NLBM Solo Practice Calendar

W/ Accelerator all levels:
This will take about 10-minutes
Pre-created templates that support higher performance newsletters and use of NLBM content
Optional: Batch newsletters once a month

Important note: the monthly promo can be included in a monthly newsletter, or sent out separately

This is the weekly time to think through an overall strategy to booking more FWPS and also finding education opportunities.

This time can include:
-Meetings with marketing support
-Contacting organizations or referral partners to set up presentations
-Preparing a week's worth of social media content
-Reviewing ads
-Creating content

This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD.

To confirm if any changes/no changes.

This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training.  It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others.  The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel.

This is time to review NLBM content, or other important continuing education, focused on helping you increase your skills and also understand where your attention needs to go next in your business.

This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD.

W/ Accelerator all levels:
This will take about 10-minutes
Pre-created templates that support higher performance newsletters and use of NLBM content
Optional: Batch newsletters once a month

Important note: the monthly promo can be included in a monthly newsletter, or sent out separately

This is the weekly time to think through an overall strategy to booking more FWPS and also finding education opportunities.

This time can include:
-Meetings with marketing support
-Contacting organizations or referral partners to set up presentations
-Preparing a week's worth of social media content
-Reviewing ads
-Creating content

This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD.

This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training.  It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others.  The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel.

Scan all signed documents + update asset spreadsheet + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting

Scan all sign documents + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting

This is time to review NLBM content, or other important continuing education, focused on helping you increase your skills and also understand where your attention needs to go next in your business.

This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD.

Scan all sign documents + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting

W/ Accelerator all levels:
This will take about 10-minutes
Pre-created templates that support higher performance newsletters and use of NLBM content
Optional: Batch newsletters once a month

Important note: the monthly promo can be included in a monthly newsletter, or sent out separately

This is the weekly time to think through an overall strategy to booking more FWPS and also finding education opportunities.

This time can include:
-Meetings with marketing support
-Contacting organizations or referral partners to set up presentations
-Preparing a week's worth of social media content
-Reviewing ads
-Creating content

This time is focused on directly reaching out to inquiries (people who verbalized interest in your services or a family wealth planning session), and can be handled by your CSD.

This is a time for a lawyer or CSD to enter all the new emails from an expo into Accelerator and/or a CRM of choice and ensure the new additions are receiving the welcome email campaign.

This is also a time to follow-up with specific people via phone and/or email who booked an FWPS/LIFT session or expressed interest in booking one and need a little nudge.

Make sure:

• all docs are final and scanned, 
• final asset spreadsheet is created and funding toolkit is updated,
• KPP is final,
• Fiduciary letters are done
• Family Wealth Legacy Interview questions have been sent 
• (if Wealth Plan [add 2 hours per plan to binder prep delivery for Wealth Plan]

Scan all sign documents + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting

Scan all sign documents + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting

This is time to review NLBM content, or other important continuing education, focused on helping you increase your skills and also understand where your attention needs to go next in your business.

After the engagement meeting, you will review the design sheet + notes, identify any missing information, scan all documents into your client management system, process the payment and trigger automated email sequence that goes out to clients after engagement.

After the engagement meeting, you will review the design sheet + notes, identify any missing information, scan all documents into your client management system, process the payment and trigger automated email sequence that goes out to clients after engagement.