Planner Matchmaking: Ep. 7 with Mo Vasquez
TL;DR: Mo wanted a simple planner system to stop holding everything in her head - so she could feel prepared, track marketing + family stuff in one place, and stay accountable. We matched her with The Nancy and handed her a few pro tips to help make moving in a lighter load.
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Meet Mo: Mom of 4 + Creative Director + Business Owner Brain
Mo’s current season of life is busy in the way that only a founder-mom life can be:
- Mom of 4
- Owner + creative director at Pipsticks
- Booked in meetings almost every day
- Running a brand where marketing and planning ahead are a major focus this year
She’s doing a lot - and doing it well - but like so many high-capacity women, her planning systems weren’t fully supporting her behind the scenes.
Mo’s Current Planning System (And What Was Working!)
Before we matched her, Mo already had a few solid habits:
✅ She starts her day with journaling (we love to see it)
✅ She writes down her 3 main priorities for the day (amazing)
✅ She relies heavily on digital scheduling for appointments and meetings (so good)
And here’s what we loved: we didn’t try to change what was already working.
Mo’s digital calendar is clearly doing its job. So instead of forcing an “all paper” routine, we focused on what paper planners do best:
✨ helping her feel grounded, prepared, and clear ✨
What Was Missing: Why She Still Felt Unprepared
Even with a full digital schedule and good intentions, Mo was missing a few key things in her day-to-day planning.
Here’s what she told us she needed:
1. That “prepared” feeling
Mo wanted to stop feeling like she was constantly reacting.
2. One place to track family life
Not necessarily every detail - just the big family things she wanted to be aware of.
3. A home for meeting notes
A place where her notes aren’t floating around or stuck in her brain.
4. A way to map out a marketing calendar
Marketing is a big focus this year, and she needed a system to plan it in advance.
5. Better accountability
She wanted an easier way to follow through - especially on recurring goals like going live, staying consistent on stories, and planning ahead.
Mo’s Planner Match: The Nancy Planner 💛
After talking through her schedule and her needs, the planner that fit her best was…
The Nancy
Why? Because it gives her structure without boxing her in.
It’s flexible enough for her creative brain, but organized enough for her CEO responsibilities and busy family life.
How We Set Up Mo’s Nancy Planner for Real Life
Mo needed her paper planner to do a few specific jobs:
- Hold daily priorities
- Hold family reminders
- Hold meeting notes
- Track marketing plans
- Support accountability
So here’s the layout we recommended:
✅ Daily Priorities on the Left Side
Mo already writes down her top priorities in the morning.
Instead of journaling them and never looking back, we suggested moving them into the planner where she’ll actually see them during the day.
Nancy left side = daily priorities + must-do tasks
✅ Family + Home Reminders on the Right Short Pages
This was the perfect place for “big picture” family stuff:
- School events
- Appointments she wants to remember (or has to prep for)
- Things coming up that affect the whole household
Right side = home + family awareness
This way she can stay in the loop without needing to track every micro-detail.
✅ Meeting Notes in the Notes Section (With Simple Categories)
Mo needed a home base for notes, so we used what she already has built-in.
We suggested using the notes space as her meeting hub and dividing it into easy categories with simple headers like:
- Team / Staff Notes
- Marketing
- Product / Creative
- Collabs / Partnerships
- Misc. Brain Stuff
Nothing fancy - just a system that makes notes easy to find later.
✅ Habit Tracker = Frequency Tracker (For Accountability!)
This was one of the biggest “aha” moments.
Mo wanted accountability without a complicated routine, so we recommended using the habit tracker as a frequency tracker.
Examples:
- Want to go live once a week?
→ circle the day you plan to go live
→ color it in when you actually do it - Want to post on stories daily?
→ track it as a simple check-in habit
This turns “I want to do it” into “I did it” and that’s where consistency starts.
Bonus Inserts We’re Sending Mo (Just in Case!)
Because we know some seasons require more space, we’re sending a few helpful extras so she can expand when needed:
✅ 4-Column Planner Inserts
Perfect if her meeting notes need more room than the notes section allows.
✅ Quarterly Planning Insert Pack
So she can map marketing plans, big promotions, and launches ahead of time.
✅ Back Pages = Idea Storage
Instead of keeping ideas in her head (or scattered everywhere), we encouraged her to use the back pages as:
- Content ideas
- Product inspiration
- Launch notes
- "Don’t forget this later” thoughts
Your brain deserves a break. Your planner can hold it. 😉
The Life Systems We Recommended (That Make This Planner Work)
The planner is the tool, but the habit is what makes it stick.
So we suggested two simple rhythms:
✅ Weekly “Move-In Time”
A weekly check-in where she sits down, looks ahead, and creates her daily task lists.
Even 10 minutes helps her feel prepared instead of behind.
✅ Monthly “Move-In”
Once a month, she can map out:
- Marketing focus
- Big family events
- Priority projects
- Anything she needs awareness around
- Bonus: Birthday card round up and gift ordering
This is where the “I’m prepared” feeling comes from.
Habit Stacking: The Secret to Staying Consistent
Mo already starts her day with journaling so instead of adding a whole new routine, we recommended habit stacking:
✨ Start the day with a quick planner moment
✨ End the day with a quick planner moment
Even 2 minutes in the morning and 2 minutes at the end of the day builds consistency without burnout.
The Final Result: A Planner That Supports the Life She’s Actually Living
Mo didn’t need a planner that forced her to change who she is.
She needed a planner that:
✅ Holds the moving pieces
✅ Keeps family + work in one view
✅ Organizes meeting notes
✅ Supports marketing planning
✅ Builds accountability
✅ Helps her feel prepared again
And that’s exactly what the Nancy does for her.
Want Us to Match You Next?
If you’re juggling a full schedule, family life, business goals, and a brain that never stops thinking… you don’t need “more motivation.”
You need a planner that fits your real life.
And we’d love to help you find your match. 💛 Take our planner quiz to get started today!
Yes! Check out this article where we have given you all of the details you need about our Anne planner layout.
We hear this question all the time, and we get it. Whether you're in grad school, running a business, homeschooling five kids, managing care for others or yourself, or just trying to keep all the plates spinning, finding a planner that fits your brain and your days matters.
The good news: we’ve designed a flexible system that can work for lots of different routines and responsibilities. You won’t find a one-size-fits-all answer here, but you will find layouts that adapt to what you need.
Take our quiz or Visit this article to read through all of the reasons we suggest picking certain layouts!
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