Episode 54

Ep 54 - Discover how Reflect.App can UpLevel Your Investing & Business Success

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Show Summary:

In this episode of the Wisdom Lifestyle Money Show, host Scott Dillingham welcomes Sam Claussen, the head of growth at Reflect app. Reflect is a note-taking app designed for business owners and investors to keep track of their projects and tasks. Sam demonstrates the features of the app, including voice notes transcribed by Whisper AI, a built-in calendar, and the ability to create and organize notes using tags and backlinks.

Sam explains that note-taking is essential for entrepreneurs and founders who juggle multiple projects. Reflect simplifies this process with its user-friendly interface and customizable note-taking system. The app offers a Daily Notes format, where users can organize their tasks and log their activities. Meetings can be integrated into the notes, allowing users to take notes during brainstorming sessions or team meetings. Reflect also provides a contact list feature that acts as a personal CRM, helping users track their relationships and relevant information.

The conversation shifts to the use cases for Reflect, specifically in real estate investing. Scott and Sam discuss how the app can be utilized to manage rental properties. Users can create notes for each property, add tags for easy organization, and document details such as tenant information, property managers, and maintenance tasks. By utilizing backlinks, users can quickly navigate between related notes and maintain an organized system for property management.

The episode further explores the AI capabilities of Reflect. Sam demonstrates how voice notes can be transcribed with high accuracy using Whisper AI. The app's AI assistant offers various prompts that automate note creation and formatting. These prompts can be customized, allowing users to generate to-do lists, summaries, and detailed action items from their notes. Sam mentions other AI features, such as an executive assistant plugin that divides meeting notes into key takeaways and action items. He also mentions the possibility of using AI to suggest YouTube video tags and integrate property alerts from sources like Zillow into Reflect.

Sam concludes the episode by discussing the future developments planned for Reflect, including the implementation of a local AI system. This would enable advanced features like semantic search and the ability to ask questions based on the content of notes. The goal is to enhance the organization and retrieval of information within the app, providing users with a powerful tool for managing their projects and tasks.

To try the app on a free trial visit https://reflect.app/

To see what Sam is up to visit https://www.startupcookie.com/


Scott Dillingham: Welcome to the Wisdom Lifestyle Money Show. I'm your host, Scott Dillingham today I've got a super special guest with us today. I'm really excited to welcome Sam Claussen to today's show. He's the head of growth at Reflect app, which is one of the latest and greatest note taking apps which is awesome for business owners and investors to keep track of everything.

So welcome, Sam.

Sam Claussen: Thanks, Scott. I appreciate it. It's It's great to take you through the app and kind of show you what it can do for entrepreneurs and investors. Yeah,

Scott Dillingham: no, I love it. So I've personally been using this app and I was debating, there was a couple that I was trying and really trying to master and get something that really worked well for me, and I think this does it.

All right. It's got, and I know you're gonna touch on it, but it's got the voice notes which uses whisper AI's technology to transcribe your voice note. It's got the built-in calendar, right? So all my meetings are there. So if two weeks from now I'm like, you know what? I really need to remember this for that important meeting, I can do it.

I can leave that note. It's got a whole bunch more. I know you're gonna touch on it, but what are you finding, like what are the best use cases for someone who's self-employed or an investor or really anybody? How does using an app like reflect help you?

Sam Claussen: Yeah, that's a great question. So, I think there's a couple of different ways.

The first one I'll bunch into note taking more, more generally, which is, you know, if you are an entrepreneur or a founder and you're working on multiple projects, it's very difficult to keep everything straight. So for me personally, I really, really rely on note taking more generally just to kind of keep everything straight between my reflect work and the newsletter I run and the agency and whatnot.

So, I think just having a note taking system that you're, Kind of in love with is the most important part. And I think that's also kind of the advantage of reflect is that it's very easy to fall in love with. Yeah. Because it's so, so simple and so easy to use. So more specifically to reflect there's a couple things that work really, really well when you're dealing with a couple multiple projects and keeping things straight.

So what you're looking at right now is the Daily notes format, which of course you're familiar with. But if people haven't encountered it before, This is just an ongoing note with a section for each day. It's got the day of the week and the date, and it goes on to infinity. So if I know I need to do something on July 11th, I can just go and write it in here and then it will be waiting for me.

Okay. And how people typically operate out of the daily note is you can actually see my real day here. So this isn't a demo account right thing. This is my full reflect account. So, I've got my to-do list here. So I've got several categories of personal, main work side projects that I can kind of divide up.

Some people do a running log of their day. Okay. So if I were doing that, I could, you know, start a new category and call it daily log and then, you know, I can write this morning I took my dog for a walk. And if you kind of look over on the side here. You can start to see the meetings integrated here.

So this is the call we're in right now. So you kind of touched on this early on, but if you are someone that has a lot of meetings, you can just kind of click on this calendar event here and it will automatically auto-populate it. You can take the emails out if you want. I usually like to keep it clean.

You can have it create a backlink note for you. And if we were, you know, actually having a team meeting or something, I could open up that note and. Take any notes here on what we talked about. If it's a brainstorm, I can write any ideas. And this is all kind of done automatically through that linking format.

Now, if I wanted to, I could also have selected that meeting and added your actual contact in, and then it will actually create a note for you yourself that's got, okay. Your person type, your email, and anything else I want to add in there? So over time, what's nice about this is that you eventually get what's kind of a personal c rm.

I as a marketer sometimes don't like the word CRM cause it feels very salesy. So for sure, I kind of like to think about it more as like an address book or just your contact list. And you can kind of go through and see everyone here and keep track of them. Keep track of your relationships put in any relevant information.

So that's kind of the main structure of Reflect and why it works so well for multiple projects because you can operate off of this daily note format. You can go through adding what happens in your day, and you can back link things along the way. And again, that's what these purple links are that you're seeing here.

Okay. And so generally we recommend backlinking all people, places, things. A good rule of thumb is anything that starts with a capital letter. And over time you can kind of see how this starts to form a graph of ideas. So this is mine here. All of these color dots are just different notes that I have, and these line between them the lines between them are just the bidirectional backlink.

And this is what's known as network note taking. And it, it operates in a very similar way to how our brains work by dissociations between different thoughts and ideas to create new thoughts and

Scott Dillingham: ideas. Absolutely. It's super cool. And you know what, I'm wondering if we can show a live example here. I know you'll have to create a note for this, but let's say, let's just pick a real estate investor.

So let's say I'm a real estate investor and I've got a rental property at 1 23, any street can we show how creating a note for that property, how you can add back, back links to it. So say a tenant calls and says, you know, the toilet's broken. Can we show, you know, an investor what that looks like and how you can keep track of the property maintenance you might need?

Sam Claussen: Ooh, that's a great example. Yeah, let's go through it. What, what was your, what was your fake


Scott Dillingham: draft, let 1 23. Any street. Yeah,

Sam Claussen: any street. Cool. Okay, so if I were operating as a real estate investor, or honestly even an agent or a rental property investor, here's what I personally would do. So, I would create notes with the address as the title of the note as I have here.

Yes. Now, I guess there's another way you could do this. If you had, you know, like tenants or clients, you could also do it by client, but I'm gonna choose to do it by address here. And then what I'm gonna do is I'm gonna create a tag here, and maybe it's just called property. It could be called, you know, rental.

You could call it anything. But what that's going to do is allow me to pull up a list of all of my properties. So, okay. That's kind of the first thing I would do. I would create the note for each property and then add that property tag to it so that I can always pull up a list of those. Okay. And then, so what I would actually do is build a template, and I can actually do that here first.

So maybe we would need some categories like. The type is the property or maybe it's like, I don't know, project is usually what I use. Yeah, we can have

Scott Dillingham: the tenants names, maybe.

Sam Claussen: Yeah, tenants. So we can have name number one or multiple. Yeah. And so then here too let's say I'm the tenant here, so I'm, I would then backlink my name and say, Sam Clausen.

Whoops. That was a previous note I made. I don't, I don't want actually for myself. So I'll create my first contact there and then again here I could then go in and add the person and all of that stuff. But I'll forget about that for now. So I'll say Sam Clausen and maybe my fiance also lives here with me.

And then let's see, we'll have contacts. So that would be the email. So you know, sam@reflect.app et cetera. I always like to have a notes or context category just so that I can write anything as we go. Yeah. What else do you think? Do you think we need any other information

Scott Dillingham: for? Like maybe if there's a property manager, maybe you'd want to have their details there as well.

Sam Claussen: Property manager. Yeah, we can put that. And then I'll just create a fake, a fake person for that. Perfect. Cool. So then, Let's say, I mean, you could add anything here you want, right? Like you could for your own business, you could keep going. But what I would then do is I would then copy this and then I would go add it as a template.

So maybe I'll just kind of name this one property, or I could think of property investments, could do it anything. Then I'm gonna paste this in here and I'm only gonna leave the fill or the blank stuff. I'm gonna take out all the specific information. But I am gonna leave the property tag in there and so then if we create another one, so let's do 1 27.

Any street. Yeah. Then what we can do is just pull up the property template and auto-populates it for us, and we can just kind of go in and start writing this info. And now that we have two, you can see that if we click on the property tag, you can see we're starting to form a list of our properties there through the tag.

So we've got that tagged. We've got the tenants and the property managers backlink. And again, that's kind of what forms that nice categorized, organized map of ideas over

Scott Dillingham: time. Yep. No, for sure. It's super cool. So now if we can show two more examples. So let's go to the daily notes for today's note. And let's say you got a phone call, Sam and your property manager says, Hey, 1 23, any street needs a new toilet.

Can you show how we could mark this on the daily notes without even going into the note to show them what it looks like?

Sam Claussen: Yeah, yeah, absolutely. So for this example, let's maybe ignore my existing ones up there. Again, this is like my real life notebook, so those are actual things I was doing. So ignore that top stuff and I'm gonna maybe create a new one.

Called to do just like I did earlier. And the reason I backlink that is just that I can collect them. You actually wouldn't have to, but I do this every day, so, okay. What I would then do is if I get a call then I think the example you gave was the first property says, need the toilet fixed or something, right?

Yep. Okay, cool. So then I would back link to that 1 23. Any street needs to have the toilet fixed. And so the reason I backlink there is because now you know, if I'm managing several, dozens, hundreds of properties and not gonna keep them all straight I can now go into this and say, okay, which one was that?

Oh, okay, there's the tenants and whatnot. It is occupied. So if I wanted to, I could then create a sub category that says notify Sam Clausen and. Barbara Jovanovich about fixture or repair. And maybe that's something that I need to do before I actually go and fix it. Oops. And so you can see how you can kind of nest things.

If I then had a different one I could then, you know, I don't know, schedule painting for you know, 1, 2, 3. What was it? One to seven. Yeah, it was one to seven that I did any street. So, you can kind of see how those then can kind of form your to-do list for the day. And I like to do it as a to-do list where I put things in the list that I can then go in and check off.

But again, some people do kind of the reverse direction in a daily log. So if I were to do a daily log and let's say maybe it was. The tenant that actually called me and notified me about the toilet. So I could say Sam Clausen called about broken toilet at 1 23 any street. And then you can see how that's kind of the same thing, right?

It's like something that happened that I need to do. It's just the different direction. It's a to-do list versus a log of what actively happens in the day.

Scott Dillingham: Yep. And the super cool thing that I find, right? So if you go to the 1 23 E Street, which you have on the right, you can see at the very bottom there that it adds those tasks there for you.

So then you don't forget. So you can look back two weeks later and you'd be like, oh crap, you know, what did I need at 1 23 E Street? And you go there and you can see it. So you don't necessarily have to remember the day. And the other cool thing that I do for customers, you know, of the business and tenants as well, is, see, I want to get.

Sam and Barbara a gift card for Christmas time. I can go using the calendar. I can go to December and put, you know, make a note in one of the, one of the days before Christmas and just put, you know, get Christmas gift card for Sam and Barbara, right? And then that will show up on my to-dos and then I won't forget.

So come Friday, December 15th, it's there. Right? So super cool. So that's what I really love about it. Is those future events that you know you have to do something for, but you don't want to forget. You can just leave this in there and it's good to go.

Sam Claussen: Absolutely. And just to kind of show you that example here, so if I go into the, and add that note and then I go into this note from my contact here, like you said, you now see this down below in the incoming backlinks.

Yep. I could similarly, I actually really like that example of the The incoming backlinks, because I could also see if you are a property manager, if you've got investments in multiple properties. Yeah. Whether it's for, I don't know, just keeping general track of a property, whether it's for you know, taxes and you want to know what work was done on the property, how much you spent on it.

You can just see all of that down below here. So at the end of the year, you could just start clicking, clicking on these properties and saying, okay, what actually happened this year at this property? And you don't have to manually list this under the notes and the contacts. It's all gonna come in through the incoming back wings down

Scott Dillingham: below.

Yeah. Even, even certain investments, right? You can keep track of your purchases, you can keep track of staff and performance reviews and all kinds of stuff. And that's, that's what I love about this, right? Because I, I have a business, right? We do mortgages, but then on top of that, I am an investor and our, our podcast here is for investors and business owners and things.

So I think this is perfect, which is why I wanted to get you guys. On here. Now, we've only really touched on the use cases of this, but then now you guys have really built in like AI and different stuff like that. So can you show us some cool things that you could do with AI to further enhance

Sam Claussen: this? Yeah, absolutely.

So I'm really, really excited about this stuff right now because it's, it's completely changing the way that I take notes, and I think this is for the best example. I mean, let's just see what this audio message was. Yeah, great. So this is, this morning I went biking out of town and I was just driving back home.

And oftentimes while I'm driving, I start to just think of everything I need to do in the l in the day. So this is just me rambling about what I needed to do the rest of the day. And it uses whisper here. So to see this in action, if I click on this microphone right here, I can say anything and it's gonna transcribe everything I say with.

Pretty much human accuracy. Yep. And you can do this on both the, here I'm on the desktop app here, but you can do it, or sorry, I'm on the browser app. You can also do it on the desktop app. You can do it on the mobile app, and it'll take a, a few, a little while to transcribe. It depends on how long it was.

Mine's already transcribed here. It just adds it down below to the bottom. And you can see the voice note that I took here. So that's kind of step one. Is, I don't know. Like I, I remember when Theory and Alexa came out and it was just kind of a bit of a disappointment because the accuracy was so poor. Oh, it still is.

It still is. Oh yeah. It, it's, it's unusable. Yeah. Like, it, it just never knows what you're saying. If kind of a joke whisper is crazy how accurate it is. I mean, it just really does it word for word, all of your punctuation. And if you I mean, not when I started mid-sentence recording, but you can also go in and set the languages and then what's really nice, so that one was kind of a fake one, but if I go up and use my real one you can then turn it into different formats using the AI assistant.

So if I highlight this voice note and press command J, or I could also click on the stars here. This pulls up the AI pallet editor. And all these ones up top, you're seeing These are AI prompts that I myself have written. Okay. That's why it says custom here. And then down below are all the system ones. So these are the ones that just come pre-written and reflect.

So if I go and maybe choose to list the action items because this was a voice note I took about everything I needed to do. Yeah. I can click on that and it's gonna start running. Okay. This is actually a very funny day to be doing this cause it's like half work and half my 4th of July. That's okay. And then I can just choose to replace it in there.

And now I've just got this nice, beautiful, clean to-do list for the day. Okay. Now I can also do undo that there, if I, let me go back and click that again. If I click on this dropdown, The here you can actually see the kind of open sourced prompt that was written by the Reflect team here. And so you can see what the AI assistant is actually being instructed to do.

Yeah, it's being instructed to take the selected text and then write it as a to-do list, and it gives it some formatting here. And then there's always some text at the end that just says, do not return anything because sometimes the AI sort of. Over, over explains things. But what's fun is that I can now clone this and edit it however I want.

So let me think of something I could change here. I mean, action items is a pretty good one. Maybe I wanna do detailed action items. So I'm gonna change this two list detailed action items, and then in here I'm gonna say write a actually I'll say write a to-do list of action items for my notes. And then I'll say with as much detail as possible.

And then I can click save. And then if I wanna pull this up again I now have the list detailed action items. And that probably honestly won't be that much different. It'll, yeah, it just uses, it's longer. Yeah, it's longer. Yeah. I think some like, we can actually go in here and look at the custom ones that I have.

There's probably some really weird ones. Act as a personal copy editor. That is a custom one I did off of a system one that just tweaks slightly. So Okay. You can kind of instruct it, how to edit your copy. Execute command is an interesting one. If you just put, you know, some kind of command in your notes, like, I don't know, tell me the first shift to sail across the Atlantic Ocean that will answer it for you.

Yep. Executive assistant. This is an amazing one that was built by one of our users actually. And I stole it. I use it.

Scott Dillingham: Yeah, I've quoted that one in here too. Yeah.

Sam Claussen: Oh, cool. Nice. Oh, it's so good. So this one basically just takes, you can record a meeting, you can transcribe it using Whisper, and then you actually don't need to record the meeting either.

You can just take a few notes and record a little reflection at the end of the meeting. And it will take those notes and divide them into the key takeaways, the action items, kind of like the last example, other people's action items and the next steps. It actually did run it here, but it's probably not that useful because that wasn't a meeting.

It was just me rambling. No, it's

Scott Dillingham: cool. I use it. So like when I finish my podcast, I'll copy over the The script from like D script, right? Cause it trans transcribes everything. Mm-hmm. And then I have it make a summary for me and then that's what I use to publish to the

Sam Claussen: podcast. Wow. Oh that's great.

Oh, I need steal that for a YouTube channel. Do it. I even lot of doing that with the do it.

Scott Dillingham: Yeah. Because before I had to manually do that and I would come up with like just a couple sentences and it was nothing. And I was like, this is better. But obviously you gotta watch the character limit, right? So that's the only thing that I saw.

Some of the big ones, you hit that character limit. So that's when you need to have the api.

Sam Claussen: Yeah, I'll actually show that really quick cause this is somewhat new for us. If I go into preferences here and then I think on the graph settings, is that, oh no, no, that was wrong. Yeah, I think here it is.

Yeah. Oh yeah. There we go. So here you can, there's a couple AI things. I mentioned the transcription language here, you can set it occasionally it will hallucinate. So like we had a couple users that it would transcribe their voice as well. Yeah. So we added this option in Pulper text. That's basically for names that it has trouble transcribing.

So Voy Tech and aca, those are our two team members. And then what we were just talking about here, the API key. So you can enter in your own open AI API key, and then you can use the assistant as much as you want and bypass any character limits. So we had to put a, I think it's 64,000 character limit on our assistant just to kind of, prevent people from abusing it.

That's actually quite large. I've never, I've never met that limit myself. But if you are, you know, a real power user of ai, it could hit it.

Scott Dillingham: Yeah, you're right. I've never hit it from regular use. Just if it was like half an hour or longer a podcast, that's when I find, kind of

Sam Claussen: gets to it. Yep. Yeah. That, that might do it.

And so you can, if you have a billing account set up with open ai, which anyone can go set up, you can get your own. API key and then that will just let you pay for whatever usage you use. Yep. If you have access to the GT four API key, then it will use GT four, but if you don't have access to GT four, it will default to 3.5.

If you put in your own api, I key. Yep. But yeah,

Scott Dillingham: super cool. So you have to try that, try that. Your YouTube videos are shorter, right? They're usually like under 10 minutes. Sometimes a little over, but yeah, try it and just see how you like it.

Sam Claussen: Oh, I'm definitely gonna do that. I hate writing YouTube video descriptions.

Yeah. Another one you just made me think of too. So I have this one. This is one I'm experimenting with called to suggest a few tags. So this is for my notes. I was showing you tags earlier. And I've been trying to tweak this, like I think I can start listing all of my tags from my notes. And have it auto-populate a note with a tag.

Now I'm wondering if I can also do that with YouTube video tags. So I think I'm gonna set up a custom prompt to suggest YouTube video tags. And then I'm gonna run that at the same time as your other one and have it do both my description and tagging for me.

Scott Dillingham: Do it. Try it. Yeah, cuz you could probably ask it to even use the most popular tag.

current. I think it's right.:

Sam Claussen: You, yeah, and you can actually get around that if you're willing to play around with AI a little bit with our chat g PT plugin. Okay. And man, we can do really cool stuff with the chat GPT plugin, because. You can combine it with other plugins like the web agent and, you know, even Zapier or something.

So on our YouTube channel for example, we have, oh, this is another good property one. We have a integration built where you can basically set up a property alert to land in your notes each morning. So on tied to see, I can apply the reflect plugin, the Zillow plugin, and. Maybe the web, no, the Zapier one.

And then I can ask it to search for, I don't know, all properties in Estes Park, Colorado for under $800,000 that are at least three bedrooms. It's an acre of property. And then I'll make sure it'll find all of those and then I'll say okay, great. Can you set up a Zap work Zapier workflow so that a list of these properties appears in my notes every morning?

Yeah, and it does it, and it's really, really cool to just kind of wake up every morning and just have a list of properties that match your criteria in your notes. Yep,

Scott Dillingham: I saw that. And one of the things that I do too is when I'm looking to buy a property, if there's something that stopped me, cuz the thing is when you're looking for a property, you could look at 30 and then you forget why you didn't like the first couple.

Do you know what I mean? There's just so much going on. So, Yeah, if you were to build in that sequence, right? So you're the, the listings are automatically displaying when you log in to reflect and then you leave notes. As you view these properties as to what you liked and what you didn't like, then you're not going back and saying, okay, what was it about this property?

Okay, maybe I should go see it again. Right? And you're wasting time because you forgot that you hated it cause. The basement was moldy or like whatever. So that's what's super powerful with this is when you do that, it also creates a note for that property and then you can add your own notes to it.

So it's super cool.

Sam Claussen: Yeah. Generally anything like that where you find yourself going, you, you know that feeling where you're like, oh shoot, what was the name of something? Or what did I think about this? That's usually a great sign that you should just create a categorized note for it. Yep. So like, my house that I'm in right now, we rent out on Airbnb when we travel and you know, Airbnb guests will kind of be like, Hey, fyi, the I don't know, the faucet in the bathroom sink had a slight drip your out of detergent, stuff like that.

They message you, but if I don't log it, I'm just gonna forget about it. And I need to know what repairs to do in between guests. So I just have an Airbnb note where I just list those and then when I come back into my place, I just have a list of everything I need to go through and repair before I leave again.


Scott Dillingham: that's awesome. I love it. I love it. And it does, it really, it really makes life easy and you don't, you don't realize it. The only thing that I struggle with, and probably everybody does, until you get used to it. Is what to name your notes, because sometimes I know what I'm thinking and what I want to find and it's like I didn't save it with those words.

So I find you just have to get really good at naming it properly and then it makes the retrieval of those notes at a future date super, super easy. Mm,

Sam Claussen: yeah, that's very true. And I'll be completely honest with you, I'm not the best at naming systems, so like, I don't know if I just go in here. Well, actually these are okay, but I have some test ones in here.

But sometimes I'll, you know, I'll have names in there and I don't have the last name and the title and stuff like that. So. I'm a more chaotic thinker, which is why I, I love, reflect, and I, I especially love these new AI integrations that will organize my notes and thoughts for me. Yeah. One thing that we're looking forward to in the future is once we have a kind of local AI living in.

Then we can do a lot more with it. Right now we're just calling in open AI's API with G pt and so we don't wanna do any feature that would give open AI access to all of your notes. Right. Because that's a would be a security issue. Yep. But once we can have a local AI and we can do really, really cool things with it where, you know, we can have semantic search that will kind of make that a non-issue because you could type in a phrase into the search box and.

Even if none of those weren't exist on the actual note, it will still find it for you. Yeah. You can start to ask it things off of your notes. So imagine if you have hundreds of properties that you've collected info on and you could just ask it questions about all those properties. Like, if, if I, if I were to sell one of my properties right now, which one would sell for the most money or something like that?

Yeah, you could ask it really strange questions and it could just parse the information for you.

Scott Dillingham: I love it. Yeah, no, I look forward to that as well as when you go to the map view, right? Then you see all your notes that are actually connected, that you failed to connect to yourself. I think that'll be super cool.

Yeah, and I know you guys kind of make suggestions, but it's not like the same, you know?

Sam Claussen: It's true. And everyone has their preferences. So if you look at my map here, there's a ton of these unlinked notes on the outside. And I'm actually totally fine with that because those are all my previous Evernote and Apple notes that I've imported.

Yeah. And so they're not linked to anything, but I can still index the information. So if I, you know, when I look up some piece of info from some like high school project in my Apple notes, it's, it's still there to find. Yep. And then I can kind of, you know, go in here and I can remove the unlinked in the blank ones and then it starts to look a lot cleaner here.

But yeah. Yeah, the map view is super cool to just kind of have this visual representation of what's happening with your thoughts and ideas over time. It's cool.

Scott Dillingham: I, I love it. One of the things that I didn't realize that really helps me, and this is more on the social media side of things, but when I come up with a piece of content, I had a couple tags to it.

So one is I add a post, so like a Facebook post or Instagram post, and I'll add the tag video cuz I wanna make a video for YouTube for it. And then I'll add a tag podcast cuz maybe I can turn it into a podcast and then I add another tag for email so I can send it to my email marketing system. So I do that for every single piece of content and then I erase the tag after I've leveraged it in that medium.

So then when I'm like, what type of content should I put out? I can just click email and then it's all these ones that I can send an email out to. It's super cool. Oh,

Sam Claussen: cool. Yeah, that's a really good one. That's like a more intricate version of my writing one. So I use, I have a tagged article, and then I have another tagged draft so that I can pull up both the list of articles that I've written in my notes, but also I can pull up the list of drafts that I haven't yet published.

Yeah, because I, I mean, as ridiculous as it sounds, but I don't know, sometimes you start writing something and. You get distracted and only finish three quarters of it, and I might completely forget about it if I don't have it. Yeah. In a list, it's, it's true.

Scott Dillingham: And by organ, I find personally, by organizing myself this way, a lot of the things that were repetitive in the past, they're not repetitive.

So when I need to get to work and make some content, I don't have to think. Right. So my cognitive load is increased for the day. Mm-hmm. And then not only that, right? Again, I'm not repeating. You know, making another video that might have a slight twist cuz I forgot that I made one six months ago, right?

Where now it's like I know what I need to make videos on, so that duplicate content thing kind of goes away. So it's super cool and you can use it for anything. So that's why I love it and this is why I wanted to have you on here to, to chat about it.

Sam Claussen: Well, this has been great. You've actually you've given me a couple things that I can go try myself now.

Yeah. And I've actually never thought about the the real estate and kind of the investment use case of it either. So that was, that was quite fun to walk through and I'm gonna have to think of some more examples. I've, I've got a feeling there will be a couple of our YouTube videos coming up where I focus on these things a little bit.

Yeah, for

Scott Dillingham: sure. For sure. I love it. And one of the things, and I'll share this in super advanced for this, but. Another thing for investors that I see a lot of investors do, right, is there's these certain companies you can buy stocks with direct, okay? And you sign up on their share repurchase or drip their dividend reinvestment plan, and you have to manually keep track of the adjusted cost base.

And I know, I don't know if you know much about this, but pretty much you have to keep track of what you're buying the investments for. So then when you sell. The, you know, the government knows what the average that you paid were was so they can, you know, tax you on the game. So reflect is perfect for that because you just make a note for that investment and you add how much you paid as a back link, and then it just keeps adding up there.

So you've got like a calculator for things that you need keeping track of, right? Even if it's toilet paper, like, I bought this much toilet paper and you're trying to keep an inventory. I realize not everybody uses QuickBooks or different things like that. But still they just add it as a back link.

Right? It's there for you so you can use it in so many ways. That's why I love it. I, I use it every day.

Sam Claussen: I even have just a write off no. Where it's like every time that I think of something that I've done to my Airbnb or. Something for my business where I'm like, but I could write that off the end of the year.

Just add it to the list and it's there waiting for you. So that's it. That's another good one. I

Scott Dillingham: love it. I love it. Well, awesome. Well, listen, I really appreciate you, Sam. We, I do have to run, but no thanks for sharing this. So, for anybody who's interested in Reflect or you and your own marketing company, right?

Cause I know you guys have your own stuff how do people get in touch with you or how do they try reflect. So they can see kind of the benefits that we're talking about here.

Sam Claussen: Yeah, absolutely. So the most important one, if you wanna check out, reflect, you can join for a two week free trial reflect app.

And we're very lenient about extending it. If you wanna try it for longer than two weeks, no problem. After that, it's 120 a year. If you buy an elite or $15 a month and everything's included, there's no add-ons or anything like that. It's all in. So that's at Reflect app. You can go sign up there.

If you're a student, we offer a student discount. And if you want to kind of, you know, check out some more information about Reflect and how to take notes, you can go to reflect.academy, that's our education resource. And then I'll, I'll probably give you info just for, you know, some YouTube links and whatnot, if you wanna include those for people to watch some walkthroughs.

Yeah. Okay. And then personally, if you you know, wanted to kind of check out what I'm working on with Reflect and other growth things, I'm just at Sam Clausen on Twitter. I've got weird name spelling, so I'll give you a link to that one as well. Perfect. And yeah, if you ever need growth or growth or marketing help help run startup cookie.com.

It's a growth marketing agency that focuses on content design, all that good stuff. So that's just startup cookie.com. Awesome. That's pretty much all the stuff related to me. Awesome. Well, sounds

Scott Dillingham: good. I, again, I really appreciate you and your time. And this should be live within a week. I can send you a copy first.

You can just, you know, sign off on it. But yeah, again, I appreciate you for coming on and it was a great chat.

Sam Claussen: Yeah, this is a lot of fun. And hopefully we'll get a chat sometime in the future and, Maybe, we'll, I don't know how to collaborate on some workflow videos or something for the investment crowd.

Scott Dillingham: Sounds good. I appreciate it. Thanks, Sam.

Sam Claussen: Awesome. Thanks Scott.

About the Podcast

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The Wisdom, Lifestyle, Money, Show
The Wisdom, Lifestyle, Money Show is here to help you make better decisions with your money, learn about life's finer things, access personal improvement hacks and discover how to be a better investor.

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