Is the referral campaign 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

Referral campaign template with every task dated from the day you start

Two weeks of asking your best clients for introductions, with the script and the follow-through.

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

Referral campaign

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.

Prepare

List twenty clients who like youDay 1Recent claims paid, recent reviews, people who already introduced someone once.
Write the ask in your own wordsDay 1Who specifically? "Someone who just had a baby" gets a name; "anyone" gets nothing.
Decide the thank-youDay 1A message and a coffee. Not a gift that looks like a fee.

Week one: ask

Call five clientsDay 2
Call five clientsDay 3
Call five clientsDay 4
Call five clientsDay 5
Log every call and every name in the CRMDay 5

Week two: follow through

Message every referred name within two days of getting itDay 7High
Book the first meetingsDay 9
Thank each referrerDay 10
Tell the referrer when you have met their friendDay 14
Count: asks, names, meetings bookedDay 15Write it in your weekly reflection.

About this template

Referrals do not come from hoping. They come from asking the right twenty people the right way, then following up with every name you are given inside two days. Here it is as ten dated days.

Tips from the template

Fill the "Twenty clients" task with names before you start.
Every name you get becomes a lead in the CRM the same day.
Report back to the referrer when you have met their friend.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Referral campaign 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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