Is the new financial advisor 90-day plan 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 managers

New financial advisor 90-day plan with every task dated from the day you start

Licensing, systems, first appointments, first case, first review: a recruit's first quarter, week by week.

4 sections
26 tasks
Opens as a list
Dated from day 1

First 90 days: [name]

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.

Week one

Licensing and registration confirmedDay 1Urgent
Set up the systemsDay 2
- Email, calendar, this app
- Product and illustration systems
- The CRM: import their contacts
Walk through the compliance basics and the firm's sales processDay 3
Build the first 100-name list togetherDay 4High
Shadow two of your appointmentsDay 5
Agree the weekly activity targetsDay 6High

Days 8 to 30

Daily check-in callEvery workday 18:00Calls, appointments, what got stuck. Two weeks of this, then weekly.
Joint appointments: you lead, they watchDay 9
Joint appointments: they lead, you watchDay 16
Role-play the fact-find and the closeDay 13
First case submittedDay 22High
Day-30 reviewDay 31Urgent
- Activity against targets
- What they find hardest
- Adjust the plan for the next thirty days

Days 31 to 60

Weekly one-on-oneEvery Monday 9:00
First referral asked for and receivedDay 41
First policy delivered on their ownDay 46High
Attend a team training and present one productDay 51
Day-60 reviewDay 61Urgent

Days 61 to 90

Independent appointments only; you review the notesDay 66
First month at targetDay 81High
Day-90 review and the plan for the next quarterDay 91Urgent

About this template

A new advisor's first ninety days decide whether they are still here at a year. This project is the manager's plan for one recruit. It says what gets set up in week one, what they must have done by day thirty, sixty and ninety, and which check-ins catch a slow start before it sets.

Share it with the recruit so they can tick their own progress.

Tips from the template

Name the project "Coaching: <name>", or share it into the coaching project you already have for them.
Their tasks go to them. The check-ins stay yours.
Day 30 and day 60 are the two conversations that matter most; book them on day one.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find New advisor: first 90 days 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

Templates like this one

See every template

Questions

Run it with the dates filled in.

Book a walkthrough to see the templates in the app.

Book a walkthrough See pricing