NLBM Staffed Practice Calendar CSD

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.

Send via mail + email

Call to let them know it's in their email/mailed and to call w any Qs upon receiving, but to let them know within 5 days if any changes.

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.

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.

Description:Examples:
-Presentations
-Expos
-Networking events

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.

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.

Send via mail + email

Call to let them know it's in their email/mailed and to call w any Qs upon receiving, but to let them know within 5 days if any changes.

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.

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.

Description:Examples:
-Presentations
-Expos
-Networking events

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.

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.

To confirm if any changes/no changes.

Send via mail + email

Call to let them know it's in their email/mailed and to call w any Qs upon receiving, but to let them know within 5 days if any changes.

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.