NLBM Solo Practice Calendar

Carly Karpovage

August 2022

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