Agent Efficiency & Focus Worksheet

🏡 Agent Efficiency & Focus Worksheet

Set the Goalpost and Gameplan (4DX)

Wildly Important Goals (WIGs) What are 1–2 game-changing goals for this quarter?

WIG #1: ____________________________________

WIG #2: ____________________________________

Lead Measures What daily/weekly actions will drive those goals?

* ________________

* Your Scoreboard

How will you track progress? (Circle or write your method) Whiteboard | Spreadsheet | Sisu | Other: __________ Cadence of Accountability Who will you check in with weekly?

* Name: _____________________________________

* Check-in Day/Time: ___________________________

Get Things Done (GTD)

Capture (Brain Dump) List your current tasks, ideas, and to-dos:

* ________________

* ________________

* Clarify / Organize

Label each item: Trash, Delegate, Defer, Do Now

* ________________

* Weekly Review Day: __________________________

Prioritize Daily

Top 3 Priorities for Tomorrow:

1. ________________ 2. ________________ 3. ________________

Time Blocking

Plan your ideal workday. Use real blocks of time. Time Activity 9:00–10:00 AM

10:00–11:00 AM

11:00–12:00 PM

1:00–4:00 PM

4:30–5:00 PM

How will you protect these blocks from distractions?

Checklists for Repeatable Success

List 2–3 processes that need a checklist in your business:

* ________________

* ________________

* Use ChatGPT prompt:

“Create a checklist for [process]”

Email & Communication System

Folders: ☐ @Action ☐ @Waiting ☐ @Reference ☐ @Someday Email Triage Times:

* Morning: ___________

* Afternoon: __________

ChatGPT Prompt: “Summarize this thread and give me 3 action items.”

Putting It All Together

Focus Area Technique AI Integration Goal Clarity 4DX: WIGs + Lead Measures ChatGPT helps define/track Task Management GTD Method ChatGPT organizes your inputs Calendar Control Time Blocking ChatGPT builds schedule templates Daily Focus Top 3 + ABCDE Method ChatGPT helps prioritize Process Control Checklists ChatGPT builds & saves lists Inbox Efficiency GTD Folders + Time Blocks ChatGPT drafts, flags, extracts Weekly Planning GTD Review + 4DX Check-in ChatGPT creates recaps and prep notes

✅ Final Commitments Before you leave today, write down your next steps: 1. I will time-block for: ____________________________

2. I will choose my Top 3 each morning at: _____________

3. I’ll use ChatGPT for: ________________________

4. I will do my weekly review every: ________________