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