We’ve been getting alot of DMs about how we keep track of and organize our ideas, plans, and projects. Lauren and I are diving in on the tech systems that we use, how we prioritize tasks, and why we keep things as simple and user-friendly as possible. It might surprise people to hear that we rely on Google Drive for just about everything, but Lauren is a master at building out progress trackers and dashboards that keep everyone dialed in on what they need to be doing. She also is great at keeping tabs on bigger-picture items. I share how I personally organize the notes section on my phone, and why it’s so important to sit with your ideas for a little bit instead of sharing every single thought with your team. We also highlight why it’s so important to niche down and start with a very focused vision, even when you have big dreams for your company.

IN THIS EPISODE, WE TALK ABOUT:

• Figuring out which ideas are worth pursuing, and which ones can be put on the back burner
• How we keep track of contacts who have offered help or a favor in the past
• Learning how to become more organized as an ideator
• Our flagging process with emails
• Limiting distractions within our workflows and systems
• Integrating Simon Sinek’s Start With Why approach
• Simplifying our opt-in plan

RESOURCES

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Follow Lauren: @thelivelylo

CONNECT WITH LORI

Follow me: @loriharder

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