Routine template for financial advisors
Sales prospecting routine that reminds you when each one is due
Dials, conversations, messages and a Friday count: the numbers that fill a calendar.
- 6 routines
- 4 at a set time
- Reminders when they are due
Prospecting engine
Days and times are the pack's own. Change any of them after you add it.
- 20 dialsEvery weekday, 20 times at 10:00Log each call as a rep; the target is the day.
- 10 first messagesEvery weekday, 10 times at 14:00
- 3 real conversationsEvery weekday, 3 times
- 2 appointments bookedEvery weekday, 2 times
- New leads into the CRMEvery weekday at 18:00
- Friday countEvery Fri at 16:30Dials, conversations, appointments, cases. Write them in the reflection.
About this pack
Activity is the one thing an advisor controls. This pack tracks the inputs every working day and counts them on Friday, so a thin month shows up in week one rather than in the commission statement.
How to use it in ActivityTracker
- 1Open Routines and press Packs.
- 2Find Prospecting engine 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
Reviews booked, birthdays sent, claims chased, the CRM kept clean: the service that keeps clients.
6 routinesSubmissions checked, the diary planned, CPD logged, one product studied a week.
6 routinesThe six routines a working week is built on: calls, follow-ups, appointments, practice, the pipeline, referrals.
6 routines
Questions
Get a nudge when each one is due.
Book a walkthrough to see the routines in the app.