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Patrice emphasizes the importance of finding personal organizational tools that work for individual needs. She utilizes color blocking and keeps separate notebooks for each client, reflecting a preference for paper methods over digital tools. While trial and error is necessary, Patrice identifies as a "notebook person" and relies on multiple notebooks for her clients. Additionally, she uses dual monitors with one dedicated to Slack and reminders, employing Mac stickies for further organization. Everything, including her Slack channels and pen colors, is color-coordinated to align with her notebooks, serving as visual cues to avoid confusion among clients.