshop to the members of the New England Chapter of the Association of Professional Genealogists. And on April 16th I’ll be presenting a genealogy talk at the Massachusetts Genealogical Council seminar in Marlborough, Massachusetts. If you are in New England, be sure to check that one out because CeCe Moore will be presenting a full day of DNA classes as part of the MGC seminar.

TGP 37 – Elaine Hannon, Irish Genealogy

Featured Guest

Elaine Hannon

Elaine Hannon owns Elaine Hannon Genealogy, a genealogy research business based near Dublin, Ireland that reconnects people to their Irish families.

A search to locate her American grandfather stoked Elaine’s interest in genealogy after her Elaine Hannonsecretarial assistant career ended when her boss, a government official, retired. At the urging of her husband, Elaine sought formal education to fuel her passion. After an intensive three months, she earned a Diploma in Family History – Genealogy from Independent College in Dublin. Elaine then opened Elaine Hannon Genealogy in 2011.

In this episode, Elaine discusses how she started a new genealogy business, to include taking a social media course, attracting clients, and finding a focus. Her guiding motto as she has grown a successful business is “Start small, and work your way big.”

Elaine was born in Dublin, Ireland and now lives in County Meath, within a short train ride to Dublin’s research facilities. Elaine obtained a Diploma in Family History Research (Genealogy), ICM Professional Development Award. This course was run through the Independent College of Dublin in Spring 2011. The Diploma course is delivered in conjunction with the Accredited Genealogists Ireland (AGI). Elaine is a member of the Accredited Genealogists Ireland (Formerly the Association of Professional Genealogists in Ireland), Irish Genealogical Research Society of Ireland (IGRS) and the Association of Professional Genealogists (APG).

Elaine is a listed Researcher with the National Archives of Ireland and the National Library of Ireland.

Contact Links

Facebook Page – Elaine Hannon

Website – Elaine Hannon Genealogy

Other Links

Diploma in Family History – Genealogy from Independent College Dublin

Irish Genealogical Research Society of Ireland (IGRS)

Accredited Genealogists Ireland (AGI)

Association of Professional Genealogists (APG)

Facebook Page – Irish Roots Hunters

One Action Genealogists Can Take Right Now

Seek formal training. It will get you on the right track so you will feel confident in your own research.

Recommended Book

Tracing Your Irish Ancestors  by John Grenham

Productivity Tool

Family Tree Maker – software to simplify clients’ family trees (undergoing change in ownership)

Advice

Do not give up. Try, try again. Once you start, keep at it.  It’s not going to happen overnight.  It will all turn out right in the end, as they say in Ireland.

Action Item

It is interesting to hear how genealogists around the world get their education and how they start their businesses. Elaine used the internet and Facebook to attract new clients. In the past, Elaine Hannon was a Genealogist Adviser for Irish Roots Magazine on their Facebook page where she gave advice and guidance on tracing your Irish ancestors and all aspects of Genealogy/Irish Family History. This was a great step in promoting herself as a professional Genealogist and her genealogy business.

ACTION:

Elaine talked about using Facebook as a form of marketing. While it may not be practical for you to partner with a magazine, you can still make the most of Facebook. First, do some market research. Search Facebook for groups that cover the topic of your niche. For instance, if you do French Canadian genealogy then search for French Canadian groups. Second, join the groups and get involved. Don’t ask people for business. Instead, provide value. Answer questions, be helpful and share your expertise. It will be the first steps in building relationships with your potential target market.

Direct link to this post: http://www.thegenealogyprofessional.com/elaine-hannon

NEWS

2 upcoming, new Mastermind groups:

A Mastermind is a 12-month group coaching session for genealogy professionals to discuss goals, strategize plans, and for members to get support and encouragement for achieving business success. Marian leads two Mastermind groups which are limited to 10 members each. These groups are most ideal for genealogists who have completed either the ProGen course or the BU Certificate program.

Two new Mastermind groups will be starting in March 2016. You can find information about signing up either on The Genealogy Professional website or on the Marian Pierre-Louis Facebook page.  The cost is $99 per person for the year. Sign up quickly because there are limited spots and no extra groups will be added.

* NEW * Facebook group for The Genealogy Professional podcast:

The new Genealogy Professional (TGP) podcast Facebook group is free and a place to talk about the action items from the show and to ask questions. Join the group by signing up for the mailing list on The Genealogy Professional website.  You’ll receive an invitation via email to join the Facebook group.

 

New Mastermind Groups Starting Soon!

New Mastermind Groups Starting Soon

Do you want some accountability to help push your genealogy business forward? Tired of working in isolation? How about joining a group of peers that will support, encourage, challenge and push you forward? A Mastermind Group will do all that!

Last year I started two Mastermind Groups. It was a year of adventure and experimentation. I’m pleased to be able to say that both groups have decided to continue for a second year. The participants of each group have bonded into a tight network, enjoying the support and camaraderie.

With the success of these groups, I’ve decided to start a few new groups.

What are Mastermind Groups?

Mastermind groups are small – limited to 10 people – and meet monthly. They are an opportunity for you to network and build relationships with genealogy professional colleagues while challenging you to grow your business. Each month you will share your successes and challenges and receive feedback, encouragement and constructive suggestions.

The meetings feature a main discussion topic, sometimes including an instructional video, that provides direction in using tools such as social media, direct mail, graphics and creating a successful online bio. Other times we discuss issues of ethics within our industry or share best practices for getting your daily job done.

You will be encouraged to be the best that you can be based on what you define as your goals and your personal business success. The key is having the information and know-how you need so that when you’re ready to implement new aspects of your business you have the background knowledge to make wise decisions.

Classes Start in March

Several new Mastermind Groups will be starting in March 2016.

You can find all the details here on The Genealogy Professional podcast Mastermind Page.

Any questions at all, please contact Marian Pierre-Louis.

The Secret of Success

The Lightbulb of Inspiration and Success by Ramunas Geciauskas
photo by Ramunas Geciauskas

The Secret of Success is in how you learn.

It’s the ability to take something seemingly unrelated to you and then turn it around into a benefit for your genealogy research or your business.

How many times have you attended a conference methodology talk? The speaker uses examples from one state, let’s say Texas. While exiting you hear one of the attendees say, “I didn’t get anything out of that talk. All the examples were from Texas and I don’t have any Texas ancestors!”

I can learn from absolutely every speaker. Sometimes I learn methodology tricks, sometimes I learn about new record groups and sometimes I learn how to become a better speaker. On occasion I learn what not to do while speaking. For me, every talk is a learning opportunity.

Yesterday I presented a webinar on using Facebook Pages for small business. In the webinar I very briefly mentioned a podcast episode that I listened to that really changed the way I approach Facebook Pages. It was an interview on the Social Media Marketing podcast where the host, Michael Stelzner, interviewed two women who run the Facebook page Quirky Momma.

The Quirky Momma page provides tips and inspiration to Moms in regards to kids activities. While it’s a nice page, it’s not really my thing and I don’t follow it.  The Quirky Momma ladies, however, have built their following to 1.5 million people on Facebook. The interview discusses their strategies for taking their page from less than 13,000 to over 50,000. As you can see they’ve gone way beyond that!

Many of the strategies in the interview don’t necessarily apply to me. I’m not willing to post to my page 200 or more times per week. Nor can I write multiple blog posts in one day. It worked for them but it won’t work for my lifestyle or work obligations. However, I still got lots out of the interview. I adapted many of their tricks by scaling them down. Or I just used the tricks that applied to me.

Success, inspiration and opportunity are right there in front of you every day. You just need change how you look at them.

Grab the ideas and make them work for you!

If you’ve adapted something you’ve seen or heard with success let us know in the comments. We could all use a little inspiration!

Replay: Starting from Scratch – Twitter for Small Businesses

The replay of Tuesday’s webinar – Starting from Scratch – Twitter for Small Businesses is now available.

I’ve put it on YouTube (you can watch it below). It will be there for at least two weeks. I’m not sure yet if I’ll keep it up longer than that.

This is in HD so you can watch it full screen. Enjoy and let me know if you have any questions.

I’ll be doing a follow-up more advanced Twitter webinar after this initial 3-part series is over.

There are still two more free webinars in the series that you can sign up for!

Tuesday, October 20, 2015
Time zones: 12PM Eastern, 11AM Central, 10AM Mountain, 9AM Pacific, 4PM GMT.

“Starting from Scratch: Facebook Pages for Small Businesses”

Are you wondering if Facebook Pages are worth the time and effort? Have you heard that you have to pay for ads to get seen? Not sure what to post and when?

In this webinar Marian Pierre-Louis will introduce you to the world of Facebook Pages starting from scratch!  We will begin with creating an account then move on to what to post, how to attract new followers and a frank discussion about whether it’s worth it.

Register for the Webinar

Tuesday, October 27, 2015
Time zones: 12PM Eastern, 11AM Central, 10AM Mountain, 9AM Pacific, 4PM GMT.

“Starting from Scratch: Google+ for Small Businesses”

Not sure what Google+ is? Have you heard that no one is on
the site? Afraid of yet one more social media platform to take up your time?

In this webinar Marian Pierre-Louis will introduce you to the world of Google+ starting from scratch!  We will begin with creating an account then move on to how to post, why you used use collections and why Google+ is worth the effort.

Register for the Webinar

And here’s another opportunity:

Education – Webinar Practicum

TGP Webinar Practicum

Want to add webinars to your speaking repertoire? In part one of this webinar practicum you will learn best practices for conducting webinars. In part two you will work one-on-one with Marian Pierre-Louis to record your very own webinar!

More details here.

** NEW Workshop ** – Webinar Practicum

TGP Workshop - Webinar PracticumHave you ever wanted to try presenting a webinar but were too scared? Do you want to add webinars to your list of services? Or perhaps you’d like to have a video recording of a webinar that you can share to demonstrate your speaking skills and experience?

Then this Webinar Practicum is for you!!

The Webinar Practicum consists of two parts:

Part 1 – Live webinar group training and Q&A

The first part is a live webinar that will teach you everything you need to know about preparing for and delivering webinars. We will discuss equipment, how to prepare your slides, how broadband impacts your presentation, best practices during the live webinar and much more! The one hour lecture will be followed by a question and answer session to address of your specific questions.

The live event will be Friday, October 23, 2015 at 12 noon EDT (New York time). If you’re not available for the live event you can still participate. A video recording will be made available to you and you will have the chance to ask any further questions via email.

Part 2 – One-on-One private recording session

The second part of Webinar Practicum includes a one-on-one recording session with Marian Pierre-Louis to be scheduled at your convenience (and hers). You will experience using the GoToWebinar interface firsthand and will record a presentation. You’ll be given a copy of the video for your own use so that you can share it with conference organizers to demonstrate your skills.

The purpose of the workshop will be to:

  • help you become comfortable with the GoToWebinar interface
  • teach you how to best prepare your presentation for broadband delivery
  • identify the right equipment to make you sound your best for presentations
  • devise strategies to overcome online live mistakes or mishaps
  • provide you with your own video copy of you presenting a webinar

Details

Please note: One-on-one recording sessions must be completed within four months of the live webinar presentation.

Price: US $49

Date:

Part 1 – Friday, 23 October 2015, 12pm EDT (New York time) /  9am PDT (California time)

Part 2 – scheduled at your convenience (60 minutes in length total)

Format: GoToMeeting

No refunds or cancellations after the live event.

Register for the Workshop

 

 

TGP 27 Andrea Bentschneider goes Beyond History

Featured Guest

Andrea Bentschneider

Andrea Bentschneider has been actively conducting systematic genealogical research for Andrea Bentschneiderover 20 years. Founding her company Beyond History in 2004 was the beginning of turning her passion into her profession.

Since then, with her teams she has worked on hundreds of successful research projects for national and international private persons, companies and institutions. She is a sought after expert in the area of genealogy for the media and the exclusive researcher in Germany for the company “Ancestry”, the world’s largest family history website. She has also research for the international television episodes of Who Do You Think You Are? in countries such as Germany, Australia, America, Norway, the Netherlands and England. She appeared in two episodes in Australia in 2009 as well as 2013 on TLC in the episode with Chelsea Handler.
Last, but not least, she is an active member of the Association of Professional Genealogists (USA) and the Chairwoman of the Association of German Speaking Professional Genealogists.

Her substantial knowledge is a combination of a great wealth of experience and the knowledge of countless historical sources and archives. Each family research calls for an individual approach. This is a challenge that Andrea Bentschneider and her team approach each day anew with enthusiasm.

Contact Links

Andrea Bentschneider on Twitter – @ABentschneider on Twitter

Andrea Bentschneider ‘s Beyond History – German Genealogy Services

Beyond History on Google+

Beyond History Blog

Beyond History website

One Action Genealogists Can Take Right Now

Join APG, know what your strengths are and where your clients are.

Recommended Book

Who Moved My Cheese by Kenneth Blanchard

Advice

Know who your clients are and their expectations. Communicate with them clearly

Action Item

Andrea talked about her company being more than a genealogy company. It’s a business that helps people to fulfill their dreams. In this case, by reconnecting them with their ancestral homeland – Germany. Your business does more than research or educational services too!

ACTION:

Think about your business beyond the specific tasks that you provide. How does what you do impact your clients? Does it inspire them, educate them, help them grow, fulfill their dreams? Start thinking about your business in a different way so that you can see the change and impact that you have on your clients or stakeholders.

Direct link to this post: http://www.thegenealogyprofessional.com/andrea-bentschneider

NEWS

3 FREE upcoming webinars on social media:

  1. Starting from Scratch: Twitter for Small Businesses, Tuesday, 13 October 2015 at 12noon EDT (New York Time), – REGISTER
  2. Starting from Scratch: Facebook Pages for Small Businesses, Tuesday, 20 October 2015 at 12noon EDT (New York Time), – REGISTER
  3. Starting from Scratch: Google+ for Small Businesses, Tuesday, 27 October 2015 at 12noon EDT (New York Time), – REGISTER

Education – Webinar Practicum

TGP Webinar Practicum

Want to add webinars to your speaking repertoire? In part one of this webinar practicum you will learn best practices for conducting webinars. In part two you will work one-on-one with Marian Pierre-Louis to record your very own webinar!

More details here.

 

 

 

 

 

FREE Social Media Webinar Series

Part 2 - Facebook Pages

Are you frustrated by social media? Not sure that it’s worth all the effort? Confused by how it works? Then this webinar series is for you!

In this Starting from Scratch series we’ll cover Twitter, Facebook Pages and Google+. And We’ll start right from the very beginning and answer all your questions.

Twitter

Tuesday, October 13, 2015
Time zones: 12PM Eastern, 11AM Central, 10AM Mountain, 9AM Pacific, 4PM GMT.

“Starting from Scratch: Twitter for Small Businesses”

Are you frustrated by Twitter? You can’t figure out what all the fuss is about? Why do so many people think it’s great?

In this webinar Marian Pierre-Louis will introduce you to the world of Twitter starting from scratch! You won’t have to be embarrassed about any questions you might ask. We will begin with creating an account then move on to sending the first tweet, reweeting, following other people and much more! Come figure out Twitter once and for all!

Webinar Replay

Facebook Pages

Tuesday, October 20, 2015
Time zones: 12PM Eastern, 11AM Central, 10AM Mountain, 9AM Pacific, 4PM GMT.

“Starting from Scratch: Facebook Pages for Small Businesses”

Are you wondering if Facebook Pages are worth the time and effort? Have you heard that you have to pay for ads to get seen? Not sure what to post and when?

In this webinar Marian Pierre-Louis will introduce you to the world of Facebook Pages starting from scratch!  We will begin with creating an account then move on to what to post, how to attract new followers and a frank discussion about whether it’s worth it.

Register for the Webinar

 

Google+

Tuesday, October 27, 2015
Time zones: 12PM Eastern, 11AM Central, 10AM Mountain, 9AM Pacific, 4PM GMT.

“Starting from Scratch: Google+ for Small Businesses”

Not sure what Google+ is? Have you heard that no one is on
the site? Afraid of yet one more social media platform to take up your time?

In this webinar Marian Pierre-Louis will introduce you to the world of Google+ starting from scratch!  We will begin with creating an account then move on to how to post, why you used use collections and why Google+ is worth the effort.

Register for the Webinar

Use the Tagging Feature on LinkedIn to Organize Your Contacts

Do you have a LinkedIn account? I bet there are a lot of LinkedIn features that you aren’t using yet.

One of the best features that few people know about is the tagging feature. Tagging lets you organize your contacts. Forgotten the name of a colleague that you met at a conference two years ago? Not a problem! With tagging you can categorize clients, colleagues, partners, subcontractors, local contacts and more with tags that you’ll remember.

Let me show you how it works in this 3 minute video.

Direct link to video: https://youtu.be/Zfafp3-JKnk