NLBM Staffed Practice Calendar CSD

Ali Katz

July 2025

SunMonTueWedThuFriSat
1
  • CSD On-Boarding
2
  • Post-Engagement Processing
  • CSD On-Boarding
3
  • Mail Out CIMIs/Inventories 1-3
  • Call Clients 1-3 Regarding CIMI/Inventory
  • Post-Engagement Processing
4
  • Team Training
  • Intake/Inquiry correspondence
  • Marketing Event
5
6
7
  • Marketing strategy & implementation
  • Send Out Weekly Newsletter
  • Intake/Inquiry correspondence
  • Urgent items from prior week
8
  • CSD On-Boading
  • Call Clients 1-3 re CIMIs/Inventories
9
  • Post-Engagement Processing
  • CSD On-Boarding
10
  • Mail Out CIMIs/Inventories 1-3
  • Call Clients 1-3 Regarding CIMI/Inventory
  • Post-Engagement Processing
11
  • Intake/Inquiry correspondence
  • Marketing Event
12
  • Post-Engagement Processing
13
14
  • Marketing strategy & implementation
  • Send Out Weekly Newsletter
  • Intake/Inquiry correspondence
  • Urgent items from prior week
15
  • Expo Follow-Up
  • Call Clients 1-3 re CIMIs/Inventories
16
  • CSD On-Boarding
17
  • Mail Out CIMIs/Inventories 1-3
  • Call Clients 1-3 Regarding CIMI/Inventory
  • Post-Engagement Processing
18
  • Post-Engagement Processing
  • Intake/Inquiry correspondence
  • Marketing Event
19
20
21
  • Marketing strategy & implementation
  • Send Out Weekly Newsletter
  • Intake/Inquiry correspondence
  • Urgent items from prior week
22
  • CSD On-Boarding
  • Call Clients 1-3 re CIMIs/Inventories
23
  • CSD On-Boarding
24
  • Mail Out CIMIs/Inventories 9 & 10
  • Call Clients 9 & 10 Regarding CIMI/Inventory
25
  • Intake/Inquiry correspondence
  • Marketing Event
26
  • Post-Engagement Processing
27
28
  • Marketing strategy & implementation
  • Send Out Weekly Newsletter
  • Intake/Inquiry correspondence
  • Urgent items from prior week
29
  • Print/Bind Plans + Diagrams 1-3
  • Call Clients 1-3 re CIMIs/Inventories
30
  • Post-Engagement Processing
  • Signing Meeting 1
  • Post-Signing Processing
  • Signing Meeting 2
  • Post-Signing Processing
31
  • Signing Meeting 3
  • Post-Signing Processing
  • Mail Out CIMIs/Inventories 11
  • Call Clients 11 Regarding CIMI/Inventory