1.4 Weekly Team Reports

Explore

210716 Weekly Report

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

⁠

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.