A Weekly Organization System That Unlocks Compounding Value

Welcome to Lesson 09 of The Purposeful Performer!

This week, we're diving into The Weekly Organization system—the third of the four essential calendar commitments in your high-performance operating rhythm.

When you manage your work like a CEO rather than just an employee, you begin thinking differently about your time, energy, and attention, and it ensures you're working on your business, not just in it.

By implementing the CADI Framework (Clarify, Assign, Do, Improve), you'll transform your scattered tasks into a purposeful system that elevates your performance while reducing mental load.

Total points up for grabs: 20

To keep things flowing, organize often

The weekly organization routine is a 90-minute session I encourage you to hold sacred one day every week. It's where you take a step back from the day-to-day hustle to work on your business rather than just in it.

This isn't just about checking off tasks—it's about treating your territory like a CEO would run a company. When I left LivePerson in 2022, the accounts I had closed were producing $27.3M in annual recurring revenue (ARR). That's the size of Flodesk, a startup with 50 employees and 80,000 customers!

Running that level of business requires proper systems. Your weekly organization routine is where you:

1. Clarify: Get everything out of your head and properly labeled

2. Assign: Decide who should handle each task (delegate, outsource, automate)

3. Do: Process obligations and high-value work strategically

4. Improve: Find ways to get better at your most important recurring tasks

By spending 90 minutes once a week building this muscle, you'll gain back hours of focused time and dramatically improve your results. More importantly, you'll shift from "I have to do this" to "I get to do this"—a powerful mindset transformation that produces your best performance.

Why does it matter for a Level II Revenue Generator?

After many years of studying and practicing Buddhism, I wanted to live up to the principle of Right Livelihood, the concept that your work is seamless with your ideals.

As you learned over past lessons, that starts with zooming out to get better connected with what you’re doing and why, and then staying connected with those values frequently.

In strategic tech sales and modern life, you face many challenges at once. You need a system to identify what's important and focus on valuable work to excel in your field and live a noble life.

The Weekly Organization is a simple system that enables this intention.

Prioritize a system that unlocks compounding value

Managing an account list of 50 accounts is hard, let alone 100, 250, or more. Without a system, it's easy to get overwhelmed, reactive, and ineffective.

I learned this the hard way early in my career. Before developing my Weekly Organization system, I was constantly putting out fires, missing opportunities, and feeling perpetually behind. This left me feeling frustrated and created an unsustainable workload.

The game-changer came when I started treating my Friday mornings as sacred time to organize. This allowed me to:

• Clarify exactly where I should focus the following week

• Ensure nothing important fell through the cracks

• Partner with the right people to help progress deals

• Outsource low-value tasks or offload non-essentials

• Create a safe space for high-impact strategic work that lit me up

This practice became especially critical when I moved into strategic accounts at LivePerson, where deals were larger, more complex, and took longer to develop. The CADI Framework (Clarify, Assign, Do, Improve) became my secret weapon for managing these demanding accounts while maintaining control of my calendar.

After implementing this system, I noticed I was calmer on Sunday evenings knowing Monday wasn't going to be chaotic. I started each week with clarity and confidence because I had already mapped out what mattered most.

Below I will share exactly how it works and how to put it into action this week (as well as the most popular workflow infographic I’ve ever created for the community).

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