NLBM Staffed Practice Calendar CSD

Carly Karpovage

August 2022

Sun Mon Tue Wed Thu Fri Sat
1
  • ■ Marketing strategy & implementation
  • ■ Return Phone Calls/Emails
  • ■ Send Out Weekly Newsletter
  • ■ Intake/Inquiry correspondence
  • ■ Urgent items from prior week
2
  • ■ Return Phone Calls/Emails
  • ■ Print/Bind Plans + Diagrams 1-3
  • ■ Call Clients 1-3 re CIMIs/Inventories
3
  • ■ Return Phone Calls/Emails
  • ■ Post-Engagement Processing
  • ■ Signing Meeting 1
  • ■ Post-Signing Processing
  • ■ Signing Meeting 2
  • ■ Post-Signing Processing
4
  • ■ Return Phone Calls/Emails
  • ■ Signing Meeting 3
  • ■ Post-Signing Processing
  • ■ Mail Out CIMIs/Inventories 11
  • ■ Call Clients 11 Regarding CIMI/Inventory
5
  • ■ Return Phone Calls/Emails
  • ■ Intake/Inquiry correspondence
  • ■ Marketing Event
6
7
8
  • ■ Marketing strategy & implementation
  • ■ Return Phone Calls/Emails
  • ■ Send Out Weekly Newsletter
  • ■ Intake/Inquiry correspondence
  • ■ Urgent items from prior week
9
  • ■ Return Phone Calls/Emails
  • ■ Print/Bind Plans + Diagrams 4 & 5
  • ■ Call Clients 11 re CIMIs/Inventories
10
  • ■ Return Phone Calls/Emails
  • ■ Post-Engagement Processing
  • ■ Signing Meeting 4
  • ■ Post-Signing Processing
  • ■ Signing Meeting 5
  • ■ Post-Signing Processing
11
  • ■ Return Phone Calls/Emails
  • ■ Mail Out CIMIs/Inventories 12 &13
  • ■ Call Clients 12 & 13 Regarding CIMI/Inventory
  • ■ Post-Engagement Processing
12
  • ■ Return Phone Calls/Emails
  • ■ Team Training
  • ■ Intake/Inquiry correspondence
  • ■ Marketing Event
13
  • ■ Post-Engagement Processing
14
15
  • ■ Marketing strategy & implementation
  • ■ Return Phone Calls/Emails
  • ■ Send Out Weekly Newsletter
  • ■ Intake/Inquiry correspondence
  • ■ Urgent items from prior week
16
  • ■ Return Phone Calls/Emails
  • ■ Print/Bind Plans + Diagrams 6-8
  • ■ Call Clients 12 & 13 re CIMIs/Inventories
17
  • ■ Return Phone Calls/Emails
  • ■ Post-Engagement Processing
  • ■ Signing Meeting 6
  • ■ Post-Signing Processing
  • ■ Signing Meeting 7
  • ■ Post-Signing Processing
18
  • ■ Return Phone Calls/Emails
  • ■ Signing Meeting 8
  • ■ Post-Signing Processing
  • ■ Mail Out CIMIs/Inventories 14-16
  • ■ Call Clients 14-16 Regarding CIMI/Inventory
  • ■ Post-Engagement Processing
19
  • ■ Return Phone Calls/Emails
  • ■ Intake/Inquiry correspondence
  • ■ Marketing Event
20
21
22
  • ■ Marketing strategy & implementation
  • ■ Return Phone Calls/Emails
  • ■ Send Out Weekly Newsletter
  • ■ Intake/Inquiry correspondence
  • ■ Urgent items from prior week
23
  • ■ Return Phone Calls/Emails
  • ■ Print/Bind Plans + Diagrams 9 & 10
  • ■ Call Clients 14-16 re CIMIs/Inventories
24
  • ■ Return Phone Calls/Emails
  • ■ Signing Meeting 9
  • ■ Post-Signing Processing
  • ■ Signing Meeting 10
  • ■ Post-Signing Processing
25
  • ■ Return Phone Calls/Emails
  • ■ Mail Out CIMIs/Inventories 17 & 18
  • ■ Call Clients 17 & 18 Regarding CIMI/Inventory
  • ■ Post-Engagement Processing
26
  • ■ Return Phone Calls/Emails
  • ■ Post-Engagement Processing
  • ■ Intake/Inquiry correspondence
  • ■ Marketing Event
27
28
29
  • ■ Marketing strategy & implementation
  • ■ Return Phone Calls/Emails
  • ■ Send Out Weekly Newsletter
  • ■ Intake/Inquiry correspondence
  • ■ Urgent items from prior week
30
  • ■ Return Phone Calls/Emails
  • ■ Print/Bind Plans + Diagrams 11-13
  • ■ Prep Binders for Delivery 1 & 2
  • ■ Call Clients 17 & 18 re CIMIs/Inventories
31
  • ■ Return Phone Calls/Emails
  • ■ Prep Binders for Delivery 3
  • ■ Post-Engagement Processing
  • ■ Signing Meeting 11
  • ■ Post-Signing Processing
  • ■ Signing Meeting 12
  • ■ Post-Signing Processing