Persona Board

Jake Thompson
Everyday Professional.

Jake spends most of his day on calls, in meetings, or traveling to customers. Between work, family, youth soccer, and keeping up with life, he realized good intentions were not enough anymore.

38 Husband Dad of 2 Golden Retriever Owner Enterprise Sales Director

"I'm not trying to be perfect. I'm trying to avoid drifting."

Jake's Philosophy
What Jake Tracks

His board has four lanes.

The goal is not to track everything. Jake keeps the board focused on the areas where drifting would cost him something.

Health
Workout
Move daily
10,000 Steps
Move daily
Drink Water
Daily water
Protein Goal
Daily rep
Sleep 7+ Hours
Rest target
Family
Family Dinner
Check in
No Phone During Family Time
Check in
Read With Kids
Daily reading
Date Night Weekly
Check in
Professional
5 Meaningful Customer Conversations
Daily rep
Follow Up Inbox Zero
Daily rep
LinkedIn Engagement
Daily rep
Daily Planning Session
Daily rep
Personal
Read 10 Pages
Daily reading
Gratitude Journal
Reflect
No Alcohol Weekdays
Daily rep
Example D/R Board

Not everything gets the same pressure.

Non-Negotiables count toward the daily board. Track Only adds context. Goal cards show which habits are actually driving progress.

Non-Negotiables

Workout
Move daily
Any
Family Dinner
Check in
PM
Read With Kids
Daily reading
PM
5 Customer Conversations
Daily rep
Any

Track Only

Water
Daily water
Protein
Daily rep
Steps
Move daily
Sleep
Rest target
LinkedIn
Daily rep
Reading
Daily reading

Use this setup as a starting point, then tune it in D/R.

Copy This Board
Why He Uses D/R

A system for ordinary pressure.

Jake is not chasing a fantasy version of himself. He is trying to stay anchored to the promises he already made.

He's not trying to

  • Become a bodybuilder
  • Become rich overnight
  • Wake up at 4 AM

He's trying to

  • Stay healthy
  • Be present for family
  • Perform at work
  • Keep promises to himself

Jake's reason

"I don't need another productivity app. I need a place that reminds me what I said was important."

Build your board around what matters.

Start with a few commitments. Tune the system as your life changes. Sales professionals can also start with the sales goal tracking guide.

See Pricing