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1.4 Weekly Team Reports
1.4 RMSI Weekly Reports
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210716 Weekly Report

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Bill

Reports:
Bill
⁠
/
Dan
⁠
/
Mark
⁠
/
Liz
⁠
/
Terri
⁠
⁠

Weekly Top Accomplishments

Brand

Produced weekly Q&A with DRS/Josh
Participated in weekly Autonomy meeting – discuss metrics
Began creation of copy package for the next cohort of 7PSI
Revived MPP projects that were on hold to get social ad templates, landing page designs and lead magnet templates
Published Risk Rituals – the day the internet died
Organized and oversaw content meetings
Wrote Eric Y about idea to syndicate our RR content for major distribution via Forbes or the like (had similar relationship with NASDAQ.com with TradeSmith)

Operations

Managed organized learnings from 7P cohort to strategy team
Re-aligned with Jim Barnish in 1:1
Created a list of weekly metrics to be graphed, analyzed and reviewed
Worked with Liz, Josh, Terri and Dan on top targets for the week
Began reviewing CFO Alliance budget reports
Reviewed and approved all departmental invoices and forwarded for R’s ok to pay

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
Next RISK Rituals
Testimonial videos
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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