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Time Process (Red) Profit (Green)

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Red Green

Green

Red
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY
6:00 AM
6:30 AM
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MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY
6:00 AM Meditation and Prayer
6:30 AM
Spiritual Foundation Work
7:00 AM
7:30 AM Review all plans (Life, Business), Inspirational Readings Meditation and Prayer Meditation and Prayer
8:00 AM Workout Every Other Day / On-Time Practice and Preparation
8:30 AM AM Checklist, E-mail, Voicemail Workout Workout
9:00 AM Shower, Breakfast
9:30 AM Potential Elena time
10:00 AM Strategic Partner Lead Calls
Review Scripts
10:30 AM Pipeline Review Lead Calls / Pipeline Review Lead Calls /
11:00 AM w/ Processor HT Interviews / Personal HT Interviews / Church
AM Checklist
11:30 AM Return calls, E-mail Return calls, E-mail
12:00 PM Return calls, E-mail Lead Calls Lead Calls Lead Calls Lead Calls
12:30 PM Lead Calls Personal Notes Personal Notes Open Houses
Desk Lunch / On-Time Desk Lunch / On-Time
1:00 PM Return calls, E-mail SMART Goals Return calls, E-mail SMART Goals Return calls, E-mail Client Meetings
1:30 PM Desk Lunch Desk Lunch Desk Lunch Family Lunch
2:00 PM
Client Meetings/ High Trust Calls / Interviews / Prospecting
2:30 PM
3:00 PM
Loan File Set-up / Point Data Entry / Return Calls / Emails
3:30 PM
4:00 PM Client Meetings/ High Trust Calls / Interviews / Prospecting
4:30 PM
5:00 PM Return calls, E-mail, Strategic Partner Lead Calls, Past Client Calls, Prospect Calls
5:30 PM PM Checklist
6:00 PM
6:30 PM Dinner w/ Jennifer & Elena
7:00 PM Family Dinner
7:30 PM Clean / House Chores / Family Time Reading Time
8:00 PM Spiritual Daily Reading / Abundance Journal Time Plan Week
8:30 PM Bed Bed Bed
One Networking Late night in office / If nothing is scheduled, then prospect: 1st Friday: Business Planning out of office
event/week at home as needed identify, approach, phone call 3rd & 5th Friday: 8:00-Lunch Implementation On-Time
Jaime's Time Block Schedule
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY
6:30 AM Wake Up
7:00 AM Spiritual Foundation Work
7:30 AM Meditation and Prayer Meditation and Prayer
8:00 AM
8:30 AM Workout Workout
9:00 AM Integration of Equity
Management and
9:30 AM Consultative Selling
10:00 AM Process
Week Mktg Emails Strategic Partner / Lead Calls
10:30 AM Coaching Call Pipeline Review Lead Calls / Pipeline Review
11:00 AM Strategic Partner / w/ Processor HT Interviews / Personal Flex Time: Church
11:30 AM Lead Calls Return calls, E-mail Return calls, E-mail Client Meetings
12:00 PM Return calls, E-mail Lead Calls Lead Calls / Lead Calls / Personal Time
12:30 PM Lead Calls Personal Notes Personal Notes Recreation Flex Time:
1:00 PM Return calls, E-mail Return calls, E-mail Return calls, E-mail Return calls, E-mail Business Planning Open Houses
1:30 PM Desk Lunch Desk Lunch Desk Lunch Desk Lunch Client Meetings Family Lunch
2:00 PM Client Meetings/ High Trust Calls / Interviews / Prospecting Family Time
2:30 PM Personal Time Family Integration
3:00 PM Loan File Set-up / Point Data Entry / Return Calls / Emails Processing
3:30 PM Flow
4:00 PM Pick up share
4:30 PM Lead Calls, Client Meetings
5:00 PM
5:30 PM Wrap Up, Prep For Next Day Take Care of Elena
6:00 PM Flex Night:
6:30 PM Personal Time Take Out Night Make Dinner
7:00 PM Client Meetings Family Dinner
8:00 PM Seminar
9:00 PM Family Time
10:00 PM Elena Unity
Business Boundaries: Never see a prospect unless you have qualified them over the phone first. 1st Friday: Business Planning out of office

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