| | 1- ■ CSD On-Boarding
CSD On-Boarding When: July 1, 2025 12:00 pm - 5:00 pm Where:
Description: See more details • | 2- ■ Post-Engagement Processing
Post-Engagement Processing When: July 2, 2025 1:00 pm - 2:00 pm Where:
Description: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. See more details - ■ CSD On-Boarding
CSD On-Boarding When: July 2, 2025 3:00 pm - 7:00 pm Where:
Description: See more details • • | 3- ■ Mail Out CIMIs/Inventories 1-3
Mail Out CIMIs/Inventories 1-3 When: July 3, 2025 2:00 pm - 4:00 pm Where:
See more details - ■ Call Clients 1-3 Regarding CIMI/Inventory
Call Clients 1-3 Regarding CIMI/Inventory When: July 3, 2025 4:00 pm - 5:00 pm Where:
Description: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. See more details - ■ Post-Engagement Processing
Post-Engagement Processing When: July 3, 2025 7:00 pm - 8:00 pm Where:
Description: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. See more details • • • | 4- ■ Team Training
Team Training When: July 4, 2025 1:00 pm - 2:00 pm Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: July 4, 2025 2:00 pm - 3:00 pm Where:
Description: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. See more details - ■ Marketing Event
Marketing Event When: July 4, 2025 5:00 pm - 8:00 pm Where:
Description:Description:Examples: -Presentations -Expos -Networking events See more details • • • | 5 |
6 | 7- ■ Marketing strategy & implementation
Marketing strategy & implementation When: July 7, 2025 2:00 pm - 4:00 pm Where:
Description: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 See more details - ■ Send Out Weekly Newsletter
Send Out Weekly Newsletter When: July 7, 2025 12:00 pm - 1:00 pm Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: July 7, 2025 4:00 pm - 5:00 pm Where:
Description: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. See more details - ■ Urgent items from prior week
Urgent items from prior week When: July 7, 2025 5:00 pm - 6:00 pm Where:
Description: See more details • • • • | 8- ■ CSD On-Boading
CSD On-Boading When: July 8, 2025 12:00 pm - 4:00 pm Where:
Description: See more details - ■ Call Clients 1-3 re CIMIs/Inventories
Call Clients 1-3 re CIMIs/Inventories When: July 8, 2025 6:00 pm - 8:00 pm Where:
Description:To confirm if any changes/no changes. See more details • • | 9- ■ Post-Engagement Processing
Post-Engagement Processing When: July 9, 2025 1:00 pm - 2:00 pm Where:
Description: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. See more details - ■ CSD On-Boarding
CSD On-Boarding When: July 9, 2025 3:00 pm - 7:00 pm Where:
Description: See more details • • | 10- ■ Mail Out CIMIs/Inventories 1-3
Mail Out CIMIs/Inventories 1-3 When: July 10, 2025 2:00 pm - 4:00 pm Where:
See more details - ■ Call Clients 1-3 Regarding CIMI/Inventory
Call Clients 1-3 Regarding CIMI/Inventory When: July 10, 2025 4:00 pm - 5:00 pm Where:
Description: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. See more details - ■ Post-Engagement Processing
Post-Engagement Processing When: July 10, 2025 7:00 pm - 8:00 pm Where:
Description: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. See more details • • • | 11- ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: July 11, 2025 2:00 pm - 3:00 pm Where:
Description: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. See more details - ■ Marketing Event
Marketing Event When: July 11, 2025 5:00 pm - 8:00 pm Where:
Description:Description:Examples: -Presentations -Expos -Networking events See more details • • | 12- ■ Post-Engagement Processing
Post-Engagement Processing When: July 12, 2025 1:00 pm - 2:00 pm Where:
Description: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. See more details • |
13 | 14- ■ Marketing strategy & implementation
Marketing strategy & implementation When: July 14, 2025 2:00 pm - 4:00 pm Where:
Description: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 See more details - ■ Send Out Weekly Newsletter
Send Out Weekly Newsletter When: July 14, 2025 12:00 pm - 1:00 pm Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: July 14, 2025 4:00 pm - 5:00 pm Where:
Description: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. See more details - ■ Urgent items from prior week
Urgent items from prior week When: July 14, 2025 5:00 pm - 6:00 pm Where:
Description: See more details • • • • | 15- ■ Expo Follow-Up
Expo Follow-Up When: July 15, 2025 12:00 pm - 3:00 pm Where:
Description: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. See more details - ■ Call Clients 1-3 re CIMIs/Inventories
Call Clients 1-3 re CIMIs/Inventories When: July 15, 2025 6:00 pm - 8:00 pm Where:
Description:To confirm if any changes/no changes. See more details • • | 16- ■ CSD On-Boarding
CSD On-Boarding When: July 16, 2025 12:00 pm - 6:00 pm Where:
Description: See more details • | 17- ■ Mail Out CIMIs/Inventories 1-3
Mail Out CIMIs/Inventories 1-3 When: July 17, 2025 2:00 pm - 4:00 pm Where:
See more details - ■ Call Clients 1-3 Regarding CIMI/Inventory
Call Clients 1-3 Regarding CIMI/Inventory When: July 17, 2025 4:00 pm - 5:00 pm Where:
Description: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. See more details - ■ Post-Engagement Processing
Post-Engagement Processing When: July 17, 2025 7:00 pm - 8:00 pm Where:
Description: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. See more details • • • | 18- ■ Post-Engagement Processing
Post-Engagement Processing When: July 18, 2025 1:00 pm - 2:00 pm Where:
Description: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. See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: July 18, 2025 2:00 pm - 3:00 pm Where:
Description: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. See more details - ■ Marketing Event
Marketing Event When: July 18, 2025 5:00 pm - 8:00 pm Where:
Description:Description:Examples: -Presentations -Expos -Networking events See more details • • • | 19 |
20 | 21- ■ Marketing strategy & implementation
Marketing strategy & implementation When: July 21, 2025 2:00 pm - 4:00 pm Where:
Description: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 See more details - ■ Send Out Weekly Newsletter
Send Out Weekly Newsletter When: July 21, 2025 12:00 pm - 1:00 pm Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: July 21, 2025 4:00 pm - 5:00 pm Where:
Description: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. See more details - ■ Urgent items from prior week
Urgent items from prior week When: July 21, 2025 5:00 pm - 6:00 pm Where:
Description: See more details • • • • | 22- ■ CSD On-Boarding
CSD On-Boarding When: July 22, 2025 12:00 pm - 4:00 pm Where:
Description: See more details - ■ Call Clients 1-3 re CIMIs/Inventories
Call Clients 1-3 re CIMIs/Inventories When: July 22, 2025 5:00 pm - 7:00 pm Where:
Description:To confirm if any changes/no changes. See more details • • | 23- ■ CSD On-Boarding
CSD On-Boarding When: July 23, 2025 12:00 pm - 4:00 pm Where:
Description: See more details • | 24- ■ Mail Out CIMIs/Inventories 9 & 10
Mail Out CIMIs/Inventories 9 & 10 When: July 24, 2025 2:00 pm - 4:00 pm Where:
See more details - ■ Call Clients 9 & 10 Regarding CIMI/Inventory
Call Clients 9 & 10 Regarding CIMI/Inventory When: July 24, 2025 4:00 pm - 5:00 pm Where:
Description: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. See more details • • | 25- ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: July 25, 2025 2:00 pm - 3:00 pm Where:
Description: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. See more details - ■ Marketing Event
Marketing Event When: July 25, 2025 5:00 pm - 8:00 pm Where:
Description:Description:Examples: -Presentations -Expos -Networking events See more details • • | 26- ■ Post-Engagement Processing
Post-Engagement Processing When: July 26, 2025 1:00 pm - 2:00 pm Where:
Description: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. See more details • |
27 | 28- ■ Marketing strategy & implementation
Marketing strategy & implementation When: July 28, 2025 2:00 pm - 4:00 pm Where:
Description: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 See more details - ■ Send Out Weekly Newsletter
Send Out Weekly Newsletter When: July 28, 2025 12:00 pm - 1:00 pm Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: July 28, 2025 4:00 pm - 5:00 pm Where:
Description: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. See more details - ■ Urgent items from prior week
Urgent items from prior week When: July 28, 2025 5:00 pm - 6:00 pm Where:
Description: See more details • • • • | 29- ■ Print/Bind Plans + Diagrams 1-3
Print/Bind Plans + Diagrams 1-3 When: July 29, 2025 12:00 pm - 3:00 pm Where:
Description: See more details - ■ Call Clients 1-3 re CIMIs/Inventories
Call Clients 1-3 re CIMIs/Inventories When: July 29, 2025 5:00 pm - 7:00 pm Where:
Description:To confirm if any changes/no changes. See more details • • | 30- ■ Post-Engagement Processing
Post-Engagement Processing When: July 30, 2025 1:00 pm - 2:00 pm Where:
Description: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. See more details - ■ Signing Meeting 1
Signing Meeting 1 When: July 30, 2025 4:00 pm - 5:00 pm Where:
Description: See more details - ■ Post-Signing Processing
Post-Signing Processing When: July 30, 2025 5:00 pm - 5:30 pm Where:
Description:Scan all signed documents + update asset spreadsheet + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting See more details - ■ Signing Meeting 2
Signing Meeting 2 When: July 30, 2025 6:00 pm - 7:00 pm Where:
Description: See more details - ■ Post-Signing Processing
Post-Signing Processing When: July 30, 2025 7:00 pm - 7:30 pm Where:
Description:Scan all signed documents + update asset spreadsheet + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting See more details • • • • • | 31- ■ Signing Meeting 3
Signing Meeting 3 When: July 31, 2025 12:00 pm - 1:00 pm Where:
Description: See more details - ■ Post-Signing Processing
Post-Signing Processing When: July 31, 2025 1:00 pm - 1:30 pm Where:
Description:Scan all sign documents + schedule final meeting + schedule time necessary to change anything that was noted to be changed in signing meeting See more details - ■ Mail Out CIMIs/Inventories 11
Mail Out CIMIs/Inventories 11 When: July 31, 2025 2:00 pm - 2:30 pm Where:
See more details - ■ Call Clients 11 Regarding CIMI/Inventory
Call Clients 11 Regarding CIMI/Inventory When: July 31, 2025 2:30 pm - 3:00 pm Where:
Description: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. See more details • • • • | | |