| 1- ■ Marketing strategy & implementation
Marketing strategy & implementation When: April 1, 2024 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: April 1, 2024 12:00 pm - 1:00 pm Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: April 1, 2024 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: April 1, 2024 5:00 pm - 6:00 pm Where:
Description: See more details • • • • | 2- ■ CSD On-Boarding
CSD On-Boarding When: April 2, 2024 12:00 pm - 5:00 pm Where:
Description: See more details • | 3- ■ Post-Engagement Processing
Post-Engagement Processing When: April 3, 2024 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: April 3, 2024 3:00 pm - 7:00 pm Where:
Description: See more details • • | 4- ■ Mail Out CIMIs/Inventories 1-3
Mail Out CIMIs/Inventories 1-3 When: April 4, 2024 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: April 4, 2024 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: April 4, 2024 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 • • • | 5- ■ Team Training
Team Training When: April 5, 2024 1:00 pm - 2:00 pm Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: April 5, 2024 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: April 5, 2024 5:00 pm - 8:00 pm Where:
Description:Description:Examples: -Presentations -Expos -Networking events See more details • • • | 6 |
7 | 8- ■ Marketing strategy & implementation
Marketing strategy & implementation When: April 8, 2024 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: April 8, 2024 12:00 pm - 1:00 pm Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: April 8, 2024 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: April 8, 2024 5:00 pm - 6:00 pm Where:
Description: See more details • • • • | 9- ■ CSD On-Boading
CSD On-Boading When: April 9, 2024 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: April 9, 2024 6:00 pm - 8:00 pm Where:
Description:To confirm if any changes/no changes. See more details • • | 10- ■ Post-Engagement Processing
Post-Engagement Processing When: April 10, 2024 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: April 10, 2024 3:00 pm - 7:00 pm Where:
Description: See more details • • | 11- ■ Mail Out CIMIs/Inventories 1-3
Mail Out CIMIs/Inventories 1-3 When: April 11, 2024 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: April 11, 2024 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: April 11, 2024 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 • • • | 12- ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: April 12, 2024 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: April 12, 2024 5:00 pm - 8:00 pm Where:
Description:Description:Examples: -Presentations -Expos -Networking events See more details • • | 13- ■ Post-Engagement Processing
Post-Engagement Processing When: April 13, 2024 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 • |
14 | 15- ■ Marketing strategy & implementation
Marketing strategy & implementation When: April 15, 2024 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: April 15, 2024 12:00 pm - 1:00 pm Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: April 15, 2024 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: April 15, 2024 5:00 pm - 6:00 pm Where:
Description: See more details • • • • | 16- ■ Expo Follow-Up
Expo Follow-Up When: April 16, 2024 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: April 16, 2024 6:00 pm - 8:00 pm Where:
Description:To confirm if any changes/no changes. See more details • • | 17- ■ CSD On-Boarding
CSD On-Boarding When: April 17, 2024 12:00 pm - 6:00 pm Where:
Description: See more details • | 18- ■ Mail Out CIMIs/Inventories 1-3
Mail Out CIMIs/Inventories 1-3 When: April 18, 2024 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: April 18, 2024 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: April 18, 2024 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 • • • | 19- ■ Post-Engagement Processing
Post-Engagement Processing When: April 19, 2024 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: April 19, 2024 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: April 19, 2024 5:00 pm - 8:00 pm Where:
Description:Description:Examples: -Presentations -Expos -Networking events See more details • • • | 20 |
21 | 22- ■ Marketing strategy & implementation
Marketing strategy & implementation When: April 22, 2024 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: April 22, 2024 12:00 pm - 1:00 pm Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: April 22, 2024 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: April 22, 2024 5:00 pm - 6:00 pm Where:
Description: See more details • • • • | 23- ■ CSD On-Boarding
CSD On-Boarding When: April 23, 2024 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: April 23, 2024 5:00 pm - 7:00 pm Where:
Description:To confirm if any changes/no changes. See more details • • | 24- ■ CSD On-Boarding
CSD On-Boarding When: April 24, 2024 12:00 pm - 4:00 pm Where:
Description: See more details • | 25- ■ Mail Out CIMIs/Inventories 9 & 10
Mail Out CIMIs/Inventories 9 & 10 When: April 25, 2024 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: April 25, 2024 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 • • | 26- ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: April 26, 2024 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: April 26, 2024 5:00 pm - 8:00 pm Where:
Description:Description:Examples: -Presentations -Expos -Networking events See more details • • | 27- ■ Post-Engagement Processing
Post-Engagement Processing When: April 27, 2024 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 • |
28 | 29- ■ Marketing strategy & implementation
Marketing strategy & implementation When: April 29, 2024 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: April 29, 2024 12:00 pm - 1:00 pm Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: April 29, 2024 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: April 29, 2024 5:00 pm - 6:00 pm Where:
Description: See more details • • • • | 30- ■ Print/Bind Plans + Diagrams 1-3
Print/Bind Plans + Diagrams 1-3 When: April 30, 2024 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: April 30, 2024 5:00 pm - 7:00 pm Where:
Description:To confirm if any changes/no changes. See more details • • | | | | |