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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)
3
Next
3
Future
3
Website signup → Coda survey order workflow
Product category
Client ordering FE
Note
Objectives
Effort
00
1
Impact
00
4
Score
4.00
Survey whatsapp bot generator in Landbot (with Coda)
Product category
Survey generator
Note
Objectives
Effort
00
6
Impact
00
7
Score
1.17
Move to SQL DB & Pass/fail data flow in retool with basic datachecks
Product category
Data validation
Note
Objectives
Effort
00
2
Impact
00
3
Score
1.50
Implement data validation checks in SQL or ETL
Product category
Data validation
Note
View of Fraud list
⁠
Objectives
Effort
00
5
Impact
00
7
Score
1.40
Implement NLP and statistical formulas on results
Product category
Data vis & Reporting
Note
Objectives
Effort
00
4
Impact
00
8
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
Objectives
Effort
00
6
Impact
00
5
Score
0.83
Build client ordering app
Product category
Client ordering FE
Note
Objectives
Effort
00
3
Impact
00
9
Score
3.00
Custom build - Survey whatsapp bot generator
Product category
Survey generator
Note
Objectives
Effort
00
9
Impact
00
3
Score
0.33
Automate payments using API (Reloadly)
Note
Objectives
Effort
00
3
Impact
00
6
Score
2.00
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Old roadmap

Now
4
Next
3
Future
3
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
Scope
Name
Scope custom whatsapp survey generator build
Payments
Name
Automate payments using API
Moya
Name
Add Moya as messaging channel
Client ordering system
Name
Scope webapp
Name
Scope survey ordering system for clients
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Product category
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Add a new card and detail your task. Drag the card to update its status.
Clear template
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Start date:
Jan 1, 1 - Dec 31, 3999
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Project Management
9
Category
Task Name
Done
Status
Description
Start date
End Date
People
Column 8
Marketing & Growth
6
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
​
​
6
Count
5
Count
Website
6
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
​
​
6
Count
6
Count
Survey campaigns
0
0
Count
0
Count
Admin
9
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
1/7/2022
Tim Treagus
​
Make remaining payments to people and reply to messages
In Progress
​
1/7/2022
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
​
9
Count
9
Count
Experiments
0
0
Count
0
Count
Upcoming features
4
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
​
​
4
Count
4
Count
Survey Participants
2
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
​
​
2
Count
2
Count
Research Participants
0
0
Count
0
Count
UX/Feedback
2
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
​
​
2
Count
2
Count
Marketing
0
0
Count
0
Count
Website
0
0
Count
0
Count
Research Participants
0
0
Count
0
Count
Admin
0
0
Count
0
Count
Experiments
0
0
Count
0
Count
Upcoming features
0
0
Count
0
Count
UX/Feedback
0
0
Count
0
Count
29
Count
28
Count
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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
⁠
Status
⁠
Timeline
9
⁠
View of Project Management
9
In Progress
0
On Hold
0
Completed
0
Completed
49
Pending
19
In Progress
17
On Hold
12
​
26
Pending
0
Social penalisation system
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
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 campaigns
12/6/2021
12/10/2021
Kearney retail banking
Survey campaigns
12/6/2021
12/10/2021
Kearney SME Finalise
Survey campaigns
12/6/2021
12/10/2021
African Response
Survey campaigns
12/1/2021
12/10/2021
Send PR article to journalists
Marketing & Growth
11/2/2021
11/12/2021
LinkedIn Outreach to all people who engage with Louis’ linkedin post
Marketing & Growth
11/8/2021
11/12/2021
Chama Money campaign of the week
Marketing & Growth
11/8/2021
11/11/2021
Weekly summary
Product weekly summary
Admin
11/8/2021
11/8/2021
Kearney survey - recruit SMEs
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)
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
11/22/2021
Shareholding to date between OM & Delta doc
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
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
Admin
11/4/2021
Add 2 content blogs on the website
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
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
Participants page on website
Website
12/6/2021
1/1/1900
Facebook Pixel setup
Marketing & Growth
7/21/2021
11/19/2021
NLP analysis on open text responses
Upcoming features
Meeting scheduler tool
Using Calendly to request interviews with chosen participants
Upcoming features
Initial quality screener survey
Research Participants
Admin
11/1/2021
11/26/2021
Finalise users data studio
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
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
1/7/2022
Make remaining payments to people and reply to messages
Admin
1/7/2022
1/7/2022
Sales call research and plan Part 2
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.
Research Participants
Automated survey generator
Upcoming features
9/6/2021
2/1/1900
Automated analytics dashboard
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
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
Marketing & Growth
Find
Upcoming features
Website
Website
Website
Upcoming features
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