Have seen a few threads regarding everyone's goals for 2023 and with that said how do you actually keep track of your goals? Simple spreadsheet? A particular template? We currently use Podio as our CRM...do you use a CRM? I'd like to step it up a notch from using "Notes" on my phone! Thanks in advance! Pat

On my lock screen, i see it everyday, wether I want to or not.

@Patrick Hancock Gino wifkman one page business plan in traction

A simple spreadsheet will do the trick!

This is a great idea! I believe it is important to look at our goals every day...and you're right, there is not avoiding it when it is your lock screen! @Patrick Hancock It sounds simple, but I type my goals up and put them on a wall next to my desk. I see my goals a good amount of time that way. For me, I need that visual reminder on a daily basis. I am definitely going to use Elliot's idea above. Podio can be such a great tool! Did you have it built out to your specifications? I use Invelo (used it before I joined their team too) for my CRM in my investing business.

How do you keep track of your goals? How do you keep track of your goals?

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