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Here are some of the activities that we would like to build your ideal week around. We thought you could have a look and we can get a head start to prepare for our 1:1. Kindly indicate which of these activities you think apply to you currently in the APPLIES column. I've done a sample below for FAMILY TIME.In this section, kindly fill out your current and ideal daily or weekly activities, if they are not already proposed and accounted for on the left.
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PROPOSED ACTIVITYDESCRIPTIONAPPLIESCurrent WeekIdeal Week -
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ROUTINE
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Wake Up TimeWhat time do you wake up?Yes
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Morning routineBreakfast, meditation, workouts, or any other routine prepares the client for the day.Yes
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Evening routineDinner, meditation, workouts, or any other routine prepares the client for bedtime.Yes
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Sleep TimeWhat time do you sleep?Yes
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BreakfastWhat time do you eat breakfast?Yes
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LunchWhat time do you eat lunch?Yes
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DinnerWhat time do you eat dinner?Yes
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PERSONAL TIME
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Recharge ActivityHobbies or any activity that will completely relax and recharge you mentally or physically.Yes
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Free DaysDays to have nothing work-related planned.Yes
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Family timeDepending on the preferences of the client, be open to suggestions.Yes
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Date NightPartner or single, it is important to block out some time, so the client can start to date or find other people.Yes
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Time for FriendsLunch, Dinner, or night outsYes
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Daily reflectionAt least 15 minutes of reflection on their day and planning the next one.Yes
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Self-care TimeAny beauty treatment, massage, etc.Yes
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Exercise TimeGym, yoga, pilates, etc.Yes
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FOCUS BLOCKS
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Weekly planningAt least 30 minutes of planning the week.Yes
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Focus BlockDedicated period to concentrate on a specific task or project, minimizing distractions to enhance productivity and deep work - work your way up to at least 90 minutes a day!Yes
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Secret Work time90 mins of uninterrupted time per week for strategic or creative tasks Yes
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Buffer time3 hours per week (longer) or 2 of 30 minutes (shorter).Yes
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MEETING BLOCKS
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Mastermind TimeMeeting with like-minded individuals who support clients' goals and dreams. This could be events.Yes
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Ideal Earliest Call Start TimeWhat time would you ideally want to start calls?Yes
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Earliest Call Start TimeWhat's your actual earliest possible call? (If it cannot be helped)Yes
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Ideal Latest Call End TimeWhat time would you ideally want to end calls?Yes
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Latest Call End TimeWhat's your actual latest possible call? (If it cannot be helped)Yes
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No Call DaysWhen do you not wanna have any calls?Yes
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Sales Calls BlocksWhen do you want to have sales calls?Yes
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1:1 Meeting TimeWhen do you want to have 1:1 calls?Yes
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Team Meeting TimeWhen do you want to have team calls?Yes
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Regular and Recurring Personal MeetingsWhat type of personal meetings do you have and where do they fit in the schedule?Yes
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Regular and Recurring Business MeetingsWhat type of business meetings do you have and where do they fit in the schedule?Yes
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QUESTIONSANSWERS
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Holidays to take special note of?
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Events to take special note of?
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How do you like to receive reports when you're OOO?
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What are things that you know you have to do but have not made any space for?
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What are things you know that are important but not urgent?
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