NLBM Staffed Practice Calendar CSD

Carly Karpovage

April 2024

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