Is the prospecting sprint 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

Prospecting sprint template with every task dated from the day you start

Ten working days of calls, messages and follow-ups with a daily target.

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

Prospecting sprint

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

Set the daily targetDay 1For example: 20 dials, 10 conversations, 2 appointments.
Build the call list: 100 namesDay 1Old leads, past clients, referrals, roadshow cards, LinkedIn connections.
Write the opening line and the three follow-up messagesDay 1

Week one

Call blockDay 2, 9:30High
Message blockDay 2, 14:00
Follow-up blockDay 2, 17:00
Call blockDay 3, 9:30High
Message blockDay 3, 14:00
Follow-up blockDay 3, 17:00
Call blockDay 4, 9:30High
Message blockDay 4, 14:00
Follow-up blockDay 4, 17:00
Call blockDay 5, 9:30High
Message blockDay 5, 14:00
Follow-up blockDay 5, 17:00
Week one count: dials, conversations, appointmentsDay 5, 17:30

Week two

Call blockDay 8, 9:30High
Message blockDay 8, 14:00
Follow-up blockDay 8, 17:00
Call blockDay 9, 9:30High
Message blockDay 9, 14:00
Follow-up blockDay 9, 17:00
Call blockDay 10, 9:30High
Message blockDay 10, 14:00
Follow-up blockDay 10, 17:00
Call blockDay 11, 9:30High
Message blockDay 11, 14:00
Follow-up blockDay 11, 17:00
Sprint count and what to change next timeDay 12, 17:30

About this template

A prospecting sprint is a fortnight where the calendar has one job. Every working day gets a call block, a message block and a follow-up block, and each week ends with a count. Nothing refills a pipeline faster.

Tips from the template

Set the daily target in the first task and hold to it.
Move a lead into the CRM the moment they respond.
The Friday count is the whole point; do not skip it.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Prospecting sprint 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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