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1.4 RMSI Weekly Reports
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210709 Weekly Report

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Bill

Reports:
Bill
⁠
/
Dan
⁠
/
Mark
⁠
/
Liz
⁠
/
Terri
⁠
⁠

Weekly Top Accomplishments

Brand

Organized and lead content meetings
Oversaw, edited, and approved:
DRS & Josh Rhodes Q&A video
Email to full 7P cohort announcing Q&A
Collection of questions for Q&A
RiskSmith App invite to qualifying participants
Communication from Alec to 7P cohort
Weekly meeting with Autonomy – working on social media and lead metrics
Organized 7PSI data and helped establish format for full cohort demographic report
Led Q&A recording with DRS and Josh Rhodes
Worked with Alec to complete the 7P cohort full survey spreadsheet
Approved/modified all social messages for week

Operations

Organized and led DRS team meeting
Several strategy discussions with DRS
Got caught up with team’s weekly reports, getting back in the flow
Team meetings
Coordination with Josh Rhodes
Reviewed, approved and forward for payment/processing weekly Brand related invoices
Review meeting with Terri regarding

FSC

Participated in FSC Ops weekly meeting

Top Weekly Objectives

Brand

Copywriting & Design solution
MPP Landing Page templates / Social Ad Templates / Lead Magnet templates
Masterclass URL
Implement Planable (Liz)
Risk Rituals (Internet Died) published on Thursday
Full demographic / cohort survey package to Black Orchid
Testimonial videos
Share button for RR and Articles
Podcast Plan
YouTube plan
Plan next cohort

Organization

Budget vs. actual / accounting review and comment
Implement disclaimer in our videos
Content Meetings
Graphs/Metrics
Black Orchid Meeting
GTM Strategy Team Meeting

FSC

Participate in FSC Ops meeting
Harriman contract done

Bullpen

Secure URL for masterclasses
Podcast push
Find killer copywriter
Find designer
Establish Rocks for personal brand
Project management top task board established
Website update
New screens for App
Metrics meeting with Dan – new dashboard for brand
Finish Trademark filings

Reports:
Bill
⁠
/
Dan
⁠
/
Mark
⁠
/
Liz
⁠
/
Terri
⁠
⁠


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