NLBM Solo Practice Calendar

Carly Karpovage

January 2022

Sun Mon Tue Wed Thu Fri Sat
1
  • ■ Family Wealth Planning Session 3
  • ■ Post-Engagement Processing
2
  • ■ Weekly Timeblocking
3
  • ■ Workout
  • ■ Marketing Outreach/Social Media Engagement
  • ■ Return Phone Calls/Emails
  • ■ Financial + Metrics Review (important)
  • ■ Send Out Weekly Newsletter (urgent & important)
  • ■ Marketing strategy & implementation
  • ■ Intake/Inquiry Correspondence
  • ■ Urgent items from prior week
4
  • ■ BNI Networking Event
  • ■ Return Phone Calls/Emails
  • ■ Enter Plan Data for Engagement 1
  • ■ Advanced Estate Planning Call (important)
  • ■ Enter Plan Data for Engagement 2
  • ■ Forum Time
  • ■ Marketing Outreach/Social Media Engagement
5
  • ■ Workout
  • ■ Marketing Outreach/Social Media Engagement
  • ■ Return Phone Calls/Emails
  • ■ Enter Plan Data for Engagement 3
  • ■ Marketing Call (urgent & important)
  • ■ Prepare CIMIs + Asset Inventories From Prior Week: Plans 1-3
  • ■ Networking follow-up (urgent)
6
  • ■ Marketing Outreach/Social Media Engagement
  • ■ Return Phone Calls/Emails
  • ■ NLBM Resource Study Time
  • ■ Family Wealth Planning Session 4
  • ■ Post-Engagement Processing
  • ■ Family Wealth Planning Session 5
  • ■ Post-Engagement Processing
7
  • ■ Workout
  • ■ Marketing Outreach/Social Media Engagement
  • ■ Return Phone Calls/Emails
  • ■ Mail Out CIMIs/Inventories 1-3
  • ■ Call Clients 1-3 Regarding CIMI/Inventory
  • ■ Team Training
  • ■ Intake/Inquiry Correspondence
8
9
  • ■ Weekly Timeblocking
10
  • ■ Workout
  • ■ Marketing Outreach/Social Media Engagement
  • ■ Return Phone Calls/Emails
  • ■ Financial + Metrics Review (important)
  • ■ Send Out Weekly Newsletter (urgent & important)
  • ■ Marketing strategy & implementation
  • ■ Intake/Inquiry Correspondence
  • ■ Urgent items from prior week
11
  • ■ BNI Networking Event
  • ■ Return Phone Calls/Emails
  • ■ Call Clients 1-3 re CIMIs/Inventories
  • ■ Enter Plan Data for Plan 4
  • ■ Forum Time
  • ■ Marketing Outreach/Social Media Engagement
  • ■ Enter Plan Data for Plan 5
12
  • ■ Workout
  • ■ Marketing Outreach/Social Media Engagement
  • ■ Return Phone Calls/Emails
  • ■ Finalize Drafting of Plans 1-3
  • ■ Money & Mindset Call
  • ■ Prepare CIMIs for Plans 4 and 5
  • ■ Networking follow-up (urgent)
13
  • ■ Marketing Outreach/Social Media Engagement
  • ■ Return Phone Calls/Emails
  • ■ NLBM Resource Study Time
  • ■ Live Law Success Coaching Call
14
  • ■ Workout
  • ■ Marketing Outreach/Social Media Engagement
  • ■ Return Phone Calls/Emails
  • ■ Mail Out CIMI/Inventory for 4 & 5
  • ■ Intake/Inquiry Correspondence
  • ■ Expo with Speaking Opportunity
  • ■ Call Clients 4 & 5 re CIMI/Inventory
15
16
  • ■ Weekly Timeblocking
17
  • ■ Workout
  • ■ Marketing Outreach/Social Media Engagement
  • ■ Return Phone Calls/Emails
  • ■ Financial + Metrics Review (important)
  • ■ Send Out Weekly Newsletter (urgent & important)
  • ■ Marketing strategy & implementation
  • ■ Intake/Inquiry Correspondence
  • ■ Urgent items from prior week
18
  • ■ BNI Networking Event
  • ■ Return Phone Calls/Emails
  • ■ Call to Confirm Tomorrow's Signings
  • ■ Forum Time
  • ■ Print/Bind Plans 1 & 2 + Diagrams
  • ■ Expo Follow-Up
  • ■ Marketing Outreach/Social Media Engagement
19
  • ■ Workout
  • ■ Marketing Outreach/Social Media Engagement
  • ■ Return Phone Calls/Emails
  • ■ Communication Skills Call
  • ■ Signing Ceremony 1
  • ■ Post-Signing Processing
  • ■ Signing Ceremony 2
  • ■ Networking follow-up (urgent)
  • ■ Post-Signing Processing
20
  • ■ Marketing Outreach/Social Media Engagement
  • ■ Return Phone Calls/Emails
  • ■ NLBM Resource Study Time
  • ■ Mastering Client Engagement Call
  • ■ Member Only Coaching
  • ■ Finalize Drafting of Plans 4 & 5
  • ■ Referral Meeting
21
  • ■ Workout
  • ■ Marketing Outreach/Social Media Engagement
  • ■ Return Phone Calls/Emails
  • ■ Call to Confirm Tomorrow's Signing
  • ■ Print/Bind Plan 3 + Diagram
  • ■ Intake/Inquiry Correspondence
22
  • ■ Signing Ceremony 3
  • ■ Post-Signing Processing
23
  • ■ Weekly Timeblocking
24
  • ■ Workout
  • ■ Marketing Outreach/Social Media Engagement
  • ■ Return Phone Calls/Emails
  • ■ Financial + Metrics Review (important)
  • ■ Send Out Weekly Newsletter (urgent & important)
  • ■ Marketing strategy & implementation
  • ■ Intake/Inquiry Correspondence
  • ■ Urgent items from prior week
25
  • ■ BNI Networking Event
  • ■ Return Phone Calls/Emails
  • ■ Call to Confirm Tomorrow's Signings
  • ■ Print/Bind Plans 4 & 5 and Create Diagrams
  • ■ Enter Plan Data for Plan 4
  • ■ LBSC Coaching
  • ■ Call to Confirm Binder Delivery 1 & 2
  • ■ Forum Time
  • ■ Marketing Outreach/Social Media Engagement
26
  • ■ Workout
  • ■ Marketing Outreach/Social Media Engagement
  • ■ Return Phone Calls/Emails
  • ■ NLBM Resource Study Time
  • ■ Networking follow-up (urgent)
  • ■ Signing Ceremony 4
  • ■ Post-Signing Processing
  • ■ Signing Ceremony 5
  • ■ Post-Signing Processing
27
  • ■ Marketing Outreach/Social Media Engagement
  • ■ Return Phone Calls/Emails
  • ■ Family Wealth Planning Session 6
  • ■ Post-Engagement Processing
  • ■ Family Wealth Planning Session 7
  • ■ Post-Engagement Processing
28
  • ■ Workout
  • ■ Marketing Outreach/Social Media Engagement
  • ■ Return Phone Calls/Emails
  • ■ Continuing Education (optional)
  • ■ Intake/Inquiry Correspondence
29
  • ■ Family Wealth Planning Session 8
  • ■ Post-Engagement Processing
30
  • ■ Weekly Timeblocking
31
  • ■ Workout
  • ■ Marketing Outreach/Social Media Engagement
  • ■ Return Phone Calls/Emails
  • ■ Financial + Metrics Review (important)
  • ■ Send Out Weekly Newsletter (urgent & important)
  • ■ Marketing strategy & implementation
  • ■ Intake/Inquiry Correspondence
  • ■ Urgent items from prior week