REMOVE SYSTEM BLOAT More tools ≠ better system. Flow beats features. What You’re Doing Today You’re simplifying. STEP 1: Remove or Ignore One Thing Examples: A property you don’t need A view you won’t use A field you added out of habit This is intentional restraint. REQUIRED REPLY What you removed or ignored Why it made the system clearer

PROTECT YOUR BUSINESS MEMORY If it’s not written down, it didn’t happen. What You’re Doing Today You’re reinforcing the CRM as long-term memory. STEP 1: Open Notes / Meetings Section Inside your deal card or linked notes area. STEP 2: Log One Interaction It can be: A past call A showing note A client question Short is fine. REQUIRED REPLY Screenshot of the note One sentence: “Logging this immediately prevents ______.”

BUILD YOUR WORK LENSES (VIEWS) Same data. Different focus. That’s the power of views. What You’re Doing Today You’re creating one execution-focused view. STEP 1: Create a New Task View Name it something simple: "Today’s Tasks” STEP 2: Apply Filters Assigned to = Me Due date = Today or Overdue Linked to an active deal STEP 3: Save or Favorite It This becomes your default work entry point. REQUIRED REPLY Screenshot of your view One sentence: “This view helps me decide _____.”

CONNECT TASKS TO REAL WORK Tasks without context create noise. Today you fix that. What You’re Doing Today You’re linking tasks to a specific deal, so work is contextual. STEP 1: Open Your Tasks Database Use the existing Tasks area in your CRM. STEP 2: Create 5–8 Deal-Specific Tasks Examples: Order photography Draft MLS description Schedule staging Send client update Each task should be: Linked to the deal Given a due date STEP 3: Complete One Task This is not symbolic. Completion matters. REQUIRED REPLY Screenshot showing tasks linked to your deal One sentence: “This already feels different because ______.”

MAKE TIME VISIBLE Overwhelm comes from invisible deadlines. Today you fix that. What You’re Doing Today You’re adding time awareness to your deal card. STEP 1: Open Your Deal Card Click into the deal you created yesterday. STEP 2: Add Key Dates (Only What Matters) Add date properties such as: Go-Live Date Offer Review Date Ratification Date Closing Date You do not need all of them filled in. STEP 3: Fill One Meaningful Date Pick the date that matters most right now. REQUIRED REPLY Screenshot showing at least one date on your deal One sentence: “The deadline I usually carry in my head is ______.”