Yazi Repo 2.0

Explore

Yazi

Roadmap & Tasks

A classic kanban board view, perfect for task tracking.

Weekly Plan

Product roadmap

Product Roadmap

Where do you imagine yourself in the next years? what does your dream job looks like?

Now (quick wins)

Website signup → Coda survey order workflow

Product category

Client ordering FE

Note

Create coda survey ordering workspace and audience selection after user signs up on website

Zap to redirect them there

Improve UX of ordering system

Objectives

Allow clients to self-service order

Effort

Impact

Score

4.00

Survey whatsapp bot generator in Landbot (with Coda)

Product category

Survey generator

Note

Take questions and specifications from coda

Create Whatsapp surveys in Landbot using webhook

Features

Objectives

30 min: From client ordering to survey being sent out to audience on WA

Effort

Impact

Score

1.17

Move to SQL DB & Pass/fail data flow in retool with basic datachecks

Product category

Data validation

Note

Fix Sql db

Import all data from landbot into SQL

Create new question tracking system in retool

Objectives

Don’t have to use Google sheets

DB is unified - not fragmented

Can see survey results across different surveys for respondents

Effort

Impact

Score

1.50

Implement data validation checks in SQL or ETL

Product category

Data validation

Note

View of Fraud list⁠

Objectives

Automatically detect fraudsters and mark as fraudy data

Develop IP that sets us apart from competitors

Effort

Impact

Score

1.40

Implement NLP and statistical formulas on results

Product category

Data vis & Reporting

Note

Open text categoriser

Transform responses into reporting style (Likert → numbers)

Run regression on different answer sets to check for correlations

Objectives

Save time for client with text categoriser

More attractive to clients and investors

Get more from data

Effort

Impact

Score

2.00

Improve reporting to give more actionable insights to clients and show results in more appealing way

Product category

Data vis & Reporting

Note

Work with Eloise to create data reporting system

Objectives

Wow clients more

Save them time having to check reporting

Effort

Impact

Score

0.83

Future

Build client ordering app

Product category

Client ordering FE

Note

Can order full survey on webapp

Can choose audience, see pricing

See results from survey

Objectives

Enable complete PLG system for clients to order

Effort

Impact

Score

3.00

Custom build - Survey whatsapp bot generator

Product category

Survey generator

Note

Integrate into WA with Twilio

Objectives

Fully automate the creation of surveys being built and sent out on WhatsApp

Save a lot of time

Effort

Impact

Score

0.33

Automate payments using API (Reloadly)

Note

Move to Reloadly

Use Revio to make automated EFTs

Objectives

Save time

Make it faster and more rewarding for respondents

Effort

Impact

Score

2.00

⁠

Old roadmap

Now

Data accuracy

Name

Pass/fail data flow in retool with basic datachecks

Introduce premium tier of pricing

Name

New data insights method of reporting

Automated survey generator

Name

Survey whatsapp bot generator

Data insights

Name

Open text categorisation

Data accuracy checks

Name

Add plagiarism checker

Add timing checker - speeding through answers

Scope

Name

Scope custom whatsapp survey generator build

Payments

Name

Automate payments using API

Future

Moya

Name

Add Moya as messaging channel

Client ordering system

Name

Can order full survey on webapp

Can choose audience, see pricing

Scope webapp

Name

Scope survey ordering system for clients

⁠

Product category

Product category

⁠

Add a new card and detail your task. Drag the card to update its status.

Clear template

⁠

Start date:

Jan 1, 1 - Dec 31, 3999

⁠

Project Management

Project Management

Category

Task Name

Done

Status

Description

Start date

End Date

People

Column 8

Marketing & Growth

Facebook Pixel setup

In Progress

7/21/2021

11/19/2021

Tim Treagus

SEO Audit & Upskill

In Progress

Hubspot course and add SEO where it’s missing

11/22/2021

11/26/2021

Tim Treagus

Old Leads reach out: SA Taxi etc

Pending

Email old leads

11/22/2021

11/26/2021

Tim Treagus

Outreach to new leads

Finding the right customer segment

Searching on Apollo

Choosing the best method to reach out to them - call or linkedIn

1/10/2022

1/14/2022

Ian Sinclair

Amy

Sales call research and plan Part 2

In Progress

Discovery before the call

Company structure - who the EB and champion is

Mapping out our value props on Figjam

1/10/2022

1/14/2022

Ian Sinclair

Sales calls to people

In Progress

Cold calling secretaries and getting to the right person

1/10/2022

1/21/2022

Count

Website

Participants page on website

In Progress

New domain

Way for people to signup

12/6/2021

2 days

SEO text

Pending

7/19/2021

1/2/1900

Add 2 content blogs on the website

Pending

For SEO

Product discovery blog

Validating ideas

11/2/2021

12/3/2021

Tim Treagus

Add 2 case studies to website

In Progress

Smartwage

Side Hustle

8/2/2021

11/10/2021

Tim Treagus

Add client logos to website

Pending

11/17/2021

11/19/2021

Tim Treagus

Add pricing tier for B2B

Pending

SME business owners

1/18/2022

1/21/2022

Count

Survey campaigns

Count

Admin

Privacy consent form

Pending

https://docs.google.com/document/d/1Sdp36AEZR4obn0gnhCsasMZi9UMvgSy7h2lSt1PIYek/edit?ts=60f53b68#

7/20/2021

1/1/1900

Overview analytics: signups, weekly traffic, new followers, new leads

Pending

Weekly views

Weekly signups

No. surveys per week

New leads per week

New followers on socials

11/4/2021

Tim Treagus

Survey variables database/table to be able to reference questions

Tim Treagus

⁠

In Progress

6 sets of surveys

⁠

https://drive.google.com/drive/u/1/folders/1G0ct035RZL2IE5j7H0-zN9DCYSV0WKdC

⁠

Google form do:

1 Sep | AFK

11/1/2021

11/26/2021

Ian Sinclair

Year Plan with goals and vision

In Progress

New product (automate features)

1/3/2022

1/7/2022

Tim Treagus

Upload all invoices and uncover how much OM invested

In Progress

1/7/2022

Tim Treagus

Make remaining payments to people and reply to messages

In Progress

1/7/2022

Tim Treagus

How to guide for future survey ops people - when they join and we need to rapidly train

Pending

Looms on

How Landbot works

How to create a survey flow

How to do multi-select

How the Retool and payment webhook works

Running a test using ID and observing results in sheet

Data visualisation in airtable

1/10/2022

1/28/2022

Ian Sinclair

DB fix - identify issue

In Progress

Find out what is wrong with created users

1/19/2022

1/20/2022

Tim Treagus

Vision and goals for the year

In Progress

Write all out in Figjam but also in other places

1/17/2022

1/21/2022

Tim Treagus

Count

Experiments

Count

Upcoming features

Behavioural grouping

Pending

8/23/2021

1/9/1900

Automated survey generator

On Hold

Save time creating surveys

9/6/2021

33 days

Automated analytics dashboard

On Hold

Save us a huge amount of time creating visualisations

Built using rules about question type and match to demographic attributes

9/6/2021

1/19/1900

Automated airtime payments after completing survey

Pending

Pay people immediately. Tristan do this on airplane

12/6/2021

1/7/2022

Count

Survey Participants

Finalise users data studio

In Progress

Show how many surveys each has done

Income bracket of each person

How many signups per week

How many surveys each person has done

https://datastudio.google.com/reporting/c19574a0-244c-41da-b347-a4b9f5809bc3

11/3/2021

11/26/2021

Ian Sinclair

Improve demographic signup flows to be better representative for clients

Pending

Education levels Income bracket going higher Ability to check area

12/6/2021

Count

Research Participants

Count

UX/Feedback

Interview AI-BO participants

On Hold

Interview 5 participants who have done 3 surveys

8/23/2021

11/12/2021

Ian Sinclair

UT when new portal is launched

On Hold

UT with 5 people who know about how it works

9/6/2021

Count

Marketing

Count

Website

Count

Research Participants

Count

Admin

Count

Experiments

Count

Upcoming features

Count

UX/Feedback

Count

⁠

Platform efficiency management

Invoices to date - tracking how much revenue we’ve made

Analytics setup on Heap - see who has been visiting the site (source)

Category

Category

⁠

Status

Status

⁠

Timeline

Timeline

⁠

View of Project Management

View of Project Management

In Progress

On Hold

Completed

Social penalisation system

Suspend people and their referral network who give inaccurate or rubbish responses for 3 weeks

Build a view in Retool that allows Tim to find the referral network of an individual

Research Participants

Allow people to change their numbers

Survey campaigns

Add survey count to participants to see how many each has done

Survey campaigns

11/4/2021

11/10/2021

Add phone numbers to users sheet

When someone is reffered, we aren’t able to see who it is because number isnt in table

Survey Participants

11/3/2021

11/9/2021

Karabo survey

https://coda.io/d/20-Oct-Karabo_daHGO3E0XDj/Step-2-Survey-Questions_suIro#Survey-Questions_tuwVU/r49

Survey campaigns

11/2/2021

11/9/2021

Complete users sheet in Google sheets with all new variables

As well as data enrichment And Social media recruitment agent survey

Survey Participants

11/2/2021

11/10/2021

Customer support person

Admin

8/1/2021

1/4/1900

Contextual interviews with product agencies

Experiments

7/19/2021

1/4/1900

Build in public weekly posting

Similar to Lemlist’s weekly roundup. Develop a consistent method of showcasing the businesses we work with

Marketing & Growth

7/26/2021

1/4/1900

Help in menu

Survey campaigns

7/21/2021

1/3/1900

Financial forecast

https://docs.google.com/spreadsheets/d/1RBk7SPvS-s25kvnBPth9SDHR-YRTqA8aRhSS9hPJpoA/edit#gid=246559828

Admin

7/20/2021

1/1/1900

Privacy page in website format

Website

7/26/2021

1/3/1900

Setup Heap

Website

7/21/2021

1/3/1900

Upgrade Landbot account

Survey campaigns

7/30/2021

1/1/1900

Add dashboard of results to website

Website

7/26/2021

1/1/1900

Live reporting

This is currently being done through Data Studio

Upcoming features

Create dashboards of past surveys for case studies

Marketing & Growth

Recruit participants on Twitter

Survey Participants

11/2/2021

Send Emailer to all signups

Send informal email to people who have signed up, showcasing the work we’ve done

Goal:

5 people reach out for more info or to setup a call

Marketing & Growth

11/4/2021

11/19/2021

CRM of leads showing when peeps signed up

Admin

11/3/2021

11/19/2021

October report for OM

Admin

11/4/2021

Yebo fresh pilot setup

Work with Yebo fresh to put survey together and land pilot by end of the week

Survey campaigns

11/2/2021

11/12/2021

Marketing funnel & acquisition sources setup on Heap

Setup the funnel views on Heap that show was people are doing on the website

Marketing & Growth

11/8/2021

11/19/2021

Business plan (pitch deck) for funding

Plan for Louis to use to raise money

Admin

11/15/2021

11/19/2021

Analyticos survey for Nestle

Survey

Test

Visualisation

Survey campaigns

12/6/2021

12/10/2021

Kearney retail banking

Survey

Test

Visualisation

Survey campaigns

12/6/2021

12/10/2021

Kearney SME Finalise

Accuracy/legitimacy audit of respondents

Make payments

Finish visualisation

Survey campaigns

12/6/2021

12/10/2021

African Response

Scope survey with them

Transfer into Coda

Create survey

Survey campaigns

12/1/2021

12/10/2021

Send PR article to journalists

Send to media publishers in SA

Goal:

3 media companies publish

Marketing & Growth

11/2/2021

11/12/2021

LinkedIn Outreach to all people who engage with Louis’ linkedin post

DM people on LinkedIn

Goal

5 new leads

Marketing & Growth

11/8/2021

11/12/2021

Chama Money campaign of the week

Campaign of the week with Siba

Visualisation

Content

Marketing & Growth

11/8/2021

11/11/2021

Weekly summary

Product weekly summary

Admin

11/8/2021

Kearney survey - recruit SMEs

Setup custom payments for SMEs

Creative for social ads

Run recruiting ad

Survey campaigns

11/9/2021

11/26/2021

Outreach campaign to marketing people

Marketing & Growth

11/15/2021

11/19/2021

Yebo Fresh Data Cleaning, Reporting and Changes (Part 2)

Transcribing data

Getting more responses

Visualisation

Survey campaigns

11/15/2021

11/19/2021

Campaign of the week | Yebo Fresh

Marketing & Growth

11/18/2021

11/19/2021

Motivate to Yebo Fresh why they should go for us

Survey campaigns

11/17/2021

11/19/2021

Karabo survey results

Survey campaigns

11/1/2021

11/26/2021

Weekly product report 15-19 Nov

Admin

11/22/2021

Shareholding to date between OM & Delta doc

Exact funding numbers

Written motivation as to why entity gets x equity

Admin

1/3/2022

1/7/2022

Reach out: Yoco, Rsaweb, Deloitte

Marketing & Growth

1/5/2022

1/7/2022

Product scope

Build scope for whatsapp generation with elmar

Upcoming features

12/27/2021

1/7/2022

Sales call research and plan

How to execute a great sales call

Marketing & Growth

1/3/2022

1/7/2022

Data validation checks

Phone people Document fraud types and fix ideas

Survey Participants

1/17/2022

1/21/2022

Payments for Yoco respondents

Notify people that they have passed/failed and pay the right people

Survey campaigns

1/17/2022

1/21/2022

Recruit people for Yoco survey

Use all tactics available

Survey Participants

1/17/2022

1/21/2022

Prep for Friday demo

Presentation docs for demo

Admin

1/20/2022

1/21/2022

Pitch deck for OM Part 2

Finish by Friday

Admin

11/22/2021

11/26/2021

LinkedIn outreach to UX researchers

Marketing & Growth

11/26/2021

Pending

Make changes to website from Jono’s comments

Website

SEO text

Website

7/19/2021

1/2/1900

Privacy consent form

https://docs.google.com/document/d/1Sdp36AEZR4obn0gnhCsasMZi9UMvgSy7h2lSt1PIYek/edit?ts=60f53b68#

Admin

7/20/2021

1/1/1900

Combine similar data points into same variables and add all variables into dataset to search for questions

When we launch a new survey, we need to see if questions relate to a previous survey so that we can search to see if there are any variables to screen on

Upcoming features

Behavioural grouping

Upcoming features

8/23/2021

1/9/1900

Choose people based on attributes in website via DB or select tool like Surveymonkey

Upcoming features

Add 2 blogs on website

Website

Overview analytics: signups, weekly traffic, new followers, new leads

Weekly views

Weekly signups

No. surveys per week

Admin

11/4/2021

Add 2 content blogs on the website

For SEO

Product discovery blog

Validating ideas

Website

11/2/2021

12/3/2021

Improve demographic signup flows to be better representative for clients

Education levels Income bracket going higher Ability to check area

Survey Participants

12/6/2021

Automated airtime payments after completing survey

Pay people immediately. Tristan do this on airplane

Upcoming features

12/6/2021

1/7/2022

Add client logos to website

Website

11/17/2021

11/19/2021

Smollan proposal

Proposal of 3 different use cases

Admin

11/25/2021

Old Leads reach out: SA Taxi etc

Email old leads

Marketing & Growth

11/22/2021

11/26/2021

How to guide for future survey ops people - when they join and we need to rapidly train

Looms on

How Landbot works

How to create a survey flow

Admin

1/10/2022

1/28/2022

Add pricing tier for B2B

SME business owners

Website

1/18/2022

1/21/2022

Smaller batch of campaign messages

Not sending the campaign message to everyone at once. Sending to smaller samples

Upcoming features

Add solutions page on website, showcasing the different use cases

Use tabs element

Website

Demo video

Figjam → Coda → WhatsApp → Data studio

Marketing & Growth

In Progress

Participants page on website

New domain

Way for people to signup

Website

12/6/2021

1/1/1900

Facebook Pixel setup

Marketing & Growth

7/21/2021

11/19/2021

NLP analysis on open text responses

Group open text responses into different categories

Upcoming features

Meeting scheduler tool

Using Calendly to request interviews with chosen participants

Upcoming features

Initial quality screener survey

A screener questionnaire that includes a red herring question to identify people who are not answering the questions accurately

Research Participants

Survey variables database/table to be able to reference questions

Tim Treagus

⁠

6 sets of surveys

⁠

https://drive.google.com/drive/u/1/folders/1G0ct035RZL2IE5j7H0-zN9DCYSV0WKdC

⁠

Admin

11/1/2021

11/26/2021

Finalise users data studio

Show how many surveys each has done

Income bracket of each person

How many signups per week

Survey Participants

11/3/2021

11/26/2021

SEO Audit & Upskill

Hubspot course and add SEO where it’s missing

Marketing & Growth

11/22/2021

11/26/2021

Add 2 case studies to website

Smartwage

Side Hustle

Website

8/2/2021

11/10/2021

Year Plan with goals and vision

New product (automate features)

Admin

1/3/2022

1/7/2022

Upload all invoices and uncover how much OM invested

Admin

1/7/2022

Make remaining payments to people and reply to messages

Admin

1/7/2022

Sales call research and plan Part 2

Discovery before the call

Company structure - who the EB and champion is

Mapping out our value props on Figjam

Marketing & Growth

1/10/2022

1/14/2022

DB fix - identify issue

Find out what is wrong with created users

Admin

1/19/2022

1/20/2022

Vision and goals for the year

Write all out in Figjam but also in other places

Admin

1/17/2022

1/21/2022

Sales calls to people

Cold calling secretaries and getting to the right person

Marketing & Growth

1/10/2022

1/21/2022

Add a rating system to people based on responses.

The rating system will be visible to participants and incentivise them to give more accurate and extensive answers

A high rating will give them priority to surveys and push them to a higher payment tier

Research Participants

On Hold

Automated survey generator

Save time creating surveys

Upcoming features

9/6/2021

2/1/1900

Automated analytics dashboard

Save us a huge amount of time creating visualisations

Built using rules about question type and match to demographic attributes

Upcoming features

9/6/2021

1/19/1900

Create email list for people who signed up on website

Marketing & Growth

Direct sales to businesses who fit profile on LinkedIn

Marketing & Growth

Google ads

Marketing & Growth

LinkedIn ads

Marketing & Growth

Community forums

Marketing & Growth

Interview AI-BO participants

Interview 5 participants who have done 3 surveys

UX/Feedback

8/23/2021

11/12/2021

UT when new portal is launched

UT with 5 people who know about how it works

UX/Feedback

9/6/2021

Setup funnel analytics on Heap

Marketing & Growth

Business proposal doc for funding

Admin

Reach out to industry leaders

Get advice from international research company people

Marketing & Growth

Add email CTA → automated mail with typeform & Loom explaining how things work

Website

New pricing structure & make pricing page live

Website

Setup EnjoyHQ with interviews & feedback

UX/Feedback

Find sources of people to sign up

Survey Participants

Setup enjoyHQ properly

Admin

Setup emailer

Admin

Ask participants to refer their friends

Survey Participants

Experiments

Survey campaigns

Admin

Outreach to new leads

Finding the right customer segment

Searching on Apollo

Choosing the best method to reach out to them - call or linkedIn

Marketing & Growth

1/10/2022

1/14/2022

Marketing & Growth

More detailed sales plan with new insights from the qulaified sales leader

Plan giving workshops to rest of delta

Marketing & Growth

Find

Upcoming features

Website

Upcoming features

Pending

⁠

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