Four Applications for Making Business Happen – MBHP025 (Podcast)

by Dallon Christensen


Hello everyone, and welcome to Session #25 of Making Business Happen Radio, the show to help you become more profitable, productive, and prepared to grow your business.

This show is brought to you by Cliff Ravenscraft’s Podcasting A to Z course. I took Cliff’s course in the spring of 2011, and it was the driving force for me to do Making Business Happen Radio the right way. If you are serious about making podcasting a major part of your marketing, this is the course to take. Visit and use the promotional code “whiteboard” when you register to receive a $100 discount.

I recorded this show on December 27, 2012, which makes this episode the final session for 2012. I will share the four applications I could not do without for my business. Like many of you, I don’t always get my workflow right. I’ve tried a bunch of different applications, tools, and “hacks” to focus more on getting work done and less on identifying the right tool to get the job done.

  • My criteria for my applications
    • Must be simple to use
    • I do not want to spend time learning how to use it
    • Must be web-based or at least available on all of my computers
    • For me, it must integrate well with Evernote
  • Evernote
    • Digital file storage, note taking, and document organization
    • It is, quite simply, my “digital brain”
    • It is SO flexible and easy to use
    • Use of my Fujitsu ScanSnap 1500 makes this the hub of my paperless office
    • How I use Evernote
      • Research for my articles, podcasts, and blog posts (including a master template from Michael Hyatt)
      • Notes on just about everything (via Drafts on my iPhone and iPad Mini) – this replaced my Action Cahier notebook, which I absolutely still love for paper collection
      • Storing statements, documents, etc.
      • Keeping my Someday/Maybe notes (from Getting Things Done by David Allen – affiliate link)
    • Freemium model – free version and a premium version for $5/month or $45/year.
    • Full multi-platform capability
  • Google Apps
    • E-mail
      • I even use the Gmail application on my phone instead of the native Mail app
      • Gmail is just a great tool for ease of use and labeling.
      • My Whiteboard Business e-mail has my own domain, but runs through Gmail.
      • It’s totally web-based and simple to use
    • Calendar
      • I LOVE how I can make share calendars
        • Family and work calendars
        • Calendar feeds for my two university classes I’m teaching next semester
        • My wife and I share a family calendar with church events, swimming practices, etc.
      • The “Calendars” app is a direct sync (i.e. no iCal) with Google Calendar
    • Documents/Drive
      • I now use Google Apps as my default “Office substitute”
      • I like working in my browser
      • Word and Excel have too many features
      • I try to stay simple with my formatting, calculations, etc.
      • It does 80%-90% of what I would use in Office – that’s good enough for me!
    • Collaboration
      • I do all of my work with clients and partners in a remote environment
      • The collaboration with Google Apps is outstanding.
      • The difference between Dropbox and Google Apps
        • Dropbox – simultaneous use of a file creates two independent files.
        • Google Apps – Everyone using the file is updating in real time
      • I share interview questions with guests via Google Docs
  • I’m in the middle of designing my GTD system right now, and any application must work well with Evernote and Google Apps. I will not use it if it does not integrate well.
  • OmniOutliner – EVERY article, presentation, and interview guide starts here
    • Multi-column features for slide transitions
    • I carry an OmniOutliner document to the lectern with me on EVERY presentation
    • Great formatting features to highlight key points
    • OmniOutliner example of my October presentation for the Certified Management Accountant (CMA) Review
    • I’m starting to use OmniOutliner with my show notes as well for my non-interview shows
  • Dropbox – My virtual server
    • I worked in a corporate environment with internal servers and shared folders
    • Dropbox is the virtual version of these corporate servers
    • I gladly pay the $99/year for 100GB of storage
    • Great for sharing “traditional” files like Office documents
    • I use it as a shared drive for my desktop and laptop computers
    • Also easy access from smartphones and tablets (I have an iPhone and iPad Mini, and you can also access via Kindles and Android devices)


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