Is the roadshow planning checklist 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

Roadshow planning checklist with every task dated from the day you start

Booth logistics, the daily shifts, lead capture and the follow-up that pays for it.

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

Roadshow week

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

Confirm the booth booking and datesDay 1High
Order materials: banner, brochures, lucky draw forms, pensDay 2
Prepare the lead capture formDay 3Name, mobile, what they asked about, best time to call.
Roster the shiftsDay 3
Brief everyone on the opening line and the offerDay 5

Shifts

Shift: day 1Day 8, 10:00
Enter the day's leadsDay 8, 19:00High
Shift: day 2Day 9, 10:00
Enter the day's leadsDay 9, 19:00High
Shift: day 3Day 10, 10:00
Enter the day's leadsDay 10, 19:00High
Shift: day 4Day 11, 10:00
Enter the day's leadsDay 11, 19:00High
Shift: day 5Day 12, 10:00
Enter the day's leadsDay 12, 19:00High
Pack down and return materialsDay 12, 18:00

Follow up

First message to every leadDay 13Urgent
Call the ones who repliedDay 14
Second message to the silent onesDay 16
Book appointmentsDay 17
Count: leads, replies, appointments, cost per appointmentDay 19

About this template

A roadshow only works if the follow-up happens. This project has the setup (booth, materials, roster), a task per shift, and a follow-up section dated for the week after, when most advisors have already moved on.

Tips from the template

Fill the roster before the week starts.
Enter every card into the CRM the same evening. By Friday half the details are gone.
First message to every lead within 24 hours.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Roadshow week 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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