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Actions vs. Goals vs. Records

Updated over 2 months ago

Actions - Tasks and to-dos with assignees and deadlines

  • "Review campaign performance"

  • "Follow up with customer"

  • "Optimize underperforming ad"

Goals - Long-term objectives you're working toward

  • "Reduce CAC by 20%"

  • "Launch in 3 new markets"

  • "Grow email list to 50K"

Records - Data entries and information storage

  • Customer profiles

  • Campaign results

  • Product inventory

Use Actions for things that need to be done, Goals for outcomes you want to achieve, and Records for information you want to track.

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