NLBM Staffed Practice Calendar CSD | New Law Business Model's MemberHub

	January 2022
Sun	Mon	Tue	Wed	Thu	Fri	Sat
						1 ■ Post-Engagement Processing Post-Engagement Processing When: January 1, 2022 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 •
2	3 ■ Marketing strategy & implementation Marketing strategy & implementation When: January 3, 2022 1:00 pm - 3:00 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 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 3, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ Send Out Weekly Newsletter Send Out Weekly Newsletter When: January 3, 2022 12:00 pm - 1:00 pm Where: Description: See more details ■ Intake/Inquiry correspondence Intake/Inquiry correspondence When: January 3, 2022 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: January 3, 2022 5:00 pm - 6:00 pm Where: Description: See more details • • • • •	4 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 4, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ CSD On-Boarding CSD On-Boarding When: January 4, 2022 12:00 pm - 5:00 pm Where: Description: See more details • •	5 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 5, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ Post-Engagement Processing Post-Engagement Processing When: January 5, 2022 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: January 5, 2022 3:00 pm - 7:00 pm Where: Description: See more details • • •	6 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 6, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ Mail Out CIMIs/Inventories 1-3 Mail Out CIMIs/Inventories 1-3 When: January 6, 2022 2:00 pm - 4:00 pm Where: Description: Send via mail + email See more details ■ Call Clients 1-3 Regarding CIMI/Inventory Call Clients 1-3 Regarding CIMI/Inventory When: January 6, 2022 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: January 6, 2022 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 • • • •	7 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 7, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ Team Training Team Training When: January 7, 2022 1:00 pm - 2:00 pm Where: Description: See more details ■ Intake/Inquiry correspondence Intake/Inquiry correspondence When: January 7, 2022 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: January 7, 2022 5:00 pm - 8:00 pm Where: Description: Description:Examples: -Presentations -Expos -Networking events See more details • • • •	8
9	10 ■ Marketing strategy & implementation Marketing strategy & implementation When: January 10, 2022 1:00 pm - 3:00 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 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 10, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ Send Out Weekly Newsletter Send Out Weekly Newsletter When: January 10, 2022 12:00 pm - 1:00 pm Where: Description: See more details ■ Intake/Inquiry correspondence Intake/Inquiry correspondence When: January 10, 2022 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: January 10, 2022 5:00 pm - 6:00 pm Where: Description: See more details • • • • •	11 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 11, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ CSD On-Boading CSD On-Boading When: January 11, 2022 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: January 11, 2022 6:00 pm - 8:00 pm Where: Description: To confirm if any changes/no changes. See more details • • •	12 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 12, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ Post-Engagement Processing Post-Engagement Processing When: January 12, 2022 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: January 12, 2022 3:00 pm - 7:00 pm Where: Description: See more details • • •	13 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 13, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ Mail Out CIMIs/Inventories 1-3 Mail Out CIMIs/Inventories 1-3 When: January 13, 2022 2:00 pm - 4:00 pm Where: Description: Send via mail + email See more details ■ Call Clients 1-3 Regarding CIMI/Inventory Call Clients 1-3 Regarding CIMI/Inventory When: January 13, 2022 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: January 13, 2022 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 • • • •	14 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 14, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ Intake/Inquiry correspondence Intake/Inquiry correspondence When: January 14, 2022 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: January 14, 2022 5:00 pm - 8:00 pm Where: Description: Description:Examples: -Presentations -Expos -Networking events See more details • • •	15 ■ Post-Engagement Processing Post-Engagement Processing When: January 15, 2022 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 •
16	17 ■ Marketing strategy & implementation Marketing strategy & implementation When: January 17, 2022 1:00 pm - 3:00 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 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 17, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ Send Out Weekly Newsletter Send Out Weekly Newsletter When: January 17, 2022 12:00 pm - 1:00 pm Where: Description: See more details ■ Intake/Inquiry correspondence Intake/Inquiry correspondence When: January 17, 2022 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: January 17, 2022 5:00 pm - 6:00 pm Where: Description: See more details • • • • •	18 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 18, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ Expo Follow-Up Expo Follow-Up When: January 18, 2022 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: January 18, 2022 6:00 pm - 8:00 pm Where: Description: To confirm if any changes/no changes. See more details • • •	19 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 19, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ CSD On-Boarding CSD On-Boarding When: January 19, 2022 12:00 pm - 6:00 pm Where: Description: See more details • •	20 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 20, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ Mail Out CIMIs/Inventories 1-3 Mail Out CIMIs/Inventories 1-3 When: January 20, 2022 2:00 pm - 4:00 pm Where: Description: Send via mail + email See more details ■ Call Clients 1-3 Regarding CIMI/Inventory Call Clients 1-3 Regarding CIMI/Inventory When: January 20, 2022 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: January 20, 2022 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 • • • •	21 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 21, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ Post-Engagement Processing Post-Engagement Processing When: January 21, 2022 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: January 21, 2022 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: January 21, 2022 5:00 pm - 8:00 pm Where: Description: Description:Examples: -Presentations -Expos -Networking events See more details • • • •	22
23	24 ■ Marketing strategy & implementation Marketing strategy & implementation When: January 24, 2022 1:00 pm - 3:00 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 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 24, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ Send Out Weekly Newsletter Send Out Weekly Newsletter When: January 24, 2022 12:00 pm - 1:00 pm Where: Description: See more details ■ Intake/Inquiry correspondence Intake/Inquiry correspondence When: January 24, 2022 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: January 24, 2022 5:00 pm - 6:00 pm Where: Description: See more details • • • • •	25 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 25, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ CSD On-Boarding CSD On-Boarding When: January 25, 2022 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: January 25, 2022 5:00 pm - 7:00 pm Where: Description: To confirm if any changes/no changes. See more details • • •	26 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 26, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ CSD On-Boarding CSD On-Boarding When: January 26, 2022 12:00 pm - 4:00 pm Where: Description: See more details • •	27 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 27, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ Mail Out CIMIs/Inventories 9 & 10 Mail Out CIMIs/Inventories 9 & 10 When: January 27, 2022 2:00 pm - 4:00 pm Where: Description: Send via mail + email See more details ■ Call Clients 9 & 10 Regarding CIMI/Inventory Call Clients 9 & 10 Regarding CIMI/Inventory When: January 27, 2022 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 • • •	28 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 28, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ Intake/Inquiry correspondence Intake/Inquiry correspondence When: January 28, 2022 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: January 28, 2022 5:00 pm - 8:00 pm Where: Description: Description:Examples: -Presentations -Expos -Networking events See more details • • •	29 ■ Post-Engagement Processing Post-Engagement Processing When: January 29, 2022 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 •
30	31 ■ Marketing strategy & implementation Marketing strategy & implementation When: January 31, 2022 1:00 pm - 3:00 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 ■ Return Phone Calls/Emails Return Phone Calls/Emails When: January 31, 2022 10:00 am - 11:30 am Where: Description: This is a time to return a phone call and emails from the following day. This is also a time to make sure that all prospective clients get a call a week before and the day before their FWPS. The call one week before should include a confirmation of their pre-meeting paperwork, answer questions and confirm their meeting time. The call the day before should be a reminder and ensure they know how to get to the office. This is also a time for reminder calls for the signing meeting and binder delivery meetings, which can happen three days in advance as well as the day before. See more details ■ Send Out Weekly Newsletter Send Out Weekly Newsletter When: January 31, 2022 12:00 pm - 1:00 pm Where: Description: See more details ■ Intake/Inquiry correspondence Intake/Inquiry correspondence When: January 31, 2022 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: January 31, 2022 5:00 pm - 6:00 pm Where: Description: See more details • • • • •

January 2022

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