Is the networking event follow-up 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.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

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

Networking event follow-up template with every task dated from the day you start

The 48 hours after an event: who you met, what you promised, and the next step for each.

3 sections
10 tasks
Opens as a list
Dated from day 1

Event follow-up

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.

Tonight

People I metDay 1One sub-task each: name, what they do, what you talked about.
- Name - what we talked about
Add each one to the CRM with the event as the sourceDay 1
Note anything you promised to sendDay 1

Tomorrow

Send the first message to everyoneDay 2, 9:00HighMention one thing you talked about. No pitch.
Send whatever you promisedDay 2
Connect on LinkedIn with a noteDay 2

This week

Suggest a coffee to the three most promisingDay 4
Thank the organiserDay 3
Note in the CRM who replied and who did notDay 7

About this template

Most business cards die in a drawer. This is a short project you apply the evening after an event: list who you met, send the first message before they forget you, and turn the promising ones into a coffee.

Tips from the template

Apply it the same evening; the first messages are due tomorrow.
One sub-task per person under "People I met".
Add anyone worth keeping to the CRM with a note on where you met.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Networking event follow-up and open it. You see every section and task before anything is added.
3Pick the day you start, or the day it has to be done by. Every date moves with it.
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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