LOCK IN VERSION 1 This is not the end. It’s the beginning of rhythm. What You’re Doing Today You’re committing to Version 1 behavior, not perfection. STEP 1: Review Your OS Pipeline Deal card Tasks View This is a working system. STEP 2: Choose One Habit From the Primer: Open Notion before email Log notes immediately Weekly pipeline review Pick one. FINAL REPLY Screenshot of your pipeline or deal card Answer both: “The part of this system I’ll rely on most is ______.” “The habit I'm committing to is ______.”

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 ______.”