Routine template for managers
Growing new advisors routine that reminds you when each one is due
A morning huddle, papers tracked, one real call heard each, a Thursday drill, wins named, a 30-60-90 review.
- 6 routines
- 4 at a set time
- Reminders when they are due
Growing new advisors
Days and times are the pack's own. Change any of them after you add it.
- Morning huddleEvery weekday at 9:00Fifteen minutes, standing: yesterday's numbers, today's appointments, one skill tip. Start on time even if someone is late.
- Papers and mock scoresEvery Mon at 10:00Ask each new advisor which CMFAS paper is next and their last mock score. Anyone stuck or under 70% sits with you this week to plan their study.
- Hear one real call each3 times a weekSit in on a meeting or listen to a call with each new advisor, and log one per advisor. Within the day, give one thing they did well and one thing to change.
- Thursday skill drillEvery Thu at 16:00Thirty minutes in pairs on one skill: the fact-find, an objection, or asking for referrals. Swap roles, then each pair shows the room one round.
- Name the week's winsEvery Fri at 17:30In the team chat, name every first appointment, first case and paper passed this week, with the person's name and what they did.
- 30-60-90 reviewEvery month on the 28thWith each advisor in their first 90 days: activity against the plan, what is in the way, and the next 30 days in writing. You both keep a copy.
About this pack
New advisors stay when they feel looked after and see progress early. This is the rookie side of a manager's week: short daily contact, honest feedback on real calls, practice together, and a written review at each of the first three month-ends.
How to use it in ActivityTracker
- 1Open Routines and press Packs.
- 2Find Growing new advisors and open it. Every routine is ticked, with its day and time.
- 3Untick any you don't want. A routine you already have is shown, and it isn't added twice.
- 4Press Add. Each one reminds you on WhatsApp or Telegram when it is due, until you tick it off.
Packs like this one
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6 routines
Questions
Yes. Copy it as a checklist or print it, with no sign-up. Adding it to ActivityTracker, with the reminders, needs an account.
Link WhatsApp or Telegram and a message arrives at the routine's time, or at 10am if it has none, but only if it isn't done yet. Tap Done, snooze it, or mute that routine.
Yes. Every routine is yours once it's added: rename it, move its day or time, or delete it. Untick the ones you don't want before you add the pack.
Type it in one line, like "stretch daily at 9pm", and it becomes a routine with that day and time.
Get a nudge when each one is due.
Book a walkthrough to see the routines in the app.