Online organization
Hey All,
I am a self employed- work from home- father of two girls, 5mo/5yr respectively. I work hybrid in the sense that my job( Cycle Coaching ) requires me to work primarily online through a platform called TrainingPeaks. It's basically a calendar with attached messaging, workout libraries( that I create and manage) and analytical tools to help breakdown performances. I also do in person work with my athletes or small to large groups. I am self lead in my education and have found many good mentors to help me along the way. However, non of them have ADHD and relate to some of my struggles with organization. In fact, so many of them are really un-organized but are able to deal with it seemingly just fine, or perhaps it doesn't effect them mentally like it does me.
I am looking for advice on how to stream line my work flow to make information storage and recall easier for my brain to handle. I get overloaded when I open my computer, look at my lists( sometimes paper- BulletJournaling- and sometimes online based. BulletJournaling has been really helpful for me, especially around time organization( I am very time blind). but doesn't always work with my daily work flow. I use Google Workspace to try and stay in one system. I use apple computers and know that there are plenty of like options between the both. I use separate google calendars for work, personal, family. Then I use a totally different and non-integrating calendar for all of my athletes.
I can make notes on a scrolling tab within the workflow, although it requires a second window to be open to make it usable as I go. I also do most of my consultations via phone or Zoom( sometimes Meet). I have 45min with each client and there is usually a lot going on. So taking notes while I go really kills my listening ability. I use the Zoom AI note taking and thats useful. I sometimes then Copy and paste that into the TP notes.
My main issue with the TP platform is that they do not have a "reminder" capability. So, I then have to use my Gcal or Reminders to make sure I get follow up things done in a timely manner. It works great except that it's another platform to manage and going between the two can be really challenging for me. I also often forget to go and make reminders because, ADHD and needing to move onto another task.
Beyond the client interface work, I struggle with the financial management of my job too. Setting up qtrly payments for taxes, checking my bank account and paying myself, etc...
I am curious if anyone has a similar job or need for this kind of work flow. How do you manage your notes, set reminders or set up future tasks and follow up? I am really good at my main job, coaching. It's the rest of the business part that gets muddled up. Especially when I have two kids and a spouse who all vie for my attention during the day.
Thanks for the help here.