878. Why Less Is More When It Comes To Systems And Workflows

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. 


Connect with Lori


Connect with Lauren


Episode Timeline & Discussion Questions

( 0:27 ) Welcome back to another episode of the Earn Your Happy BTS of Building A Business series. 

( 1:27 ) Lori asks Lauren, “Do you feel like it was better to not know all of the challenges? And how do you feel about the challenges now?”

( 3:56 ) Lori says, “We got asked the question about how we really keep track of and organize our ideas, plans, marketing, what tech systems we use, and what workflows we use.”

( 7:45 ) Lori introduces the idea of the tree of life for allies and potential business connections. 

( 11:34 ) Lori asks Lauren, “I would love to hear when it comes to ideas, plans and marketing, how you take that, but then also manage everything that you're doing as well?”

( 18:42 ) Lori asks Lauren, “I do know that sometimes Asana is really great for so many people, we do use it for some projects, correct?”

( 20:24 ) Lori talks about how she knows if her ideas should be prioritized now or tabled for later. 

( 26:00 ) Lori asks Lauren about her thoughts on allocating energy to certain projects and details. 

( 28:45 ) Lori asks Lauren, “Lauren, any last thoughts before we go?”