Is the client touchpoints template free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Project template for financial advisors

Client touchpoints template with every task back on the list when it's due

Birthday, policy anniversary, festive greetings and two check-ins a year, each on repeat.

3 sections
6 tasks
Opens as a list
Repeats on its own

Touchpoints: [client]

Dates

Birthday messageEvery 1 JanChange the date to their birthday. Send it yourself; a card from the firm does the opposite.
Policy anniversary: check premiums and say thank youEvery 1 JanChange the date to the policy anniversary.

Festive

Chinese New Year greetingEvery 25 Jan
Year-end greetingEvery 20 Dec

Check-ins

Mid-year check-in callEvery 15 JunAnything changed? Anything I can help with?
Annual reviewEvery 15 NovBook it; the Annual policy review template has the meeting.

About this template

Clients leave advisors they never hear from. This project is the minimum contact plan for one client, as repeating tasks: their birthday, the policy anniversary, the two festive seasons you greet them at, and two check-ins.

Apply it once per client and set the birthday and anniversary dates.

Tips from the template

Set the birthday and policy anniversary to the real dates; the rest are already placed.
A greeting is a message; a check-in is a call.
Log each touch in the Log so the CRM card shows the history.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Client touchpoints and open it. You see every section and task before anything is added.
3Check the name the new project gets, and change it if you like.
4Press Use template. Rename the project, then work down the list.

Already use ActivityTracker? Open this template in the app

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Questions

Run it with the dates filled in.

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