EPX+ Member Playbook
What this is
This is your playbook. Not a list of features. Not a description of what the company does for you. It is the sequence — what to do first, what to do next, and what your day actually looks like once EPX is part of how you work.
Welcome
You just unlocked the full operating layer: Basecamp as daily Mission Control, C.A.R.L. activated as your AI counterpart, TEAMS as your executive intelligence layer, Leadership OS and EPX Health for decisions and peak performance, and Human OS for the network.
The win with EPX+ isn't using these tools more. The win is letting them replace tasks you used to do alone — drafting, prepping, researching, chasing. The first month is about changing your day, not adding to it.
Your First 30 Minutes
In this exact order:
1. Log in and open Basecamp.
2. Complete Fine Tune. This configures every AI agent in the platform around you.
3. Complete your full Personal Profile — use Profile Assist.
4. Open C.A.R.L. once and tell it, in plain language, three things: your role, the single outcome you most want in the next 90 days, and what's eating most of your time.
5. Open TEAMS once. Just look. Note who your executives are by function. You'll come back tomorrow.
Why this changes your day — From this point forward, every briefing, every intro C.A.R.L. surfaces, and every TEAMS suggestion starts from your context — not generic AI defaults. The 30 minutes you spend here is the multiplier on every hour that comes after.
Your First Week — Replace One Part of Your Day at a Time
Don't try to use everything. Replace one piece of your day each day. By Day 7 you'll have a real rhythm.
Day 1 — Basecamp becomes your morning. Before email.
Before you open your inbox, open Basecamp. Read briefings. Mark the two or three items you'd otherwise have surfaced for yourself. Then go to email.
Why this changes your day — Morning inbox starts your day in reaction. Morning Basecamp starts your day with the highest-signal items already filtered.
Day 2 — Hand C.A.R.L. something to watch for.
Give C.A.R.L. one job: "Tell me if anyone in my network mentions [topic]" or "Bring me intro opportunities for [type of person]" or "Flag updates from [a specific competitor or partner]."
Why this changes your day — Things you couldn't have caught yourself start surfacing in your briefings without you looking for them.
Day 3 — Run one piece of real work through a TEAMS executive.
Pick something you actually have to do today: a customer reply that needs strategy, a campaign brief, a hire conversation, a pricing call. Send it to the TEAMS executive whose seat covers it — sales, marketing, strategy, operations, comms. How you brief them matters. Don't ask "what should I do." Ask:
- "Draft a first version."
- "Give me three angles and rank them."
- "What am I missing before I decide?"
Why this changes your day — Something that used to be 45 minutes of staring at a blinking cursor becomes 5 minutes of editing.
Day 5 — Bring two TEAMS executives into the same conversation.
Pick something cross-functional: a launch needs marketing + strategy, a hire needs ops + comms, a renewal needs sales + service. Drop both executives in. Watch them work together.
Why this changes your day — You used to be the integration layer between functions. You're not anymore.
Day 7 — Lock in the rhythm.
Block 10 minutes every morning for Basecamp. Block 30 minutes Friday afternoon for one question: "What did EPX+ help me do this week, and what's the next thing I should hand off?"
Your First Month — When TEAMS Replaces Tasks, Not Just Helps With Them
Week 2 — Pick one recurring task and route it through TEAMS instead.
Status updates. Weekly customer health snapshot. Marketing content drafts. Investor updates. Whatever you do every week. From now on, the first version comes from your executive. You become the editor.
Week 3 — Connect your tools.
Open AI Integrations in the C.A.R.L. or TEAMS chat window. Connect Google Drive first — that's where most of your context lives. Then connect your CRM, calendar, and inbox as appropriate. The moment your agents can read your real documents and your real calendar, they stop being advisors and start being operators.
Week 4 — Catapult for Health and Baryons for decisions.
Visit Leadership OS. Start Baryons on one real decision you've been carrying. Sign up for EPX Health and complete the genetic intake — it seeds everything the Catapult Precision Health system does next. This is the personal performance side of the operating layer. The leverage compounds with the business side.
Your New Daily Rhythm (EPX+)
This is the day you're heading toward. It's not a sales pitch — it's the working pattern members describe once EPX+ is part of their morning.
7:00 AM — Basecamp before email. Five to ten minutes. Mark what's worth doing today.
7:30 AM — One C.A.R.L. check-in. "Anything I should know going into today?" Let it brief you while you finish coffee.
9:00 AM – 12:00 PM — Deep work, with a different default. When you'd normally stop to draft an email, write a brief, or prep a meeting, you don't. You send it to the relevant TEAMS executive first.
12:00 PM — Quick Basecamp scan. Things will have moved since morning. Briefings will have updated.
Throughout the day — The new question. "Would I do this myself, or would I hand it to a TEAMS executive to draft first?" The answer is almost always: hand it off first, then edit.
5:00 PM — Close-out with C.A.R.L. Tell C.A.R.L. what didn't get done so it watches for the right windows tomorrow.
Friday, 30 minutes — Leadership OS. Run Baryons against one real decision you're carrying into next week.
Monthly — Human OS. Pod conversation, event, or adventure. The network is part of the leverage too.
The Mental Shift That Makes EPX+ Work
The biggest unlock isn't a feature — it's stopping the habit of doing things alone first. Three rules cover almost everything:
1. Brief before you draft. TEAMS drafts; you edit.
2. Ask before you research. Your executives have already read more than you can in a week.
3. Check Basecamp before you check email. Once those three become reflex, EPX+ stops feeling like a platform you visit and starts feeling like the layer your day runs on.
Common First-Month Stumbles
Treating TEAMS like ChatGPT. Symptom: vague questions and vague answers. Fix: brief the executive the way you'd brief a new hire — role, context, what good looks like.
Using TEAMS once and not connecting it to your real work. Symptom: it feels like a demo. Fix: pick one recurring task this week and route the first draft through TEAMS from now on.
Skipping the Friday review. Symptom: you can't articulate the leverage. Fix: 30 minutes, every Friday, same time. Non-negotiable.
Forgetting C.A.R.L. exists. Symptom: opportunities slip past while you're heads-down. Fix: give C.A.R.L. one new thing to watch for at the start of every week.
Skipping Fine Tune updates. Symptom: briefings still match the priorities you had at signup, not the ones you have now. Fix: re-tune quarterly. Five minutes.
When You're Ready for More
EPX+ is built for an individual operator. The signals that you've grown past it are specific:
Move to EPxMaxx when — you have a team that needs shared access, you want guided integration of workflows across the business, and you have internal resources who can help configure and manage systems alongside EPX guidance.
Move to EPxUltra when — you want EPX expert resources to build, configure, deploy, and operate AI systems for you — maximum outcomes with minimal internal lift.