| | 1- ■ BNI Networking Event (important)
BNI Networking Event (important) When: July 1, 2025 8:30 am - 10:00 am
Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: July 1, 2025 10:00 am - 11:00 am
Where:
Description:Ideally, the CSD is covering this. Possible lawyer activities:
-Personal post on social media
*Business posts on social media should be outsourced
-Follow-up intake (circumstances the need more than the CSD can give)
- See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 1, 2025 11:00 am - 11:30 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 1, 2025 11:30 am - 12:00 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Enter Plan Data 1
Enter Plan Data 1 When: July 1, 2025 12:00 pm - 2:00 pm
Where:
Description:If you are drafting your own plans, you should estimate at least one to hours per plan to enter data into drafting software to create the plan See more details - ■ Advanced Estate Planning Call (important)
Advanced Estate Planning Call (important) When: July 1, 2025 2:00 pm - 3:00 pm
Where:
Description: See more details - ■ Enter Plan Data 2
Enter Plan Data 2 When: July 1, 2025 3:00 pm - 5:00 pm
Where:
Description:If you are drafting your own plans, you should estimate at least one to hours per plan to enter data into drafting software to create the plan See more details - ■ Enter Plan Data 3
Enter Plan Data 3 When: July 1, 2025 5:00 pm - 7:00 pm
Where:
Description:If you are drafting your own plans, you should estimate at least one to hours per plan to enter data into drafting software to create the plan See more details
• • • • • • • • | 2- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 2, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Family Wealth Planning Session 4
Family Wealth Planning Session 4 When: July 2, 2025 11:00 am - 1:00 pm
Where:
Description: See more details - ■ Marketing Call (urgent & important)
Marketing Call (urgent & important) When: July 2, 2025 1:00 pm - 2:00 pm
Where:
Description: See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: July 2, 2025 3:00 pm - 4:00 pm
Where:
Description:Ideally, this is outsourced and/or automated with Accelerator. Lawyers can use this time to deepen relationships with A+ referral partners. See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 2, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details
• • • • • | 3- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 3, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Marketing Event Follow-up
Marketing Event Follow-up When: July 3, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 3, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Family Wealth Planning Session 5
Family Wealth Planning Session 5 When: July 3, 2025 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • | 4- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 4, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Prospective client correspondence (important)
Prospective client correspondence (important) When: July 4, 2025 2:00 pm - 3:00 pm
Where:
Description:Ideally, the CSD is covering this. Possible lawyer activities:
-Personal post on social media
*Business posts on social media should be outsourced
-Follow-up intake (circumstances the need more than the CSD can give) See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 4, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Marketing Event
Marketing Event When: July 4, 2025 5:00 pm - 8:00 pm
Where:
Description:Examples:
-Presentations
-Expos
-Networking events See more details
• • • • | 5 |
6 | 7- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 7, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: July 7, 2025 11:00 am - 12:00 pm
Where:
Description: See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: July 7, 2025 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 - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 7, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Urgent items from prior week (urgent)
Urgent items from prior week (urgent) When: July 7, 2025 5:00 pm - 6:00 pm
Where:
Description: See more details - ■ Forum Time (urgent & important)
Forum Time (urgent & important) When: July 7, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 8- ■ BNI Networking Event (important)
BNI Networking Event (important) When: July 8, 2025 8:30 am - 10:00 am
Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: July 8, 2025 10:00 am - 11:00 am
Where:
Description:Ideally, the CSD is covering this. Possible lawyer activities:
-Personal post on social media
*Business posts on social media should be outsourced
-Follow-up intake (circumstances the need more than the CSD can give)
- See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 8, 2025 11:30 am - 12:00 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Enter Plan Data 4
Enter Plan Data 4 When: July 8, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 8, 2025 2:00 pm - 2:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Enter Plan Data 5
Enter Plan Data 5 When: July 8, 2025 3:00 pm - 5:00 pm
Where:
Description: See more details
• • • • • • | 9- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 9, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Family Wealth Planning Session 6
Family Wealth Planning Session 6 When: July 9, 2025 11:00 am - 1:00 pm
Where:
Description: See more details - ■ Money & Mindset Call
Money & Mindset Call When: July 9, 2025 2:00 pm - 3:00 pm
Where:
Description: See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: July 9, 2025 3:00 pm - 4:00 pm
Where:
Description:Ideally, this is outsourced and/or automated with Accelerator. Lawyers can use this time to deepen relationships with A+ referral partners. See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 9, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details
• • • • • | 10- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 10, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Marketing Event Follow-up
Marketing Event Follow-up When: July 10, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 10, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Family Wealth Planning Session 7
Family Wealth Planning Session 7 When: July 10, 2025 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • | 11- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 11, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Prospective client correspondence (important)
Prospective client correspondence (important) When: July 11, 2025 2:00 pm - 3:00 pm
Where:
Description:Ideally, the CSD is covering this. Possible lawyer activities:
-Personal post on social media
*Business posts on social media should be outsourced
-Follow-up intake (circumstances the need more than the CSD can give) See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 11, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Marketing Event
Marketing Event When: July 11, 2025 5:00 pm - 8:00 pm
Where:
Description:Examples:
-Presentations
-Expos
-Networking events See more details
• • • • | 12- ■ Family Wealth Planning Session 8
Family Wealth Planning Session 8 When: July 12, 2025 11:00 am - 1:00 pm
Where:
Description: See more details
• |
13 | 14- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 14, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: July 14, 2025 11:00 am - 12:00 pm
Where:
Description: See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: July 14, 2025 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 - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 14, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Urgent items from prior week (urgent)
Urgent items from prior week (urgent) When: July 14, 2025 5:00 pm - 6:00 pm
Where:
Description: See more details - ■ Forum Time (urgent & important)
Forum Time (urgent & important) When: July 14, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 15- ■ BNI Networking Event (important)
BNI Networking Event (important) When: July 15, 2025 8:30 am - 10:00 am
Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: July 15, 2025 10:00 am - 11:00 am
Where:
Description:Ideally, the CSD is covering this. Possible lawyer activities:
-Personal post on social media
*Business posts on social media should be outsourced
-Follow-up intake (circumstances the need more than the CSD can give)
- See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 15, 2025 11:30 am - 12:00 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Enter Plan Data 6
Enter Plan Data 6 When: July 15, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 15, 2025 2:00 pm - 2:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Enter Plan Data 7
Enter Plan Data 7 When: July 15, 2025 3:00 pm - 5:00 pm
Where:
Description: See more details - ■ Enter Plan Data 8
Enter Plan Data 8 When: July 15, 2025 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • • | 16- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 16, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Communication Skills Call
Communication Skills Call When: July 16, 2025 12:00 pm - 1:30 pm
Where:
Description: See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: July 16, 2025 3:00 pm - 4:00 pm
Where:
Description:Ideally, this is outsourced and/or automated with Accelerator. Lawyers can use this time to deepen relationships with A+ referral partners. See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 16, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details
• • • • | 17- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 17, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Marketing Event Follow-up
Marketing Event Follow-up When: July 17, 2025 10:00 am - 12:00 pm
Where:
Description: See more details - ■ Mastering Client Engagement Call
Mastering Client Engagement Call When: July 17, 2025 12:30 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 17, 2025 2:00 pm - 2:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Member Only Coaching
Member Only Coaching When: July 17, 2025 3:00 pm - 4:30 pm
Where:
Description: See more details - ■ Family Wealth Planning Session 9
Family Wealth Planning Session 9 When: July 17, 2025 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 18- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 18, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Family Wealth Planning Session 10
Family Wealth Planning Session 10 When: July 18, 2025 11:00 am - 1:00 pm
Where:
Description: See more details - ■ Prospective client correspondence (important)
Prospective client correspondence (important) When: July 18, 2025 2:00 pm - 3:00 pm
Where:
Description:Ideally, the CSD is covering this. Possible lawyer activities:
-Personal post on social media
*Business posts on social media should be outsourced
-Follow-up intake (circumstances the need more than the CSD can give) See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 18, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Marketing Event
Marketing Event When: July 18, 2025 5:00 pm - 8:00 pm
Where:
Description:Examples:
-Presentations
-Expos
-Networking events See more details
• • • • • | 19 |
20 | 21- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 21, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: July 21, 2025 11:00 am - 12:00 pm
Where:
Description: See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: July 21, 2025 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 - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 21, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Urgent items from prior week (urgent)
Urgent items from prior week (urgent) When: July 21, 2025 5:00 pm - 6:00 pm
Where:
Description: See more details - ■ Forum Time (urgent & important)
Forum Time (urgent & important) When: July 21, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 22- ■ BNI Networking Event (important)
BNI Networking Event (important) When: July 22, 2025 8:30 am - 10:00 am
Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: July 22, 2025 10:00 am - 11:00 am
Where:
Description:Ideally, the CSD is covering this. Possible lawyer activities:
-Personal post on social media
*Business posts on social media should be outsourced
-Follow-up intake (circumstances the need more than the CSD can give)
- See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 22, 2025 11:30 am - 12:00 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Enter Plan Data 9
Enter Plan Data 9 When: July 22, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ LBSC Coaching (urgent & important)
LBSC Coaching (urgent & important) When: July 22, 2025 2:00 pm - 3:00 pm
Where:
Description: See more details - ■ Enter Plan Data 10
Enter Plan Data 10 When: July 22, 2025 3:00 pm - 5:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 22, 2025 5:00 pm - 5:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details
• • • • • • • | 23- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 23, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: July 23, 2025 3:00 pm - 4:00 pm
Where:
Description:Ideally, this is outsourced and/or automated with Accelerator. Lawyers can use this time to deepen relationships with A+ referral partners. See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 23, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details
• • • | 24- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 24, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Marketing Event Follow-up
Marketing Event Follow-up When: July 24, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 24, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details
• • • | 25- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 25, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Continuing Education (optional)
Continuing Education (optional) When: July 25, 2025 10:00 am - 1:00 pm
Where:
Description:This block represents the extra time needed when someone is just starting to take on a new practice area and desires more time to spend researching and learning. See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 25, 2025 1:30 pm - 2:00 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Prospective client correspondence (important)
Prospective client correspondence (important) When: July 25, 2025 2:00 pm - 3:00 pm
Where:
Description:Ideally, the CSD is covering this. Possible lawyer activities:
-Personal post on social media
*Business posts on social media should be outsourced
-Follow-up intake (circumstances the need more than the CSD can give) See more details - ■ Marketing Event
Marketing Event When: July 25, 2025 5:00 pm - 8:00 pm
Where:
Description:Examples:
-Presentations
-Expos
-Networking events See more details
• • • • • | 26- ■ Family Wealth Planning Session 11
Family Wealth Planning Session 11 When: July 26, 2025 11:00 am - 1:00 pm
Where:
Description: See more details
• |
27 | 28- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 28, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Financial + Metrics Review (important)
Financial + Metrics Review (important) When: July 28, 2025 11:00 am - 12:00 pm
Where:
Description: See more details - ■ Marketing strategy & implementation
Marketing strategy & implementation When: July 28, 2025 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 - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 28, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Urgent items from prior week (urgent)
Urgent items from prior week (urgent) When: July 28, 2025 5:00 pm - 6:00 pm
Where:
Description: See more details - ■ Forum Time (urgent & important)
Forum Time (urgent & important) When: July 28, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 29- ■ BNI Networking Event (important)
BNI Networking Event (important) When: July 29, 2025 8:30 am - 10:00 am
Where:
Description: See more details - ■ Intake/Inquiry correspondence
Intake/Inquiry correspondence When: July 29, 2025 10:00 am - 11:00 am
Where:
Description:Ideally, the CSD is covering this. Possible lawyer activities:
-Personal post on social media
*Business posts on social media should be outsourced
-Follow-up intake (circumstances the need more than the CSD can give)
- See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 29, 2025 11:30 am - 12:00 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Enter Plan Data 11
Enter Plan Data 11 When: July 29, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Advanced Estate Planning Call (important)
Advanced Estate Planning Call (important) When: July 29, 2025 2:00 pm - 3:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 29, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details
• • • • • • | 30- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 30, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Family Wealth Planning Session 12
Family Wealth Planning Session 12 When: July 30, 2025 11:00 am - 1:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 30, 2025 2:00 pm - 2:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Networking follow-up (urgent)
Networking follow-up (urgent) When: July 30, 2025 3:00 pm - 4:00 pm
Where:
Description:Ideally, this is outsourced and/or automated with Accelerator. Lawyers can use this time to deepen relationships with A+ referral partners. See more details - ■ Signing Meeting 1
Signing Meeting 1 When: July 30, 2025 4:00 pm - 5:00 pm
Where:
Description: See more details - ■ Signing Meeting 2
Signing Meeting 2 When: July 30, 2025 6:00 pm - 7:00 pm
Where:
Description: See more details
• • • • • • | 31- ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 31, 2025 9:30 am - 10:00 am
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Marketing Event Follow-up
Marketing Event Follow-up When: July 31, 2025 12:00 pm - 2:00 pm
Where:
Description: See more details - ■ Marketing Outreach/Social Media Engagement
Marketing Outreach/Social Media Engagement When: July 31, 2025 4:00 pm - 4:30 pm
Where:
Description:This time is focused on reaching out to the community to book speaking engagements if you are booking speaking engagements to other groups. Or to get people to your webinar, or to get people to the Personal Resource Map training. It is important to lead by offering value to others. Reaching out can look like direct emails or phone calls to referral partners, exploring collaboration. Reaching out can also include social media engagement, messages, and sharing valuable resources with others. The goal of outreach is to create interest in your education, so you can educate your community about what they can do themselves, what they need a lawyer to do and then to invite them into an FWPS with you if they need private counsel. See more details - ■ Family Wealth Planning Session 13
Family Wealth Planning Session 13 When: July 31, 2025 5:00 pm - 7:00 pm
Where:
Description: See more details
• • • • | | |
