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Owned by Kimberly

Make Someone Smile

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The Institute Social

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32 contributions to The Institute Social
I Ignored KPIs for 8 Years. Now I’m Obsessed With Them.
Not in a stressful way. In a clarity way. I’ve been tracking KPIs consistently for about the last 6 months, and it’s completely changed how I look at my business. Before that, for 8 years running The Institute Corona, I didn’t really track them. I was mostly just trying to keep the boat from sinking. We were good at lead gen. Kids were training. Money was coming in and out. And I was operating off feel. That worked… until I started understanding constraints better. Once I got clearer on what actually matters in the business, I realized something: The only real way to know if what you’re doing is working is to track it. Now I review KPIs every week and let the data tell me: - what’s improving - what’s broken - where the leak is - what needs attention next That’s been a huge shift for me. Not guessing. Not operating off emotion. Not assuming. Just looking at what the numbers are saying. Another thing that’s helped a lot: I’ve been feeding AI as much business context as possible. Things like: - CRM screenshots - analytics - follow-up data - stages - customer behavior - conversion points The better context you give it, the better it can help you think through what actually matters. I’ve also been using Notion AI a lot to help build out my KPI tracker and tally totals. And I want to say this for anyone who still feels like: “I’m not a Notion person.” You really do not need to be a designer or some Notion expert anymore. That part is changing fast. If you know what you want to track, Notion AI can help you build a lot of it way faster than most people realize. That’s been a big unlock for me. Because now the bottleneck is less about: “Can I build this perfectly?” And more about: “Do I actually know what numbers matter?” That’s the real question. For me, KPI tracking has become one of the clearest ways to see whether the systems we’re installing are actually working. Feel is useful. Data is better. I attached a few screenshots of what my KPI tracker looks like in Notion for anyone curious.
I Ignored KPIs for 8 Years. Now I’m Obsessed With Them.
1 like • 22d
The screenshots are helpful, but I’m still learning how to utilize Notion.io. There just so many facets of the business to address that it can be challenging to learn what’s first. I shall chat with my AI team today to see where I’m at with this, and what I need to focus on z
1 like • 17d
@Gilbert Urbina in full transparency, I never addressed this convo but will do so tonight
The Standard We’re Building Here
I don’t think everyone fully realizes what’s forming inside this room. The network in here is high-level. Builders. Operators. People actually doing things. Not consuming. Not theorizing. Doing. My goal with The Institute Social is simple: Build one of the best communities of entrepreneur doers. Not spectators. Doers. Structure. Tools. Systems. Network. That’s the stack. I’ve put a lot of time into the classroom. The Notion OS. The AI Boardroom. The diagnostics. The installs. The frameworks. And I’m not recycling surface-level content. I’m pouring in: • Lessons from masterminds • Frameworks from high-level rooms • Wins • Failures • Breakdowns • Real constraint mapping • Real business math Everything I’ve learned across years of building. It’s all going here. And I’ll keep adding to it. But here’s the truth: A community becomes elite when the members lean in. When you: • Network • Share screenshots • Expose friction • Install and report back • Give more than you take The more you use this room, the stronger it gets. That’s the flywheel. I’m committed to this. I won’t stop building this until it’s one of the best rooms you’ve ever been in. That’s the mission. If you’re here to operate, not spectate, you’re in the right place. Let’s f'n gooooo!
0 likes • 17d
Woohooo! Let’s goooo. I’ve learned so much about myself this past year with the “I think I can” mindset…or “let’s see what this looks like” mentality sometimes I shock myself. But it is hard work. You have to be committed and take action.
1 like • 17d
@Gilbert Urbina agreed.
The Real Reason I Built This Community
I was reflecting a lot this week about entrepreneurship. The highs. The lows. The wins. The gut-checks. The daily pressure of decisions. The weeks where everything moves fast. The months where nothing feels like it’s working. The years where you’re just grinding forward trying to build something meaningful. People outside entrepreneurship don’t really understand that life. But when you meet other entrepreneurs, something different happens. You just get each other. There’s almost a badge of honor in the struggle we all go through. You recognize it in other builders immediately. And that’s actually one of the biggest reasons I built this community. I wanted to create a room full of people who are actually building things. Not just consuming content. Operators. Doers. People trying to figure it out in real time. People who understand the weight of entrepreneurship. I’ve learned so much over the years from different masterminds, communities, and entrepreneurs. Wins. Failures. Systems that worked. Mistakes that cost me time and money. My goal here is simple: Take everything I’ve learned and pour it into this community. The systems. The frameworks. The tools. The structure. And build a network of people who help each other win. Because the truth is: Entrepreneurship is hard. But it becomes a lot more powerful when you’re in the right room. And I’m committed to making this one of the best rooms you’ve ever been in. I’m grateful you’re here building with me. Let’s keep going.
1 like • 17d
High five. Let’s keep putting in the work.
Speed Upgrade: Wispr AI Is A Game Changer
I’ve been using Wispr for about a week. It’s been a real upgrade. Not a flashy tool. Not revolutionary. Just speed. Here’s what it does: You assign a custom key on your keyboard. Press it. Talk. It types wherever your cursor is. That’s it. But that “that’s it” is powerful. I’ve been using it to move between: • Text messages • Executive Chat rooms • CRM follow-up • Emails • Website copy • Notes Anywhere you can type, it works. The difference isn’t accuracy. It’s velocity. I don’t context switch to think about typing. I just think out loud. Push the button. Talk. Release. Done. It removes friction between thought and output. For operators running multiple systems, that matters. I’ll likely move to the $15/month plan. There’s a 14-day trial. If speed is a bottleneck for you, test it. Not sponsored. Just sharing what’s improving my workflow right now. If you try it, post what you’re using it for. Let’s keep upgrading the stack. Here the link down below: Wispr
0 likes • 17d
I tried it. Prior to I was using dictation on the phone. This is an upgrade since it picks up the words clearly and regurgitates the information eloquently. The issue…it’s another cost. All these apps eventually add up, but as Brendon mentioned in his Ultra group, would you rather pay a few $100 bucks a month or an annual salary for someone…I’ll take the former. But, it does mean reviewing my budget and seeing what will be sacrificed. Opportunity costs.
15 Minutes or Less
One thing I’ve been really diligent about lately is making sure meetings stay at 15 minutes or less whenever possible. Get in. Get to the point. Make the decision. Move. I think the default for a lot of people is still: - 30-minute meeting - 1-hour meeting But I’ve been pushing hard against that. Because if you let a meeting drag, it will drag. And usually what happens is: - too much talking - not enough deciding - momentum gets slowed down - everyone leaves feeling “busy” but nothing really moved I’d rather compress it. What are we solving? What decision needs to be made? Who owns the next step? Done. That’s it. Ed Mylett and Gary Vee both talked about this in different ways, and it really stuck with me — if something can be handled faster, handle it faster. A meeting should create momentum, not eat it. Now I’m looking at most meetings through this lens: Could this have been 15 minutes? And if the answer is yes, then next time it should be. Less drag. More movement. Curious if anyone else has tightened up meeting time like this and noticed a difference.
15 Minutes or Less
0 likes • 17d
Not yet but valid point. I think it’s also about preparation. What’s on the agenda. What are the intentions for this meeting. This way we know what to talk about and avoid getting derailed.
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Kimberly Ortiz
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22points to level up
@kimberly-ortiz-2245
Helping women step into clarity, confidence & courage. Life Coach | HR & Accounting background | Mission: make someone smile 💛

Active 15d ago
Joined Nov 16, 2025