💪 "Systemize your Life" with Chelsi Jo Moore [Use Case Q&A]
Hello and welcome to the April edition of our Use Case Q&A series!
In this series, we'll share real-life examples of how people use Meister products in a variety of industries - You'll find inspiration, tips and creative new ways to use our tools.
Today, we’re speaking with CEO, podcaster and mom @Chelsi Jo Moore about how MeisterTask can be used to systemize your operations, leaving you with more time to spend on the things that really matter.
Ready to find out how you can go from overwhelmed to organized with MeisterTask? Read on!
Got your own use case you'd love to share? Reach out to @Andrew Lapidus or me!
"Systemize your Life" with Chelsi Jo [Use Case Q&A]
Good afternoon Chelsi, we were so thrilled to see your enthusiastic introduction in the Community and are even happier to have you here with us today! Please tell us some more about yourself and what you do.
I was born and raised in the American Southwest. From a young age, I knew that I wanted to do big things with my life, but I never knew how this could coincide with having children. I poured myself into my career first, and then in my 30s, at the peak of my corporate career, I decided it was time to have a family.
I soon realized I wanted to be with my kids full-time while still pursuing the passions I had outside of motherhood. This is where I saw a gap in the market for my business: now, I teach work-from-home moms how to consistently grow their own businesses without neglecting their families in the process.
In order to scale my business quickly, I knew I needed systems; I created a home management system as well as a task management system in MeisterTask. This combination allowed me to have more time to work on scaling my business without cutting corners at home. These two systems are the backbone of what I teach to thousands of work-from-home moms through my podcast, Systemize Your Life.
For multiple six- and seven-figure business owners, I have recently released my TOBOS certification. This provides business owners with a company-wide Total Online Business Operating System and allows female CEOs to regain hours for their personal lives. I help these CEOs clean up their operations and fall back in love with their careers. How do I achieve this? By placing MeisterTask at the core of everything I teach.
Did this background inspire you to build your business on helping other moms succeed professionally?
Yes, I grew up thinking I had to choose between a career and family because I never saw anyone succeed in both. When I became a mom, I was already too deep into my career to simply let this side of my life go. I found a way to do both as well as I could, and realized that it's actually very possible: it just requires systems. I started perfecting my systems and making them plug and play for others. Since then, I've seen women's lives, homes, families, and businesses completely transformed.
You've mentioned your life turned around when you implemented your three core systems. Could you talk us through these systems and the organizational challenges they helped you overcome?
The three core systems I use to manage my home are my 5 Block Time Blocking Method, my Great 8 Fundamental Needs System, and my Menu Board Meal Planning System. When it comes to crushing my workload and being able to close my laptop at the end of the day, I rely heavily on my task management system within MeisterTask.
Knowing exactly who needs to do what each week and keeping tasks automated has reduced my weekly workload by 95%. The most important things for me and my husband to feel fulfilled and avoid burnout are my Great 8. We use this system every single week, without fail; it has kept us on the same page, supporting each other on a deeper level, and thriving in parenting and running businesses.
I cannot describe the joy I feel knowing my house is being maintained even when I am busy with my business, and vice versa. Being able to see what needs to be done in both areas of my life at a glance and automating as much as possible has helped me be truly present in my life.
It can't be easy to manage 15 different people - How do you use MeisterTask to support you as a manager?
I created TOBOS to help me manage the many moving pieces in a rapidly growing company. Its core is task management (in MeisterTask). After trying several other task management tools, I realized MeisterTask was far superior in user experience and its clean design.
In MeisterTask, I've developed an easily repeatable task management system that I put in place for every process at my company - from my operations manager to my brand new interns, every single person uses MeisterTask to navigate what needs to be done. We manage all meetings, events, projects, and recurring tasks within a series of MeisterTask workflows.
I centralize everything in a project board I call my cockpit; this is where my team goes to see a total view of everything that needs to be done and how long it will take to complete each task. With this careful management, I am able to run my business in 25 hours/week and help TOBOS-certified clients get better sleep, save money, and retain team members. I am truly so grateful to have MeisterTask as the platform for my method.
Besides managing your team, you have your podcasts, blog and other personal projects. How does MeisterTask help you coordinate all of these projects?
I have a content calendar in MeisterTask where I can see every piece of content that goes out and what channel it's going out on each day of each week for each month. My entire team has access to this board so everybody can see what the company is producing for marketing, and which tasks they are responsible for.
We're always interested to hear how productivity experts use automations. Which automation brings you the greatest peace of mind in your busy day-to-day?
There are so many amazing automation options! My go-to productivity hack is to pair simplicity with automations, so I would have to go with the automation that reassigns a task to a new person when it's added to a different column. This allows us to reduce unnecessary back and forth between colleagues because it's always clear when somebody has completed a dependent task.
As you're a productivity guru, we have to ask: What is your one top tip for going from overwhelmed to organized?
That's an easy one - SYSTEMS! A proven system that you can apply to your daily life will save you time, money and an enormous amount of stress. Running around putting out fires every day with a super long fancy to-do list is the number one reason most people are drowning. Create a system that allows you to regain control of your home and your business.
Finally, do you have any resources you'd like to share with the Community? For example, we'd love to listen to some of your podcasts!
Yes! I have several episodes on my podcast sharing amazing tips on how I use MeisterTask. Simply go to your podcast player and search Systemize Your Life. With a quick scroll, you'll find an episode you love - we have over 350 to choose from so go binge your heart out!
💡 The best way to find a specific episode is by searching our vault. This is a searchable spreadsheet where you can type any keyword (e.g. "workflow") and instantly find all the episodes I have ever recorded relating to that topic. If you are an Apple Podcast user, the episodes are linked directly inside the vault for you to access with a click. 💡
Here is an episode to get you started:
My website is also full of information on my home management system, business task management system, and my TOBOS certification.
Thanks so much Chelsi, it's amazing to hear how MeisterTask has helped you educate others to be successful! How can users reach out to you for more information?
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