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Disclaimer: This case study covers only snapshots of the actual execution report which is more detailed.

Case Study: Emily Carter

Age: 33  |  Location: San Francisco, USA
Role: Product Manager at a mid-size SaaS company

What Emily Was Struggling With

“Busy but unsatisfying.”

Emily juggled a demanding product role while trying to write a book. But she constantly felt stuck in shallow execution. Despite staying busy, nothing meaningful moved forward. Her days ended with energy crashes, inconsistent focus, and task-hopping — leaving her drained and demotivated.

What She Thought Was the Problem

  • “I just need better time management.”
  • “I should plan better — and stick to it.”
  • “Maybe I need more discipline or willpower.”

What She Was Trying Before

  • Pomodoro technique daily
  • Multiple planning tools (Notion, Todoist, Google Calendar)
  • Daily checklists with aggressive batching
  • Weekend journaling and weekly reset rituals

What Our Diagnostic Revealed

Emily wasn’t lacking discipline — she was running the wrong system for how her brain naturally operates.

Her productivity breakdown followed a predictable pattern rooted in how she processed decisions, handled cognitive load, and maintained momentum.

6 Key Behavioral Mismatches

  • Cognitive Friction: High — needed clarity + emotion-weighted tasks
  • Energy Dip: Post-lunch crashes misaligned with task demands
  • Perfection Anchor: Avoided starting unless everything felt 100% ready
  • Over-Planning: Mental fatigue from rigid planning systems
  • Validation Loop: Executed better under external deadlines
  • Persona Type: “Strategic Switcher” — collapses with too much freedom

Inside Emily’s Execution Blueprint

12 Precision Insights

  • Peak focus was 9:30–11:45am — but blocked with standups
  • Energy collapsed between 1:30–3:00pm — yet complex tasks were scheduled
  • Needed emotional anchoring (not logic) to engage with creative work
  • Visual overload in Notion created task aversion
  • Scored high on cognitive friction — yet used a switch-heavy system
  • Rigid plans killed momentum — needed flexible blocks
  • No ritual for recovering post-interruptions
  • Task design emphasized completion over progress
  • Relied on others’ deadlines — lacked simulation for personal goals
  • Entry anxiety from unclear task descriptions
  • Reward system was extrinsic — internal goals felt unimportant
  • Needed weekly emotional reset to prevent “restart syndrome”

What She Was Solving Incorrectly

  • Treated energy crashes as a discipline issue — used caffeine instead of restructuring tasks
  • Over-engineered her task planning — added complexity instead of simplifying
  • Mistook procrastination for laziness — it was perfectionism in disguise
  • Used Pomodoro for structure — but it disrupted deep work rhythm

The Personalized System We Designed

Core Strategy: Emotion-first planning + energy-aligned execution windows + friction-tailored rituals

  • Protected 9:30–11:30am for creative, strategic work
  • Voice-note previews to emotionally prime solo tasks
  • Simplified 3-bucket view (Notion → Trello)
  • “Why now” entry cue + decompression reset before major tasks
  • Recovery blocks after interruptions
  • 72-hour Goal Looping system for focus + alignment
  • “Accountability Mirror” journaling to mimic stakeholder pressure
  • 15-minute Friday Closure Ritual to kill restart anxiety

Why It Worked

  • Aligned with how her brain works: logical, but emotion-anchored
  • Eliminated rethinking loops
  • Created consistent emotional payoffs
  • Defined success as starting and following through — not perfection

Impact in 3 Weeks

  • Tripled her weekly priority hit rate
  • Resumed 2 major projects that were stuck for months
  • Reported being “in flow” on 80% of workdays
  • “This is the first time a system didn’t break by Day 4.”

“I thought I had a discipline problem. Turns out, my whole system was wrong for how I think. My coach helped me see what was really going on — and finally built something that works with me, not against me.”

Emily Carter