Customer
Matt Hert, Hert Agency
Business
Insurance agency
Uses Opal for
Keeping his notes, networking notes and daily task list on one visual desk where he knows where everything is
Opal features
Binders, Fences

Before Opal

Matt Hert owns Hert Agency, an insurance agency. Many of his notes started on his phone and ended up in Google Docs or Pages, sometimes as untitled notes he couldn't find later. He'd remember writing something down and then lose time looking for it. By his own estimate, that searching took maybe 30 minutes a week, and his networking notes were the biggest culprit.

How Matt set up their desk

Matt had wanted his computer desktop to work like this for a long time. On his Opal desk he made a networking fence, and the first time a new networking thought came up, he knew right where to put it. Notes that pile up can go into a binder. He keeps his task list open on the side of his screen all day.

What changed

Matt says he hasn't had a problem finding anything he wanted to find in Opal. If he thinks of something, he knows where it is, even after weeks or months, and he finds it in seconds. His networking notes all live in Opal now, so he no longer hunts for them across his phone and computer. "I think I do save a lot of time," he says.

Numbers here are Matt Hert’s own estimates.

Before Opal

Matt Hert owns Hert Agency, an insurance agency. A lot of his notes started on his phone, typed while he was walking around, and landed in Google Docs or Pages.

Later he’d remember writing something down and then couldn’t find it. Sometimes it was sitting there as an untitled note.

“The frustrating part is remembering where something is and that it exists.”

Matt Hert

He estimates the searching took maybe 30 minutes a week. He called that “not a huge amount of time,” though most of it went to one kind of note: networking notes he had jotted on his phone and then tried to find on his computer. In his words, those were “the biggest culprit.”

How Matt set up his desk

Matt wanted this kind of setup long before Opal. “I wanted the desktop of my computer to be what Opal is for a long, long time,” he says. He tried to make his desktop look that way many times in high school and college, then gave up and learned to work through a filing system.

When he saw an Opal desk, with fences around groups of items and binders for things that need to be filed away, he thought he could figure out how to make it work for him.

It clicked on the day he set up his desk. He had made a networking fence, and later that day a new networking thought came up. His mind went straight to that spot on the desk.

“I knew where to put it. That was the first time I thought, like, oh, it’s just sweet.”

Matt Hert

If those notes pile up, he can put them in a binder.

How Matt uses his desk day to day

Matt mostly uses the task list. He pulls it up and keeps it on the side of his screen for the whole day. “Attention is the key,” he says, and his attention starts with that list.

When he opens the grid, he can see everything else on his desk. He knows what needs doing and can triage and prioritize just by looking at the page.

He also likes how items open. With folders, he might go through four levels to get one file open. In Opal he clicks an item and it opens next to the one he’s already working in. “That’s huge,” he says.

What changed

Matt says he hasn’t had a problem finding anything he wanted to find in Opal.

“If I think of it, I know where it is, even if I haven’t looked at it in weeks or months.”

Matt Hert

When a project he hasn’t thought about in a while comes back to mind, he says he can find it in seconds.

The networking notes behind most of those 30 minutes a week all live in Opal now. He doesn’t go hunting for them across his phone and computer anymore. “I think I do save a lot of time,” he says.

He also sees it in how he works on projects as a whole: “I think Opal has given me a toolset to be able to bring my best to every project.”

The 30-minutes-a-week figure is Matt’s own estimate.

“You made something that actually connects to my brain in a way that says 'I know where to put that thought.' My brain already knows where it is and I gravitate to it.”

Matt Hert
Hert Agency

Read the full interview transcript

The frustrating part is remembering where something is and that it exists, really that is the most frustrating part is losing track of work or not being able to find something like remembering in the back of my mind that I had that written down somewhere and not being able to find it, which happens in Google Docs all the time because it'll, it'll be like, oh, untitled note here.

And I just threw it on my phone while I was walking around someday. And then now I can't find it. Yeah. Or I have to spend 20 minutes searching for what I think I remember writing so that way it'll find it in the document. Maybe 30 minutes a week, not a huge amount of time. But I guess that's just like searching for stuff I couldn't find. And I think I even complained to Kyle about it before.

Like, man, I just want my computer filing system like I wanted the desktop of my computer to be what Opal is for a long, long time. And so when I saw your Opal setup, like, okay, we can, you know, move this around, you can put, you know, fences around things, and you can see all your different things and stuff that kind of needs to be filed back, you can throw into a binder.

But it felt like how I've tried to get my desktop to look many times in the past, especially in, you know, high school and college before I just abandoned that and learned to work through a filing system. So that was really exciting to see the visualization of it on your screen was like, oh, okay, I think I could figure out how to make that work for me.

And so I just thought like, man, am I going to put this in my notes? And then I thought, you're probably gonna forget about it in your notes.

So then I'm like, go to my immediate, like set a calendar invite with multiple reminders and stuff for myself, which just clouds my calendar with like to-do lists. And then I remembered I just set up the web app that day. And I was like, oh, I think I can just put that here. And then my mind snapped to a location on the whiteboard or on the I don't know what you call it, but I've been calling it the workspace, like just snap to a location like, okay, I did make a networking fence today.

And I know that I can just throw this in there and then maybe if these pile up I can put them in a binder. But, like, I knew where to put it. And that was the first time I thought, like, oh, it's just sweet. And then it'll just be there, like, lingering. So maybe on Thursday I'll see it just as I'm going about my other work.

I still did set the reminder, but it was nice to have a place to put it. Mostly I use the task list. I'll just pull up the task list and I put it on the side of my screen for the whole day. Like, you could go through, you know, four stages of folders to get that thing open.

And it doesn't automatically snap it next to each other. And so with Opal, it's just like, all right, click on this, it's open next to this one, you can just move right into that, like, that's huge. But really, for me, it's attention, like attention is the key, like my attention needs to be grounded in the task list first.

But then also, when I open up the grid, I can see all the different things. And so I do know what I need to do. And I can triage and prioritize just by looking at the page. I haven't ever had a problem finding something that I wanted to find in Opal. If I think of it, I know where it is, even if I haven't looked at it in weeks or months.

So if I think I want to work on this project that I hadn't thought of, I know how to find it roughly instantly, I don't know, seconds. Because the 30 minutes a week was typically trying to find a note that I had either in my phone or a networking note or something like that in Pages that I just throw up in my phone and I'm trying to find it in my computer.

I don't do that anymore because all my networking notes are in Opal. And that was the biggest culprit. So no, I think I do save a lot of time. You don't want important things like hidden and out of sight, especially if you have a project that ability to see all of it at once is so helpful. And I think it's game changing personally. I think Opal has given me a toolset to be able to bring my best to every project.