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475: Achieving 50% More with 1% Effort Using the 80/20 Rule with Perry Marshall

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Perry Marshall says "In every career... there are these tiny little levers... tiny little hinges that swing big, big doors."

Perry Marshall explains how the 80/20 rule can help you exponentially leverage your time to achieve massive results.

You’ll Learn:

  1. What the 80/20 rule is—and how it’s misunderstood
  2. How you can achieve way more in just 5 minutes
  3. Why “procrastination demons” reveal your priorities

About Perry:

Perry Marshall is endorsed in FORBES and INC Magazine and is one of the most expensive business consultants in the world.

His reinvention of the Pareto Principle is published in Harvard Business Review. NASA’s Jet Propulsion Labs at the California Institute of Technology uses his 80/20 Curve as a productivity tool. 80/20 Sales & Marketing is mandatory in many growing companies.

Marketing maverick Dan Kennedy says, “If you don’t know who Perry Marshall is — unforgivable. Perry’s an honest man in a field rife with charlatans.”

He’s consulted in over 300 industries and served as an expert witness for marketing and Google AdWords litigation. Perry has a degree in Electrical Engineering and lives in Chicago.

Resources mentioned in the show:

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Perry Marshall Interview Transcript

Pete Mockaitis
Perry, thanks so much for joining us here on the How to be Awesome at Your Job podcast.

Perry Marshall
Peter, thank you for having me. I’m delighted to be here. We’re going to have a fun conversation. Thank you.

Pete Mockaitis
Oh, I definitely think we will. The 80/20 Rule is a point of passion for me. And I also discovered a point of passion for you. What’s the story behind your Evolution 2.0 prize? You put millions of your own dollars on the line here?

Perry Marshall
Well, I put a million of my dollars on the line and $9 million of other people’s money on the line is what I did. But I have a prize called the Evolution 2.0 prize. It’s one of the biggest technology prizes in the world, and it’s a $10 million prize. It asks a very specific question but it’s also a general question. The specific question is, “Where did the genetic code come from?” which sounds like, “Well, okay, I supposed that’s probably important but what does it have to do with me now?”

Well, if we figured this out, it will completely revolutionize all AI and technology and medicine because nobody really knows what is the spark that makes life life, right? We all know the difference between a live puppy dog and a dead puppy dog, right, but nobody really knows what makes those cells tick.

And so, I came to the conclusion that this is one of the most fundamental questions in science that can be precisely defined and so I went and raised money for it. And, in fact, a month and a half ago, we doubled the prize from 5 million to 10 million and made the announcement at the Royal Society of Great Britain. And the story was published in the Financial Times two days later and the video, by the time people get this podcast, the video will be out on the Voices from Oxford website which is a spinoff of Oxford University. So, yeah, I felt like this is so important, and if we solve it, if it solvable, it’s worth billions of dollars.

If somebody wants to understand that project, which is totally different than 80/20, you can go to Evo2.org and you can find out all about it.

Pete Mockaitis
Yeah. Well, that’s cool, it’s exciting, and I’m intrigued to see, yeah, what happens there. Yeah, that’s all I have to say about that. Good luck.

Perry Marshall
Yeah, I’m glad you asked. It’s a very exciting, interesting rabbit hole and I’m sure there’s a few people that’ll be very geeked out about it. so, yeah.

Pete Mockaitis
Well, so, yeah, let’s talk about the 80/20 Rule now. So, you mentioned in one of your videos about your book that other, I don’t know, books or speakers or experts, haven’t quite explained the 80/20 Rule properly. Could you offer for us your explanation and tell us where are the people falling short here?

Perry Marshall
Well, in fact, I think most of the world has gotten it quite wrong. So, the 80/20 principle says that 20% of what you do produces 80% of what you get, and the other 80% of what you do only produces 20% of what you get. So, it could be how you invest money, how you invest time, how you use people. It could be the volunteers at a church. It could be the production of salespeople in the sales department. It’s almost always 80/20.

And people have been writing about this for a century but almost all of them have missed something really important. So, first, let me just say, a lot of people have heard of it, and maybe they’ve heard the story of the Italian economist Vilfredo Pareto who figured out that in all the different countries he studied that 20% of the people had 80% of the wealth, and that’s true.

But that’s only the tip of the iceberg. It’s true in sales, it’s true in business, it’s true if you’re advertising, 20% of your advertising money gets you 80% of the responses. And it’s true in like 20% of the carpet in your house gets 80% of the dirt and wear. And 20% of the rooms in your house is where people spend 80% of their time.

Pete Mockaitis
It’s like the kitchen.

Perry Marshall
That’s right. And then there’s the refrigerator, so the refrigerator is the 20% of the 20%. So, this is the part that almost everybody missed, which is inside every 80/20 is another 80/20, and then there’s another one, and then there’s another one, and there’s another one. So, let’s say you got a church and it’s got a thousand members. Eighty percent of the volunteer work gets done by 20% of them which is 200, okay?

But then we can break it down again and it’s still true that 80% of the 80% is from 20% of the 20%. So, what that means is 64% of what gets done, gets done by 40 people, which is 20% of 200. But then it’s true again that 80% of the 80% of the 80% gets done by 20 of the 20 of the 20. Well, that means that half of everything that gets done in a church of a thousand people gets done by eight people.

Pete Mockaitis
Yeah. And it’s that powerful.

Perry Marshall
Well, it’s true.

Pete Mockaitis
Appreciate the eight people.

Perry Marshall
It’s also true of the giving, okay? Eight people give half the money. So, it’s true of salespeople. If you hire 10 salespeople, two of them will outproduce the other eight, and you didn’t do anything wrong. It’s just the law of nature. And so, it’s the clothes that you wear in your closet, and it’s the traffic on the roads in your town, and it’s the size of cheques that you write, and the size of charges on your credit card statement, and it’s income sources in your family or in your, let’s say you got a bunch of customers. It’s true almost everywhere.

It’s like gravity. And it’s probably the most useful generalization about life that I know. It’s incredibly powerful. Most people have never heard it explained the way that I’m explaining it.

Pete Mockaitis
In terms of powers or the squaring or the cubing effect?

Perry Marshall
Right. So, okay, not only is it 80/20 but it’s also true that 4% produces 64%, 1% produces 50%. And so, in every career, in every budget, in every organization, there are these tiny little levers, there are these tiny little hinges that swing big, big doors.

Pete Mockaitis
And we’re not talking about big doors on tiny houses. We’re talking about full-blown door, tiny hinge. Yeah, I’m with you.

Perry Marshall
Oh, yes. Oh, yes. And so, it’s government, and taxes, and healthcare, and social problems, and politics. It applies to all of it.

Pete Mockaitis
Whew! Boy, I’m just taking it all in and that’s a whole lot. Maybe just to clarify a little bit. So, these numbers, they’re approximations, right? They’re not exactly 80% of sales come from exactly 20% of salespeople.

Perry Marshall
No, no, so it can be 70/30, it can be 90/10, it can 95/5. But the interesting thing is there’s always the symmetry, okay? So, if it’s 90/10, which especially with things online. On the internet, almost any of the numbers tend to even be more extreme. So, if 10% of your webpages get 90% of the traffic, therefore, 90% of your webpages get 10% of the traffic. And that’s almost guaranteed to be true.

And so, there’s this symmetrical disproportion between cause and effect and it’s everywhere. And when you become aware of it, you suddenly realize, “Oh, okay. Well, before I even start, I can expect this to happen.” So, if you start a business next week, and a year later you’re hiring 10 salespeople, you already know a year in advance how those 10 salespeople are going to turn out.

And it’s not because there’s anything wrong with the world, this is the IS version of the world as opposed to the SHOULD BE version of the world. If you thought they were all going to be equal, you are living in the SHOULD BE version of the world, which is wrong.

Pete Mockaitis
Okay. Well, so let’s lay it out there. So, let’s say, okay, you got it, 80/20 is real, it’s all over the place. As a professional, what should we do differently?

Perry Marshall
So, let’s start with your time. I wrote a book called 80/20 Sales and Marketing. But if I may be so bold, I got an Amazon review where a guy said, “Basically, this book for anybody who works.” And let me remind you that all of us, in some sense, all of us sell, and all of us market, and all of us persuade.

So, there’s a chapter in the book about time management. So, what 80/20 says is that if you have eight hours in a day, which is 480 minutes, you can be sure that 20% of those minutes produce 80% of the value, and 1% of those minutes produce half the value. All right. So, let’s say that you work eight hours a day, you get paid $25 an hour, right, which is, so that’s $200 a day. Well, you actually earned half of that money in five minutes.

Pete Mockaitis
Right, assuming that you’re being paid proportionate to the value that you’re creating.

Perry Marshall
Well, what I’m seeing is even if you get paid hourly, the value that your employer got from you, half of what you did that was good yesterday, you did it in five minutes, okay? Now, most people, they’re not used to thinking about it. All the people listening, I want you to actually stop and think about what you did yesterday. What did you do yesterday? I’ll guarantee there was a phone call that was three minutes long or one minute long.” It got more accomplished than two hours of you banging around on a Word document, or running a bunch of errands, or sitting in a meeting somewhere.

But once you become aware of it, you start to see some patterns. You’re like, “Wow! I just realized that if I spent five minutes a week talking to my 10 biggest clients, I get more done than all the other committee meetings and getting on airplanes combined.” Or, let’s say you’re a manager and you have 10 people working for you, it’s almost certain that you could fire seven of them and the company could actually survive on the other three, if you picked the right three to keep.

And that’s really important to know. If you suddenly had a recession or a customer cancels all their orders and you’re suddenly in big trouble, well, this is how you keep the company alive. It’s also almost certain that your very best people are not getting paid what they’re worth and everybody else is getting paid more than what they’re worth. That’s also true. And so, this will affect every corner of your life if you completely understand it.

Pete Mockaitis
And what’s interesting, you talked about sort of the cubing or the squaring effects with like 4% of inputs impacting 64% of outcomes. It’s kind of like even if you’re hiring like really, really, really well, like you maybe already have like the top 20% in like the, whatever, global workforce. But within that, you’ll still see that the super-superstars are delivering more than the other folks even within that population. So, that makes sense to me that it would just keep going up and up and up or else you wouldn’t see that. It’s like, “We’ve already hired the best 20%, so nothing to see here.”

Perry Marshall
Well, Steve Jobs said if you compare the very best taxi driver to an average taxi driver, at best, maybe the best taxi driver is three times better than the average.

But if you’re hiring software developers, the best ones are a thousand times better. They’re a hundred to a thousand times better. In other words, they’ll write code that is more easily used and problem-free if you think in terms of how popular and easy to use the software is.

Like, if you’re trying to start the next Instagram or the next Snapchat or something like that, you take an average software team compared to a really good one, how much better is the product in terms of how many people download it, how many people use it, how much the company gets sold for when it gets bought by Facebook, or something like that. It’s huge multiples.

So, when you go to time, for example, if you go, “Well, I make $200, $8.25 an hour. But I actually made half of the money in five minutes.” Okay, so you made a $100 in five minutes. That’s $1200 an hour. And I’m completely serious when I say this. So, there’s $10 an hour work, there’s $100 an hour work, and there’s $1000 an hour. And if you’re in a highly-responsible position, there absolutely is $10,000 an hour work.

So, notice that the $25 an hour receptionist, or day laborer, or plumber is actually worth $1200 an hour for five minutes a day, so what about a CEO? Or what about a principal of a school? Or what about any other person? Well, there are routine parts of their day where one or two or three minutes is worth $10,000 an hour. A key decision got made, a key negotiation happened, a disaster was averted. You crashed your car you do $10,000 of damage in 0.3 seconds.

Pete Mockaitis
Yeah, totally. And I guess you can argue a little bit, like, “Well, the decision or the negotiation was a culmination of the many hours in preparation, duh, duh, duh, so it can be really…”

Perry Marshall
Which is true.

Pete Mockaitis
“…attributed to all of the value that moment.” It’s kind of like speaking. I love it when speakers say, “Find out how I make $10,000 an hour.” It’s like, “Okay, maybe you got $10,000 for a one-hour keynote.”

Perry Marshall
But you got on a plane, and you built a reputation, yeah, yeah, right. Well, so we have to notice, well, so there’s sowing and there’s harvesting, but even the sowing has these pivot points, it has these levers. So, he’s been building his reputation for years, but actually half of the value of his reputation comes from one keynote speech he made, or one article that showed up in the New York Times, or one podcast or radio program that he got on, right?

Like, I had a client years ago who, she had an ad on Google that crushed every other ad she ever wrote, and the ad was as seen on Oprah, okay? And what had happened was their product had been featured on the Oprah.com website. And that one thing made their entire company. And I can track it down to dollars and cents because we ran ad campaigns and we tried all these other ads, and the one that said Oprah was at least twice as good. So, every single customer they acquired with the Oprah ad costs half as much as all the other kinds of ads that they wrote. So, you could pin this huge amount of value just to the fact that their product was on Oprah’s site, and they could brag about it. And this is how the world works.

Pete Mockaitis
Yeah. And I’m thinking about that in terms of once you start talking about sort of thresholds in terms of, “Hey, there’s a threshold amount you can afford to spend to acquire a customer given the value of what that customer purchases.” And so, if the difference between a profitable advertising investment and an unprofitable one falls within that chasm between half the price and full price for a customer acquired, well, then, it takes on this tremendous momentum, as like, “Well, boom, we’re going to reinvest,” and boom, boom, boom, boom, boom. It’s like we have the ability to either kind of create an avalanche of gathering momentum downhill or we don’t, based upon whether we cross the threshold.

Perry Marshall
That’s right. And, usually, the success of your company is that sensitive. Usually, these things are much more sensitive than people realize. And the difference between success and failure isn’t orders of magnitude. It’s small percentages. And so, you really need to pay attention to the tiny hinges that swing the big doors.

Pete Mockaitis
So, let’s talk about these tiny hinges then. It seems like, in retrospect, you can see, “Hey, getting on Oprah.com was amazing for us,” or, “That one keynote speech did the trick,” or, “Hey, you know what, that five minutes I spent writing that email really opened up a huge door.” So, it seems like a lot of this is kind of looking backwards. But how do we get proactive in the driver seat to identify what could those five-minute things be and pack our day with more and more of them?

Perry Marshall
Well, so it starts with saying, “Okay, so if it’s really true,” it’s almost like you have to have faith, like, “Just trust me that 1% of your time produce 50% of the value. And so, now what we’re going to do is we’re going to go look for that pattern and we’re going to validate that until you can clearly recognize, ‘Oh, yeah, that’s really true.’”

So, that means, for example, that if you’re a sales guy who works on commission, half of your income came from something you did in three days last year. So, what did you do in the space of three days? Well, it was almost inevitably some really important client meeting that you were at where a major decision was made, and then they decided to cut you a purchase order.

Now, you may have invested hundreds of hours in that, but then you break down, and you go, “Okay, but 20% of the people in that meeting made 80% of that decision. Who was it?” Well, there were five people in that meeting, and the one person in the meeting who made the final decision was the engineering manager. It really came down to him. How many other companies have I sold to where, yeah, there was a software guy, and, yeah, there was a purchasing person, and, yeah, there was a contracts person, but it actually did come down to the engineering manager, or it did come down to the president of the company?”

So, like a lot of times we go make our case, whether we’re salespeople or even any other kind of people for any other reason, we make our case to people who can say no but they can’t say yes. Like, we go talk to the secretary or the receptionist or the junior purchasing person, but if they could stop us and they could tell us, “No, we’re not interested,” and then we have nowhere to go, but they can’t actually improve the purchase of anything, so many times you might as well start with the person who actually can say yes.

Now, I have found that, at some gut level, I usually know who the person is because it’s the person I don’t want to go talk to.

Pete Mockaitis
Your resistance because you can be resisted.

Perry Marshall
Yes, my procrastination demons kick in. Well, I’ll give you an example from the Evolution Prize, one of the people on my list for a long time to talk to about being a judge. I’m an electrical engineer who’s a business consultant and I’m trying to put together a very hardcore science and technology prize. How am I going to get the scientists to take me seriously? Well, my attorney suggested that I should get judges, and they would also serve the purpose of, well, when there is a discovery, they can adjudicate if there’s any controversy about whether they passed of failed.

And so, for a couple of years I had this name on my list, George Church from Harvard. He’s a leading geneticist at Harvard and he’s a rock star, and everybody in genetics know who he is. And he was on my list for two years, and I was intimidated. It’s like, “Well, why would this guy talk to me?” Well, when I emailed him, I got an email back from him like 30 minutes later, “Yeah, I’m really interested.” And I thought, “I could’ve gone and talk to this guy two years ago.”

And anybody who has ever gone and tried to get investment money, or had any kind of major decision, has been intimidated by this. Or, here’s another example. When my daughter went to college, we told her, “You know, we’re only paying for like a third of this, okay? We don’t believe in paying for all of college. We think you need to have some skin in the game.” She’s like, “What?” Like, “Yeah.”

And so, as a result of this, at the end of her senior year, she drives up to Appleton, Wisconsin, which is where the school was, and she marches up to the president of this university at some seniors and high school gathering thing that they were having, right? And she walks up to this guy, and she says, “Hey, I applied for scholarship and you didn’t give me one, and I think you guys made a mistake.” And he’s like, “Oh, well, here. So, here’s what you need to do.” And he gave her some, “Well, here, email me or email my secretary,” or something like that. She got $12,000, okay? And it’s just for having the chutzpah to tell the president of the university that his faculty made a mistake when they were doling out the scholarship money.

Pete Mockaitis
You know, I did that once in college when I did not get an interview, and I really believed it. It was with Walgreens. They rejected me after the interview. But, still, I thought, “I deserve this interview. You gave it to these guys and no me? Come on, man.”

Perry Marshall
Yeah, yeah. And we have the ability to do stuff like this. All of these people are human beings. And I actually think that the resistance to doing this actually tells us where the opportunities are. If my procrastination demon suddenly starts going into overdrive, I go, “Hey, them guys are telling me something.” Like, the fact that they don’t want me to do this, means it’s exactly what I should do. I find it to be a fairly reliable beacon.

Pete Mockaitis
Yeah, that’s good. And what’s interesting is I think sometimes that procrastination comes from, I don’t know, embarrassment in terms of, “Oh, who am I to go up to that person? I’m so lowly and they’re so majestic.” And I think other times it comes from, “Boy, this is just a hard piece of work,” and it’s like, “I got to figure out how to systematize and outsource and automate this thing. Boy, if I did, it would save me just tons of time, but that’s hard to do because I’ve got to take all this knowledge I have and turn it into a repeatable system and train other folks to do it. But, boy, once I do it, I can slash multiple hours out of every work week.”

So, I find that procrastination demons can be an indicator of, one, because these 80/20 types of activities often involve putting yourself out there to a big decision-maker that you’re scared of being rejected by. And, two, the procrastination tends to come when you’re just like, “Ugh, that sounds hard and exhausting and like a whole lot right now.”

Perry Marshall
Yeah, there’s another side to this coin, which is the temptation to go bleed off some of your energy doing something really trivial. So, when I am working on a project that is going to move the needle, so, here’s an example. One time, a long time ago, I had a friend come up to me in a seminar, and he goes, “Perry, I have a million-dollar idea for you.” And he goes, “I’m completely serious. I am so serious about this that if you sell a million dollars from doing this, I want you to give $10,000 to my favorite charity, which is an inner-city school in Philadelphia.” And I’m like, “You’re serious?” And he goes, “Dead serious.” And I go, “Okay.”

And he sits down and he mouths off this whole thing, he goes, “Hey, I think you could do this program, and I think this is the sort of people that would want to buy it.” I knew he was right, and I put it together, okay? Well, the most important part of putting that together was I had to sit down and write a sales pitch for thing. And every time I would sit down and start, like I was putting it off and putting it off.

And one afternoon, I sit down, I’m like, “Okay, I’m going to do this.” And I get this extremely loud voice in my head said, “Perry, you need to go get a haircut.” And I was like, “A haircut? I don’t even like getting haircuts. I don’t like chatty barbers. Why do I want to get a haircut?” “Because this is so important. If you do this, it’s going to change your career. And your lizard brain knows this and so the procrastination demons are going crazy.” And I said, “Okay, that means this is going to work.” And I did it, and it did.

Now, it wasn’t immediate. It was probably two or three years later, there was this whole part of my business that I started that hadn’t existed before, and it did accumulate a million dollars revenue, and I wrote the $10,000 cheque to his inner-city school. And so, I really believe in the power of the procrastination demons to tell you what you should do and what you shouldn’t do. And if you’re overwhelmingly tempted to go on Twitter right now, it’s probably because you’ve got important work to do that you’re avoiding.

Pete Mockaitis
Yeah. Boy, this reminded me of the book by Steven Pressfield, The War of Art.

Perry Marshall
Yes. Yes.

Pete Mockaitis
In which he talks a lot about resistance, in very like aggressive militaristic terms, it’s like, “Man, this guy is intense.”

Perry Marshall
Yes. Yes.

Pete Mockaitis
But, yeah, I think that was the idea I captured from that in a nutshell, and you just articulated that all the more succinctly. He’s very poetic about it. He’s a great writer. Well, that’s awesome. So, we look for resistance, we look kind of historically at what do see happening there. And I think I find that it’s almost like these things, they’re almost kind of like, “No, duh.” In a way, for me, they’re boring. It’s like, “This is not like a super exciting innovative thing.” It’s just like, “Duh, do this.”

For example, I don’t know for how long, someone has got a great podcast and we could overlap, and said, “Oh, hey, Pete, just let me know when you want to be on my show.” I was like, “Okay, cool. Thanks.” And so, he’s already said yes, that’s the hard part. The invitation is extended. And then I’ve been sort of dragging my feet because it’s like, “Well, I don’t know. I want to find a really good time.” And it’s like, “But when? When is there a better time? The podcast could shut down. A lot of them do. If you wait a year or two, the person might not even be there anymore.”

Perry Marshall
That’s true.

Pete Mockaitis
And it’s just kind of like that’s not a really innovative idea, like say, “Hey, guy, I want to go ahead and do that thing now.” And, yet, there are many kinds of the things that fall into that zone, and I’ve just sort of even, in my task management system, I use OmniFocus, have a little tag called “Duh” like it’s just blindingly obvious that this is so worth doing and is highly-leveraged. And sometimes I avoid it just because it’s not cool and innovative and new and hip and fresh and fun. It’s just kind of boring, like, “Oh, I guess I got to sit down and write this email.” But I was like, “We already knew that was coming and so it’s not a dopamine hit to execute it.”

Perry Marshall
So, yeah, and a lot of times these levers, you have to drill down into them and you have to build some kind of a structure that wasn’t there before. So, if you look back and you figure out that, “Oh, yeah, the deciding factor on all these projects has been the architect. And if we could get spec’d in by the architect for all these building jobs, then everything else is easier.”

Well, then why is that? It’s because you would have these huge projects and these huge meetings and hours and hours of all this stuff, but then a 10-minute conversation with an architect was what sealed the deal. Well, now that means that you have to go proactively go find the architects, which means you have to get a list of them, and you have to maybe you have to go and contact them, and maybe there’s certain information that you have to have ready to go. And it’s probably this whole other project that wasn’t even on your radar except it saves you 500 hours of labor next year, of whatever it was you normally are going to do.

And it also usually means that you’re getting rid of stuff that used to be sacrosanct, Maybe an entire department was created for the purpose of doing something that turns out to not be necessary if you can just get these architects on board. And so, now somebody is defending their turf and they don’t want to change. These are the kind of things that keep us from living 80/20.

Pete Mockaitis
Yeah, that’s a good thing to highlight there, is the resistance from all sorts of things, like your own kind of subconsciousness, your own laziness, or sort of externally in terms of there are forces that have something to gain by keeping it as it is. So, that’s good to flag that, to expect it, and to be prepared for it. Perry, tell me, anything else you really want to make sure to mention before we shift gears and hear about some of your favorite things?

Perry Marshall
Well, I want you to take this really seriously, 80/20 is everywhere. So, I’m looking at my tree in my front yard, and 20% of the branches carry 80% of the sap. And 20% of the roads carry 80% of the traffic, and 1% of the roads carry 50% of the traffic. And so, these levers are everywhere, like it is not possible to even look at a window and 80/20 not to be right in front of your face. And so, maybe the last thing I would say is most people think in terms of averages, and people should be thinking exponentially.
So, here’s an example. So, a whole bunch of kids take a history test in school and the average is 77. Well, to the teacher who’s trying to please everybody, the 77 is an important number. But the 77 doesn’t matter to almost anybody else in the whole entire world. And if you’re hiring teachers, or you’re hiring historians, there’s one kid in the class who will do more history stuff in his life than all the other 29 kids in the class combined. And that’s the one you care about, and that’s the one you want to hire.

And so, even with your talents and skills, most of your value is in two or three or four core talent areas and almost everything else is trivial, and whether you learned social studies, or whether you did P.E. class right, or whether you did all these other things, probably doesn’t matter at all, and there’s a few things that matter a lot. And so, if you can make the shift, you’ll never see the world the same way again. Once you see it, you won’t be able to un-see it.

Pete Mockaitis
Powerful. Thank you. Well, now, can you share with us a favorite quote, something you find inspiring?

Perry Marshall
Okay. So, there’s a guy named Jacque Ellul and he was a theologian in the 1960’s, and he said one of the most profound things I’ve heard in a long time. He said, “Societies used to contain technologies. Now, technologies contain entire societies.”

Now, he said this in the ‘60s. Can you just stop and think how true this is now? How many communities of people exists almost entirely on the internet or almost entirely on a Facebook group? I see this because the big internet platforms are starting to censor, they’re starting to ban people. For years and years and years, they’ve been killing businesses for various reasons.

And so, free speech is incredibly, incredibly important especially now. And all of this, there’s people we would like for them to go away and we cannot succumb to the temptation.

Pete Mockaitis
Thank you. And how about a favorite study or experiment or bit of research?

Perry Marshall
Well, this would be one from the Evolution 2.0 project. One of my favorite scientists is Barbara McClintock, and she figured out in the 1940s that corn plants could rearrange their own genetics. And this was a far more important experiment than most people realize because, so, she went to a symposium in 1951 and she presented seven years of very, very careful research, and half of them laughed at her, and the other half were angry. They were like, “Woman, genetics create plants. Plants do not recreate genetics.” And she was basically driven underground for the next 20 years, but she won the Nobel Prize in 1983.

Well, now, why is this relevant now? I’ll tell you, here’s why. It’s because there’s a technology now called CRISPR where we can edit genes as easily as a blogpost. You can buy $169 gene-editing kit on Amazon with free shipping. And there’s people all over the world that are editing genes willy-nilly and they think we’re smarter than the cells are. We’re not. The cells are smarter than us. And Barbara McClintock proved this in 1944.

Pete Mockaitis
And how about a favorite book?

Perry Marshall
Democracy in America by Alexis de Tocqueville. Well, why on earth would I bring up this book? It was written in 1835 and it describes Americans better than any other book that I’ve ever seen, and it’s still true now. And the book is really a book about the march of the idea of equality in civilization. And when you read this book, TV didn’t exist, radio didn’t exist, international travel didn’t exist, unless you got on a steamship for three months. I guess maybe that was international travel, but you know.

Like, most of the things that create equality, like the internet didn’t exist when he wrote that book. Nevertheless, he still got all these writing. And so, if you read Democracy in America and then you take all of these predictions and insights and you just fast forward another hundred years, you can really predict the future. So, probably not a book that very many people on a podcast like this would bother to mention, but I’ve actually read it three or four times. It’s absolutely brilliant.

Pete Mockaitis
And how about a favorite tool, something that helps you be awesome at your job?

Perry Marshall
Well, it’s a little self-serving but it’s one of the most useful tools that I’ve ever used in my profession. It’s the Marketing DNA Test. It’s at MarketingDNATest.com. And what it does is, whether you’re in sales or marketing or not, it tells you how you persuade. Some people persuade with stories. Some people persuade with numbers and graphs. Some people persuade by proving to you how reliable and approved and, well, standardized something is. Other people sell to you by showing you how new and innovative and flashy and incredible something is.

Some people persuade by just being completely in the moment. Some people persuade by meticulously crafting a letter for three weeks. And if you know how you persuade, then you know how you’re going to persuade better next time and you’re going to know what situations you should avoid because they don’t play to your strengths.

Pete Mockaitis
Thank you. And how about a favorite habit?

Perry Marshall
Best habit I’ve ever cultivated is an hour of journaling every morning before I do anything else, and I’m literally religious about it. And I think most people have way too much stimulation, way too much energy, and you cannot think your own thoughts and the thoughts of somebody else at the same time. And you need to figure out what your thoughts are before you engage with the media, and the texting, and the social media, and all of your friends, and your email boxes stacked up to the ceiling. You need time to listen, time to reflect, time to intuit, time to prioritize. That is the best habit that I’ve ever cultivated.

Pete Mockaitis
And is there a particular nugget you share in your books or speaking or working with clients that really seems to connect and resonate with them and they repeat it back to you often?

Perry Marshall
Nobody who bought a drill wanted a drill. They wanted a hole. So, instead of selling drills, you should sell information about making holes.

Pete Mockaitis
When you say information about making holes, give me an example.

Perry Marshall
Well, so I want to drill a hole. Well, maybe if you make drills, you know more about making holes than 99% of all the people in the world. So, there’s how to drill holes in plaster, how to drill holes in metal, how to drill holes in rock, how to drill holes in concrete, how to drill holes in plastic, how to drill holes in wood.

In an information-driven society, the way to develop credibility is by demonstrating your expertise. And you demonstrate your expertise by showing people how to solve very, very, very, very specific problems. And that actually engenders a lot more trust and credibility than just waving your carbon-, graphite-, diamond-tipped drill bits in the air and telling everybody how awesome they are and all of the ISO9000 quality control systems that they pass through, because people are interested in their hole, not your drill.

Pete Mockaitis
All right. Thank you. And, Perry, if folks want to learn more or get in touch, where would you point them?

Perry Marshall
I’d go to PerryMarshall.com, and I would suggest that you click on the link that says 80/20 and buy 80/20 Sales and Marketing for a penny plus shipping. It’ll cost you $7 in the U.S. and $14 outside the U.S. And if you read that book, even if you’re not in sales or in marketing, that book will change your life.

Pete Mockaitis
All right. And do you have a final challenge or call to action for folks seeking to be awesome at their jobs?

Perry Marshall
In your life, 1% of what you do will determine 50% of what you get, so you don’t have to get most of it right. You need to get 1% of it right. If you nail 1%, you will be successful, and it’s not as hard as you think.

Pete Mockaitis
Perry, this has been lots of fun. I wish you tons of luck in nailing your 1% opportunities and keep up the good work.

Perry Marshall
Hey, it was great talking to you, Pete. And it’s an honor to be on your show and look forward to seeing you again.

473: How to Increase Your Productivity by Crafting your Time with Mike Vardy

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Mike Vardy says: "The app isn't going to do the work for us. It's approach first, then the application."

Mike Vardy discusses how to fine-tune your routine and make the most of your time through mode-based work.

You’ll Learn:

  1. Why you shouldn’t obsess over productivity apps
  2. How to craft your time with the 5 categories of mode-based work
  3. How to keep yourself motivated and on-track through journaling

About Mike:

Mike Vardy is an author, speaker, and productivity and time management strategist (or ‘productivityist’) based in Victoria, BC, Canada. His company Productivityist helps people stop ‘doing’ productive and start ‘being’ productive through a variety of online and offline resources. He is the author of The Front Nine: How to Start the Year You Want Anytime You Want, published by Diversion Books, and has self-published several eBooks, the most recent of which is ”The Productivityist Playbook.” He currently hosts The Productivityist Podcast, a podcast that features insights and conversations surrounding productivity and workflow.

Resources mentioned in the show:

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Mike Vardy Interview Transcript

Pete Mockaitis
Mike, thanks so much for joining us here on the How to be Awesome at Your Job podcast.

Mike Vardy
Thanks for having me. This is going to be a great one. I can feel it already.

Pete Mockaitis
Well, I think so too. We were just dorking out and I said, “Oh, I’m going to have to put a note in my OmniFocus about David Allen’s upcoming book.” It’s like here we are as nerdy as it gets with productivity.

Mike Vardy
Yeah, that’s kind of the way it goes. Once you get two of us productivity nerds in a room, it’s hard to get us not to stop talking about that kind of stuff. It’s just crazy.

Pete Mockaitis
Yes. Well, although I want to know, we got two nerds in a room. We’re not going to be doing any professional wrestling because we’re, I guess, in the virtual room. That wouldn’t be very fun to watch. But I understand you have a passion for watching pro wrestling. What’s the story here? Why does it grab you?

Mike Vardy
It’s like the one place I can kind of go and be like, “Okay, I’m going to watch the Royal Rumble right now, and I won’t be thinking about time or productivity or anything.” And my daughter is into it too, like my daughter will watch it with me.

So, it’s another way for us to bond as well.

Pete Mockaitis
Well, fun times and it’s cool that your productivity skills have enabled such feat of reflexibility to enjoy these sorts of adventures as opposed to, “Oh, no, I’m swamped. I couldn’t possibly get away.” We’re talking earlier about you’ve got all your podcast episodes recorded through three plus months in advance, so that’s pretty cool.

So, let’s just get right into it. When it comes to productivity, you’re living happens as a productivity strategist, which is a real cool title. You don’t see that very much in LinkedIn, so kudos. So, boy, you’ve seen a lot of stuff. Could you tell us, just for beginning, what’s maybe the most surprising and/or fascinating discovery you’ve made as you have explored this big world of productivity?

Mike Vardy
I think the most fascinating, and it probably shouldn’t be surprising now that I think about it, but we were talking off the top, you said you’re putting it into OmniFocus. And when I first started my productivity journey, that’s kind of where I started was with the apps, was with the technology. I spoke at the OmniFocus 2 reveal, I was doing a lot of stuff with The Next Web and Lifehack, and all that stuff, really digging into the apps. I was a math guy, right, so I was really into that.

And so, I was more of a productivity, let’s say, enthusiast who became a specialist and was kind of teaching people how to use these apps and maybe using other methods. But when I became, I kind of evolved into a strategist, I realized that the apps are secondary. We’ve seen apps come and go over the years. I’ve seen plenty of them. And the problem that I’ve seen, the funny thing is that I think the really fascinating part is it hasn’t gone away. You’d think by now we’d be like, “Okay, yeah, right. It isn’t the app. The app isn’t going to do the work for us. It’s the approach first, then the application.”

And I think that’s the thing that I’m really trying to kind of rail against, is the idea that, “Oh, man, you have to get OmniFocus because OmniFocus is the best,” or, “You have to use Evernote,” or, “You have to have the latest and greatest so you leave OmniFocus to move to things, and then you move to this other one,” or, you have to have one that works. No, no, no, you have to have your foundation, your framework, this approach setup first, then the application.

But, because we live in such a tech-heavy world where we’ve got a to-do list in our pocket that can do so many things, we tend to focus on the wrong things, and what fascinates me is not only how long it took me necessarily to realize, “Hey, wait a minute. Hold on. This is the cart before the horse here,” but that it’s still such a huge issue today.

Pete Mockaitis
You know, that is well said. It’s so fun to talk to someone who’s been steeped into something for a long, long time, and then to kind of walk away, look back at yourself and say, “Huh, oh, how young and foolish I was.” I think Ray Dalio said if you look back at your decisions a year or two ago and you don’t think that you were a little dumb then, then you haven’t grown or learned much. So, that’s a fun little reframe on feeling embarrassed about your past.

And I think that’s dead on because it can get, I don’t know, it’s like shiny objects. It’s like, “Ooh, there’s a cool new thing. Let me try it out.” “Oh, no, no, that’s dumb because it doesn’t do this or that.” And then I guess I’m of two minds on this. On the one hand, I think there’s some real beauty. Some tools are amazing and helpful and snazzy and it’s so great that they exist.

The sheer enjoyment associated with a fine pencil or pen or notecard or beautifully-designed piece of software can be extra-enjoyable and maybe bring you to use it. But, much like the person who gets the super fancy piece of exercise equipment for the home, no matter how fancy that thing is, you got to do the work if you want to enjoy the results.

Mike Vardy
Yeah, you have to kind of decide. Hey, like I’m a big, Baron Fig pen and papers. I love my really nice pens, my really nice books. But it takes the stuff that you’re doing with those things, that’s what matters, right? And a good example would be, actually this past weekend, my family and I, we were at a…they had like a car-free day in our downtown core. And we stopped to talk to one of my wife’s friends, and out of the corner of my eye, I didn’t even see it until my son mentioned it, and then my eye gravitated to it. He’s like, “Hey, dad, look. It’s that Big Green Egg that you want.” And it was The Big Green Egg barbecue.

And I went over there, and I’m like, “Oh, man, this is something that I want,” but I looked at the price, I’m like, “This is not something that my wife will necessarily let me get right now.” But that Egg will probably make, if used correctly, I think that’s the key thing, right, like no matter how great your tool is, if you’re terrible at using it, then you just got a really expensive tool that you’re not very good at using.

Pete Mockaitis
And then you feel like a tool.

Mike Vardy
Yes, exactly.

Pete Mockaitis
Zing!

Mike Vardy
Boom!

Pete Mockaitis
Sorry, continue.

Mike Vardy
No, the thing is, “Do I need to have that barbecue to barbecue food?” No, I can find, you know. But do I need the cheapest one? Probably not. I could find something in the middle. So, I think it’s about finding, like I think we need to start looking at things from a reasoned approach instead of going like purely emotional or purely logical. And that means like OmniFocus is a great example for your listeners out there who know what OmniFocus is. It’s like it was one of the preeminent productivity apps that largely hung its hat on the getting-things-done methodology when it first came out. It’s now become so much more than that.

But if you stuck with that throughout, you’ve had a beautiful tool to use the whole way, but there’s other software companies that have come along, like Cultured Code’s neat Things, and Todoist, and Asana, and all these other ones. You got to look at what the outcome is you’re looking for. If your outcome is to use tools consistently, like switch tools, then that’s fine. That was my job. I had to do that.

But I think that a great craftsperson can get great results by using a tool that may not be the best tool. So you should be looking at that in getting better. And then, when you can get to the point where, “Hey, you know what, I have the bandwidth to try a new tool or to look at a new app.” You’re rarely forced into something like this. Then you say, “Okay, you know what, I can do that.”

But I think the other key is to make sure that you’ve got a framework that, like let’s say OmniFocus was to stop development tomorrow and shut down. Yeah, but the thing is you know, based on your use of it, because you’ve used it for so long, you’re like, “Okay, I need something that has this functionality,” that’s one way to look at it.

Pete Mockaitis
Right.

Mike Vardy
But if you’ve never really used it, like, “Okay, I have a framework,” and that’s how I kind of look at creating TimeCrafting was this idea of, “How can there be a framework that can work in Microsoft Excel, on paper, and OmniFocus, in Things, in Asana, in Trello, wherever?” So, that way you can go, “Okay, well, OmniFocus is gone. I guess now I’m just going to move. I can find another app but the frameworks that I use is easily transferable.” And that’s the thing that I think people need to spend more time and attention to on as opposed to, “Oh, the app will tell me what to do because garbage in, garbage out,” right?

Pete Mockaitis
Well, so let’s talk a bit about that bit. So, regardless of the tool, if we want to achieve – okay, I guess there’s a two-parter here. First, let’s establish the goal. What is it that we want to happen? If we aspire to be “productive,” what does that mean and how do we know if we’re winning?

Mike Vardy
Well, I think it’s often an understanding of what you need to do and what you want to do. I think that those are two things that we need to really get. I know we hear a lot of like, “I have to do this,” and then to have two turns to get to, that could be a big leap for some people to say, “Hey, I have to go to work because I have to pay the bills,” as opposed to, “I get to go to work and I get to pay my bills because of it,” because that’s a pretty big leap.

So, I like to go down, again, reasons, down the middle and say need to, “I need to go to work because,” or, “I need to do this task because this will offer another need.” If you look at Maslow’s hierarchy of needs, I’m not going to go into that too deep, but that’s kind of where that comes from. I think that the key here is to understand, “Okay, all these things that are in my head, number one, are they in a place where I can evaluate it properly?” And this is nothing new. David Allen has talked about this, the idea of getting it out of your head so that you can assess it properly.

And then, instead of trying to measure your productivity by quantifiably how many things did you do, because a lot of the time we spent our energy and attention on things that we really don’t need to do or little or want to do, we just do that, and start to look at a balance between quantity of work and quality of work because we can’t just focus on quality of work necessarily either all the time because some things are going to come up, we got to bang some certain things out and urgency shows up, and there’s all these little things.

So, productivity is always going to be personal even in an organization. So, when you’re working in a large organization, you have to look at things from an objective point of view, right, like, “Our objective is to finish this project. Our objective is to make sure all these things are covered.” But then once you start to bring it down to the individual, it’s how they deal with it is very subjective.

One person may handle a task based on their energy levels. If they’re great in the morning, then they will tackle those high-energy tasks in the morning, and then maybe they’ll do their late lower-energy tasks later in the day. If they’re somebody that’s in lots of meetings, they may have to look at like the gaps of time that they have between the meetings and categorize their tasks, like, “Hey, these tasks will take me five minutes, these will take me 10, etc.”

And then other people might say, “Hey, you know what, I’ve got some block of time to do some really heavy qualitative work. I’m going to do it. I’m going to do some writing. Let me take a look at all the things that I’ve categorized as writing.” So, when it comes to being more productive, and not just doing productive, but being productive, it’s important to do like that front-end work first and say, “Okay, do I need to be doing all of these things, or am I just checking off boxes and saying, ‘Look, I checked off 43 boxes today. I must’ve been productive because look at how many boxes I checked off’?”

Versus setting themselves up in a way that they can say, “Okay, I’m approaching my to-do list now, and if I just look at it at face value, I’m going to be less productive because I’m not really assessing it and breaking it down to smaller components, so let me think about it. Oh, you know what, I am tired right now. Okay, so now this list of 43 things, I now need to start off with dealing with the 12 things that I can do when I’m tired, so let me start there.” So, it’s just about personalizing the experience. No matter whether you work for a big organization or just for yourself, and then trying to prioritizing in a way that suits your workflow as best as possible.

Pete Mockaitis
Well, so I dig these universal principles here then. So, we’re starting with a really clear picture of what you need to do in order to meet another core need. And then what do you want to do, I guess, think of that in terms of what is rejuvenating and fun and meaningful to you. And you want to get this stuff out of your head so you’re not just continually re-remembering it and forgetting it and stressing about what you may have forgotten, but you’ve got it somewhere else in app or a notecard or a list on paper. Any other kind of just fundamental principles like, “Hey, whatever your tools, you’ve got to make sure this stuff is happening”?

Mike Vardy
I think that the biggest thing, no matter what tools you’re using, I think I like to look at my work through the lens of the modality that I need to be in as opposed to the project I need to be working on. So, you want to have two kind of lanes that you can travel down when you’re looking at a to-do list or you’re looking at a project management software piece because their design, in the name itself, project management, so you’re almost kind of directed to look at the project in its entirety.

And the problem there is that there could be bottlenecks from other people, there could be bottlenecks from yourself such as energy levels, there could be all of these things. So, what you want to do is have the ability to do that for sure. Sometimes you need to go like, “Okay, I’m putting my nose to the grindstone working on this very specific project and, yes, I’ll be jumping all over the place while doing it, but the common thread is this project.”

But you need to look at another way to work, and that’s like, hey, and I talk like I’ve got five categories of mode-based work. So, I want to look at my tasks by resource. So, where do I need to be to do them? I need to look at them. Energy is another one. Let me look at it. I’ll look at all my projects and see, “Okay, what are all the things that I can do when I’m sick? Because I’m home sick today and I can’t do all the stuff, so let me look at that.” “Let me look at all my tasks by the type of activity because that promotes flow, right?”

If you want to do a bunch of research, it’s almost better to do the research that you need to do all at once because you get to that mindset, right? And then the other thing is just to say, instead of jumping, I’ll use the meeting example again. What often happens when people come out of a meeting and they only have, say, a half hour between that and their next meeting is they won’t go to their to-do list, they’ll go to email because email will tell them what to do but it’s somebody else telling them what to do.

Instead, they could look at their to-do list and go, “Okay, I know I have a half hour, let me look at all the tasks that I’ve decided that are going to take me five minutes or less and try to crank out six of them, or six or less,” that kind of thing. So, I think it’s important, and I believe it’s important, I know this from the work I’ve done with clients, is that you can’t just look at your to-do list at face value. You need to dig into it a bit more.

You need to almost, in some instances, break your to-do list down because, in some cases, you’ve got a to-do list segment that says, “Work on report.” Well, that’s ambiguous and that’s really a project. You need to break that project down into its smallest particles, and then segment it so that your to-do list, which may have grown from 43 visible things, or invisible things partially, to like 116 totally visible things. Then you’re going to need to look at it and go, “Okay, how do I look at this in a way that allows me to at least feel like I’m moving the needle forward?”

And that doesn’t happen overnight, it takes time. But once you start doing that, then you can feel that you’re being actually productive because your mind and your direction is being kind of propelled forward based on simple questions like, “How do I feel right now? How much time do I have? What type of activity do I want to do right now? Oh, I’ve been told I need to get on the phone right now. Well, what other things can I do while I’m on the phone?”

So, you’re not thinking in terms of just going down the to-do list in sequential order, instead, you’re kind of looking at it from a vantage of, “What modality am I about to go into that I either need or want to go into? And then, how can I group these things together so that instead of me having these little periods of downtime as I switch from task to task, I can actually just keep moving the needle forward?” It’s kind of like that movie “The Pursuit of Happyness,” right? You’ve seen that movie with Will Smith, right?

Pete Mockaitis
Oh, yeah. It’s been a while, where he’s selling those things.

Mike Vardy
Right. And he said, “I need to maximize my time.” One thing he doesn’t do, which I think is he didn’t do washroom breaks, so he didn’t go get up to drink water. I would not advocate for like dehydrating yourself while you’re working. But the one thing he does do, which I think is clever, is he never hangs up the phone. He just puts his finger on the – and this is, of course, back when people were definitely using more office phones as opposed to cellphones.

And so, what he did was he was putting the phone, you know, he just clicks on it, and that way he wouldn’t lose the three seconds or whatever it was, or two seconds, that it took for him to pick up the phone every single time. And then he went a step further and said, “You know what, this is also a waste of my time. I’m not going to start at the bottom of the list, instead I’m going to go right to the top.”

So, that allowed him to do that because he was thinking about his work instead of just going through the motions as they were given to him by his superiors who seemed to know better because that’s the way it was always done. You have to challenge those biases, and that’s when you can be truly productive, and that’s when you can start to see outcomes that you never expected because you’re challenging some of those biases that are either kind of thrust upon you or that live within you.

Pete Mockaitis
Well, so let’s talk about these five boats here. So, we get like the resources are available, may be the phone, may be the internet, may be a computer.

Mike Vardy
Or a person. A resource can be a person too, right?

Pete Mockaitis
Sure. Yeah. And then we got the energy, hey, we’re feeling sick, we’re feeling energized, we’re feeling creative, or we’re feeling lethargic. We got the type of activity in terms of, “Hey, is this research?” And then we’ve got the time available. What’s the fifth one?

Mike Vardy
The fifth one is actually what I teach clients, I call it theme-based. The way I structure my time is I give every day, and, again, not everyone does this when they start working with me. They give themselves one, a daily theme. So, when I wake up first thing in the morning, I don’t say, “What am I going to do today?” I ask myself, “What day is it?” And, today, as we’re recording this, it’s a Thursday, so I’m like, “Oh, it’s Thursday.” Well, Thursday, the theme is learning, “Okay, so what learning am I going to do today?”

So, I’ve already kind of whittled down my to-do list a little bit by saying, “Hey, today is learning day,” and then I can look at my much larger to-do list in a much more segmented way. So, basically, the acronym is TREAT, theme-based, resource-based, energy-based, activity-based, and time-based. So, when you work by modality, you are treating yourself and you’re working much better.

And the themes don’t have to be daily either. There are some people who they can’t do a daily theme at least at work. They certainly can at home. So, what they’ll do is they’ll do what I call a horizontal theme which is, “Oh, it’s 9:00 o’clock. And from 9:00 to 11:00, I focus on research, or I focus on communication, or I focus on administrative work. And horizontal themes are often used when I talk with clients for things that they can’t just like wait an entire week, or they need to do daily, so they block out, say, an hour or two of that time to focus on that kind of stuff.

The great thing about themes is they’re very personal. I have some clients that don’t do daily themes but they have, from 8:00 a.m. to 12:00 p.m., they have what’s called serving mode, so they tag their tasks as serving, and it’s the tasks that every else needs them to do. And then they go for lunch. They come back from lunch from 1:00 to 5:00, they go into self-serving mode, which is all the tasks that they need and want to do.

And because they do that, what happens is any of the tasks that end up being self-serving are often serving others anyway. So, they’ve got this flow and then, instead of looking at this massive responsibility list, they could say, “Okay, well, the mornings I’m going to take care of what other people really need and want from me, and then in the afternoon, I’m going to take care of what I know I need to be working on, which often is what other people might need as well.” So, it creates just less friction and more flow.

And so, when you work by modality, and theming is one of those great things that kind of adds to it, then you’re really crafting your time in a way that works for you.

Pete Mockaitis
And what I think is really reassuring about that is, one, you’re sort of like, “Well, I work in an hour. I don’t know. I got 90 things I could choose from.” It’s like, “Okay.” Well, by segmenting it, it just gets sort of simpler in terms of less decision-making and I think you can feel more comfortable. This is how I feel at times, it’s sort of like if there’s not a designated place for some stuff that needs to happen, there’s almost like a low-level anxiety or panic in terms of, “I don’t know if I’m ever going to get to do the things that I want to do. I’m a suffering servant and a martyr at the whim and mercy of all of these requests from all these people.”

In terms of like, “Well, no, this is the time that I do my stuff,” and I dig that. So, that’s a cool way to theme that. I think it can really be handy. And I also want to get your take, when you said there are sort of a different sort of brain space or mode, like research, when I kind of cluster a number of research-type activities together because then your brain is in a research mode. I know that there’s maybe an infinite number of kinds of mental states we can catalog. But do you think of, shall I call them sub-modalities, huh, sub-modalities for activity types that tend to, you’re like, “Yeah, this is like a cluster of related brain function, and here’s another one”?

Mike Vardy
So, let’s use this as an example. Today is my learning day, right? So, that’s also an activity, right? So, it’s not only my daily theme, but it’s an activity. So, I can say that today is my learning day, and then the activity mode I want to go into is researching. Now, they could be mutually exclusive, but learning doesn’t have to be necessarily super active. It can be, “I’m going to go just discover things and notice things.” Whereas, research is a bit more deliberate, “I’m going to dig into these things.”

So, what happens with—you can get very personal with these, like you can get as narrow as you want with them, but what a lot of people will do, especially in apps, like we were talking about earlier, is they’ll use two or three modes per task. They’ll say, “I need to read Ryan Holiday’s latest book,” so that’s researching mode and it’s learning mode and it’s also, let’s say, deep work which is a type of energy level, right?

So, then they can decide, it gives them a bit more options as to say, okay, for me—I’ll use me as an example—I could do it on a Thursday, I could do it whenever I want to research something, or I could do it, and Friday is my deep work day, I could do it on Friday. So, you can kind of use the different modalities with each other to kind of create this easier way to filter or give you multiple options to filter.

What I kind of liken this to is the Goldilocks factor. I call it the Goldilocks factor which is if your modalities are too wide, then you don’t filter your list enough. So, like home might not be the best modality if you work from home because it’s not just the home, it’s your home where you live, so that might be too wide. Whereas, if you were to say third drawer in dresser, that would be what I would call too narrow, like you’re going to run out of things to do, which means then your brain goes, “Well, now what?” And then it wants to go do the random things that the brain wants to do because it doesn’t want to do hard work, right?

So, you want to find that like just right factor. And for some people, like for you, you might say, “Hey, I need a very specific kind of thinking modality that’s very specific,” and you might have enough tasks in there to fill it which means that that’s going to work for you. But, for me, deep work is just right. If I have it too wide, if I was just to say qualitative work, oh, my goodness, that could be miles long. So, it’s about just figuring that out.

And when I work with clients, and when people follow my work, and they listen to – I have a daily podcast as well called Three Minutes of TimeCrafting. I kind of try to distill that down a bit because, again, this is something, when you start to adopt TimeCrafting, which is this methodology that I teach, it feels overwhelming at first, and people go, “Oh, that’s too rigid. It seems inflexible.” But you don’t have to adopt it all at once unlike other ones that I’ve tried.

And also, I would caution against it because one thing goes wrong, and you probably encountered this too, if one thing goes wrong, you’re like, “Well, this won’t work,” and you just throw the whole thing aside, right? So, that’s the way I look at it, is you can have very specific, as specific as you need, these modes to be, or you can have them as broad as you need them to be. And they can evolve over time too.

Pete Mockaitis
And what’s interesting there is that these aren’t just arbitrary, “Hey, this is a dorky fun thing we like to do is to add categories to stuff,” but rather it is useful in the sense of, it’s funny you mentioned that Friday is your deep work day. And my internal reaction was, “That is insane. I would never make Friday my deep work day because, Friday, I’m tired from two kids under two, and sleep deprivation, and four intense work days, and I want my deep work day to be Monday when I’ve rejuvenated from a Saturday and a Sunday, and I can like go and do like the hardest, trickiest thing the world has to offer.”

And so, there you go. It’s personal. It’s like neither one of us is right. I imagine you’ve got your reasons and your personal preferences and values and environmental contexts that make that a very sensible choice for you and it would be a poor choice for me.

Mike Vardy
And the great thing about that is my deep work day wasn’t always Friday because when my kids were younger, and I was home, the person who’s working from home, I was in the same boat as you. But now my kids are older, they’re normally out and about on Fridays. I try to take care of business Mondays through Thursdays, and then on Fridays, I’m like, “I don’t want any meetings. I just want to be from 9:00 until 2:00 or 3:00, I’m just focused on the deep work.”

And I also include some deep conversations with friends. So, again, my definition of it isn’t just like, “I’m going to focus on like just sitting in my office all day doing deep work.” Sometimes it’s, “I’m going to go have coffee with a friend. While having coffee with them, we’ll have some deep conversations.” So, again, it’s all how you personally define it.

The one thing that really made me buy into the idea of theming your days is when I wanted to move my deep work day which I think was on a Tuesday before. It wasn’t a Monday because Monday was like my admin day. All I had to do was take that deep work day and move it to Friday and the tasks migrated there naturally because they were tagged as such. So, I just knew to look at the deep work tag on Friday now instead of Tuesday. So, instead of like changing the due dates and all that stuff, it was just a natural migration for me.

And, again, I know clients that have creative days, and two of those days per week rather than just one, right? So, you can make it work for you the way you want. You could theme one day. You could theme seven. You could have all horizontal themes. You could say, “You know what, Mike, I love these five categories of modes, but I’m really into time.” Great, then just use time. You don’t have to use them all. You just have to figure out what works for you.

And then, when it comes to health and nutrition and fitness, if you keep doing the same exercise over and over and over again, your body will adapt to it and won’t be as tough to do it, and you also won’t see the results. The results will start to change, right? That’s why they shake up your exercise. That’s why when you’re on a food program, they start to do that as well. They’re like, “Oh,” in fact, I’m on one right now, and my nutritionist is like, “Guess what? We’re changing some of your nutritional stuff.” I said, “Why?” They said, “Because you’ve plateaued, like there’s nowhere for you, so we have to change things up to kind of shock the system a little bit.”

So, productivity is a lifestyle. It’s not a diet, it’s a lifestyle, and that means that things are going to evolve. And you know what, when your kids are in school, you may say, “Monday, I need to leverage that for this, and Friday is going to be my family day.” My buddy Chris Docker does that, he takes Fridays off. He calls it family day. So, again, that theming can really help because it helps you, like you said, remove decision fatigue and it promotes flow over friction for sure.

Pete Mockaitis
And I’m just thinking about the shifting, it’s like I’m usually not very good in terms of like if I’ve been sort of deep into sort of a spreadsheet evaluating an opportunity and the implications and possibilities of an initiative, and I’m thinking hard about that for like 70 plus minutes straight, and then someone wants to chat about some emotional like stuff, it’s like I feel like I‘m really sorry I’m not effectively here for you because I’m still with the spreadsheet. But if you have a little bit of separation, you got less dramatic shifting of your whole kind of brain state whiplashing it back and forth.

Mike Vardy
And that’s the thing, if you were to say, “Hey, Mike, can you talk to me tomorrow?” which is Friday, I would say, “I’m sorry, no, I can’t,” like, immediately. Like, there’s no friction in my own head. It’s understood and the brain has created this pathway that knows that Fridays I don’t do meetings. And there have been exceptions to the rule, like that’s the thing, is that you have to be flexible enough to have exceptions to the rule, but you don’t want those exceptions to become the rule because then the theme starts to fall apart.

So, if I have a client, like let’s say I missed a meeting with a client the previous week, let’s say I’m sick, and they’re like, “Well, we can’t do any of the meeting except next day.” I’m going to do the meeting, right, because it’s not on them, it’s on me. That said, if they cancel the meeting, and they say, “Well, could we do next Friday?” they’re likely going to get a no because now I have to decide where that boundary lies, and that’s what all of this is. It’s all about creating boundaries that you are willing to live with, and then sticking to them, because if you don’t stick to your own boundaries, you can’t expect anybody else to.

Pete Mockaitis
Right. And I know the professionals listening here will say, “Well, that’s nice for Mike who has his own thing. I’ve got a boss and teammates to contend with.” But I think that you may have less kind of leeway to establish whichever boundaries you care to establish, but you still have some. And I think that people can often appreciate it, like, “Okay, cool, yeah. You know what, I like that you’re being so thoughtful about your day and your time and using it to maximize kind of what we’re up to. So, yeah, I understand your rationale. That works for me and thank you very much.” Now, you might also get some folks who are not as understanding, but I think it’s worth a shot especially when it’s powerful and meaningful and impactful.

Mike Vardy
And that’s why when someone says that, and believe me it’s not the first time I’ve heard that, again, don’t do all of it. You don’t have to theme every day. Start at home. I‘ve had people say to me, like, “There’s no way I could theme my days.” And I said, “Well, when do you do your grocery shopping?” “Well, Saturday or the weekend.” “Okay, when do you do your housework?” “Oh, normally on Saturday or the weekend.” “So, what about laundry?” “Well, yes, Sunday or Saturday.” I’m like, “So, what you’re saying is like Saturday or Sunday it’s kind of like the day you do household stuff?” “Like, yeah, mostly I would do it.” “So, household day would be like Sunday or Saturday?” And then, all of a sudden, it’s like, boom! They’re like, “Oh.”

Again, you’re already doing it in some instances. Just own it. Just define it. Because once you do that, then there’s no ambiguity and there’s no confusion. So, if you have a burnt out lightbulb in your home office, or you have to do something, and you’ve got this honey-do list, let’s say, if you want to call it that, you’re like, “Hey, you know what, I know this needs to get done, I’m going to get out of my head. Where do I put it? Oh, Saturday is household day. Great, I’ll put it on household day.”

So, you’ve got to get those biases out of your way because what most people will do, and I’m generalizing it, but I hear it a lot, “There’s no way I could theme my days.” I’m like, “Well, could you try with one? Could you try with a certain period of time?” Clearly, we’ve had theme times in our schooling. We know what a lunch hour is. That’s a theme to time block. It’s not like they don’t exist. It’s just you have to be able to say, “Okay, you know what, I’m willing to put a boundary here. Just here. Just in this one instance based on my situation and let’s see how it goes.” And then take it from there.

You can add more, evolve it, whatever you need to do, but don’t just dismiss it out of hand, like you said, without trying it because it’s worked not just for me, who works from home, but I’ve worked with executives who are the boss, as well as middle managers who are not the boss, and they’re managing up and down. So, it can work, it’s just you’ve got to figure out where your just right is.

Pete Mockaitis
Well, boy, we’re having fun and we’re short on minutes, but I must ask. So, let’s talk about motivation for a moment.

Mike Vardy
Sure.

Pete Mockaitis
What are your top suggestions for keeping the motivation going strong and minimizing the risks that you’re going to burn out?

Mike Vardy
Well, I think, again, when it comes to that, journaling is such a huge component. And, again, I don’t know that a lot of people talk about this. We’re hearing more about it. We’re hearing more about journaling but not when it comes to productivity as much as I’d like to see. I think that when you look at your to-do list and your calendar, it gives you kind of a broad strokes of what your day looked like but there’s no story behind it. You can look at your calendar, and say, “Oh, I had a meeting at this time,” but you’re not going to chronicle your feelings about it, or you’re not going to say, “Hey, what worked and what didn’t.” You’re generally just going to see it and then you’ll try to, again, remember what it was like.

So, I think that when you want to keep yourself motivated, and there’s two types of motivation that can happen here. Either the motivation of the negative components can motivate you or the positives, whatever. Again, there’s no right or wrong way to keep a journal or to chronicle or a daily log or whatever you want to call it.

But I think that taking five minutes at the end of your work day, or at the end of your day in total, is a good way for you to get perspective on what’s going on in your world and realizing, A, we have way more time than we think, and, B, every day is a scholar for the next day. I can’t remember who said that, a Roman scholar said that. But that’s what it is.

And the more you journal the less likely you’re going to have to do that big massive review like two weeks down the road or a week down the road because you’re kind of keeping yourself course-corrected as you go. And, again, like people have said, “Oh, well, how should I journal?” I don’t know, it’s the same reason I don’t know what app to use. Use an app, use paper. If you need prompts, there’s plenty of places to find prompts. Use your theme days as prompts, “Hey, today’s daily theme was learning. Okay, did I do learning today? Yes. Oh, great. What did I learn? No. Well, why not?”

There’s always something, the story you can tell. You don’t know what to write about? Look in your phone and see what photos you took, right? Scan through your email and see what email you responded to. There’s always something. But it’s that story that matters because it’s the story that’s going to motivate you to either make a change or keep going.

Pete Mockaitis
Gotcha. Thank you. Well, now, Mike, tell me, a couple of your favorite things. How about a favorite book?

Mike Vardy
Oh, boy, there are so many good ones. Getting Things Done is the book that kind of got me into productivity in the first place, so I’d be remiss if I didn’t mention that. I like Steven Pressfield’s The War of Art. I love Pressfield’s stuff. And I really like Ryan Holiday’s The Obstacle Is the Way. I like the stoicism introduction kind of was the reasoned approach to things that was. So, his book The Obstacle Is the Way, and Ego is the Enemy, as well, I’d say that those are kind of the ones that I return to quite regularly.

Pete Mockaitis
And I know that you have evolved beyond it’s all about the tools but, tell me, what are some of your top favorite tools that you personally have to be digging right now?

Mike Vardy
So, I’m really liking this app called Front because it’s kind of that bridge between email and task management that I’ve been looking for, for a long time. I can assign emails to my team members right within the app, I can comment on them, so I can kind of keep my communication silo external to my project management which is what we used Asana for, but I can integrate them if I want.

So, Frontapp.com is it, and it’s iOS and web-based. I’m really digging it right now and I’ve only really scratched the surface of what it can do, but it’s really kind of been the thing that’s allowed us to keep emails that we don’t necessarily need in our project management app, and yet keep moving the ball forward with certain things there. So, I’d say that’s probably the one that I’m digging into most right now.

Pete Mockaitis
And is there a particular nugget you share that really seems to connect and resonate with your listeners, and readers, and clients?

Mike Vardy
Stop worrying about due dates and make every day a due date. So, theming helps with that, the idea that when you think about it, and I’ve got monthly themes, and I talk about that as well, but people tend to focus on the, like, “This is when this thing is due, so I will let that sit there and let it kind of linger and linger. And, oh, no, tomorrow it’s due,” And then they go and do it. As opposed to taking a little bit of time every single day and just doing it.

And so, I dropped that in my TEDx Talk and it was kind of one of those things where people are, “Oh,” it’s like a little bit of a hum for them. So, I’d say that that’s one. Think about your taxes, right? If you start working on your taxes at the beginning of January rather than the beginning of April, how much easier would your taxes be to do.

Pete Mockaitis
Gotcha. And do you have a final challenge or call to action for folks seeking to be awesome at their jobs?

Mike Vardy
Yes. Look at your tasks or your to-do list and ask yourself, “Is this the smallest that this task can be? Is there a smaller level? Are there smaller particles to this thing?” Because when you do that, then it makes it easier for you to kind of categorize them and move the needle forward a little bit on each one, as opposed to the work on report that you leave on your to-do list and then leave it unchecked because you didn’t finish it. Whereas, if you were to write 100 words for the report, or do research for the report, or spend 30 minutes on research for the report, that’s something you could check off.

That’s the kind of thing that you can do to keep yourself moving forward because you need that encouragement, you need to see that you’re moving the needle forward daily because when you see that, then it makes the work rewarding, and it makes you feel like you’re actually being productive instead of just checking off boxes with the hope that what you’re doing is actually getting recognized and happening on a daily basis.

Pete Mockaitis
Awesome. Mike, this has been a real treat. I wish you lots of luck and fun and keep on doing the good work.

Mike Vardy
Thanks so much for having me, Pete. I really do appreciate it. And I hope there was a lot of value in what I had to share today.

467: Finding Internal Clarity and Purpose with Paul Durham

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Paul Durham shares strategies to develop and execute your personal vision with great clarity.

You’ll Learn:

  1. The wonders of guided journaling
  2. How to get your days to lead to your desired future
  3. Why you need to involve others to get to your vision

About Paul 

Paul Durham’s passion for studying models of human development expresses itself in his mentoring and executive coaching. After earning a degree in Philosophy from Oberlin College and teaching in the Oakland public schools, he embarked on a career as a successful musician in Los Angeles, releasing albums on major labels, receiving widespread radio play, appearing on film and TV soundtracks, and developing a fan base that persists to this day. Always entrepreneurial, he parlayed his industry experiences into a variety of businesses including commercial music production, song licensing, and ringtones. Now 50 and the father of a teenage son, he has blended his comprehensive experiences into executive coaching and programs designed to help people find their paths and take flight.

Resources mentioned in the show:

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Paul Durham Interview Transcript

Pete Mockaitis
Paul, thanks for joining us here on the How to be Awesome at Your Job podcast.

Paul Durham
You’re welcome, Pete. Thanks for having me.

Pete Mockaitis
Well, I think we have so much fun stuff to dig into. But I want to go to a moment in which you said your band was playing and you had 70,000 people throwing mud at you. What is this?

Paul Durham
Well, that might be a bit of an exaggeration. It was more like only the thousand people in front were throwing mud at us, so 2,000 it seemed.

Pete Mockaitis
Were they pleased or angry? Why were they throwing the mud?

Paul Durham
We were in Florida. It was a little bit of a mystery. It was 1998, my band was on tour. We had a song on MTV, and a song in the Top 40, I think top 5. Like, rock and alternative track, so we were playing all these big radio festivals. We’re opening for Foo Fighters and Green Day, and all this kind of classic ‘90s band. And when we hit the stage in Florida, they seemed like they liked us but I think it had rained. And I think throwing a little bit of mud at the band was just kind of part of the fun, which is not so great when you’re playing like a $4,000 vintage electric guitar, which we were young, we didn’t know better at the time. You take your crappy guitars out on tour with you.

But, anyway, my bass player got very irritated and then, finally, at some point, threw the whole audience the finger, and waved his arms in the universal signal for bring it on. And a black cloud of mud descended on us from there. And, yeah, we were basically covered in mud, and we just played all the louder and harder at that point.

Pete Mockaitis
Well, was any of the equipment destroyed?

Paul Durham
No, but our poor crew guy was up all night pulling mud out of like the hollow body and the drums.

Pete Mockaitis
That’s the glamor of rock and roll, huh?

Paul Durham
Well, I had our manager kick him an extra couple of hundred bucks because he was really above and beyond. We were idiots.

Pete Mockaitis
Well, we all have kind of fun points of intersection. Now, you use my podcast microphone, the Shure Beta 87A when you’re singing on stage.

Paul Durham
I do. On stage, yes.

Pete Mockaitis
Which is cool. And so that makes me feel all the more validated. Thank you for that. And I became aware of you from my father-in law, he said you do some really cool stuff with YearOne education which is for younger people, but I think there’s so many parallels and valuable takeaways. So, could you orient us to what do you do there and what kind of results do you see there?

Paul Durham
Well, I’ve been in the music business for 25 years, I’ve relied on mentors. And so, when the sons and daughters of my friends get interested in the music business, and their parents don’t know what to do, they ask me if I can mentor them, which I’m always really happy to do, and have been doing for years.

And then, several years ago, a friend of mine said, “Can I hire you to coach my son? He wants to drop out of college and go become a professional musician?” And I had been meeting with this kid and I recognized that some of my advice may have influenced his decision, which I then went into a moral panic, and I was like, “Yes, I will coach your son.” And he was like, “Well, how much should I pay you?” I said, “I have no idea.” So, he said, “How about $40,000? That’s what I’m spending on his private school.” And I was like, “Well, that seems like a bit much but how about half that?”

So, then I went home and realized, “Oh, I need to create a curriculum to justify charging money for this thing that I’ve been doing for years.” And, in creating that curriculum, I got really excited about the idea of creating a framework for young people who are smart and ambitious and interested in things, but maybe not the best fit for going to college, not ready to go work at 7-Eleven either, but something in between.

And then I really started realizing that pretty much kids who are going to college as well should probably take a year. They’ve been in school for 13 years, like three quarters of their life, maybe they just want to take a year, figure a few things out, get some experience under their belt, grow up a little bit, get some skills so that when they do head to college, and they face the culture shock of being totally responsible for themselves, their eating, their bedtimes, their homework. They’re not in school eight hours a day, and studying two hours a night. They’re in school for two hours a day and need to be studying a lot of the rest of that time. That’s a big shock.

That maybe if they went to a program and got some preparation, that they would be much more likely to be successful in college, which is good, given how incredibly expensive college has become. Three times more expensive than when you and I were in school and adjust the dollars. So, yeah.

Pete Mockaitis
Okay. And I understand that as you engaged these folks, you see some real transformation. So, could you maybe tell us a tale or two that illustrates this?

Paul Durham
Well, it’s such a great age, 18, 19, 20, where people, especially the way we raise kids these days. They’ve really been under our thumb. That’s how I raised my son too. It’s sad but true. We’re really kind of overmanaging our children in such a way that when they hit 18, a lot of them don’t know very much about the real world.

And so, for example, Kaito, this friend’s son of mine, he was really unclear about paying rent, about getting a checking account, about how often the oil needed to be changed in his car, etc. And when we sat down and we started to work some of those out and started to help him get clear about his vision, to show him, plug him into a really effective powerful time management system, and getting responsible for his money and that kind of thing, he really just started to blossom in a way.

And we might think, “Oh, well, that’s something that parents should handle.” But I think we underestimate the fact that the degree to which teenagers don’t listen to their parents, you know. And as a culture, we have disconnected young people from mentors. And we’re hyper social species like bees and ants. We need more than just our parents to get ourselves raised into full adulthood. We need mentorship.

And so, I sort of recognized the power of having someone that a kid could rely on, that could hold them accountable. And, in Kaito’s case, he went from mastering a lot of kind of basic life skills into getting clear about what kind of music he wanted to record, and then going through a transition of connecting with him with a mentor in the music business who was a string player like himself. And he started doing publishing chores and kind of administration for that guy, and soon discovered, “Oh, my gosh, this is what I want to do. I don’t want to play music. I want to be in the business of music,” which was a big remarkable shift for him that he went through.

And then he just really got lit up. He just started reading music business books like crazy. This was a kid, we couldn’t even get him to read a novel. And now he’s reading music business books, he’s reading personal development books because he found that fire that I think most of us have experienced at different points in our life, that pointed him in a direction, and he just really went crazy.

Pete Mockaitis
And so, to what extent do you see a similarity carry over in terms of professionals who are in their 20s, 30s, 40s and the teenagers?

Paul Durham
I think it’s really more similar than we would think. I do executive coaching with real estate developers and corporate guys in Silicon Valley. And I think we have this idea that we’re going to figure out what we’re really good at, and that once we figure out what we’re good at, we’re just going to keep doing that. It’s kind of this old industrial model where you go work at a job, and then get a gold watch at the end, you know.

And I just don’t think that’s how people actually are. I think passion is a moving target. And as we work, and as we master things, those passions shift and we become more interested in other things. And so, really getting clear about vision, everybody talks about this, but spending the time, going deep, going deep over time and continuing to develop that clarity of vision is so important and people staying connected to their work, staying connected to their job, staying connected to that business that they started, that they love, and now they’re tired of, staying connected to that role in their corporation that they were so excited to get, and it was so interesting for a few years and now it’s just not. It’s not that interesting.

It’s like we blame ourselves because we’re not being good cogs. But the fact is that our vision and interest have evolved but we have not kept up in terms of our awareness of that evolution. So, for me, when I work with an adult, it really begins with the clarity, the excavation, and the definition of vision. So, we can start from there.

Pete Mockaitis
Right. Well, so let’s hear just that. So, how did you go about getting that clarity and excavating a vision?

Paul Durham
Well, I do a lot of guided journaling. I think writing is very powerful. I think when a client is talking to me, or they’re talking to their wife or husband, or they’re talking with their therapist or their boss, people bend themselves depending on who it is that they’re speaking to. But when you’re writing on pages that no one else is ever going to see, you don’t have to bend yourself. It’s the one safe space in which you can receive feedback from the person who knows you best, which is you.

I don’t like to tell people what to do a lot. It’s tempting as a coach because it’s fun to exercise power. But what I really try to do is to create frameworks in which people, in which I draw out of people what they know, the wisdom that they have, and the clarity that they have, which we just don’t take time in our cellphone, Netflix, driving to work kind of world. We just don’t take time. We got kids. We got jobs. It’s stressful. And if we don’t take that time, we don’t get the level of clarity that we really need to connect to our hearts and then to connect our hearts to our work.

So, yeah, I would say guided journaling, conversation, inquiry, really asking why, asking, “Okay, so you created this situation. Where is the benefit in it for you? Or maybe there isn’t a benefit. Okay, so what else would you want? What else would you imagine?” You give yourself permission to really, “What if failure wasn’t an option? What would your life look like? What would you try?” Just really kind of get people to expand beyond their survival emotional status that is arising for all of us week by week, and get into more of a visionary space where something else is possible, something different is possible.

Pete Mockaitis
And so, with the guided journaling, is it your view that pen and paper is superior than digital media?

Paul Durham
Absolutely. Maybe because I’ve been scribbling songs in notebooks for 30 years, but I have a huge prejudice against typing when it comes to really connecting to the deepest part of ourselves. I think this culture is like brains on a stick, and we’re not brains on a stick. We are bodies and the brain is a part of the body. So, for me, writing is really a great way that I find that I can connect to the wisdom of the body by moving my body, by moving my hand across the page, and having to navigate the whole physicality of it. I think that that actually evokes a lot of, yeah, just the body’s deeper wisdom.

Pete Mockaitis
And so, you sort of mentioned a number of those questions pretty quickly. But could you highlight one or two or three that just seem to open up the floodgates of self-awareness and insight quite frequently?

Paul Durham
Yeah, it’s a lot of different things. I have people do a five-year exercise where you describe the life that you’re living five years from now. What kind of sheets are you sleeping in? What kind of house do you live in? Who’s beside you? What do you do for a living? What do you do with your days? What’s your physical exercise like? What’s your diet like? What is your life like in detail? So that people can really get a sense of, “There is a desire in my heart for a life that I have not yet achieved.”

And not that it’s all about more, better, different because a lot of times it’s just about settling into who you are and what you have. But that life that we can imagine often has important elements of what we’re not being true to in terms of who we are. Because maybe you’re not living on mansion on a beach. Maybe you’re living in South America and you’re providing healthcare to a village. Or maybe there’s some vision in you that you’re afraid to express because of the pressure of modern life that needs to come out and walk around a little bit, breathe.

Pete Mockaitis
Okay, cool. So, you do some of these journaling. And, let’s say, once you zero in on something like, “Yes, that is a desire,” what then?

Paul Durham
Well, then we start testing it. Then we start testing it over time. Write some letters to your parents that you don’t mail to them. Write a letter to your spouse that you don’t give to them. Write a letter to yourself as a young person. Walk around in the world and feel what it’s like with that vision in you. It’s, all of a sudden, your job lit up because you recognize that there’s a way in which you can express that vision at work with your coworkers. Like, maybe there’s an element of service that emerges in your vision that you’re not actually expressing at work.

A lot of times people’s jobs are dead and dry because they are there for themselves and their families. And it’s not that we don’t serve our families by going off to work every day. But I find that without a service attitude, an attitude towards service, anything can get dry. You can be a singer or songwriter in a rock band, and it can get very dry if, for me, if I’m not thinking about the people who have sent me. Facebook messages in the middle of the night, saying, “You saved my life,” you know. It means a lot to me. And if I don’t think about those people in my work, the service I’m doing, then my work gets very much about logistics and technical craft and money, stuff like that.

Pete Mockaitis
Yeah. And this is a theme that’s come up a few times and it’s amazing how easy it is to slip out of the service orientation and forget who you’re enriching, and then go focus on like what’s right in front of you, like, “There’s 83 emails. I need to answer them all.”

Paul Durham
That’s right.

Pete Mockaitis
And so, boy, when you’re in that moment, what are some of your favorite ways to reconnect to the purpose and the service that’s going on there?

Paul Durham
Well, I mean, me, probably like a lot of other guests that you have, I really believe in structures, I believe in automating your finances, I believe in spending a lot of time leveraging time management tools. I think the FranklinCovey paper planners are unbelievably powerful. I think trying to organize, prioritize your life on a computer screen is, on some level, hopeless. That’s just my opinion. I think you need a separate device. It’s the same reason why I wear a watch so I don’t have to look at my phone to tell what time it is.

And I think it’s important to organize your email. Use smart folders so that you’re not staring at 10 emails. You’re staring at the two important emails. So, I think those things are really important. But I also just find that if you are looking at your phone first thing in the morning, and you’re prioritizing the world’s, it’s basically you’re putting the priorities of the world ahead of the priorities of yourself and your heart, whether it’s your boss or coworkers emailing you, or nonsense on Facebook, the fantasies that people put up on Instagram, just all the crap we poison ourselves with first thing in the morning.

Maybe we have 20, 30, 40 minutes before our kids wake up to actually be a person and figure out who we are. And I find that the most important thing is to take that time and to meditate, or to journal, or to exercise if you need to. But to do something that settles you into who you are into yourself and what’s important to you because, otherwise, the day, and we’re off to the races and the rest of the day doesn’t belong to you. It belongs to your email box.

Pete Mockaitis
Okay. Well, that’s intense. And so, we got some journaling, we got some smart practices associated with time management. Well, let’s say we just get one or two of these practices in terms of like that’s the most transformational and gets you the most kind of realigned to your desires and priorities. What would you say are some of the biggies there?

Paul Durham
In terms of the morning practices?

Pete Mockaitis
Well, yeah, I guess the morning practices as well as it sounds like I don’t yet want to resign that the rest of the day is not mine.

Paul Durham
Yeah, yeah, yeah.

Pete Mockaitis
How can I get a little more for me?

Paul Durham
Okay. Well, I think weekly time management is critical. I love the FranklinCovey system where you figure out your roles and your goals so that you know what the absolute most important thing you need to do or the two most important things you need to do today as a father, or as a boss, or as a spouse, or as a person with a body who needs to exercise and eat a certain way.

I think defining those big rocks, as they call them, that whole metaphor of the guy comes in, he’s got a jar of big rocks and gravel and sand and water, and he’s like, “How am I going to get all this stuff in the jar?” And he’s like, “No, you can’t.” He’s like, “Well, I can.” But the way he does it, he puts the big rocks in first, then he puts the gravel, then he puts the sand, then he puts the water. And if you don’t put the big rocks in first, you can’t get all of the little rocks in the jar. So, it’s really starting with those big rocks.

And I find the weekly is vastly superior to daily.

Daily is just really kind of keeping your head above water. It’s weekly time management that we define, that we can sit back on a Sunday afternoon, and define the big priorities in our lives, and make sure that we’re taking one step forward in each one of those. And, yeah, it’s only one step, but you take one step forward in each of the main priorities, the main roles in your life, one year is going to go and you’re going to be a different person in one year.

Honestly, a lot of what I do in my coaching is just saying, “Look, we spend all this time getting clarity about these deep long-term goals that you’ve been putting off for a decade and that you really want to do. Okay, let’s take the steps because we’ve got to take the steps this week. Send me a picture of your weekly plan, and I’ll be holding you accountable a week from now.” I think that accountability is really powerful.

It’s easy for me to sit here and say all this stuff into the microphone, but in my own life, when I want to make a shift, I hire a coach because if I could’ve done it by myself, I would’ve done it. I have all the tools. I know what the tools are. If I haven’t made the shift, it’s because I need help. We need help as people. So, weekly time management, and if I had to point to one other thing other than really taking the time to get clarity of vision, doing a course.

I just saw there’s life book course where they guide you through all this stuff. I’m like, “Oh, I’ve been doing that.” It’s like, “Yeah, that’s important. It’s important to get clarity about your vision and what you really want, who you want to become. Who do you want to be? What do you want people to say about you at your funeral?” A lot of us are no on track to hit that target of who we want to be on our deathbed. And we think, “Well, I got the house paid for.” It’s like, “Man, none of that stuff matters.” Who you are and who you’re becoming, that’s what matters. That’s what’s going to matter to your kids. Not some Swiss watch you left them.

So, yeah, it’s the vision, it’s the weekly planning, and then it is connecting to your soul. And some people do that through meditation. I practice Zen meditation for years, and I love meditating, but I find that, nowadays, I wake up and I really want to get my day started, so I need something more active than meditation so I really turn to the journaling. And I find that you can get the artist way. That’s, really, I’ve been doing those daily morning pages for years, just sit down and write through pages. No matter what it is, or even if it’s like writing and writing, I don’t know what to write, I don’t know what to write, over and over. Pretty soon you will know what to write and you’ll connect to a source of wisdom about yourself that you didn’t know was there.

Pete Mockaitis
And I guess I’m curious to hear, if you think about some of your clients, the most dramatic transformations that you’ve witnessed, kind of what’s core to the human nature or condition when it comes to making change? And it’s kind of difficult for us. How do we succeed when we’re kind of in the thick of it?

Paul Durham
Well, I think it’s different for different people. I think it’s different at different age. I think we really have to honor our part in the lifecycle. When I was in my 30s, I was working 60 hours a week. I was just killing myself to build a number of different businesses, and that’s what I was interested in. And now, at 50, if I say, “Man, I just don’t have a 60-hour week in me anymore. I just don’t have it.” There’s a reason for that.

I think working with people at 18, 19 and 20, working with people in their late 30s, and then working with people kind of around 50 has helped me see that honoring lifecycle plays. A lot of guys who hit 42, 45, they’ve had some success, and the color just goes out of the world for them, and they’re like, “What’s wrong with me? I got a nice relationship, or I got a nice house, or I got nice kids, or I got a great job, or whatever. But, man, what is it? What is it that I have been neglecting all these years that now has finally caught up to me?”

And the solution for that is not to take testosterone and go to the gym five days a week and just try to bust your ass back down to 30 years old. The solution to that is to listen to what your lifecycle is pointing you towards. And, in doing that, that’s where I feel like I’ve had a lot of success for these young people. I’m like, “Get hungry. Get passionate. Make mistakes. Go make mistakes so you can learn how to fail, and you can build your resilience, and you cannot be afraid.”

But for someone, just get out there and do it. Just take people out to lunch, like interrupt people in the lobby, make a fool of yourself. Do whatever it takes. But for a man or a woman in their 50s, it might be very much more like, “Hey, maybe have you thought about working less? Have you thought about finding a way to stop trying to grow your career and start trying to grow your being?”

So, I don’t know, I would say the specific success stories, I don’t know, it’s also individual. Sometimes guys just need to be told what incredible jerks they are. Seriously. Like, sometimes they hire me to tell them what jerks they are because they’re just jerks, and no one will tell them because if anybody tells them that, everyone around them pays too high of a price. And they’re like, “Oh, man, I really am a jerk.” I’m like, “Yeah, maybe you should look into that.”

Pete Mockaitis
All right.

Paul Durham
But, you know, we live in these isolated boxes and we insulate ourselves with money from the perspective and wisdom that others have of us and it’s too bad.

Pete Mockaitis
Well, I’d love to get your take then in terms of how do we have less of that insulation and to get more valuable input from other people so we can see things more accurately?

Paul Durham
Yeah, that’s a great question. So, I would say that another way in which 18-year-olds are the same as 45-year-olds is that 45-year-olds don’t take risks either. We just don’t take risks, man. We just stay in our comfort zone. We don’t go talk to people we don’t know at a party unless we absolutely have to. We don’t necessarily go take some online education course and take it really seriously or have a goal and really hire a coach and just say, “Look, I’m just going to take this money and I’m going to make this shift. I’m going to make this shift.”

And I think that there are opportunities all around us that many of those opportunities lie in the service realm, in the realm of volunteers, it’s like, “Oh, I need to spend time with my kids.” Okay, well, take your kids. Take your kids and go volunteer. Take your kids with you and go out for a day and do something that really helps other people in a direct fashion, not just write a cheque kind of fashion.

So, that’s what I would really say is that we don’t take risks. We are afraid to fail, “I’m afraid of signing up for that online education course that seems like really legit and like it would be speaking to exactly what I’m suffering with right now because what if I don’t take the time and I waste the money?” It’s like, “Okay, so you don’t take the time and waste the money. But if you did follow through, you know you would get 50 times the value back from that course.”

Or, “Oh, I’m stuck in my job. I don’t know what to do about it.” Well, there’s all kinds of nonsense that shows up in my Facebook feed every single day about starting your own business. Have you tried one of those? Because, yeah, maybe it will be nonsense and a scam, but maybe it would be real. You actually could like be able to quit your job, or at least learn more about business which you might be able to then bring back into your job and create more value and success there.

So, that’s what I would say. It’s just, I don’t know, it’s like the richer we get as Americans, the more afraid we get and the more risk-averse we get.

Pete Mockaitis
Yeah, boy, I don’t remember the quote. I think it was St. Augustine of Hippo said something about when we don’t have wealth, we just worry about how we’re going to survive and acquire it. And when we do have it, we worry about how we might lose it.

Paul Durham
I know. I know. Well, it’s like the Buddha saying, “Suffering comes from losing things and from having things,” because when we lose things, it’s painful. And then when we have things, we’re afraid of losing them, and that’s painful. So, yeah.

Pete Mockaitis
Well, I also want to get your take in terms of when you’re in the moment and you know a certain thing needs to be done, it’s on your weekly plan, by golly, and you’re just not feeling it, how do you power through?

Paul Durham
Yeah, I don’t power through.

Pete Mockaitis
Okay.

Paul Durham
That’s what I don’t do. When I was 30, I just power through, man. I could just eat a big, giant wheelbarrow full of crap from morning to night, all day long.

Pete Mockaitis
It’s quite an image.

Paul Durham
I just pile up those tasks and just motor through them. And, partly, I work a lot smarter now than I used to. But I would say go for a walk. Go walk around the block. Find out who you are. Just reconnect with who you are. You’ll get it done faster I promise you. You might, “Oh, I don’t have time.” Yeah, you have time. You have time to look at Instagram. You have time to waste your time. You’re returning emails that if you actually like were a little bit more centered you would recognize should be ignored.

So, that’s what I try to do more and more and more. Try to settle into who I am rather than what I have to do, what I’m trying to get. If I can settle into who I am, so much stuff falls away, so much stuff that doesn’t need to be dealt with, and certainly doesn’t need to be dealt with in a kind of unskillful fire-setting ways that happen when I just jump on it, “I’m just going to crank through this stuff.”

Pete Mockaitis
Well, I guess I’m thinking certainly there’s many things that we’d be better off not doing, that don’t fit us and need to go, so I’m right with you there. But I guess I’m thinking like if you’ve been through all the process associated with the journaling and the pondering and the identifying of a desire and, “Yes, that is very important, and then, yes, this is the key step I need to take in order to do that.” And then it’s the moment that you’ve calendared for yourself to do that, and you’re like, “Hey, I’m not really feeling it.” Then what?

Paul Durham
Totally. Yeah, it’s funny. I’m building a new business right now over the last few years, so this new education business for young people. And it’s a whole new world. I talk to people and they’re like, “Oh, you’re kind of making a new thing.” And I’m like, “Yeah, I’m making a new thing. There’s nothing I can go out and just rip off.” It’s very disheartening in moments.

And when I run up against that, if I have the presence of mind to think of my clients, to think about their lives, to think about the struggles that they have, to think about some of my clients that are a year or two out of the program and the lives that they’re living and the messages that I get from them and where they were when they started, and I think about, man, if I hadn’t kind of done this weird thing and put a bunch of time into developing something that I had no idea whether it would work, that kid would still be in her parents’ basement, in conflict with her parents about wanting to do something that she didn’t really know what it was, or she might be still using drugs or whatever.

It’s like I just get so stuck when I’m in myself and for myself. And I even extend that, even thinking about my son or my family, it’s like my son is kind of, in certain ways, an extension of myself. I’m doing this for my family. It’s like, ‘Yeah, you’re doing it for your family but there’s a way in which your family is an extension of yourself.”

And if I can take myself and de-center my perspective a little bit so that I’m thinking about my clients, I’m thinking about my collaborators, I think about my mentors, how much they’ve invested in me, so on the one hand I’m contradicting myself if I’m saying, “Yeah, this all should really come from your deepest internal vision.”

But I tell you, if your deepest internal vision doesn’t have a service portion, if it doesn’t encapsulate something, especially if you’re getting up there in years, if you’re not giving back on some level, it’s not going to do it for you. And the day-to-day process of executing that vision is also not going to do it for you if you lose sight of the people that you’re here to serve. So, that’s what I try to do.

Pete Mockaitis
Awesome. Thank you. Well, Paul, tell me, anything else you want to make sure to mention before we shift gears and hear about some of your favorite things?

Paul Durham
No, I think I’ve been running my mouth a lot.

Pete Mockaitis
All right. Well, then could you share with us a favorite quote, something you find inspiring?

Paul Durham
Something that I find inspiring.

Pete Mockaitis
As a quote, yeah.

Paul Durham
Well, I think I mentioned it earlier, which is a quote from the coach that I worked with and who kind of trained me to be a coach. He always used to say, “If you were going to do it, you would’ve done it. If you could’ve done it by yourself, you would’ve done it by yourself.”

And so, really, we need help. We need help. We need help from our friends, man. We need help from our enemies. We need help from people who have the hard truth to tell us, our nemesis at work, or the spouse that we’re in conflict. We need help from them. We need help from allies, from coaches, from mentors. And if we can bring ourselves to reach out, I’ve got to tell you, it’s like pulling teeth to get these kids to ask even just family and friends out for lunch, let alone potential mentors. It’s one of the biggest things I have to get them over.

And then I say to myself, “Yeah, but you’re the same way. You’re the same way. There’s people you know that could help you that you’re reticent to reach out to and ask for help.” So, I really try to. And when they have big breakthroughs, I really try to take that as a model for myself of reaching out. If you could’ve done it by yourself, you would’ve done it by yourself.

Pete Mockaitis
Thank you. And how about a favorite book?

Paul Durham
A favorite book. Well, I got to say I still really love “The War of Art.” I’m sure a lot of people say that on here. But it’s kind of a masculine book. There’s a lot of push to it. But in the spirit of reaching out and getting help, like that book is a resource where you can reach out and you can get help and you can be reminded that the thing you are resisting, you are resisting for a reason, and that that reason may very well be because it’s the thing you need to do, and we’re just scared of failing. In a way, we’re scared of being committed.

Everything I’ve been talking about is just about commitment basically. And when you commit to something, it’s scary because now you’re all in. So, that book can really help support that process of getting all in and rushing forward.

Pete Mockaitis
And how about a favorite habit?

Paul Durham
A favorite habit. Well, if I had to mention the habit that I like the most I would have to say Bulletproof Coffee. I really don’t like to eat in the morning, and having a cup of coffee with a bunch of fat in it allows me to get from when I wake up to when I actually want to eat, which is not usually until 11:00 or 12:00, so that is a good habit. It’s probably not a habit. It’s more of an addiction. So, here, I’ll try do better.

My favorite habit is to wake up in the morning and do something that provides a framework for me in which I can feel what I feel. Because I wake up and all kinds of things, you know, a weird dream, financial, relationship, parenting, business concerns. And if I can just, either through journaling or by meditation, or by kind of guided internal process, I can come to a place in which I feel what I actually feel, then that’s really valuable.

Pete Mockaitis
Okay. And if folks want to learn more or get in touch, where would you point them?

Paul Durham
So, my website is PaulDurham.com and from there you can go to YearOne, which is my program for 18 to 24-year-olds who want to take a gap year from college or who know they don’t want to go to college and are interested in forging a creative career through an apprenticeship model. Or you can connect to my coaching page, which I think I only have up because my GoDaddy client said I needed to have a website. All my clients come through word of mouth. So, yes, so I have a small website there as well, and then you can also connect to my band Black Lab.

Pete Mockaitis
And do you have a final challenge or call to action for folks seeking to be awesome at their jobs?

Paul Durham
Yes, if you’re seeking to be awesome at your job, your coworkers are your number one resource. And the obstacle to accessing that resource is your pride and your fear. Like, your coworkers know who you are, they know what your strengths are, they know what your weaknesses are, and they can help you grow and develop. They can tell you strengths that you don’t even know that you have that you could really be capitalizing on. And they know the weaknesses that are crippling you and that are the reason why you didn’t get that promotion.

And so, if we can stop treating our coworkers as those neurotic annoyances in our life, and instead start looking them as valuable mentors, and even if they’re 20 years younger and dumber and more arrogant than you are, if we can just take them out to lunch, or take them out to a nice lunch, and say, “I want to take you out to lunch and pick your brain because I want to know what you think I could do better at work.” You make yourself vulnerable in that way, you will be awesome at work.

Pete Mockaitis
All right. Paul, this has been a lot of fun. I wish you lots of luck in your adventures and music and all you’re up to.

Paul Durham
Thank you so much, Pete. I really enjoyed it.

466: How to Get Home Earlier by Automating (Some of) Your Work with Wade Foster

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Wade Foster says: "Automation is a mindset; it's not a skill."

Wade Foster shares super-simple mindsets, tools and tricks to automate repetitive work  tasks and liberate extra time.

You’ll Learn:

  1. Just how much time you can save through automation
  2. Where automation works, and where it doesn’t
  3. The latest low-cost software tools to optimize your workflow

About Wade 

Wade Foster is the co-founder and CEO of San-Francisco-based Zapier, a company offering a service that makes it easy to move data among web apps to automate tedious tasks. He, along with co-founder Mike Knoop, was featured on Forbes’ 30 under 30: for Enterprise Tech.

Resources mentioned in the show:

Wade Foster Interview Transcript

Pete Mockaitis
Wade, thanks for joining us here on the How to be Awesome at Your Job podcast.

Wade Foster
Yeah, thanks for having me, Pete. I’m excited to be here.

Pete Mockaitis
Well, I’m excited to dig into this conversation. I have used your tool Zapier before but, first, I want to hear the tale of you playing the saxophone—I, too, was a sax player in high school and marching band—at The Missouri Governor’s Mansion.

Wade Foster
Oh, goodness. So, I played saxophone for a long time. I started playing in 5th grade. And my instructor had a quartet that played at The Governor’s Mansion in Jeff City regularly at the time. And they had a member of the quartet who moved out of the state and so they needed a fourth member on pretty short notice. And, for whatever reason, in their infinite wisdom, they thought, “Let’s invite this 9th-grader to come play with us at The Governor’s Mansion.”

And so, they say, “Hey, Wade, come to our rehearsal, come to a trial run.” And I walked in and I’m probably, I don’t know, 4’7” and don’t even weigh 100 pounds, like sopping wet or anything like that, and they gave me a go, and they say, “Hey, try this out.” And, for whatever reason, I must not have done too bad because they said, “Why don’t you come play at The Governor’s Mansion.

I ended up getting to play over at The Governor’s Mansion quite a few times over the course of the next year. And then, eventually, a new governor came around, and he had different entertainment, I guess.

Pete Mockaitis
“No saxophones for me.”

Wade Foster
Yeah, and so we weren’t invited back after that. But it was a ton of fun as a 9th-grader. I loved it.

Pete Mockaitis
Did that shape your political views?

Wade Foster
You know what, it didn’t.

Pete Mockaitis
Liked one administration and not the other.

Wade Foster
Yeah, as 9th-grader, my views on, I guess, the political landscape were pretty rudimentary at the time. I was just like, “Let’s play saxophone. That sounds fun.”

Pete Mockaitis
Well, sax is fun, and I would take a crack at a terrible segue of just as the saxophone has many buttons to push down so, too, can automation have a lot of different layers and buttons and approaches. So, that’s the topic du jour. And before we get into the nitty gritty of what to automate and how to automate, I’d love to get your overall kind of philosophy on automation. Like, why is it helpful? When is it not? Lay it on us.

Wade Foster
Yeah, I think automation is going to be one of the, sort of defining topics of the next decade or so. I think the way the mainstream press talks about it, it’s often pretty scary. They’re talking about how robots, especially in manufacturing—it’s a scary topic. But the way we see automation at Zapier, we see this across, we have, I don’t know, something around four million users now.

And most of the people doing automation tend to be knowledge workers. It tends to be white collar folks in professional jobs, they’re business owners, or maybe they’re entrepreneurs themselves, or many times they’re just a person in a job, whether it’s in marketing, or in sales, or a data analyst, or an engineer or a real estate agent, or a lawyer, or whatever, who’s sort of is using a suite of tools, maybe it’s some marketing software, or maybe it’s some sales software, or some customer support software.

And, oftentimes, they’re doing pretty manual stuff on a day-to-day basis. Maybe they’re downloading a list of leads out of Facebook or LinkedIn, and then uploading those into a CRM. Or maybe they’ve got a bunch of files that they’re pulling out and collecting from forms, and they’re making sure those get sent to the specific parties. But all of us kind of have stuff like that that we do on a day-to-day or week-to-week basis.

Maybe you’re a podcaster and you get transcripts manually delivered to you, and you’re trying to find ways to not do that stuff. And so, I think automation is a way that you can really take some of this mundane stuff that you’re doing every day, that you’re doing every week, and find a better way to do it, for really just not have to do that stuff anymore, and allow you to focus on the creative parts of your job, focus on the things that really deliver value, and leave the stuff that computers are good for to the computers.

Pete Mockaitis
Certainly. Or just get home earlier.

Wade Foster
Yeah, that too.

Pete Mockaitis
“I don’t have to do that. Just get home now.”

Wade Foster
Yeah, see you tomorrow.

Pete Mockaitis
The work is done. Okay, so that’s cool. So, a real time-saver there. And so then, now automation sounds, in some ways, kind of big and spooky, not just because the robots are going to destroy and enslave the human race like Terminator, but also just because, “Oh, boy, do I need to know like scripts and APIs and codes and get developers involved,” like that just seems like too much for many of us.

And that’s one thing that’s nifty about Zapier, I’ve used it a little bit myself. So, why don’t you orient those who are not familiar? What does it do? How does it go?

Wade Foster
Yeah, so it used to be you did have to do that, you need developers and scripts and APIs, but with Zapier you don’t. We use a sort of simple metaphor called triggers and actions to help you set up automations. And so, a trigger is an event that might happen in any sort of software that you use. So, maybe it’s someone fills out a form that’s on your website; maybe you have a contact form, or a lead form, or any sort of form; maybe you’re collecting data for an RSVP for an event. When someone does that thing, that’s called a trigger, and then the action is, “What do you want Zapier to do for you when that happens?”

So, if you say like, contact form on a website, “Well, when someone fills out this contact form on the website, the action, I want them to log that person’s detail in my CRM so that I can make sure to follow up with them and communicate with them later.” So, at Zapier, we follow that simple trigger action logic, and it has a really simple UI to set some of this stuff up. And, in fact, a lot of the use cases are out-of-the-box where you don’t even have to understand what a trigger and action is. You can just turn that stuff on. And it helps you automate all sorts of different things that you might want to do around your job.

Pete Mockaitis
That’s so cool. I was just thinking recently about Zapier. It’s very fortuitous, the timing, just because, in my huge listener survey—thank you so much, listeners, for spending that time there. Something came up associated with community, and that’s something I’m trying to figure out and build and, “How do I do that? Boy, is it even manageable with so many thousands of people and probably need to be paid to have fewer folks?”

But, anyway, as I’m going through the ins and outs, one thing that came up was listeners would love the opportunity to be able to chime in and share their questions associated with a guest as soon as they learn that a guest is going to be interviewed. And I thought Zapier is pretty cool in that I could say, “Hey, Calendly is what I use for booking,”—which is a really easy way to set appointments.

I could say, “Yo, Zapier, when I get a new booking for a podcast interview, I want you to share that information over in a Slack channel for the listener community to announce, like, ‘Hey, Wade Foster is being interviewed on this day. Here’s what he submitted.’” And then they could just have at it without me having to remember, “Ooh, shucks, I need to kind of find, and copy, and paste the booking info inside the community Slack channel so folks have the opportunity to chime in and say things.” So, what’s cool is that once you’re just aware that tools like this exist, you sort of start to see opportunities, and I think that’s pretty exciting.

Wade Foster
Totally. And I think that example you just shared is a great one because you sort of stumbled across a use case that helps you solve a very specific problem. And now, once you have that skill in your skillset, you can start to refine these things. You might say, “Hey, I’m glad that I’m getting all this feedback in Slack. But now when I go interview Wade, I have to go find that Slack channel or that Slack thread, and it’s buried because it was a couple weeks old. So, maybe I don’t want them to put it in a Slack thread, so maybe I’ll have the Zap setup when a Calendly then gets booked, I’ll have Zapier generate a form, and then I’ll post a link to the form in Slack so that, then, when I got to talk to Wade, I just pull up a spreadsheet that’s got a bunch of questions in it, and I have them all right in front of me, and it’s a little easier to find that stuff.”

Like, once you sort of get the hang of automation, you can start to go, “Well, I like this basic thing, but I could tweak it a little bit and get a little bit more out of it and customize it to the needs that I have.” And so, I think that’s when automation becomes really fun because you have that ability to let your creativity go wild on the problems that are unique to you.

Pete Mockaitis
Well, so I guess that’s sort of the thing, it’s like everyone is going to have their own unique things and it’s sort of hard to say, “This is the top thing you must automate.” But, nonetheless, someone will take a crack at it. Could you maybe share with us a story of someone who used Zapier or some other automation tools out there to receive just like tremendous time savings and career and life benefits in action?

Wade Foster
Yeah, I think one of the ones that I really loved is there was this company that started in Australia, and they run an on-demand lawnmowing service. And the way it worked…

Pete Mockaitis
I’d would like that.

Wade Foster
Yeah, right? So, it’s kind of like Uber, right, you’ll hail a car to come pick you up. Well, this is you hail a person with a lawnmower to come mow your yard. And so, if you start to think about like, “What are the problems that you have to do to run a mowing service like that?” It’s like, well, you need a website, you need an order form, or a mobile app where people can say, “Hey, I want to book this thing.” And when they get booked, you need to be able to send an alert out to the people who have lawnmowers to say, “Hey, who wants to come do this thing?” And then you need to let the person who booked it know that you’ve got someone available.

Or you can just have a person just paying attention to the form and then doing all the matchmaking manually. Well, what this person did was said, “You know what, here’s how I’m going to set this up. When people request a lawnmower to come in, I’m going to have that get published automatically through Zapier into a spreadsheet. And in the spreadsheet, I’m going to have that trigger out a message via Twilio that goes out to our people who are currently marked as available to come mow the lawn. And then the first person that replies…”

Pete Mockaitis
Like a text message then?

Wade Foster
Yeah, a text message.

Pete Mockaitis
There you go. That’s so smart.

Wade Foster
That says, “Hey, someone wants their lawn mowed,” right? And then the first person to reply to it then gets assigned to it so it gets marked back into the spreadsheet to say, “Bob is going to come mow the lawn.” And then via another text message, it publishes back to the customer that says, “Hey, Bob is coming to mow your lawn.”

So, this thing that would’ve been like a pretty manual matchmaking service is now run by like a couple zaps behind the scenes. And so, as a result, the business spends most of its time just trying to find more people, more customers, and find more lawnmowers. They don’t have to worry about the matchmaking process themselves.

Pete Mockaitis
And what was so cool about that is if someone would say, I imagine—we recently had a chat about side hustles with Nick Loper—but if someone were starting out as like a side hustle, and to think, “Oh, my gosh, this is going to be so hard. I’ve got build a mobile app that has all of this connectivity with all this people.” And then, no, they just sort of hacked together like with Google Sheets and some other stuff and Zapier a means of getting the job done without the huge investment, Uber or Lyft or some stuff, just made into that.

Wade Foster
Totally, right? Those folks made hundreds of millions of dollars to build their stuff, and this person did it with a handful of apps, right?

Pete Mockaitis
That is cool. Well, so I’d love to hear then – so that’s a pretty cool use case – so let’s talk about those professionals you mentioned, the lawyer, the real estate agents, the knowledge worker, the engineer, some stuff that is super popular and effective and helpful to automate, like it shows up again and again and again, and the time savings can be substantial.

Wade Foster
Yeah, the thing that I see happen and over and over again is sort of managing requests and interactions and relationships with other people. So, you’re often seeing this in the form of customer relationships. A customer, or a lead, or a prospect fills out a form on a website, “And let’s make sure that they get logged in our CRM, or logged in our mailing list, or the sales rep gets a text message to say, ‘Hey, you should call this lead,’ or something like that.”

But, oftentimes, it can be internal employees. Think about like an HR function, they have a form setup that says, “Hey, who’s going to come to the holiday party? Like, fill out this form real quick so we know how much food to order and like what your dietary restrictions are and whatnot.” And then get logged in a spreadsheet and then text the person a response back or sends them an email to say, “Hey, we got your order and we’ve got you booked to get the chicken at the holiday party,” or whatever. And that all sort of happens automatically.

But there’s a lot of use cases around just managing and communicating with people, whether it’s customers, or employees, or fans, or your community, or things like that.

Pete Mockaitis
Right. And, I guess, the next stuff I was thinking about what you should not automate. And I guess what I’m thinking about, I think it was Ryan Deiss. And he was talking about when you automate outbound marketing messages too much, you have a real risk of embarrassing yourself and looking dumb. And I think that I’ve seen that with PR people reaching out to me, “Hey, Pete, we think so and so would be great for your podcast.” Like, “Yeah, I’ve already had them on my podcast.”

This happens to me multiple times a week. And that’s a whole conversation, like, “Isn’t that the first thing you did was figure out what shows this guy is getting booked on so you can have great recommendations for applicable shows?” But, whatever. We’re not here to throw publicists under the bus. I was talking about some of the risks or where is it unwise. I think that’s one zone is I think if you let automation run amok on sort of outbound messages.

Wade Foster
Yeah, non opt-in channels, like things like that. You obviously don’t want to go and buy an email list and then upload in this system and then bulk spam a bunch of people. That doesn’t feel good. But when you have a form that a customer filled out, and you’re sending them a confirmation email to say, “Hey, we got your request,” like people expect that. That feels normal.

So, I think those are pretty safe when you’re talking about direct customer communication. And then I think things around just making sure that that information gets logged in the right system so that you can track that stuff. Did you get a project spun up in your project management tool? Did you get them logged in Airtable or a spreadsheet so that you have that and know to follow up on those things? Kind of the back-office paperwork type stuff rather than the direct customer interaction but how to make sure that you’re properly managing the relationship. That kind of stuff is like a sweet spot for automation, I think.

Pete Mockaitis
Okay, so there’s one sweet spot we’re talking about, the customer request and getting them processed and connected and moving to where they need to go. Any other kind of broad categories that show up a lot?

Wade Foster
The other big one we see a lot is things like, “How do you just collect all of the inputs for like a project?” Think of project management at work, or you’ve got a program that’s running, and you’re getting feedback in this plate, in something like Jira, you’re getting requests that come in from a customer via email, you’re getting a feature request that comes from your boss. You’re getting all these inputs from all these different directions.

And Zapier can help you consolidate a lot of that into one centralized system, whether it’s a spreadsheet, or Airtable, or CRM, or a project management tool that basically says, “All this information that’s coming at me from 10 different places, all of which is important, and I don’t want to go check 10 different places. I want to just see it in one list.” That’s a place where Zapier is just super helpful, Pete, for people who do project management and things like of this nature.

Pete Mockaitis
Oh, cool. Thank you. Well, so now I want to get even more precise. When it comes to Zapier, like what are the kind of absolute kind of most used zaps in terms of, “When I get an email about this, I want you to put it in Google Sheets like that”? So, in terms of when this program does this, trigger action, what combos are you seeing like have bazillions of, sort of installations or usages?

Wade Foster
Yeah, I think any sort of things like, “A customer paid me,” or, “Someone filled out my form on my website,” or, “Someone sent me an email,” that post a message into Slack sends you an alert, says, “Hey, this thing happened,” that’s really, really popular. Also, things like, “I got a lead through Facebook, a lead came in through Facebook, or LinkedIn, or Google, and I want to make sure a sales rep follows up on it instantly, so automatically route that into Salesforce or some other CRM,” things like that are really popular on Zapier.

Pete Mockaitis
Okay. And I wanted this before, because I clicked around Zapier. So, now if you don’t have the thing that I want, can I find a developer to go make that for me?

Wade Foster
Yeah, so there’s a couple things you can do if we don’t have what you want. So, we have things like our inbound email action. So, if the app you have or working with that isn’t supported by Zapier, but it sends out email alerts, you can use that to have emails forwarded into Zapier. You can use things like RSS which, if it generates an RSS feed, we accept RSS.

If the service provides webhooks, which is kind of a more technical thing, but usually not that hard to learn even if you’re not a developer, you just point the webhook at Zapier, and say, “Zapier, accept this.” And if the service you’re working doesn’t have any of those things, you can go track down a developer or a Zapier expert. At zapier.com/experts, we have a whole list of experts that help with more complicated workflows, and say, “Hey, can you help me get Zapier to work with this tool, where I might need a developer to dig under the hood and play around with some codes and some APIs a little bit?” So, there’s a lot. So, that’s kind of the way that most folks approach it.

Pete Mockaitis
Well, that’s cool to hear because I have, at times, I visit Upwork.com and found some people to code some things for me.
Okay, so if folks are digging this and they say, “I want to get started,” I imagine you’d say, “Well, go to Zapier.com.” But what are some other tips or strategies you’d recommend for folks who want to start automating and offloading some of the stuff they’re doing all the time?

Wade Foster
That’s a great question. I was talking to one of our experts, and he made this comment that automation is a mindset, it’s not a skill, which I thought was interesting. And the reason he said that was most people don’t even think about automation when they think about their to-do list on a given day. And so, he said, “One of the ways that I train people to get better at this is to start writing down what do you do every day, just write it down on a piece of paper. Or, when you write down your to-do list, don’t think, ‘How am I going to do this?’ Instead think, ‘How does this get done?’”

And shifting the way you think about your to-do list to not, “I have to do this,” to, “How does this get done?” starts to open your mind up to, “Well, perhaps I can delegate that thing to Zapier,” or, “Maybe I delegate something like this to an EA,” or, “Maybe I delegate this to a person that’s on my team.” But there’s other ways to get stuff done that don’t always involve you specifically, directly doing the task.

And I thought that such a smart way to help folks get into that automation mindset to step back and really understand where you’re spending time on stuff on a day-to-day basis, that maybe you don’t need to be spending that time on those things.

Pete Mockaitis
Okay, that is a cool mindset shift. Any other tools you’d recommend in terms of getting the job done? So, Zapier is handy and flexible and can do a lot. But things that either make automation happen or just keep work processes from being too boring or cumbersome.

Wade Foster
I think the other up-and-comer alongside Zapier that I see a lot is Airtable. So, Airtable is kind of like a souped-up spreadsheet database-type tool, and it’s kind hard to like describe it in a way that sounds really fun and interesting but, boy, do people love it. They start to get their hands on it, and they just find all sorts of interesting ways to do automation with Zapier and Airtable, and better manage a lot of projects and work that they’ve got coming in.

So, Airtable, similar to Zapier, we have a list of zaps all over the site that you can check out and use. Airtable also has their universe and a gallery that shows all the different ways you can use Airtable, which I think is a pretty fun place to go exploring.

Pete Mockaitis
Okay. So, now, I’ll tell you this, I have heard Airtable mentioned here and there, but I don’t actually have any conception of what it is. I’m on Airtable.com right now.

Wade Foster
It’s like a spreadsheet but it’s like better. It’s hard to say because it’s one of those things that you just have to play with it. And as soon as you play with it for a little bit, you’re like, “Oh, I see why this is better.” But until you do, it’s one of those things that people will go, “Yeah, I guess, I use spreadsheets and I think spreadsheets are good.” So, I don’t know. You should have Howie come on your podcast and he can tell you.

Pete Mockaitis
Well, it’s intriguing. As I’m seeing right now, like there’s an Airtable, it looks like a spreadsheet, but they also have photos in there and notes in there. And those are kind of hard to do to stick a photo in an Excel or a Google Sheet.

Wade Foster
Totally. And you can put files in them. So, you can just like stuff more things in them, more like a database, like what you do with a database. But then you can visualize it in all sorts of ways. So, you can turn your spreadsheet into like a Kanban board, kind of like Trello would be, or you can do a bunch of pivot tables but in a way that you don’t have to know what a pivot table is. So, stuff like that.

Pete Mockaitis
I know deeply about pivot tables as a former strategy consultant.

Wade Foster
Oh, yes. Yes. But like most people don’t know what pivot tables are, and Airtable makes it easy to do it, and you wouldn’t even know you’re doing a pivot table. You’d just be like, “Oh, that’s a handy little thing.”

Pete Mockaitis
Well, Wade, I hope you have not incepted me with this new desire which is going to result in 10 or 20 bucks a month departing my wallet continually. I’m a sucker. I love tools that help me do more, and I very easily justify their expenditure, like, “Well, this saves me just six minutes a month. It’s a bargain,” and maybe it is.

Wade Foster
Well, hopefully, with things like Zapier and Airtable, we’re doing more than six minutes a month. Hopefully, we’re digging into the hours and days a month buck territory.

Pete Mockaitis
That’s right. That’s just how I persuade myself, “Well, surely, more than six minutes, and that’s all we need to be based on these parameters.”

Wade Foster
Totally, yes.

Pete Mockaitis
Okay. So, Airtable is handy. Any other tools leap to mind?

Wade Foster
You know, Airtable is great. I think tools like Typeform or Wufoo are really popular these days for putting in forms.

Pete Mockaitis
Like, a new level of form.

Wade Foster
Yeah, Typeform is really slick. There’s another up-and-comer coming up called Coda that’s been pretty interesting. I’ve seen a lot of our people playing around with.

Pete Mockaitis
Can you spell Coda, C-O-D-A?

Wade Foster
Yes, C-O-D-A. So, it’s a document software. So, the cool thing about Coda is if you spell it backwards, it’s a doc.

Pete Mockaitis
Huh. Coda.io.

Wade Foster
Yeah, Coda.io. So, it’s like a Google Doc but similar to like how Airtable is like a spreadsheet, it’s so much more under the hood. And you can do all these like cool little macros, and like nifty things that make your doc more living and breathing, and auto updates based on other project software that you work with. So, it’s one of those ones that if you fashion yourself to be kind of on the cutting edge of new things. I’m seeing a lot of folks play around with Coda these days.

Pete Mockaitis
All right. Well, while we’re talking about project management and stuff, do you have a point of view on monday.com versus Asana versus the others?

Wade Foster
You know, I don’t have a strong point of view. You see monday, you see Asana, you see Trello, then you see stuff more on the personal side like Todoist or maybe…

Pete Mockaitis
OmniFocus.

Wade Foster
Yeah, OmniFocus, there you go. Yeah, so stuff like that. Honestly, I think people work in different ways, so whatever works for you. Like, each of these tools have their own little design paradigms and ways that you approach this stuff. I think what’s more important is that you find habits that you can stick to. And if the software helps you stick to that habit, that’s probably the one you should do.

Pete Mockaitis
Yes, and if the software gets in the way because you’re always tinkering and fiddling and formatting and customizing because your dorky little productivity sensibilities are firing off, and in a way that’s fun.

Wade Foster
Yeah, that’s a good time.

Pete Mockaitis
And if that makes work more thankfully enjoyable but I have, at times, saying, “Wait a minute. This is actually counterproductive work.”

Wade Foster
Yeah, it’s a bit of a form of procrastination, right.

Pete Mockaitis
Exactly. “I’ve got my formatting just perfect now. Oh, anybody know…?”

Wade Foster
Yeah, “What else can I do before I actually do the thing on my to-do list?”

Pete Mockaitis
Certainly. Well, hey, there’s one mistake not to make. Any other things you would flag in terms of a warning, or a common mistake, or failure when folks are trying to optimize and automate stuff?

Wade Foster
You know, I think one thing that’s really easy to get caught up with is the sort of hamster wheel of just working through your to-do list, like constantly just adding things to your to-do list, and continuing to trudge through them. I think the most sort of successful folks that I’ve worked with do this exercise. It’s not really an exercise, some of them don’t even know that they’re doing it. But they really have a clear grasp on what it is that they want to do, like what it is that they want to achieve over a longer period of time.

So, they might say, “In the next year, I want X,” or, “In the next five years, I want Y,” or, “In the next 10 years, I want to have Z.” And then they start to work backwards from that. And then when they look at their to-do list on a day-to-day or week-to-week basis, yeah, there’s some stuff that you just kind of got to do to make sure that the bills get paid and whatnot. But they continually remember, “What is it that I’m trying to achieve over the long haul?” And they make sure that every day, they’ve got some things on their to-do list that kind of pushes them forward on that rung.

And so that way, they’re not getting stuck in this hamster wheel where, after five years, they look up and go, “I’ve done a lot of work, I’ve checked a lot of to-do’s off over the last five years. I haven’t really done anything. I haven’t really achieved what mattered to me.” And so, I think doing that just mental exercise of, “What is it that I want? What do I want for myself? What do I want to contribute to humanity over the next year?” And really understand that is a very important step for optimizing your work.

Pete Mockaitis
All right. Well, Wade, tell me, any final thoughts before we shift gears and hear about some of your favorite things?

Wade Foster
Let’s do some favorite things.

Pete Mockaitis
Okay. How about a favorite quote?

Wade Foster
If you want to go fast, go alone. If you want to go far, go together.

Pete Mockaitis
And a favorite study?

Wade Foster
Favorite study? I did a lot of math and science in school but, lately, I’ve been studying a bunch of like writing rhetoric tricks.

Pete Mockaitis
Oh, yeah. Tell me examples, please.

Wade Foster
So, I picked up this book, and every week I write a Friday update for the team, and it’s like it’s usually some stuff that’s on my mind to help them just better see the bigger picture. And the book has like, I don’t know, 50 different rhetoric tricks in it. And so, every week I write the update, and then I’ll go read one of the rhetoric tricks. And then I’ll go back through my update and find a way to use it as part of it.

So, this week, syllepsis was the thing that I was using as part my Friday update. So, I dropped a couple of syllepses, I don’t even know, like, some of these things I don’t even know the plural of it, into the update. And then I use it as a way just to teach the team some little writing tips and tricks throughout the week.

Pete Mockaitis
Now, I always get it mixed up. Is syllepsis the one like, “Don’t ask what your country can do for you, but what you can do for your country”?

Wade Foster
Syllepsis is kind of like where you would use a single word to sort of…it’s used with two other parts of a sentence, but then that same word is understood differently in relationship to each other. So, for example, “They covered themselves with dust and glory,” That’s a quote from Mark Twain. Well, covered with dust and covered with glory, like that’s two different ways to be covered. You’re still using the same word covered, but dust is like a physical thing, and glory is like more abstract.

Pete Mockaitis
Yeah, and it feels awesome. It has a name and it’s used frequently in some of the word. Well, now, we’re all wondering what the name of this book.

Wade Foster
Oh, shoot, I have to find it. Let’s see, let me pull it up on my Kindle. So, the name of this book, I’m pulling it up here real quick, is The Elements of Eloquence is the name of the book.

Pete Mockaitis
Oh, cool.

Wade Foster
It’s got a fancy title and everything.

Pete Mockaitis
There’s probably a name for that literary device right there.

Wade Foster
I’m sure there is. It’s “Elements of Eloquence,” it has some literation in there, yeah.

Pete Mockaitis
And who’s the author?

Wade Foster
So, the author for this book is Mark Forsyth.

Pete Mockaitis
Oh, right on.

Wade Foster
Just some of my writing friends said, “You’ve got to check this out. It’ll help you be more persuasive. It’ll help you write cooler things.” And I was like, “I’d like to sound more persuasive. I’d like to write cooler things.” So, I picked it up and I’m having fun with it.

Pete Mockaitis
Oh, cool. Thank you. So, let’s see, there’s a book. How about a favorite tool?

Wade Foster
Can I say Zapier?

Pete Mockaitis
You can but give me another one as well.

Wade Foster
I’ll give you another one. So, one of the ones I’m really loving right now is this tool called Workona, which is a Chrome extension, that helps you manage all your tabs. So, if you’re like me, you might be a tab order, where you’ll have tens, maybe dozens of tabs open at the same time, but they’re all disorganized, and you can’t find the tab that you want.

Well, Workona helps you organize your tabs based on projects. So, for example, if you’re trying to plan a wedding, and you had a set of tabs for weddings, you could put that in one workspace. You had another set of tabs that was for meal planning. Maybe you’d put those in a different workspace. Then if you’ve got a set of tabs for this project you’re doing at work, that would go in a different workspace. So, as you switch back and forth between contexts, you can pop open those set of tabs all at once, rather than keeping all the tabs for all of those projects open at the same time.

Pete Mockaitis
Whoa! So, it’s kind of like I can bookmark a site, but that’ll take me to one site, but with Workona I can sort of save a collection of tabs.

Wade Foster
You’ve got it.

Pete Mockaitis
It sounds like when I need to get down to business and decide what goes in the podcast episode, get open up my Google Drive on my podcast files, and then open up my media schedule in a Google Sheet on another tab, and then open up my email with Superhuman on a third tab, and it could just save that for me.

Wade Foster
Totally, yeah.

Pete Mockaitis
That’s pretty cool.

Wade Foster
Yeah, and when you think about how you do work, at least how I do work, it’s often thematically the same. So, it’s like when I sit down to do this set of things, I always have these windows open up. But if I’m doing a different task, it’s a different set of windows. And so, I can save those workspaces and come back to them really quick, which is nice.

Pete Mockaitis
All right, cool. Workona, W-O-R-K-O-N-A.

Wade Foster
You got it.

Pete Mockaitis
Cool. And how about a favorite habit?

Wade Foster
My favorite habit, honestly, this is my cornerstone habit, it’s my exercise habit. So, at 5:30, I’m usually heading to the gym to play racket ball or do some weightlifting, and everything feeds off of this habit. I exhaust myself at the end of the day, it takes my mind off of work. I come home and I’m able to eat dinner and get a good night’s sleep because I’m exhausted from working out hard. Then I wake up early in the morning, fresh and resilient for the next day’s things that I have to do. So, that exercise habit is really important for me.

Pete Mockaitis
And is there a particular nugget you share with your teams and those you collaborate with that really seems to connect and resonate with them?

Wade Foster
Our set of values that we have as a company are probably the things that resonate deeply. So, we have things like default to action, default to transparency, empathy no ego, growth through feedback, and, “Don’t be a robot, build a robot,” are a set of core values. These are things that we use in part of our hiring process. We use it as part of our performance reviews. And we even have like Reacji emojis inside of Slack to sort of illustrate when people are operating with the values in mind. And these things, it’s just become a part of our DNA, and it resonates with everyone that works at Zapier.

Pete Mockaitis
Boy, “Don’t be a robot, build a robot,” is a great mantra even if you’re not building automation software. But, no, seriously, don’t do the same process hundreds of times over, find a means by which that could be automated. I heard someone say, “Hey, if your definition of automation can include other people who are not you, you know?” So, for example, if there is a job could be done by someone in a lower-cost nation, for example.

Wade Foster
Sure.

Pete Mockaitis
Or someone who has a lower cost of labor because they’re an intern or don’t have a college degree because it’s not necessary, then that could be handy too if you build a process that has a lot of sort of software automation as well as other people such that you’re bringing down the total time load and cost load to the organization and yourself to make it done. So, that follows up to that mindset shift of not, “How am I going to do this?” but rather, “How is this going to get done?”

Wade Foster
Totally.

Pete Mockaitis
And by building a robot or the systems and processes.

Wade Foster
You bet.

Pete Mockaitis
That’s going to stick with me. Thank you.

Wade Foster
I know.

Pete Mockaitis
And if folks want to learn more or get in touch, where would you point them?

Wade Foster
Come check out Zapier.com. You can get in touch with me on Twitter, I’m pretty active there @wadefoster. And my email is not too hard to find, so if you’re really keen on getting in touch with me, email is always a good way too.

Pete Mockaitis
And do you have a final challenge or call to action for folks seeking to be awesome at their jobs?

Wade Foster
I think just go get it. Go automate the stuff. Go find ways to work better. Why are you listening to us for? Go make it happen.

Pete Mockaitis
Well, Wade, this has been a ton of fun. I wish you and Zapier tons of luck and keep on rocking.

Wade Foster
Yeah, thanks for having me, Pete.

461: Tactics for Boosting Productivity and Banishing Distraction with Erik Fisher

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Erik Fisher says: "You can't get everything done; not all the time, not every moment."

Erik Fisher shares tips and tricks to optimize your productivity without driving yourself crazy.

You’ll Learn:

  1. Tricks to reduce your smartphone dependency
  2. The small habits that create big results
  3. Why it’s okay to not get things done

About Erik 

Erik is a Productivity Author, Podcaster, Speaker, and Coach. He talks with real people who practically implement productivity strategies in their professional and personal lives. You’ll be refreshed and inspired after hearing how others fail and succeed at daily productivity and continue to lead successful and meaningful lives.

Resources mentioned in the show:

Thank you Sponsors!

Erik Fisher Interview Transcript

Pete Mockaitis
Erik, thanks so much for joining us here on the How to be Awesome at Your Job podcast.

Erik Fisher
You’re welcome. Thanks for having me.

Pete Mockaitis
Well, I’m super excited to dig back into the goods. And I want to hear, you know, it’s been a couple years. What have you learned about productivity in that time? Or is there anything new you’d picked up or anything you decided you’ve abandoned, like, “Hey, on second thought, I don’t like that idea anymore”?

Erik Fisher
Oh, my gosh. Things change and yet, at the same as things are changing, they stay the same. One of the key things for me is, I don’t know if you’ve noticed this, but there’s a lot of people who’ve come out with, say, like, daily or weekly analog, meaning handwriting-type planners, you know, chucking the digital system, if you will. And, for the most part, I like that idea. I like working in analog. There’s something very satisfying to that.

A friend of mine, he’s like, “Hey, I have a digital planner and I use my Apple Pencil in it,” and I’m like, “Okay, cheater.” But, for the most part, I have still stayed digital in terms of my list and my projects and things like that. But I have gone to almost completely 100% paper books.

Pete Mockaitis
Oh, interesting. So, no Kindles or e-books of any sort.

Erik Fisher
Now, I have the ability to do it and I will still look at articles. Like, I do have an iPad, the latest version, the 11-inch Pro, and I really like it. I use it for content consumption and I don’t turn it and use it like a laptop or anything like that. I like that it’s not a desktop or a laptop or a phone. And by leaning into using it that way as a tablet, a digital window interface, whatever, to all my documents and things like that, whether it’s work-related or consumption-related, reading articles. I lean heavily into that and then, by doing that, I feel like that ease of use, of using it as a multipurpose tool like that, I then don’t spend as much time on my phone. You know what I mean?

Because if we constantly have that thing on us with all that stuff with us at all times, we feel like we have to use it all the time. And I’ve been trying really hard to get my time spent on phone down because the majority of the time that I’m spending on it, I found, was very unintentional passive use that was just eating into my time.

Pete Mockaitis
Now, that’s intriguing right there. So, you’ve made a conscientious effort to reduce time on phone and you’ve seen some positive results in doing so. Could you maybe quantify that a little bit for us in terms of where were you before, and where are you now, and did you do anything else that made a real big difference in helping with that initiative?

Erik Fisher
Yeah, so a friend of mine also was noticing this and not only that, but having read Cal Newport’s most recent book that he came out with, Digital Minimalism, and talking with him for my show, we both said, “Hey, you know what, what if we went for like…?” So, the period of Lent comes up and we decided to say, “Well, what if we just…? Like, we can’t quit our phone and not have it on us, but what if we quit using our phone for every little thing, and just see what we can get away with?”

So, we sat down together and we started cataloging all the different apps. It was kind of a challenge between the two of us to see how many we could offload or delete, and what was the bare minimum of installed and active apps we could have on our phone, and how far we could get with doing that. And it was amazing because, after having done that –

I have an iPhone. I’m not sure if you’re familiar with the iPhone’s ability to offload an app. It means that you can remove an app, the app will stay there and your credentials, and you’d be logged in and all that, but you have to click the download button again, and it then fills in the hollow shell of an app that is sitting there with all the content again. So, effectively, you can’t use it without re-downloading the app, which is like a safeguard or a boundary from you using the app again.

Pete Mockaitis
So, it sort of keep all the info that you’ve stored about your login and your historical data, but it’s not kind of taking up any space, and it’s a little harder to get to because you’ve got to spend that time to re-download it.

Erik Fisher
That’s exactly right. So, effectively, yes, the shell of the app is there, the inside of the app is not there except for, again, it maintains all the logins and things like that. So, we went through that and we checked in with each other about three days in, and we said, “How much time are you using it?” I was like not even carrying my phone with me at that point. I have my Apple Watch on me, and I would respond to a text through that, and phone calls, I would still do those. Are people still doing phone calls? Yes, they do.

Pete Mockaitis
Or text me first.

Erik Fisher
Yeah, exactly. And I just noticed that suddenly I wasn’t reaching for it every 5 to 10 minutes to check something or look something up, etc. And that’s not to say I wasn’t allowed to look something up somewhere, like on a desktop, or even on my iPad, but I wasn’t allowed to do it on my phone. And by breaking the phone being on me and ever-present and always able to be dove into as this dark pool of information that I could always access—you just don’t understand!

Like, when you have that on you at all times and you can always jump in, then you constantly will. And because you constantly will, then you will even when you do or don’t want to. And so, it’s really about cutting way back to the point where, then, it’s almost like, think of it as a digital diet metaphor for a physical diet. It’s like you can enjoy the stuff that is bad for you on occasion as long as you’re not eating it constantly all day every day, which is what we are doing digitally.

Pete Mockaitis
Yeah, well-said. I like that. And what was so cool is you made it sort of like a challenge and you had some accountability there, a buddy, and you sort of reframed, I guess, what triggers your reward centers in your brain. It’s not like, “I am so powerful because I have so many apps, I can do anything.” But rather it’s like, “All right, let’s just see how disciplined I can be and how winning is now reducing apps instead of having more apps and feeling powerful as a result of having those apps.”

Erik Fisher
Yes, exactly. And then, of course, the time period was over when we could add apps back on. And, honestly, it was like, “Well, wait a second, I just never came back.” There were months later where I would suddenly be looking for an app on my phone, I’m like, “Wait. Didn’t I have that app?” And I realize I had never put it back on, and it had been months since I’d last used it, so why was it on there? “Oh, just in case.”

Pete Mockaitis
Yeah. And that slows you down too. Like, the actual, I don’t know a ton about how all this hardware devices worked. But it seems like in my experience, generally speaking, the more stuff you have installed, the slower things run. Is that fair to say for the phone as well, the number of apps?

Erik Fisher
Potentially. I think Apple would say, “No, no, there’s nothing different with it. Buy the biggest one and install as many apps as you want. There’s an app for everything.” I don’t know. I would say here’s the thing, that means you have subconsciously maybe a need to organize all those apps in different places so you’d know where they are and have the ability to use them quickly. So, in other words, it’s digital clutter on the phone that you then have to deal with, which is also taking up time, mental RAM.

So, all in all, I came out the other end and I started using my phone a whole lot less. And, even to this day, I use it more but I think I cut way back. Again, I need to do a revisit, not maybe as drastic or strategic. But, again, one of the things that I was doing was there were certain apps, like the weather app, where I realized, “You know what, I can offload it on my phone but I can literally lift my wrist on my Watch and the weather is right there.”

And so, it’s different. It’s a different feeling. In other words, it’s a different – what’s the best way to put it? It’s a different meeting of a need. In other words, that’s the thing, I think, I’m trying to get at here, is you have to be careful about how you’re meeting certain needs because, then, you start to rationalize everything as a need.

Pete Mockaitis
Well, yeah, it feels that was a big lesson that could be applied to a lot of things.

Erik Fisher
Yeah. So, you can rationalize doing your email on your phone. And some people were like, “Wait, what’s wrong with that?” And I’m like, “Dude, you have no idea how doing email on your phone can become this thing where you’re always doing email on your phone and then switching over to, “Oh you’re texting, switching over to listening to a podcast, switching over to…” Do you see what I’m saying? Like, switching over, switching over. Like, you are sitting there, hunched over with a horrible posture, and/or walking and talking, and doing something. You are basically tricking yourself with that phone into thinking you can multitask. And, again, you can. You’re just task-switching and you’re bifurcating and fragmenting your attention.

And, actually, that was the biggest thing right there was just this calm sense of, “I don’t have to reach for anything on that phone because there’s nothing there I am missing out on at this moment,” unless a rant, of course.

Pete Mockaitis
Well, that’s beautiful in terms of describing that feeling and transformation and how that unfolds, so that’s cool. Well, hey, that’s what you’ve learned recently, and I appreciate you sharing it. Last time, we talked a lot about energy management being key to productivity, and so I want to cover some other pieces of productivity goodies from you this time.

I did a big listener survey, and a lot of folks were bringing up distractions, whether that’s internally from you’re tempted to go do email, or check your phone, or whatever, or externally, in terms of folks dropping by your desk, saying, “Hey, Erik, you got a minute?” or whatever. So, I’d love to get your take in terms of what have you found, in your own experience and from interviewing so many people, are really the best practices for maintaining clarity and focus?

Erik Fisher
So, I’ll refer you back to what we just talked as being a huge factor in that, first and foremost.

Pete Mockaitis
Just managing that phone, yeah.

Erik Fisher
Managing the phone and as well as what the phone is doing to you. Because if you feel like you need to reach for your phone when you’re sitting at your desk constantly, then you are effectively training yourself that it is okay to pick it up over and over and over and interrupt yourself, let alone weaken your ability to deal with any of the other stuff that are thrown at you from external.

Pete Mockaitis
Well-said. So, you’re actually harming yourself, you’re weakening your capacity to resist distraction because you are continually giving in.

Erik Fisher
That’s exactly right. Like, if at any moment you ever feel slightly bored—like my kids are saying—or hungry, or whatever, and you decide to go do something mindless, or go walk into the kitchen and open the refrigerator, it’s like opening the refrigerator door. Like, if you train yourself that that’s okay versus having something prepared that you know is your “snack for the day,” then there you go, then you’re going to go pull out, I don’t know, fill in blank here, of what you should not be having as a snack, you know?

So, the more you train yourself to go the opposite direction or the way you should go in terms of your habits, you just find it easy to get distracted. So, first and foremost, that’s number one, with the phone, because it’s tied in to that. Then, number two, in terms of distractions, gosh, there’s a couple of different things that I have found that really, really helped. I don’t know if I’ve mentioned the system, the audio system that I use, last time, that helps with eliminating distractions.

Pete Mockaitis
Is it Focus At Will?

Erik Fisher
It is Focus At Will. Well, I have changed.

Pete Mockaitis
All right. There we go.

Erik Fisher
Now, don’t get me wrong. I have a lifetime membership to Focus At Will but I’m not using it. I found one that I like better and it’s because it does multiple things. It’s not just focusing yourself. It has to do with brainwaves and the sound of the “music” or the—

Pete Mockaitis
You quote music. Strong praise, right?

Erik Fisher
Well, that’s the thing. Yeah, because technically it’s not music. It’s a—

Pete Mockaitis
Sound.

Erik Fisher
–Composition. Right. And so that’s the thing. But, that said, it’s still you don’t get into it like, “Oh, man, I love this song,” kind of moment because of listening to it. And if you did, then it wouldn’t be working because it would be distracting you because you’d be like, “Oh, man, I love this song.” It’s called Brain.fm.

Pete Mockaitis
Okay.

Erik Fisher
It can do all of those stuff we talked about the Focus At Will can do. It eliminates the blinders, sorry, it puts up the blinders so your flight and fight mechanism kind of gets lulled into sleep. Essentially, it’s backed by science. It gets you to a place where your brainwaves are in position to hold focus stronger and longer when you’re doing work. And not only that though, it can also be used for meditation, or calming yourself down, or even sleep, so you can listen to it, take a nap and get a better sleep/nap by using it.

And by having that extra stuff and having it, again, I’m not talking bad about Focus At Will, but Brain.fm, which is leaps and bounds ahead of them when I found them almost a year ago, that I signed up immediately. And, in fact, they gave me like codes, not a code but a link, to let people get like 20% off for their whole first year, and people have been loving jumping on it.

Pete Mockaitis
Are you allowed to, are you able to share this in a public forum?

Erik Fisher
Yes, I can.

Pete Mockaitis
You can’t do this to us, Erik.

Erik Fisher
I gave it a pretty link so that it would be easier for people. So, it’s BeyondTheToDoList.com/brainfm.

Pete Mockaitis
Okay. Cool. Well, that’s intriguing. I mean, I love…well.

Erik Fisher
And you’ve used Focus At Will before.

Pete Mockaitis
I have used it and I appreciated what they had, but I also had kind of found a focus playlist I created, and I thought, you know, in a way it was almost because my focus playlist had gotten so many kind of repetitions of, “Oh, hey, it’s time to focus.” I listen to the focus music and I focus, that it’s kind of like ritualized and accelerated the process of having sound focus me. So, that’s kind of why, in my particular instance, the Focus At Will almost had enough hill battle against an incumbent. But what you’re saying here is, “Hey, Brain.fm does more than just that.”

Well, if we’re talking about me for a second with rituals and focus, like I enjoy, because I’ve got two kids under two, and I’ve got a home office in an enclosed porch, so I upgraded it to get a real nice sound-blocking door, but sometimes it doesn’t block enough sound. So, I’d like to put in earplugs, plus Bose noise-cancelling headphone, plus either the focus playlist, or we had a previous guest who talked about, she listens to Star Trek: The Next Generation engine idling noise as white noise.

Erik Fisher
Beautiful.

Pete Mockaitis
So, I found that and I use that sometimes. And so, that’s been the groove so far. But I’m intrigued by Brain.fm for that context as well as, hey, the power napping and more.

Erik Fisher
Yeah. So, I can tell you, one thing about the napping, as well as even the overnight sleep, which that’s a little bit tricky to do but I figured that out. Basically, you put it on as an app, and then it allows you to download an evening of Brain.fm sleep alpha wave patterns. Oh, I know where I was going. I was like, “Where was I going with this?”

When I talked to the guy that’s the head of it on my show, I told him, “I go to sleep listening to music, always have, since about junior high.” And I said, “It helps me fall asleep faster. Now why is this different?” And he says, “Well, number one, you listening to music as you go to sleep is a ritual, so it’s triggering your brain as you lay down in bed that it’s time to go to bed. And so, you’re still going to find that this has that power to it because you’re still going kind of through the ritual.”

However, the difference between Brain.fm and listening to regular music is that this is going to get your brainwaves into where you want them to go, which is deeper sleep, faster, and then keep them there because of the way that, again, I’ll use the word music, the way that it plays and it works and it keeps you calm and all that.

Now, the other thing that I have found is me, putting on my Bose noise-cancelling headphones, even if no one’s home, and turning it to the meditation or the calming setting, and doing 15 minutes of even if I’m just sitting in my desk, at my desk, in my desk chair, closed eyes or not, and just kind of breathing, “it gets you there faster” in terms of calming down and taking a break, and being able to then jump back from that more refreshed.

Pete Mockaitis
Cool.

Erik Fisher
So, there you go. So, yeah, again, that link is BeyondTheToDoList.com/brainfm. They gave me that link and said, “Hey, if your listeners ever want to listen, try it out, they can try it out for free.” And if they sign up, which it’s not expensive.

Pete Mockaitis
Yeah, I thought it would be more but I clicked pricing, I always make a guess before I actually click pricing, and it was well below my guess.

Erik Fisher
Brain.fm is cheaper than the one that I was using that I have for lifetime anyway, which is Focus At Will. Brain.fm is cheaper, and I was just like, “Oh, gosh, this is a no-brainer.” But you can get 20% a year with them, which is great.

Pete Mockaitis
Well, very cool. All right. Boy, you’re delivering the goods. So, we’re going to talk about specific means by which you are maintaining clarity and focus. We talked about the breaking of habits with the phone and the reduction of apps and such. We got the Brain.fm. Any other biggies?

Erik Fisher
Let’s see here. So, I have one other one that’s a secret weapon.

Pete Mockaitis
I’d like if you disclose.

Erik Fisher
I will. I don’t know if you’ve ever talked with Jaime Masters before.

Pete Mockaitis
I know the name and the face but we’ve never talked.

Erik Fisher
So, she was on my show again recently. She and I did not plan on talking about this, but she shared this with me. She was doing these group mastermind things where she’d get people to come to like a big, a giant Airbnb somewhere, all these different leadership people and whatever. And they’d do these surveys afterwards, and people would ask them, she would ask the people, sorry, “What were the things that stood to you the most?” And she, embarrassingly, shared with me that the thing they were talking to her about was they would say, “Jaime’s drugs.” And she was like, “What? What are you talking about?” And she says, well, because she would bring something called nootropics with her.

Pete Mockaitis
Yes.

Erik Fisher
So, have you heard what this word is?

Pete Mockaitis
I’ve heard of nootropics. I’ve been a little spooked to ingest them myself.

Erik Fisher
Yes. So, here’s the deal, she had no idea that I had already tried one, yeah. And what I did was, basically, it’s called Alpha BRAIN. And she was like, “Oh, yeah, that’s one of the best ones.” And she said, “Here’s the thing, on Amazon you can go to the reviews, and it’s either, ‘This was amazing. It worked amazing for me,’ or, ‘This did nothing for me,’ and it’s really based upon who you are and your brain chemistry and all that kind of stuff.”

Pete Mockaitis
Yes, they got even three stars out of over a thousand reviews. Lovers and haters.

Erik Fisher
Yeah. And so, she said, “Here’s the thing, the issue with that one is that it works great for some people and does nothing for others, and it’s not inexpensive to get a hold of it, to start with, and try out and everything.” I said, “Well, hold up. They actually sent me some for free to try.” And then when it worked, because it did, and I’ll explain what it felt like in a second. She said, “Oh, that’s awesome.” And I said, “Yeah, I even wrote the guy back and said, ‘Hey, could I have a little bit more?’” in true drug, you know, the first one is free, so, “Could I have some more?”

And, anyways, what it came down to they had actually realized that if they could get it in the hands of the people to try out cheap, then people would actually notice that it worked or not for them and then order more. And so, basically, I have a deal on this one too where people can get it. They can get a bottle of it with like 14 pills of it, and even just taking one a day, or even two a day, is enough to see if it’s going to affect you at all, and you pay like five bucks for the shipping and that’s it.

Pete Mockaitis
Well, so I’m intrigued. And I guess what’s kind of kept me out of this is like, “Is it addictive? Is it dangerous? Is it, you know?” And it’s like, well.

Erik Fisher
No and no.

Pete Mockaitis
Okay.

Erik Fisher
Here’s how I’ll explain it. So, I was concerned with it. Let me first say this, before they ever approached me, and before Jaime and I ever had talked about it, months ago I saw in an Instagram story Michael Hyatt holding the bottle and saying he was taking it and loving it.

Pete Mockaitis
There’s something about Michael Hyatt, he’s such a standup guy. It’s like, “If Michael Hyatt takes this, it must not be dirty.”

Erik Fisher
Exactly my take too. And I love him and so I took a screenshot of it and just forgot about it. And then months later, it kind of bubbled back up into my head, and I was like, “Yeah, I should probably check that out.” I think it was only a matter of a few weeks later, somehow. I assumed maybe they found out by searching through the photos on my phone that I had looked at it or something, I don’t know. That’s when they sent it to me.

So, my predisposition to it was Michael Hyatt, and he kind of clears the path for me on a lot of things, to be honest. And so, I took two of them. There was like 14 of them in the small bottle and I took two of them on a Thursday, or it was a Tuesday. And so, Tuesday, Wednesday, Thursday and Friday of a very tough week, I was taking two of them in the morning, honestly, just without even thinking about it. And then I just never gave it any thought.

But then I realized come Thursday later afternoon, and then even Friday morning again, it occurred to me, “Do you realize you haven’t felt like you needed to like crash and take a nap, or have two or three extra cups of coffee these past few days? But you also don’t feel like you are wired and jittery and whatever like you would’ve had if you’d taken those cups of coffee, and it’s just not as much of an effort to like, focus?” And so, to myself, I said, “Yes, you’re right, I have seen that. I have noticed that.”

And that’s exactly what it was. It wasn’t some kind of, “Oh, my gosh, I drank five energy Red Bulls or something.” It was like—oh, this is the best way to put it. You know how if you’ve ever lost any significant amount of weight, you don’t suddenly feel, but over time, you feel like you have so much more energy. It’s kind of the equivalency of that with your brain, but after having lost like 10 or 20 pounds, your brain just feels like it’s not weighed down as much.

Pete Mockaitis
Well, that’s intriguing.

Erik Fisher
That’s what it felt like. That’s what it feels like. And so, once they said, “Hey, here’s this code in case anybody is interested. They can grab a bottle for free. They just pay shipping,” I told two of my friends right away. I said, “Hey, not kidding you, I’ve tried this. Check out this page. If you’re interested, there you go.”

And one of them was like, “Oh, my gosh, I’m now taking one in the morning and one in the afternoon.” And he then said—and he loves coffee, by the way so he’s still having it—but he found that he was able to get so much more done over the course of the week than he was previously up to that point. So, for him it worked. For the other one, it actually didn’t. It didn’t really do much. So, that was actually interesting to me to find out.

Pete Mockaitis
Well, I’m encouraged to hear that it hasn’t produced any dangers and it hasn’t produced any addiction.

Erik Fisher
No, because there are days I don’t take it.

Pete Mockaitis
Okay. Well, that’s nifty. Well, hey, everyone be safe and do your research, but I’m taking a gander at it. I don’t see anything terrifying on the Amazon page. So, yeah, what is this link?

Erik Fisher
Oh, yes. Sorry, I didn’t even think to give you that. so, again, I made it easy, it’s BeyondTheToDoList.com/alphabrain.

Pete Mockaitis
All right.

Erik Fisher
So, there you go. Yeah, you can get it or not, and it’s cheap. You just pay like five bucks. Basically, think of it this way, one cup of coffee at a Starbucks and you might get, cost-wise, and you can see if this works for you. And if it does, again, you can kind of low-key take it, try it, whatever. And if it does something, great. For me and for some other people out there, it does a lot of good.

Pete Mockaitis
All right. Cool. So, we got the nootropics, and we got the phone discipline, we got Brain.fm. Any other things that have been really key for you when it comes to keeping the clarity and focus on track?

Erik Fisher
So, this is the other big thing, and this is actually huge for me. And, again, this is another thing that I kind of was a believer in, but not a stickler about to a certain extent until I talked with Michael Hyatt about it, and it’s sleep and napping.

Pete Mockaitis
Yeah, I’m a firm advocate of that and I think we got that point covered. We’ll just kind of add one more check mark of support from Erik Fisher on this one.

Erik Fisher
I think you’re there. And, actually, I track it. Like, I wear my Apple Watch at night to track my sleep, and I just know weeks and months where I’m in a better sleep groove, I am struggling less throughout the day. And, again, to do back to the Brain.fm thing, like I, literally, was able to see like, funny, night and day difference when it came to getting more rest in my day because it tracks even those naps, my app does. So, the more sleep I was getting, the more awake I was during the day, the better off I was. So, there you go.

Pete Mockaitis
That’s great. That’s great. Well, I guess I think sleeping and napping is huge and important. It takes time but it’s time well-spent. Are there any like tiny things that just have huge leverage in terms of, “Hey, this takes less than five minutes a day, but when I do it, it’s game-changing versus when I don’t”?

Erik Fisher
Yeah, I would say, I call it passing the baton to my future self. So, I’m near the end of my day today, and instead of, when you and I are done recording, jumping off and saying, “Okay, what’s for dinner?” and walking out the door, like actually sitting and cleaning up my desk and arranging my list of stuff. Now, again, I’ve already gone over what the list of stuff is for tomorrow on a weekly checklist kind of a basis, on a weekly review kind of thing.

But doing a closing, or a shutdown, or again passing the baton to my future self tomorrow morning, that shutdown, that ritual, is what’s going to make tomorrow morning, even if I feel maybe out of sorts or say something happens and I don’t get enough sleep and I’m struggling, I don’t have to struggle as hard or as much.

Pete Mockaitis
Okay. Well, that sounds like a nice visual metaphor in that your future self appreciates that, you’ve taken some time to hook up future Erik with a nice environment to flourish, so that’s awesome. Any other quick yet high-leverage things?

Erik Fisher
Cutting stuff off the list.

Pete Mockaitis
Amen. No, absolutely, it’s the fastest way to shrink your to-do list is to decide not to do it.

Erik Fisher
Or, better yet, better said, is decide not to do it now.

Pete Mockaitis
Now, is the now mean you’re going to do it later or you’ve decided now that you’re not going to do it ever?

Erik Fisher
It can be both but I was referring more to, “When is the right time to do it so that you’re not trying to overpack your days and your weeks?”

Pete Mockaitis
I dig.

Erik Fisher
So, yeah.

Pete Mockaitis
Cool. All right. Well, maybe we’ll zoom out a little bit. So, we kind of talked about some really super precise like tools or tactical things to do. But I’d love to hear kind of big picture. Boy, you’ve been running Beyond the To-Do List for, is it seven years now?

Erik Fisher
Yeah, we’re basically at the seven-year mark.

Pete Mockaitis
That’s so amazing. Well, congratulations. And you’re an inspiration for my podcast when I was thinking, “Does anybody want to listen to this kind of stuff? Let’s take a look around. Oh, hey, a good many of them do and Erik Fisher and Beyond the To-Do List is one good example.” So, thank you. Who knows if I hadn’t found a couple of inspiring examples, where would we be? So, thank you.

Erik Fisher
Thank you.

Pete Mockaitis
So, yeah, what are some themes that have come up again and again and again in terms of when people, they’re trying to be focused and productive and then take care of what’s really meaningful in their work and lives? What are kind of those foundational principles that pop up repeatedly?

Erik Fisher
Well, I kind of alluded to it a little bit just a moment ago with taking things off the list as well as kind of paring back and simplifying again the use of the phone, and I don’t want to go back into those things per se. But it’s just this idea that I think we have the wrong perspective when it comes to productivity. We think that, and I even had a conversation with, oh, I’m blanking on his name, Mike Sturm, that’s it, a couple of months ago, the idea between, “What’s the difference between the word efficiency and productivity?” And there was even another word, I forget what it was, but anyways.

Pete Mockaitis
Effectiveness?

Erik Fisher
That is it. I feel like you’ve listened to that episode.

Pete Mockaitis
I’m spying on you everywhere.

Erik Fisher
Nice. So, it was this kind of, and it was a real productivity whatever geek-out moment for me to have that conversation with him because there are different meanings to each of those three words and they’re all good in themselves and they all kind of fold in on each other. It kind of made me, I mean, it really made me think, I shouldn’t say, not kind of made me think. It really made me think. And it was just like, “You know what, in the end, it’s, ‘What are you trying to do? How much of it are you trying to get done? How much is enough even? And what’s overkill? Like, burn out and all that.’”

Again, when you go back to the whole sleep thing and whatever, but we don’t need to go there. It’s this idea that, Parkinson’s Law where work will expand to fill the time allotted. And so, if we can figure out how to more efficiently, or more fast-ly—which is not a word—get the work done to where we’re kind of breaking that law, we’re saying, “Hey, I’m going to get this work done faster than I allow for it to be done,” then suddenly you’ve freed up this time.

Then you have this question which, recently I was talking with the Get It Done guys, Stever Robbins, in one of my most recent episodes.

Pete Mockaitis
He’s so good.

Erik Fisher
And he was like, “Look, you’re sitting in a cubicle and you’re really good at getting your work done, and then they noticed you’re really good at getting your work done, and then they suddenly say, ‘Well, wait a second, we either haven’t been giving him enough work to do, or we have been underpaying him.’ They’re not going to give you the raise. Let’s put it there. They’re not going to go and give you a raise. What they’re going to do instead is say, “We aren’t giving you enough work to do because you’ve got it all done all day.”

And I’ve been in that position, by the way. I’ve been the person who hacked his cubicle and figured out how to get everything that I needed to get done, and then some, and run rings around my co-workers, and yet get paid no more than them, and have all this free time to play video games in my cubicle. More than a decade to 15 years ago now.

I’m kind of half ecstatic about how I figured out how to do that and half ashamed. But, that said, you see where I’m going with this, if you are working for yourself, you then suddenly have this quandary where if you’re getting things done faster, and you’re getting them all done, you can either start to wander into, “What else can I be doing, and add onto that, and fill my day even more?” which, again, it’s attractive to a lot of people, it’s like, “How much more stuff can I get done because I got this stuff that I was already used to getting done already done but faster?” You start to wander, though, into this place of unintentional burnout or unintentional status quo, kind of like with the phone as I was talking about earlier.

You use it originally for a few good things, and then it becomes the thing you use for all the things. And then you have booked yourself solid to where, you know, you’ve got a meeting, you’ve got five meetings a day, and 12 podcasts to record, and 29 blogposts to write, and/or videos to record, not to mention all the different Instagram stories and social media things you could be doing. It’s like, “Hold up. Which of the things that are the most…?” What was the third word? It wasn’t productivity and it wasn’t…

Pete Mockaitis
Effectiveness?

Erik Fisher
Effective. So, it’s then towards what effectiveness are you headed towards? What intentionality are you trying to get to end of the day, end of the week, end of the quarter? Actually, this is one of the biggest things since we talked, is I’ve been in a mastermind, and we’d go by the 12-week year. And, essentially, what that means is instead of 12 months in a year, there’s 12 weeks in a quarter, and we just kind of compress a year, and we say, “Okay, for this next sprint of three months, what is it that we want to accomplish? Like, for example, working on a book or something like that. And how far can we get?”

Pete Mockaitis
Yeah, and what I like about that is you call it a 12-week sprint, and there’s four 12-week periods, yields, 48 weeks, leaving four weeks for you to kind of relax a little bit between these sprints.

Erik Fisher
Yes, exactly, there’s actually more weeks in a year than the 12 times 4, so you get a little bit of breathing room in there to recalibrate, etc. But, yeah, that has been kind of the, I don’t know, the analyze everything, the, “Hold up, don’t add something new in.” There’s a lot of people out there, who’s like, “You’ve got to quit something to then start something.” That’s great and all. But also, what if we just quit something to quit something? What if we just eliminated things on the to-do list? What if we just said, “This is great to do but it’s not yielding a lot, so let’s just stop doing it altogether and not replace it with something else”?

Pete Mockaitis
Yeah, that’s cool.

Erik Fisher
That’s where my head’s been.

Pete Mockaitis
Well, I appreciate it. And, I guess, my final question was going to be, you know, what have been some of the most transformational guests and ideas you’ve come across? And it sounds like you’ve already shared a few. But if anything is missing, now is your chance, let her rip.

Erik Fisher
All right. So, let’s see, so let me see if I can think back through. So, I mentioned Cal Newport, that’s in regards to the phone. My most recent episode with Michael Hyatt, we talked about killing distractions and his approach to how he did was I did with his phone, and that’s a really interesting one. Let’s see, I recently talked with Mike Sturm, and we talked about all that productivity, efficiency, and effectiveness. That’s a good one. Who else did I mention? Do you remember who else I mentioned? I can’t remember.

Pete Mockaitis
Cal Newport, Michael Hyatt.

Erik Fisher
Yes. Oh, Jaime Masters, that was the one about the nootropics. And we talked about time tracking. And, oh, we talked about absolute yes in that one as well. So, how everybody is like, “You know, you’ve got to learn how to say no so you don’t fill up your calendar and things like that.” She goes at it from the opposite perspective, where she’s like, “I’d love to say yes to everything but only the things that I’m willing to say, ‘Absolutely, yes,’ am I going to say yes to.” So, that’s actually another great kind of reframing of how to say no to things and has to do with opportunity costs. So, Jaime Masters, that’s another one that was very recent.

And then, James Clear, the habits, the Atomic Habits, I should say his “Atomic Habits” book that came out late last year. I talked to him about that. And that, essentially, has to do with filling in the gaps and looking at, in a new light, the old adage of, basically, habitualizing things so that you don’t have to lean in as much on like discipline or willpower because you’ve created that activity, that pattern, that consistency, that groove, of making the right choices, or enabling yourself to make the right choices easier.

Pete Mockaitis
Perfect. Well, Erik, this has been a real nice lineup. I’d like to hear about some of your favorite things now, if you could first give us a favorite quote.

Erik Fisher
I don’t know if I told you this one last time. Did you ask for quotes last time? I don’t remember.

Pete Mockaitis
I did. And I think it’s kind of fun if you reinforced, that’s cool. If you have a new one, that’s cool too.

Erik Fisher
Right. This is so self-centered of me to say this. My favorite quote is my own quote, it’s, “Good ideas come from many ideas.”

Pete Mockaitis
Yeah, I like it. And how about a favorite study, or experiment, or bit of research?

Erik Fisher
Oh, gosh. So, actually, I’ll point back to the study, the stuff that came out of, what’s his name, James Clear, the habit book. There’s a lot of science in the book that reinforces the different ways of habitualizing, so I’m going to have to claim that because he doesn’t come at it as a book writer or a business book writer. He comes at it as, “Hey, I have all this research. How do I formulate this into something that people can get something out of it because they need to know this?” So, it is really is a study in book form.

Pete Mockaitis
That’s cool. And how about a favorite tool?

Erik Fisher
So, I probably mentioned some of those but, again, one of my favorites is to go back to Brain.fm. One of the other ones is, actually, this one is called Otter.ai.

Pete Mockaitis
Oh, the transcription.

Erik Fisher
The transcription, yeah. I love, love, love that. So, being able to upload audio files into there and they can transcribe it, or just being able to like turn it on again on my iPad or my phone and I have it recorded and then send it to the cloud and it’ll start transcribing for me is also pretty cool.

Pete Mockaitis
And is there a particular nugget you share that really seems to connect and resonate with folks, you hear them say it back to you often?

Erik Fisher
Oh, that’s interesting. I think it comes down to me giving them permission to not get everything done.

Pete Mockaitis
They need an authority figure like yourself too.

Erik Fisher
Hey, you know, you can get it done, move it tomorrow. It’s fine. As long as you’re not dropping the ball or dropping balls. Like, it’s fine. It’s a matter of which one. Again, you can’t get everything done, not all the time, not at every moment. Like, right now, I’m talking to you. I’m not doing other things but I’m, hopefully, executing well on the thing I’m doing and choosing to do right now.

Pete Mockaitis
And if folks want to learn more or get in touch, where would you point them?

Erik Fisher
Yeah, perfect. It’d be BeyondTheToDoList.com.

Pete Mockaitis
All right. And a final challenge or call to action for those seeking to be awesome at their jobs?

Erik Fisher
I’m going to point people back to where we started and just say, “How much time can you go without your phone?” That’s my challenge.

Pete Mockaitis
Beautiful. Well, Erik, this has been a treat. Thanks for sharing the good word. I wish you lots of luck with your show Beyond the To-Do List, and your many other adventures.

Erik Fisher
Thank you very much. Thanks for having me.