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[Gut Talk #23] Complete Process Revealed: Using Heptabase with Your Partner for Monthly Review & Annual Goal Setting!

Hey there! I'm Xiaochang 🌭
It's time to write you a letter and grow together again!

A reader asked me today why they haven't received my letters - has their inbox kicked them out? (Sorry ><) I've been adapting to my new life, and my creative energy is just starting to surge!! I'll work hard to update my content & newsletter!!

⚠️ Quick reminder: Before we start, I want to share two pieces of good news!! The two things I mentioned to you before - "I'm going to become a YouTuber" & "Knowledge Management Master Course is on Sale" are already in the works~~ This letter today is our ice-breaker, please read carefully hehe to make sure you don't miss the super early bird fan exclusive benefits :)

What are the benefits of doing monthly reviews with your partner using Heptabase?

I can only say, there are truly so many benefits haha! Let me tell you all about it~

Opening the "Unknown" Quadrant about Your Partner

If you and your partner barely have time for deep conversations normally, a monthly review can solve a huge problem!! (Seriously)

I've read many relationship books (can't help it, I'm really love-brain QQ) Many relationship books mention"Partners should try to open a 'new map each day,' letting the other person know your emotions and life situation for that day", but in modern busy life this is hard to do, so the very least you should do is have a deep conversation once a month!

During a retrospective review, you'll discover what truly mattered to him this month—and it's probably completely different from what you imagined! It's genuinely effective at bringing couples closer.

Using AI to Analyze Your Relationship Status

You can record the retrospective review like meeting notes and upload them to Heptabase. After doing this for two consecutive months, I asked the AI in Heptabase to analyze our relationship status, and it revealed so much interesting information. It's genuinely fun and novel!

I really recommend trying this kind of retrospective review with your partner!

The Process of Conducting Monthly Reviews with Your Partner Using Heptabase?

Step 1

Open Heptabase on your computer & voice recording on your phone

Step 2

Create two mindmaps with each person's name

Step 3

Share with each other 'The most memorable thing this month'

The angle can be work, life, or relationships—choose based on what you want to discuss. I set it up this way because it's the simplest and most intuitive; essentially a no-brainer retrospective.

Step 4

Write event keywords on the mindmap, share details through conversation

Step 5

Open the emotion meter, explain what feelings each event brought up for you

This really surprised me! Many of my emotions are closer to the outer layer, while Aron's are closer to the inner layer—his emotional fluctuations are so much smaller than mine!

Step 6

That takes about 2 hours. If you have time, share 'new discoveries about each other' from the retrospective above

Step 7

The next day, convert the recording into a transcript and upload it to AI for analysis

Doing this monthly, our relationship really keeps improving. After all, the intention to create 'intentional moments' for each other is incredibly rare!

🎁 Super Super Early Bird Hardcore Fan Benefit

Those who follow my updates in the Lifelong Growth LINE group know that I've recently completed the curriculum outline for the 'Knowledge Management' masterclass! It was originally designed as a 6-week coaching course, but I felt the timeline was too long. I want to help you quickly build a 'structured knowledge compounding system' in 4 weeks using my developed 'S.H.A.P.E. Knowledge Management 5-Step Formula' & 'Memory Tree Note-Taking Method' to thoroughly solve your most painfulknowledge anxietychallenge.

This time, I don't want to follow the usual product launch process. I want to directly enroll '10 Knowledge Management Mini Disciples' through this email while I only have the course framework! Here's what you get:

  1. A super-early bird price for 4 weeks of Knowledge Management—the lowest price online, even cheaper than early bird pricing
    • After all, I haven't even done the survey yet! Once the next newsletter comes out, the price will be different!
  2. For the first cohort's case analysis, I'll use your 10 participants' needs as the foundation template
    • Which means I, Xiaochang, will design your Knowledge Management structure together with you and share it as a course case study! Those not in the Mini Disciple program will be guided to design their own structure.
  3. Lifetime course replay access
    • Only the 10 Mini Disciples have this special privilege! Since I'm setting it up as a bootcamp model, future refresher trainings will require a low refresher fee.
  4. Free 1:1 one-hour consultation before the course starts
    • My current 1:1 consultation fee is 4,000 NTD/hour. This consultation lets you enjoy extras and customized course service. This time, I genuinely only want to serve people who truly 'want to quickly fix their Knowledge Management pain points.'

So, how exactly do you become one of the first Mini Disciples?

Since the shopping process isn't even set up yet, the order of payment transfers will be the determining factor.

Step 1

Transfer 8,000 NTD to Xiaochang's account (This Mini Disciple program only accepts Taiwan residents)

Step 2

Join the official LINE @438rtpyd

Step 3

Reply with the last 5 digits of the transfer or screenshot is fine

Only taking the first 10! If you're among the first 10, I'll share the booking link for a 1:1 consultation by tomorrow evening! If you miss the first 10 but still paid, you'll get the lowest price across the internet, and the benefits for positions 2-4 won't apply (sorry, energy is limited).

Next, I'll seriously promote the course. If you don't want to receive updates, you can unfollow me, who has always provided free resources!

How to Set New Year's Goals with Your Partner Using Heptabase?

Since my boyfriend isn't familiar with thinking tools, I used the most basic 9-grid focus thinking method to guide him in writing 2026 annual goals. We handwrote in our notebooks first, then organized everything into Heptabase. Feel free to choose this approach!

Step 1

Take out 9 sticky notes and write out 8 goal dimensions in order

This year I set: Ideal Self, Career Achievement, Physical & Mental Health, Hobbies & Leisure, Learning & Education, Finance, Family & Relationships, Social Contribution

Step 2

Write the most desired achievements in each dimension (minimum 3, maximum 8 items)

Step 3

Share with each other why you wrote these goals

Step 4

In each dimension, select the single most important goal to achieve

Step 5

For that goal, set action tasks (to-do list) and distribute them into your system or calendar

Finally, I paired it with Heptabase AI to extract everything I need to complete daily, weekly, monthly, and quarterly, plus what to do each month. I then distributed the items into my Calendar & Notion time management system! Super convenient!

Xiaochang's 2026 Action Mission Goals?

This time setting goals, I didn't aim too high. I broke goals into very small pieces that I can perfectly execute in daily life, thereby increasing my confidence. Since I moved to China alone with no connections or resources, I've been lacking security and experiencing self-doubt. So this year's annual goals are crucial for me to pull myself up.

Among the eight dimensions I mentioned, the three most important micro-goals are:

  1. Gratitude Journal: Loving My Boyfriend
    In my daily journal, I added a new section called "How did my boyfriend specifically care for me today?" I want to constantly remind myself how lucky I am to have such a great partner, so I don't become a nagging spouse.
  2. Daily Self-Affirmation
    Every day look in the mirror and say: "You're a ____ person, but I still love you." Today I said: "You're someone who's been sick with diarrhea over a dozen times, but I still love you." (In the past two days I've had 15 episodes of diarrhea + 2 episodes of vomiting, and even though I'm exhausted, I still look in the mirror!!)
  3. Weekly Review: Love Yourself
    In my weekly review template, I added a new section called "What aspect of myself did I most approve of this week?"

Annual goals don't have to be extremely difficult. Some goals that help you progress little by little in life are excellent goals.

Xiaochang's YouTube Channel Is Live!!

Please subscribe, like, share, and turn on notifications! It was so hard to produce this video! I hope to keep improving and growing.

How to Build Your Own Digital Advisory Board with Heptabase AI? Complete Analysis of 3 Key Roles and Usage Examples - YouTube

小腸海賊王

I hope this newsletter helps you learn something, feel more connected to the world, and grow a little!
If you have any feedback, suggestions, thoughts to share, or recommendations for me, please reply to this email. I'll respond to you thoughtfully.

See you next 《Gut Talk Newsletter" again~ 😘
by KnowledgeGutfounder Xiaochang


Views: 173

Xiaochang is meticulous about typography; if you spot typos or formatting issues, please reach out to Xiaochang's IG Contact! All articles come from Heptabase Xiaochang's Second Brain🧠 Content is purely human-written, never AI-generated.

If you have any questions about the article content, or if there are any parts you'd like me to elaborate on, feel free to leave a comment below and let me know~
Some links in the article are "Affiliate Marketing" links. If you click through and make a purchase, Xiaochang receives a tiny little bit of commission (it won't affect the price).




by Knowledge Management Mentor Xiaochang🌭

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