The Daily Review Routine That Earned Me $3.3M in Less Than 4 ½ Years

How I end each day is just as important as how I start it. It’s the other half.

The yang to the ying.

It’s a part of my overall personal operating system that makes high-level success repeatable. In the morning I have a plan and at the end of the day, I analyze how well I executed that plan. Further, I assess if I’m meeting my personal goals and I prepare for the next day’s success.

By implementing this routine, I’ve been able to optimize my productivity and it has played a key part in helping me close over $27,332,535.61 in SaaS ARR bookings in 43.5 months, while personally bringing home almost $3.3M. But more importantly, I do it all while not burning out! Here’s how it works, and if you missed my Daily Start Routine, check it out here.

My Daily Review Routine Breakdown

I start and end every workday in Sunsama. If you haven’t heard of it yet, it’s a daily planner designed for elite professionals that plugs in your calendar, email, and more. It’s easily been the top tool in my workday tech stack.

It makes work calm and zen-like so that I can get into flow state and maintain it consistently throughout the day.

Once I finish my work, I’ll head over to Sunsama and open my task titled “Daily Review Routine.” It’s saved as a recurring task that shows up in my calendar every weekday.

What does my Daily Review Routine include? It has the following list of preset activities:

Brain dump in Todoist: Todoist is a task manager I use in collaboration with Sunsama. I start my review by clicking over to Todoist to unload anything on my mind from the day. By doing this, I don’t feel I have to remember it after hours when enjoying time with my wife.

Manage tasks in Todoist: Next, if there are any tasks that I didn’t get to, I can move them to the following day. I can also prioritize them using colors. I set priority tasks as red, secondary tasks as orange, and low priority tasks as blue.

Review productivity in Sunsama: Once I’ve managed my leftover tasks, I’ll head back to Sunsama to review what I planned to accomplish that day and what I completed. I can also get a glimpse at how many hours I worked, although I use another tracker for a more detailed record (more on that later). >>

Plan for tomorrow in Sunsama: The next step is to plan for the following day. I view all of my tasks which are color-coded based on priority (thanks to the Todoist integration).

Then, I start by adding my meetings and Daily Start Routine into my calendar. Next, I block off working periods. However, not all working periods are the same. I designate my hours of peak energy, hours when my energy dips, and hours when I’m rebounding.

Then, I review my tasks from Todoist and drag them over to schedule them according to the energy they require (the prioritization by color helps here).

For example, writing a proposal would require peak energy and deep work, so it would be a priority scheduled at the beginning of my workday.

Update my personal tracker: With my day planned, I open up my personal tracker where I track things important to my daily success, including:

• ‣‣ My health data from my morning routine.
• ‣‣ My Pomodoro timer which tells me how many focused efforts I’ve completed during the day.
• ‣‣ How many tasks I completed compared to my goal in Todoist.
• ‣‣ How many planned tasks I completed in Sunsama.
• ‣‣ My Karma score in Todoist. You get points for completing tasks and using all the functionalities available.
• ‣‣ My hours worked according to Timeular. I track my time whenever I start a new task using this tool so I can get an accurate view of my actual time worked. I target eight hours ‣‣ of actual work per day.
• ‣‣ My 5 intentions score, which I keep track in my Daily Planner and Journal. The flow score is the sum of scores on the following five areas:
  • • Did I show gratitude?
  • • Did I complete my most important task for the day?
  • • Did I work out?
  • • Did I share a discovery (post on social media)?
  • 8 Did I complete my monthly ritual? Mine is deep breathing for 5 minutes as part of my daily start routine. I keep it simple and the same.

My personal tracker includes a formula that adds up all of the above information to give me my Thrive score which can range from 1 to 10. This helps me to understand how I’m performing in relation to my goals across the board. If I get over 30 (42 is perfect), it’s a great day.​

Write down a takeaway in Sunsama: My last step is to write down a takeaway from the day. And that’s it! That’s my Daily Review Routine which auto-schedules at the end of each work day. It helps me to decompress from the day, plan for success the following day, and understand my performance/progress.

In a perfect world, I would complete both my Daily Start and Daily Review Routines every day but, of course, life does get in the way. Sometimes I’ll need to skip one or the other but I focus on making that the exception, not the rule.

How Does My Daily Review Routine Lead to Success?

By creating this routine and implementing it, I’m able to make meaningful and trackable progress towards my goals. It helps me take control of my time and my days to make them as productive as possible.

With my plan all set for me, I can hit the ground running, limit distractions, and get into a good flow state where I’m focused on deep work that’s most important. I know that if an email or notification comes, I have a designated time scheduled to check it so I don’t get pulled into multi-tasking.

If you’d like to create a similar routine, here are a some key tips to keep in mind:

• ‣‣ Identify your biggest goals and figure out what behaviors you can track each day which will help you get there.
• ‣‣ Track the time you spend on each activity.
• ‣‣ Prioritize your tasks.
• ‣‣ Pay attention to your energy patterns (e.g. track when you have the most energy and focus, when it dips, and when it rebounds).
• ‣‣ Plan tasks according to your energy levels.
• ‣‣ Prepare the night before so you can hit the ground running in the morning.

Here’s to your success!

Get Started With Yours Today

I would have never been able to incorporate the Daily Review (and The Daily Start Routine) if it wasn’t for Sunsama. It costs me only $20 a month and is the best $20 I spend each month. If you want to try Sunsama for free for 2 weeks, visit here.

And if you want 1:1 access to me where I go deeper on my personal operating system, text 917-810-2325.

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When you’re ready, here are 3 ways I can help you:

1. Get the exact system I’ve used to go from earning $200K to over $1M a year in SaaS sales without burning out here. (1,700+ students)

2. Join a community of Purpose-Curious™ sellers in the Make More Hustle Less Club where we develop a personal operating system together here. (300+ members)

3. Book a 1:1 coaching session to up-level your performance here. (Limited spots available)