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Weeks in Business123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081
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MarchMarchMarchMarchAprilAprilAprilAprilMayMayMayMayMayMayJuneJuneJuneJulyJulyJulyJulyJulyAugustAugustAugustAugustSeptemberSeptemberSeptemberSeptemberOctoberOctoberOctoberOctoberOctoberOctoberNovemberNovemberNovemberNovemberDecemberDecemberDecember DecemberJanJanJanJanFebFebFebFebFebMarMarMarMarAprAprAprAprMayMayMayMayJuneJuneJuneJuneJuneJulyJulyJulyJulyAugustAugust
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February1-67-1314-2021-2728-34-1011-1718-2425-12-89-1516-2223-2930-56-1213-1920-2627-34-1011-1718-2425-311-78-1415-2122-2829-45-1112-1819-2526-23-910-1617-2324-3031-67-1314-2021-2728-45-1112-1819-2526-1/12-89-1516-2223-2930-56-1213-1920-2627-56-1213-1920-2627-23-910-1617-2324-301-78-1415-2122-2829-4June 5-1112-1819-2526-23-910-1617-2324-3030-67-13
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Marketing:
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Number of Blog Posts (Goal: 1-2 per month)00000000000000000000000000000000000000000
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Cumulative:00000000000000000000000000000000000000000000000000000000000000
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Number of Seminars (Goal: 1 per month)0000000000000000000000000000000000000000000000000000000000000000000000000000
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Cumulative:000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
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Number of Webinars (Goal: 1 per month)00000000000000000000000000000000000000000
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Cumulative:00000000000000000000000000000000000000000000000000000000000000
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Number of VLogs (Goal: 1 per month)00000000000000000000000000000000000000000
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Cumulative:00000000000000000000000000000000000000000000000000000000000000
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Professional Development:
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Phone Calls/Meetings/Coffee Chats with Target Market
00000000000000000000000000000000000000000
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Cumulative:00000000000000000000000000000000000000000000000000000000000000
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Meetings with professionals: (Goal 2 per month)
00000000000000000000000000000000000000000
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Cumulative:00000000000000000000000000000000000000000000000000000000000000
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Meetings with RIAs (Goal: Meet with 5 in 2017)0000000000000000000010110120000200000100
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Cumulative:00000000000000000000011233466666888888999999999999999999999999
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Sales Funnel:
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Additional Newsletter Subscribers:00000000000000000000000000000000000000000000000000000000000000000000000000000
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Cumulative:0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
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Exploratory Meeting held:0000000000000000000000000000000000000000000000000000000000000000000000000000
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Cumulative:000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
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2nd Meetings:0000000000000000000000000000000000000000000000000000000000000000000000
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Cumulative:00000000000000000000000000000000000000000000000000000000000000000000000000
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Proposals Submitted:000000000000000000000000000000000000000000000000000000000000000000000000000
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Cumulative:000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
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Subscription Clients000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
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Cumulative:000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
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Projects:0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
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Cumulative:0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
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# of Lives Impacted:
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Newsletter0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
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Seminars at Personal Capital0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
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Pro bono financial planning0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
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Podcast Interviews0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
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Discovery Meetings0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
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In-Person Seminars0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
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Total0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
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Source of Prospects:
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XYPN#DIV/0!#DIV/0!
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Yelp#DIV/0!#DIV/0!
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CFP#DIV/0!#DIV/0!
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NAPFA#DIV/0!#DIV/0!
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FON#DIV/0!#DIV/0!
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My Website#DIV/0!#DIV/0!
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Natural Market/Referrals#DIV/0!#DIV/0!
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Total Exploratory Meetings:0
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Exploratory Meetings0
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Proposals Submitted0
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2nd Meetings0#DIV/0!
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Clients/Projects0#DIV/0!#DIV/0!
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70
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Weeks in business67
72
Meetings/week0.00
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Source of Leads
1/1/16-12/31/16
1/1/17-12/31/17Overall
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XYPN3142.47%926.47%4037.38%
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Yelp34.11%411.76%76.54%
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NAPFA810.96%411.76%1211.21%
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FON11.37%25.88%32.80%
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My Website11.37%12.94%21.87%
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Natural Market2939.73%1441.18%4340.19%
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7334107
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Source of Clients
83
XYPN1846.15%
84
Yelp37.69%
85
NAPFA0.00%
86
FON0.00%
87
My Website12.56%
88
Natural Market1743.59%
89
39
90
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Target Market InterviewsPhone call?Professional NetworkingMeeting/Phone call?Target RIAs:Meeting/Phone call?Target Companies & Organizations for Lunch & Learns
92
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96
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98
99
100
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