Aug 13 • General discussion
Use the daily QUEST 5 steps to conquer
If I can teach you one simple thing to get control of your life and work, to solve problems permanently, and to scale a team without burning out, it'd be to use QUESTs.
(Quick text version as I usually do this 1 on 1 on onboarding calls)
Its just a simple tracking and iterative process, but no one is doing this. We hop from task to task, reacting and progress feels like mud.
This is what allowed me to have 70k, 120k, 150k mths without working.
It'll take a few minutes to do, you'll feel great while you use it and its free and you can use any note or task app or even a normal notebook.
There is an "annual" or higher order QUEST, like one for your life and one for your WORK e.g. Skool. Then you have one quest you build out at a time, to start, grow, maintain, and even triage habits and systems you build.
##### STEP 1 #####
Start by making making five headers...you can just clone this below or write 5 areas.
And set this as your new keystone habit to check on a daily, weekly, monthly, quarterly, annual basis. I do Sundays for myself and Mondays for the team.
Make one for your LIFE. For me I use the wellness wheel - 5 areas of my life: Health, Wealth, Relationships, but also Time and Mental Energy.
& Make one for your Skool community as a whole. I use the customer journey.
# Quests
# Units
# Engines
# Solve Problems
# Tasks
##### STEP 2 #####
Quests: WHAT EXACTLY DO YOU WANT
Lets start by figuring out what you want.
Choose to start with either your main LIFE or WORK quest.
First you set a purpose-driven mission statement for LIFE/Work. This should get you (and others) out of bed at 4am driven.
- E.g. for This skool its to be the best scaling Skool to take those from $10k to $100k/mmr
- E.g. for life its to maximize my reality in all quality of life in all areas (I score them 0/10) 0 = dead 10=cannot complain)
Then ALL quests you make now or in the future are aligned under that mission statement, to make it more true. E.g. If my onboarding is failing, then I can set a quest to onboard people same/next day (necessary to be the best in skool to onboard people quickly than late or not at all)
For quests they can be simple, like for my health quest I'm building a habit to go to sleep at 8am and wake at 4am, and maintaining.
Then make a table, a simple tracker.
>>>> All it is doing is a simple YES NO <<<<<
DON'T SET ANY ROOM FOR GREY AREAS. IT IS EITHER ON OR OFF. NOT "ITS KINDA ALMOST ON"
Are you in bed sleeping by 8 pm with 8 hours or not? Are you doing the thing you said you want to achieve. Most entreprneuers and myself want to safeguard egos. If I write a red NO down, I know I'm failing -- for now, but the PROBLEM is the PROBLEM. I get mad AT the problem, but NOT at me. This is a HUGE reframing that serves you instead of beats you down if you fail. Everyone that sets a goal will not be at their goal, so be mad at the problem and the fact the problem exists.
For 99% of people, they struggle to start habits, so the very first "QUEST #1" is to just have a quest to use the quest system. I still use this. And it worked for me.
Just make the quest: I check in and check all quests each day :)
Example: Use whatever tool you want, spreadsheet, a notebook, notes app, grid paper pinned to the wall.
- 2025-08-13: Yes
This is good and all, but how can we make it happen cap'n?!
##### STEP 3 #####
Units: YOU CANNOT IMPROVE WHAT YOU DO NOT MEASURE
- Here we use a table, a chart, anything to show progress to the goal.
- There are 4 categories of KPIS (Volume, conversion rate, time, performance (any ratio or combo of them) e.g. win rate vs churn rate
- And there are 5 layers of KPIs (Input, Activity, Output, Outcome, Impact)
An entire SKOOL business is one straight line. This means the volume of people and units sold flow and continue to stack you cash, but also your volume to HOLD that flow is also part of the model.
Your conversion rate can be connected from section to section, like with the time metric of how long it takes a member to do an action, or for a team member to do something.
This is what we'll later feed into AI, but for now, we track things.
Lets look at an example:
Combining them, we get a flow of what we do to get the metric that we want to improve
- Volume Example: Hours, To Make Content, That gets Published, Produces Clicks, That Drive MRR
- Example: $, Boosting Ads, Gets more Impressions, Produces more Opt Ins/Clicks, Drives MRR
For me, my current quest is finishing the outline of the program.
- Hours, Outlining and Curating the Slides/Outline, Finished Outline, Gets Community Results, Drives MRR by delivering on our promise.
##### STEP 4 #####
ENGINES: IS THE INSTRUCTIONS FOR WHAT RUNS THIS WORKING AS INTENDED?
All of these can be on one project QUEST as the driving engine.
This tells me is what I'm doing working?
This is looking at the inputs, activity and output -- what am I doing, to get the outcome I want.
Now this is the nitty gritty details of how exactly the QUEST will go.
This is your plan, and the mechanism of what you'll do.
If you were a chef, this is the recipe book -- your process, of what you'll do.
Maybe its super simple, this can be a simple Status Kanban board like "Todo, Doing Done"
or maybe you need to do a lot of them, which you might have a pipeline stage like for content its
IDEAS > SCRIPTING > RECORDING > EDITING > POSTED
Or maybe you'r building a lot of projects, so maybe you have a roadmap by the due date, for today, this week, this month, this quarter, etc.
For me, I might have a link to the instructions for the itself where my team and I say its just fine, with a status board of all work in progress tasks saying "hey we have 5 tasks but they'll all get done today", and I might have a worker that can handle 8 tasks a day, so I know hes doing just fine.
But what if something breaks -- or we never made any process or system at all?
Now we solve problems.
##### STEP 5 #####
SOLVE PROBLEMS:
We use the Toyoda Kata 5 questions. Its simple. Write or print it out. You'll see this every single day, because it works. It built the world's first hybrid car and built the most highest margin (by % margin) car company in the world.
You're essentially asking: whats the goal, whats the target (number), whats the current condition (the number you're at), whats the reason or root cause, and whats your next step, and how soon can you go iterate and come back.
We do this exercise daily or as often as we iterate. It can take 4 hours or a day or whatever. If you have a team, I give one QUEST to one person or a team of team member, and they run it themselves, with AI acting as an expert, or with an actual expert.
You can just save this template, update it, and feed it to an AI via a simple text upload. Google has the highest context window. You can use Claude or GPT 5 for problem solving at a free level.
Giving AI the full DATA spreadsheet Unit tracker... and the QUEST template with a full record of ALL of it, pinpoints exactly what to do.
Then we do it -- the goal is to see if it solved the problem, log why it did or didn't then iterate again.
Now lets say we figured out from this step what to do, or what works, how do we make sure the system works at scale.
##### STEP 6 #####
TALENT & TASKS:
Now this is all of the tasks, of what needs to get done.
IF it is NOT in our task app, it never happened. I pay our staff based on their output or outcome, not on their input. I pay high and its based on value created, e.g. closer commission or commission when they onboard a client and they continue past the the 7-day trial.
Because each part of the business is connected and has a conversion rate, we can put a human in there to make sure the flow continues.
To do this:
I have one single status KANBAN called a CONWIP. It limits work in progress.
This is a board view in a task app. TODO, DOING, ISSUE, REVIEW, DONE.
You can set filters to only display task statuses.I also have non tasks that I make seperate statuses for to hold SOPS (Its not actionable, its just a resource).
A manager checks the ISSUE/REVIEW of ALL tasks across the ENTIRE business. IF someone changes a status to
And I have one view for each worker on my team.
They just look at their thing, or get notified whenever something gets added and sees OK I have 1 todo to do, and they go do it.
Imagine a resturant with a steady drip of customers at the door. You have a customer, it gets auto assigned to a worker (the host) to go sit them down. Then the worker can come back and wait for the next customer. With our AI agents we're developing for SKOOL -- this is like having an infinite amount of AI agents, each handholding the customer through each stage.
From getting them to the table, educating them on whats available, to helping them select their order, then cooking it for them table side, then standing there next to them to make sure if they need anything they are just a second away.
##### STEP 7 #####
Take an hour -- you sped read this. Great. You're now aware and armed with the solution.
Are you going to do soemthing -- or will I see you here a year from now saying I'm still exactly the same as I was when we met.
Its simple what to do next:
Take an hour and sit down and just copy the template and set it up.
Then just look at it every day.
Commit and stick to these -- and this might be the first or maybe its your only accountability system, but it'll take care of you.
Set a daily reminder to do the SOLVE PROBLEMS and TASKS part of all quests you are a part of.
Set a weekly reminder to do the Units and Engines: You can track data daily, but have a deep dive to make a line chart, see what you need to adjust or change, etc.
Set a quarterly or monthly reminder to reset the Quarterly Quests.
##### STEP 8 and beyond #####
You may see that you need to have sub quests, one for marketing, one for sales, one for the product, and so on...
These are quests. Make a copy and make that a quest. But you don't just "stop doing" the other quest. Yes that means you'll be managing through MANY fucking quests -- or you learn how we hire, train and staff people and when you delegate through quests, running and scaling a business becomes not as complex
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Use the daily QUEST 5 steps to conquer
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