Skip to content
Gallery
Yazi Repo 2.0
Links, Billing & Ops
Yazi
Retros with Lwanda
Tasks
Share
Explore
Roadmap & Tasks

icon picker
Weekly Plan

Week plan
Status
Monday
5
Tuesday
2
Wednesday
2
Thursday
3
Friday
3
Task
Task
Task
Task
Task
🔔 Push out new survey on WhatsApp
📲 Push new survey on Social media
📈 Check user growth in DB
🗓️ Plan for week
​
📊 Post graph about previous week survey on LinkedIn
🗣️ Speak to participant
🕵️‍♀️ Assess fraud & build detection system
📈 Analyse data & build dashboard
Speak to participant
🤳 Create social media asset
​
📚 Experiment learnings
🏆 Announce survey winner in social media
💳 Pay winner & referrals
⁠
⁠

11 Oct - 15 Oct

Goals
⁠
Weekly checklist
⁠

17 Oct - 22 Oct

18 Oct - 22 Oct
Checkbox
Goals
Notes
Learnings
1
50 followers on AI-BO LinkedIn
​
​
2
10 leads
Messaged
Ridge (Flash)✅
Unisky✅
Will Saunders (Experio) ❌
Dan (Specno)❌
Yusuf (Jack Studios) ❌
Trevor Stewart ❌
Thomas
Chris (How might we) ❌
Lauren (Orderin)
Matthew (getlion)
Marce marx (consultant)✅
Aqeem (Yebo fresh)✅
​
3
5 new meetings
Unisky Marce marx Aqeem
​
4
​
Had meetings with:
Unisky
Karabo
Carrie
Ridge (Flash)
​
5
​
​
​
There are no rows in this table
⁠
Weekly checklist 2
Challenge
Status
1
3 case study content sets (1 on LinkedIn)
Done
2
Re engage leads that I interviewed
Done
3
New pricing structure on website
Done
4
Chama money & Mansi survey
Done
5
How it works page with screenshots
Done
6
⁠
@Ian Sinclair
⁠
implement penalisation system
Done
There are no rows in this table
⁠

Weekly roundup

It was a busy week spread across many categories, a good week!

I had 5 lead/client meetings. Here is the summary

Unisky (Ecommerce products)
We will run a pilot with them to see if they can use AI-BO to validate if people would buy products they want to sell
Karabo (Foodtech startup) & Nihilent
I expect the sale to go through next week, we have already set the survey up. We will run a survey for them next week at a slight discount.
Carrie - consultant (Healthcare)
Survey will run after elections
Flash (new products)
Survey will run when they need to research a new product or concept
Yebo Fresh (Market research partner & B2B research)
There is a chance we’ll do a survey next week and help them gather B2B research

LinkedIn post:

On Friday AI-BO did it’s first LinkedIn post and started a new weekly campaign of sharing a “Campaign of the week”. The Delta team was amazing; 3 other people shared the post! Viewership has stayed somewhat low though and is making us question whether the LinkedIn algorithm is penalising us sharing an external link in the post. Followers up to 36 (14 short of week goal)

Surveys

Ran a stokvel survey for a Delta team working with OM. We did a 3 part sequence with them:
First survey
Screener survey to select people for them to be eligible for a R100 interview
Set up interview meetings with participants and Delta team using Calendly

We are mid-way through a survey with Chama money and another Delta team.
I also spent some time onboarding Ian, the new intern. He completed about 80% of the stokvel survey on Monday. It is going to make an enormous difference to my capacity and ability to focus on growth with Ian now.

25 Oct - 29 Oct

18 Oct - 22 Oct 2
Checkbox
Goals
Notes
Learnings
1
70 followers on AI-BO LinkedIn
​
​
2
500 new participant signups
​
​
3
5 new meetings
Alvira fisher - LaunchLab Melvi Todd - LaunchLab Janine Basel Zacharia George - Startupbootcamp ALex ralson
​
4
​
​
​
5
​
​
​
There are no rows in this table
⁠

Growth goals

5 new meetings setup - Strategy to land:
Message 10 people on LinkedIn
2 inbound from LinkedIn post
Ask Dev to share on LinkedIn
500 new participants signups
Add demographic enrichment survey with R2 incentive when user signs up to boost referral
Initiate agent model
Post on FB pages

Surveys

Complete surveys for Kirsten and Chama money
Visualisation for Side Hustle (Kirsten)
@Ian Sinclair
⁠
Visualisation for Chama Money
@Ian Sinclair
⁠
Initiate Karabo survey
34

Meeting with Louis

What is the long-term play here?
Data business → AI-BO is used for lead gen and marketing more than other stuff
Can we push out the influencer system more and more
Smollen
Draft a business case using what we did for Guild

2 Nov - 4 Nov

Start regular social media posts about surveys we’re running
Facebook posting about each survey
Instagram post about each survey
Smartwage campaign running on Wednesday
Create the Case Study content
SmartWage - acquire journalists
Smartwage - get more respondents
Advert
Karabo - skeleton survey
Louis → business plan like Guild
Emailer sent out with SmartWage campaign as campaign of the week
Prep for Kearney - Acquire SME business owners and CEOs
Change airtime payment system
Reply to olivier email on tim@ai-bo.coz

AI-BO Pitch

Businesses are making more data centric decisions → this is a growing trend.
There is going to be a major data privacy clamp down on bigtech social media players. Advertisers are not able to target as personally as before resulting in less cost-effective advertising and higher CAC. iOs14 is an early example of this; majority of Apple users have elected to not share their cookie data.
AI-BO has an engaged audience who can be incentivised to execute a behaviour if the incentive makes sense for them.
AI-BO can not only be used for acquiring targeted insights but also; marketing, lead generation, recruitment for social media influencers. Using AI-BO for marketing and lead gen may be more cost effective than using bigtech social media

Mon 8 Nov - Fri 12 Nov

Project Management by People
9
People
Task Name
Done
Status
Description
Category
Start date
End Date
Ian Sinclair
6
Interview AI-BO participants
On Hold
Interview 5 participants who have done 3 surveys
UX/Feedback
8/23/2021
11/12/2021
Add survey count to participants to see how many each has done
Completed
​
Survey campaigns
11/4/2021
11/10/2021
Add phone numbers to users sheet
Completed
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
Yebo fresh pilot setup
Completed
Work with Yebo fresh to put survey together and land pilot by end of the week
Survey campaigns
11/2/2021
11/12/2021
Karabo survey
Completed
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
Completed
As well as data enrichment And Social media recruitment agent survey
Survey Participants
11/2/2021
11/10/2021
6
Count
6
Count
Tim Treagus
5
Send PR article to journalists
Completed
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
Completed
DM people on LinkedIn
Goal
5 new leads
Marketing & Growth
11/8/2021
11/12/2021
Add 2 case studies to website
In Progress
Smartwage
Side Hustle
Website
8/2/2021
11/10/2021
Chama Money campaign of the week
Completed
Campaign of the week with Siba
Visualisation
Content
Email Alpa
Marketing & Growth
11/8/2021
11/11/2021
Weekly summary
Completed
Product weekly summary
Admin
11/8/2021
11/8/2021
5
Count
5
Count
11
Count
11
Count
⁠

Mon 15 Nov - Fri 19 Nov

Ian

Karabo survey?
more yebo fresh survey respondents
Clean yebo fresh data
Get more responses
Group jobs into formal vs informal categories
Add % YES columns
Bar Graph for counting which categories were bought the online and categories of method for making online purchases
Try transcribing voice notes - either Google Docs voice typing or Otter
Check if audio files can be transcribed in an automated way
4. Data studio Visualization of participants
5. Add Variable to Coda table

Tim

Logos on website
LinkedIn post
Yebo fresh campaign
15 - 19 Nov Tasks
9
People
Task Name
Done
Status
Description
Category
Start date
End Date
Ian Sinclair
1
Yebo Fresh Data Cleaning, Reporting and Changes (Part 2)
Completed
Transcribing data
Getting more responses
Visualisation
Survey campaigns
11/15/2021
11/19/2021
1
Count
1
Count
Tim Treagus
9
Facebook Pixel setup
In Progress
​
Marketing & Growth
7/21/2021
11/19/2021
Add client logos to website
Pending
​
Website
11/17/2021
11/19/2021
Send Emailer to all signups
Completed
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
Completed
​
Admin
11/3/2021
11/19/2021
Marketing funnel & acquisition sources setup on Heap
Completed
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
Completed
Plan for Louis to use to raise money
Admin
11/15/2021
11/19/2021
Outreach campaign to marketing people
Completed
​
Marketing & Growth
11/15/2021
11/19/2021
Campaign of the week | Yebo Fresh
Completed
​
Marketing & Growth
11/18/2021
11/19/2021
Motivate to Yebo Fresh why they should go for us
Completed
​
Survey campaigns
11/17/2021
11/19/2021
9
Count
9
Count
10
Count
10
Count
⁠

Mon 22 Nov - Fri 26 Nov

Ian

Karabo

Tim

SEO audit
African response - Ian
Thijan strat
Weekly report
Kearney - Ian too
Smollan
SA Taxi and old leads
Decide about direction
Try pitch new product - recruiting
Sparktoro
UX people at corporates
Mon 22 - Fri 26 Nov Tasks
9
People
Task Name
Done
Status
Description
Category
Start date
End Date
Ian Sinclair
3
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
Admin
11/1/2021
11/26/2021
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
Survey Participants
11/3/2021
11/26/2021
Karabo survey results
Completed
​
Survey campaigns
11/1/2021
11/26/2021
3
Count
3
Count
Tim Treagus
7
SEO Audit & Upskill
In Progress
Hubspot course and add SEO where it’s missing
Marketing & Growth
11/22/2021
11/26/2021
Smollan proposal
Pending
Proposal of 3 different use cases
Admin
11/25/2021
Old Leads reach out: SA Taxi etc
Pending
Email old leads
Marketing & Growth
11/22/2021
11/26/2021
Kearney survey - recruit SMEs
Completed
Setup custom payments for SMEs
Creative for social ads
Run recruiting ad
Incentivise existing people to refer their friends
Survey campaigns
11/9/2021
11/26/2021
Weekly product report 15-19 Nov
Completed
​
Admin
11/22/2021
11/22/2021
Pitch deck for OM Part 2
Completed
Finish by Friday
Admin
11/22/2021
11/26/2021
LinkedIn outreach to UX researchers
Completed
​
Marketing & Growth
11/26/2021
7
Count
7
Count
10
Count
10
Count
⁠

Decide about direction
Try pitch new product - recruiting - social media and UX people
Setup with Revio
Campaign of the week
Why are people reading the campaign of the week: To see what we can do vs

New leads

Alex ralston
Kearney 2.0
Interview with mag
Yoco

Mon 6 Dec - Fri 10 Nov

Mon 6 Dec - Fri 10 Nov
9
People
Task Name
Done
Status
Description
Category
Start date
End Date
Tim Treagus
4
Analyticos survey for Nestle
Completed
Survey
Test
Visualisation
Survey campaigns
12/6/2021
12/10/2021
Kearney retail banking
Completed
Survey
Test
Visualisation
Survey campaigns
12/6/2021
12/10/2021
Kearney SME Finalise
Completed
Accuracy/legitimacy audit of respondents
Make payments
Finish visualisation
Survey campaigns
12/6/2021
12/10/2021
African Response
Completed
Scope survey with them
Transfer into Coda
Create survey
Results
Survey campaigns
12/1/2021
12/10/2021
4
Count
4
Count
4
Count
4
Count
⁠

Mon 3 Jan - Fri 6 Jan

Mon 3 Jan - Fri 6 Jan
9
People
Task Name
Done
Status
Description
Category
Start date
End Date
​
1
Automated airtime payments after completing survey
Pending
Pay people immediately. Tristan do this on airplane
Upcoming features
12/6/2021
1/7/2022
1
Count
1
Count
Ian Sinclair
1
Sales call research and plan
Completed
How to execute a great sales call
Marketing & Growth
1/3/2022
1/7/2022
1
Count
1
Count
Tim Treagus
6
Year Plan with goals and vision
In Progress
New product (automate features)
Admin
1/3/2022
1/7/2022
Upload all invoices and uncover how much OM invested
In Progress
​
Admin
1/7/2022
1/7/2022
Make remaining payments to people and reply to messages
In Progress
​
Admin
1/7/2022
1/7/2022
Shareholding to date between OM & Delta doc
Completed
Exact funding numbers
Written motivation as to why entity gets x equity
Admin
1/3/2022
1/7/2022
Reach out: Yoco, Rsaweb, Deloitte
Completed
​
Marketing & Growth
1/5/2022
1/7/2022
Product scope
Completed
Build scope for whatsapp generation with elmar
Upcoming features
12/27/2021
1/7/2022
6
Count
6
Count
8
Count
8
Count
⁠
Week notes
Google Data Studio is taking too long to efficiently
Use another airtime provider because it allows us to pay throughout Africa
Update pricing to add data viz as an extra

Mon 10 Jan - Fri 14 Jan

Data validation and accuracy sprint

Look through old survey response answers to pick up trends in inaccurate data
Look at chat histories of individual people to uncover if there are trends
Look at patterns in responses from people who respond with rubbish open text answers like “1”
If people respond with the same number for the MCQ questions over and over
Get Moya response data → same as above
Interview 10 people that we know are lying and uncover the degree of their deceit
Are they doing surveys for their whole household
Are there whatsapp groups or networks to inform friends what to say
Research what competitors do to mitigate false info
Propose new way of validating data
For landbot now
and for future build with more algorithmic methods

Automation of survey visualisation
Add question numbers

Survey sample size proposal for clients
Product improvements
Open text grouping
Correlations between
Consumer groups

Mon 17 Jan - Fri 21 Jan

Send template message to people who weren’t accepted
Sales call workspace
Do it in Goog doc now and then move to gitbook afterwards

Goals

Recruit enough people for Yoco survey
Design new data check system
Learn SQL
Mon 17 Jan - Fri 21 Jan
9
People
Task Name
Done
Status
Description
Category
Start date
End Date
​
2
Add pricing tier for B2B
Pending
SME business owners
Website
1/18/2022
1/21/2022
Sales calls to people
In Progress
Cold calling secretaries and getting to the right person
Marketing & Growth
1/10/2022
1/21/2022
2
Count
2
Count
Tim Treagus
6
DB fix - identify issue
In Progress
Find out what is wrong with created users
Admin
1/19/2022
1/20/2022
Vision and goals for the year
In Progress
Write all out in Figjam but also in other places
Admin
1/17/2022
1/21/2022
Data validation checks
Completed
Phone people Document fraud types and fix ideas
Survey Participants
1/17/2022
1/21/2022
Payments for Yoco respondents
Completed
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
Completed
Use all tactics available
Survey Participants
1/17/2022
1/21/2022
Prep for Friday demo
Completed
Presentation docs for demo
Admin
1/20/2022
1/21/2022
6
Count
6
Count
8
Count
8
Count
⁠

Mon 24 Jan - Fri 28 Jan

Yoco survey
Mark survey
Pay people for completion
Pay referral people
mark bad actor
Only once in flow + set up bad actor score
Reply to FB comments
Send raw data to yoco after cleaning
Put URLs into pics


Prep for projectelle with Jono
Project status
Read Mikhulu trust questions and put into coda doc
New data flows plan - for workshop with alex and elmar
Behavioural science plus better backend
Tim reply redflank email and prep for demo
Pitch deck
Vision and goals
Pricing for B2B on site
Website
Content
Product audit

Mon 31 Jan - Fri 4 Feb

Research competitive landscape in africa
Ellee survey
Mikhulu trust survey
DB Diagram for Bruce
Demo presentation - Ian Referral payments
Emma blog
Sales calls
Content plan
Correlations deepdive
Initiate build scope - bruce & Elmar
Mon 31 Jan - Fri 4 Feb
9
⁠

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.