Notebooks and Planners

LEARN FAST, BE PRODUCTIVE

Capture, Plan, Organize, Create... Start a notebook!

Idea Generation

Do you have trouble managing all the information you need to run your business?


Notebooks can be a great place to brainstorm and capture ideas for new products, services, or business ventures. By writing down and organizing your ideas, you can more easily see patterns and connections, and you can revisit and refine your ideas over time.

Planning and Goal-Setting

Do you lose track of your ideas or struggle to organize all the material you need for your creative projects?


Notebooks can be a useful tool for planning and setting goals for your business. By writing down your long-term and short-term goals, as well as the steps you need to take to achieve them, you can stay focused and motivated, and you can track your progress over time.

Record Keeping & Documentation

Do you wonder how to save all the knowledge you’ve gained and find it when you need it? 


Notebooks can be a helpful way to keep track of important information, such as meeting notes, financial records, and customer data. By keeping all of this information in one place, you can more easily access and reference it as needed.


Creative Expression

Do you lose track of your ideas or struggle to organize all the material you need for your creative projects?


Notebooks can also be a place for entrepreneurs to express their creativity and explore new ideas. Whether you are sketching out design concepts or writing down ideas for a marketing campaign, a notebook can be a helpful way to get your thoughts down on paper and see what works and what doesn’t.

Conversations, not pages

Have conversations about your business with mentors, team members, business associates and other suppliers using your notebook.

Big Goals, Tight Deadlines, and Lots of people Relying on You

Every job you do includes an often long list of tasks and projects to complete each day. For larger goals, you will often be the go-to leader who plans, document, organize and oversee all that needs to be done from start to finish, helping ensure goals are acheived on time and on budget.


Use CXiP everyday to monitor the overall status of a business project– including overseeing task completion and successful handoff. If you want to complete tasks successfully and collaborate effectively with your team, consider implementing CXiP best practices to help you and your team strategically achieve goals and innovate. Take your business paperless with document scanning. Enjoy peace of mind and keep your important documents at your fingertips.

Get notifications

When team members quotes your post, we’ll notify you. When someone mentions your @name, we’ll notify you. When someone replies to your note… well, you get the idea. And if you’re not around, we’ll email you, too.

Big Players often Follow a Winning Innovation Process

Initiation, Planning, Execution, Controlling, and Closure. These phases are nebulous and can be complex, but they follow overarching themes that are useful when managing tasks to acheive goals and aspirations.


CXiP is based on agile project management methodology practiced globally by leading thought leaders. Our process incorporates seven phases that require specific deliverables. Some of these deliverables have a procedure and in many cases a defined format.


Templates, guidelines, checklists, forms, and procedures are the backbone of many innovation management structure and also serve to capture lessons learned for future projects. 

Simple, but with context

CXiP Studio allows you to manage project information in real time.  You can post and reply to task in real time. Several security features allows you to collaborate remote and privately.

Visualizing Your Dreams, Goals, and Aspirations

Every project starts somewhere. Your manager may come to you and say, “I need a trip to Jamaica with my family and friends” or, “I’d like to start and communicate a wellness initiative.” Those ideas and goals, big or small, start with details. Nearly every dream you are trying to achive will consists of a deadline, stakeholders, a right process, and a goal; determining these details upfront will help ensure a successful outcomes and value. 


To accomplish this, leaders get the right people in the room from the start working together in CXiP. A team meeting, or a one-on-one with a "can do", can help define perspectives and clarify priorities, helping determine from the start how the project’s success will be measured. This first step paves the way for the entire project process, bringing everyone onto the same page and setting the stage for success.


Many people want to skip this phase because it’s so much easier to jump right in and begin working. Don’t. Take the time to plan and prepare. This provides the foundation for an effective and efficient project moving forward.

On the Go!

CXiP Studio was designed for high resolution touch devices, with a built-in mobile layout. Read or post from your laptop, tablet, and phone in your browser of choice. Contact a Innovation Consultant to help you set this up.

If you want to manage a goals successfully, spend some time preparing a game plan for execution

Identify the steps to acheive your goals. What needs to be done first, and what can happen simultaneously? Are there hurdles to jump or people to contact in order to complete step 1 or 6 or 13? Write everything down! This is your process that will take your project from start to finish. Don’t let something slip through the cracks or hold up your timeline because a member of the team didn’t know it needed to be done.


Develop your project plan using CXiP. Define ownership through identifying project collaborators and the roles and duties of team members. Make determinations regarding the timeline of the project, as well as what methods and how often you’ll check in with team members and key stakeholders about key deliverables. This is also the time to make sure that the budget for the project is adequate.

It's Game Time!

Content is being written, vendors are being contacted, the hammer is hitting the nail – work has begun. This is also the time when requirements, deadlines, and collaborators often change, and a project’s enemy may appear: requirments creep. Monitoring the process and make changes as needed is important. Communicating those changes with coworkers, family members or friends so everyone is on the same page makes a leader.


In cases where goals are delayed due to unforeseeable factors, such as extreme weather events, supply chain issues, personnel changes, etc., having a clear communication structure in place for project leadership can keep everyone abreast of any changes in the project.

As the process moves along, regularly check the project status and hold people accountable for their work.

Host regular meetings with collaborators, giving them a chance to raise concerns, ask questions or provide a progress report. If the progress reporting requirements have been agreed upon fully during the planning stages, it should be fairly easy to gain consensus on what should be accomplished.


It is also important that all team members are sharing completed steps and initiating the next one(s) with their teammates. The execution phase of a innovation project includes close communication, documentation and organization.

Celebrate the small wins

The project has been completed (hopefully on time and on a budget!), but there is one additional step to consider before you close the book on the project: celebrating the success.


Before you look forward, celebrate with your collaborators and review what went right and what you will do better. Taking time for closure can help determine how to improve each phase for the next project being tackled.


Tackle to-do list with ease
Minimize the mental load
Stay in the know 
Stress free on the go

Know what the future holds

Organize anything with anyone! To support your success, members are provided with proven solutions to help you visualize your organizing your work and life. Join more than 35 million registered users to organize all your projects at work, at home, or anywhere in between. Whether you’re planning a website design project, vacation, or company off-site, CXiP solutions are infinitely customizable and flexible for your every need. 

  • Organize anything you're working on 
  • Invite coworkers, friends and family to collaborate 
  • Get clever about finishing projects 
  • Complete more with automated checklists of "To-Dos"  
  • Delegate like a boss by assigning tasks 
  • Brainstorm over ideas with your friends 
  • Upload photos, videos and attachments 
  • Get a clear picture of your future goals 


Taking the time to look at a dreams, goals, and aspirations with a bird’s eye view can make you successful, from start to finish. Utilizing CXiP principles and practices fosters organized and effective work. It helps to have initiation information, so goals are completed efficiently. Regular check-ins and updates keep a project and its goals and requirements top of mind. Oftentimes, people run and rush so they can check “done” on their to-do list but forget to think big picture and miss important aspects of what their really trying to acheive. To effectively manage one’s work, think like a leader. This can help improve the quality, timeliness, and strategy of what you do day-to-day. So, relax, take a CXiP.


Family Matters

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Boost your family owned small business with an advance relationship building and business development program.


Members will discover and brainstorm the basic skills and processes they need in areas like conflict resolution, collaboration, trust, planning, money, and marketing, and begin implementing these during the programme.


With practical workshops, online tools, peer learning, and coaching, participants are well supported as they build a more robust and successful business.  Our intuitive innovation studio, CXiP, is accessible via mobile for entrepreneurs with busy schedules.


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  • At Zeru, we focus on building families who will transition to build successful products, businesses and communities. We know you want to cultivate the best version of yourself and your family to live a meaningful life. You want to grow your capacities for love and compassion, creativity and curiosity, work and resilience, and integrity and wisdom. Our workshop will help you do that. DOWNLOAD BROCHURE

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