My desire is to provide our family with a solid foundation of core systems that help you live a better life with intention and gain the motivation and focus to get stuff done.

We want to help you turn the knowledge that you've learned from books, articles, podcasts, etc. into actionable templates inside your life management system.

You know yourself best, so we expect you to tweak the dashboards and databases we've provided to accomplish what you need to accomplish. Based on the resources of our members, we've found that there is a spectrum of approaches to customization, and we want to give you guidance no matter which type you are.

We've found that our members fall into between the 3 following categories.





Enjoys existing properties, functions are satisfactory.

Has taken one or two templates from other creators.

Minor aesthetic changes (including theming).


Added and removed a few properties to fit their needs.

Has created their own templates and using templates from other creators.

Created a few unique dashboards and views.


Changed and renamed properties like formulas, relations, selects.

Has created their own templates and combined templates from other creators.

Created many unique dashboards and views.

System Updates

We push releases on the 1st week of every quarter so our patrons can conveniently improve their systems with the latest innovations built LIVE and off-camera.

We're trying our best to keep changes well documented, so you know exactly what you're benefiting from whenever a new version comes out. You have the following resources to reference:

  1. Browse the update notes to read the detailed documentation

  2. Watch the livestream where I will showcase and explain major changes

We have 3 types of upgrades:

  • ✨ New Template

  • 🔨 Enhancement

  • 🐞 Bug Fix

Depending on your user style, you will benefit differently from each type.

Casual Users

Most of your modifications to the system will be on a data level, meaning that you can simply migrate all of your data into the new databases and you can benefit immediately from the upgrades.

For dashboards that you have customized, simply take the old dashboards and replace the old views with views from your new system.

Moderate Users

You have the option to keep your existing workspace and manually integrate the updates, or migrate to the new package. If you're looking to restart from scratch, then you can choose the latter.

Power Users

There is a high likelihood that you will have too many changes to migrate your data, so the recommendation is to keep your existing workspace and simply take what is useful from the new updates.

How To Upgrade

Migrate Your Data

  • Choose the databases that you want to keep the data.

  • Move the data into the new databases.

Integrate New Systems

  • Take new templates and move them into your current workspace

  • Read the enhancement notes and copy what is useful

  • See bug fixes and take what is necessary

Fast Track Your Mastery

Learn the principles behind our systems with our 4-week boot camp designed to help you go from zero to hero with being intentional and gamifying your life.

If you'd like a personalized approach, we offer 1-on-1 support with setting up your system from scratch and customization of your system to fit your unique life.

If you'd have any thoughts or feedback to improve this article, please enter your contributions via the chatbot on the bottom right of the screen.

Thank you for helping our family level up!

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