Joshua Zerkel, CPO

To learn how to use Evernote and to best deploy it to teams, admins and end users need a number of different tools. I directed the content strategy and wrote over a dozen step-by-step how-to guides, along with over two dozen business-oriented Evernote templates, all designed to help all users get up and running quickly with Evernote. Creation of these tools was informed by customer feedback as to what was needed, and having these assets in place reduces time spent on training and supporting… Show more

To learn how to use Evernote and to best deploy it to teams, admins and end users need a number of different tools. I directed the content strategy and wrote over a dozen step-by-step how-to guides, along with over two dozen business-oriented Evernote templates, all designed to help all users get up and running quickly with Evernote. Creation of these tools was informed by customer feedback as to what was needed, and having these assets in place reduces time spent on training and supporting customers by the support and account management teams. Show less

Evernote needed a set of detailed step-by-step training videos to assist with customer onboarding. I worked with our account management, marketing, and video teams to direct content strategy, write scripts, create assets, appear in, and deploy two dozen short videos for Mac, Windows, and web versions of Evernote. Since Evernote is a global brand, videos have been localized in multiple languages. Future updates will include creating videos for mobile versions.

Similar to the Evernote Business Certified Consultant program, there was a need to create a certification program for developers who want to integrate Evernote into their custom workflows for their clients and customers. I worked with the developer relations team to create the program, develop training assets, and work with candidates.

Since there were already many consultants offering Evernote services to their clients and customers, there was a need to train, guide, and certify these professionals to make sure they were representing Evernote's products in the best way possible. I created our certification program from scratch, including assessing needs, determining target audience, designing, developing and deploying all instructional materials, candidate recruiting, course management, and ongoing program management. Within… Show more

Since there were already many consultants offering Evernote services to their clients and customers, there was a need to train, guide, and certify these professionals to make sure they were representing Evernote's products in the best way possible. I created our certification program from scratch, including assessing needs, determining target audience, designing, developing and deploying all instructional materials, candidate recruiting, course management, and ongoing program management. Within a year, the program grew from zero certified consultants to hundreds globally. Show less

When Evernote launched its integration with Salesforce, we needed a video showing how the integration worked and how it can help sales teams. I scripted the video, created sample assets, did the voice-over, and worked with our video and marketing teams to produce and distribute the final video.

Evernote has a passionate global user community, and I was the first Ambassador before I joined Evernote as an employee. Once on the Evernote team, I coordinated and led the global Evernote advocate community, including involving Ambassadors in online and offline events, recruiting Ambassadors for marketing collaborations, working with international teams to enhance global community relations, and managed ongoing engagement and communication with Ambassadors.

Evernote didn't have a comprehensive guide to onboarding for Evernote Business customers, so I directed the creation of one. This guide is a key component of the Evernote's onboarding strategy (which I also led). For the guide, I created the content strategy, wrote content, and created assets for use in the guide. For deployment of the guide to Evernote's worldwide customer base, I worked with Evernote's team who works on our help and learning center, our localization team, and email management… Show more

Evernote didn't have a comprehensive guide to onboarding for Evernote Business customers, so I directed the creation of one. This guide is a key component of the Evernote's onboarding strategy (which I also led). For the guide, I created the content strategy, wrote content, and created assets for use in the guide. For deployment of the guide to Evernote's worldwide customer base, I worked with Evernote's team who works on our help and learning center, our localization team, and email management team. Show less

When you combine a great product, great marketing and great onboarding, you get happy, engaged users. To help make this happen for Evernote Business, I, along with the marketing team, developed a complete content strategy to help potential customers learn about Evernote Business and to train current users how to make the most out of it. The plan included blog posts, email newsletters, videos, webinars (some with over 10,000 attendees), and live events. Additionally, we worked with partners like… Show more

When you combine a great product, great marketing and great onboarding, you get happy, engaged users. To help make this happen for Evernote Business, I, along with the marketing team, developed a complete content strategy to help potential customers learn about Evernote Business and to train current users how to make the most out of it. The plan included blog posts, email newsletters, videos, webinars (some with over 10,000 attendees), and live events. Additionally, we worked with partners like Hubspot and LinkedIn to co-host events and webinars as part of our content strategy. By deploying these strategies in a coordinated way, we were able to grow the user base for Evernote Business significantly as well as help keep users engaged with the product. Show less

Over the years, I've written many posts for Evernote's blog on productivity, workflow, organization, complete with tips and strategies for individuals and teams to use Evernote to work better, together.

As with any company, Evernote has a need for organizational leadership and development, along with specific skills training. At Evernote, I've created and led training for our global team on topics including initial team onboarding, presentation skills, business writing, community management, creating a consultative mindset, making meetings more effective, among others. I've given trainings for our entire global team, as well as smaller sub-groups both in the US and in our international offices. Show more

As with any company, Evernote has a need for organizational leadership and development, along with specific skills training. At Evernote, I've created and led training for our global team on topics including initial team onboarding, presentation skills, business writing, community management, creating a consultative mindset, making meetings more effective, among others. I've given trainings for our entire global team, as well as smaller sub-groups both in the US and in our international offices. Show less

Given my background, I'm often called on to present in front of Evernote's current and potential customers, partners, and the public at large, typically on topics related to productivity and how Evernote can help. I've created presentations on topics including:

- Evernote for Small Business
- Evernote for Productivity
- Evernote for Real Estate
- Evernote for Construction
- Evernote for Journalists
- Evernote for Professional Organizers
- Evernote for Sales Teams:… Show more

Given my background, I'm often called on to present in front of Evernote's current and potential customers, partners, and the public at large, typically on topics related to productivity and how Evernote can help. I've created presentations on topics including:

- Evernote for Small Business
- Evernote for Productivity
- Evernote for Real Estate
- Evernote for Construction
- Evernote for Journalists
- Evernote for Professional Organizers
- Evernote for Sales Teams: Enhancing Customer Relationships with Evernote and Salesforce
- Avoiding the Productivity Rabbit Hole

And have presented for groups like:
- Hubspot
- LinkedIn
- DOCOMO
- Vivo
- T-Mobile
- Orange UK
- National Association of Professional Organizers
- Autodesk
- And many, many more Show less