Rookie question - integrating with others

Hi! New here, purchased the full package and going through the workshop as we speak.

What I’m pondering is - how do you deal with integration?

In my current situation I have these areas:

  1. My personal
  2. Our family (wife + daughter)
  3. My business (which is technically a holding co with 1 sub-co and soon 2 sub-co’s underneath)
  4. My learning & projects (which is basically me coding/experimenting without a customer explicitly paying me to do so and potential new businesses that might end up in 3. or things i sell to clients in 3.)

A lot of stuff in 1. and 2. and some from 3. is relevant to my wife
A lot of stuff in 3. and 4. is relevant to (some of) my colleagues

Do you approach this system fundamentally as 100% your own? (I’m a lone wolf by default so that approach appeals to me but I can already see the friction it will create at home and at work.)

Love to hear opinions about this.

And, throwing in a bonus question (edit) while we’re here: in my business we do marketing technology implementations. Roughly speaking we have 8-10 concurrent active clients and 2-4 rotating ones with projects in and out. Although the work is often very similar, there are a lot of differences… Would you go with:

Area 2 = business + category 2 = Clients . 3-level-deep client ID - folder per deliverable

22.038 - The Deliverable

That allows for 999 clients which should suffice and keeps everything tied to the client.

Hi Rick!

On the splitting/sharing of Life Admin with the family, this is a common question that I keep meaning to address. :expressionless_face: But I just had a great idea. Watch this space.

Until then, there are threads here and on Discord. You just have to find then pull on them yourself, which isn’t ideal.

On the business question if you have a rotating client base I’d probably keep the active work in Small Business’ 34 Orders & jobs. Subfoldered there by client probably. But would need more info/to think about that one a bit harder.