Project template for financial advisors

LinkedIn content calendar with every task dated from the day you start

Four weeks of posts, comments and connection requests, aimed at conversations rather than likes.

  • 4 sections
  • 12 tasks
  • Opens as a list
  • Dated from day 1

LinkedIn month

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

Setup

  • Fix the profile: headline says who you help with whatDay 1High
  • List twenty people whose posts you will comment onDay 1
  • Pick three post anglesDay 1A client story (anonymised), a mistake you see often, a plain explanation of one thing.

Weekly

  • Write the week's three postsEvery Sunday 20:00
  • PostEvery Monday 8:00
  • PostEvery Wednesday 8:00
  • PostEvery Friday 8:00
  • Ten connection requests with a noteEvery Tuesday
  • Reply to every comment and messageEvery workday 18:00

Daily

  • Comment on five postsEvery workday 8:15

End of month

  • Count: posts, comments, connections, conversations, appointmentsDay 29
  • Keep the angle that started conversations; drop the one that got likesDay 29

About this template

LinkedIn works for advisors when it is a habit, not a campaign. This is a month of it: three posts a week from a fixed set of angles, daily comments on the right people's posts, and ten connection notes a week.

Tips from the template

  • Write the week's three posts on Sunday; the posting tasks then take two minutes.
  • Comment before you post; the algorithm and the people both notice.
  • Move any conversation to a message within a day.

How to use it in ActivityTracker

  1. 1Open Tasks and choose Templates.
  2. 2Find LinkedIn month for advisors and open it. You see every section and task before anything is added.
  3. 3Pick the day you start, or the day it has to be done by. Every date moves with it.
  4. 4Press Use template. Rename the project, then work down the list.

Already use ActivityTracker? Open this template in the app

Questions

Run it with the dates filled in.

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