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