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