7-day activity plan
The 7-Day Lead Pipeline Starter
Seven days, one task a day, to get your first repeatable lead source moving.
Before you start
A lead generation system has three parts working together: a source of attention, an asset that converts attention into contact, and a rhythm that keeps both running without you reinventing them every week. This plan builds all three across seven days, one task a day, so you finish the week with a real system moving, not just an idea of one.
This is the start of a longer build, not a finished pipeline. The advisors who see this pay off are the ones who keep the rhythm running for twelve weeks, not the ones who stop after day seven.
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More resources
- Sales
Client email sequences
Welcome, nurture and follow-up sequences you can brand and load into your CRM.
Email templatesMomentum - Lead Generation
Lead magnet starter kit
Proven lead magnet formats with copy frameworks and design templates.
Lead magnetsTakeoff - Sales
Discovery call question bank
The questions that qualify enquiries and surface the real trip budget.
WorksheetAll stages
Take it further inside C.A.T.T.
The lead generation workshops in the Replays library walk through this entire build step by step, with the Marketing Vault supplying the lead magnet templates and email sequences to plug straight into Day 1 and Day 4.