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Time Process (Red) Profit (Green)

The document outlines Jaime's weekly time block schedule, allocating specific times for activities like spiritual foundation work, workouts, client meetings, prospecting, pipeline reviews, and family time. The schedule varies slightly day to day but consistently dedicates mornings to preparation, afternoons to client and prospect interactions, and evenings to family, personal tasks, and occasional seminars or networking events. Flex time is built in on some days for scheduling flexibility.

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ecuamantis1
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0% found this document useful (0 votes)
77 views5 pages

Time Process (Red) Profit (Green)

The document outlines Jaime's weekly time block schedule, allocating specific times for activities like spiritual foundation work, workouts, client meetings, prospecting, pipeline reviews, and family time. The schedule varies slightly day to day but consistently dedicates mornings to preparation, afternoons to client and prospect interactions, and evenings to family, personal tasks, and occasional seminars or networking events. Flex time is built in on some days for scheduling flexibility.

Uploaded by

ecuamantis1
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Time Process (Red) Profit (Green)

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MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY
6:00 AM
6:30 AM
7:00 AM
7:30 AM
8:00 AM
8:30 AM
9:00 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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