Digital Detox Accountability Report for March
Time for the Digital Detox Accountability Report for March!
How I Used AI to Help Me Migrate to HubSpot CRM
Try HubSpot CRM for Free at https://jcasabona.com/hubspot
Learn how to seamlessly migrate your data from a custom CRM to HubSpot using AI-assisted import templates. This guide shows you how to get up and running in minutes without losing any important information.
Why I Finally Quit My Custom App for HubSpot CRM
Try HubSpot CRM for Free at https://jcasabona.com/hubspot
Building a custom CRM feels like a dream until the "links" start to break. So today, I’m sharing why I moved my entire lead tracking and deal flow from a custom setup in Notion to HubSpot’s Free CRM.
I’ll walk you through my "Fewest Links" philosophy and show you exactly how I used AI to migrate my data without losing a single contact. If you’re a solopreneur feeling overwhelmed by your current "clever" system, this is for you.
In this video, you’ll learn:
- Why custom-built systems eventually break.
- How to use HubSpot’s import templates + AI for a seamless move.
- The 4 native integrations that save me hours of manual entry.
How to Understand How You Work with a Task Journal
My absolute favorite task manager is Todoist. I’ve been around the block and used all the major ones — from Remember the Milk to OmniFocus and everything in between. Todoist is the best for me.
But a task manager only tells part of the story — it tells us what we got done.
It doesn’t tell us anything about how we were feeling that day. How many tasks did we move or ignore? How many have we checked off just so we’d stop seeing them?
And it shouldn’t. That’s what task journaling is for.
Here’s how to get started:
- Pick three and only three tasks for the day
- Check in with yourself at midday
- Assess at the end of the day — what worked, what didn’t, and why
Do this for two weeks, and you’ll have a clearer picture of how you actually work — and what it takes to protect the time that matters most.
Want some help?
Try the Daily Three Task Journal app (currently in beta on TestFlight) or grab the free Notion template at streamlined.fm/app. And if you already use some form of task journaling, I’d love to hear about it — head over to streamlinedfeedback.com and let me know.
Show Notes
- (00:00) – What Is Task Journaling?
- (04:26) – The Daily 3 Task Journal System
- (06:59) – Understanding Your Green Zone and Red Zone
- (11:04) – How I Built an iOS App for This Method
- (13:17) – Where to Find the App and Notion Template
Simplify your tech stack at https://streamlined.fm/tools
What High CO2 Levels Taught Me About Fixing My Business
We’re coming out of a long, cold winter, and I’ve gotta say, I’m pretty excited about it. There was one point where we were all just feeling super sluggish — and more than just that kind of “it gets dark at 5pm” sluggish. Like…
The post What High CO2 Levels Taught Me About Fixing My Business appeared first on Streamlined Solopreneur.
3 Reasons a Podcast Planner Is the Most Important System in Your Workflow
My accountant once turned pale white when I told him I was keeping my business records in a shoebox. Lucky for him, I was just joking. A shoebox isn’t a system. I see the same thing happen with podcasters all the time. When I ask how they’re keeping track of their episodes, the most common answers are “I…
Why I Love Baseball
For some people, their entire personality is wrapped up in their politics, their religion, or their job. For me, it’s baseball.
3 Ways I’m Using Raycast AI to Save Hours
I'm not an AI hype guy, but I am a systems guy. I’ve found a way to make AI actually useful without the bloat. It's all happening inside Raycast. Whether you're a solopreneur trying to save time or just want a better way to interact with LLMs, these three specific frameworks will change how you work.
"If you found this video helpful, don’t forget to like and subscribe for more productivity tips! Also, comment below on how you plan to use Raycast AI in your own workflow!"
Chapters
0:00 Introduction to Raycast AI 0:49 What is Raycast? 1:17 Pricing and AI Models 2:42 Way 1: The Basic Chat Interface 5:37 Way 2: Interacting with Apps 7:05 Way 3: Using AI Presets 8:58 Configuring AI Settings 10:48 Conclusion and Recap
Daily 3 Task Journal: A Simple System for Understanding How You Work
My absolute favorite task manager is Todoist. I’ve been around the block and used all the major ones — from Remember the Milk to OmniFocus and everything in between. Todoist is the best for me. But a task manager only tells part of the…
The post Daily 3 Task Journal: A Simple System for Understanding How You Work appeared first on Streamlined Solopreneur.
3 Lessons Solopreneurs Should Take From the Olympics
I loved watching the Olympics this year — more than usual. Part of it was the great stories and incredible performances. But a big part of it was that it was a celebration of human accomplishment.
I believe firmly that AI can’t replace the actual good, worthwhile work we do…and the Olympics is a shining example of that. So for this episode, I wanted to share 3 lessons I think every solopreneur should learn from the Olympics.
- You need your own “taper day”: Why working harder actually makes you worse at running your business.
- Lasting gratification is better than instant gratification: Using technology and AI to polish your work, not replace your unique human contribution.
- Friction Management: How to “sweep” your business like a curler—removing obstacles to your goals while adding healthy barriers to distractions.
Want to reduce the friction in your business? Take the free tools audit: https://streamlined.fm/tools
Show Notes
- Why “Working Harder” Is Making You a Worse Solopreneur
- Beyond Box-Ticking: How to Build an Olympic-Caliber Business
- Why Curling, and Your Business, Relies on Friction Management
Have thoughts? Send feedback to https://streamlinedfeedback.com
- (00:00) – — Lessons for solopreneurs from the Olympics
- (01:35) – — Lesson 1: Why elite performers prioritize recovery over 100% effort
- (02:56) – — Debunking the “hustle culture” myth of being always available
- (05:57) – — Lesson 2: Going beyond box-ticking and the limits of AI shortcuts
- (08:19) – — Using technology to automate the boring stuff, not the high-leverage work
- (09:48) – — Lesson 3: Friction Management (Lessons from Curling)
- (11:54) – — How to strategically apply and remove friction in your daily workflow
- (13:49) – — Small adjustments that lead to a smoothly running business
- (15:59) – — Closing thoughts and where to send your feedback
Simplify your tech stack at https://streamlined.fm/tools