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210723 Weekly Report

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Bill

Reports:
Bill
⁠
/
Dan
⁠
/
Mark
⁠
/
Liz
⁠
/
Terri
⁠
⁠

Weekly Top Accomplishments

Brand

Handle design and copywriting disconnects with Autonomy, realigning their functions as our digital marketing agency
Oversaw and approved masterclass transcript project, now with editor that’s making it readable and usable for book compilation.
Managed team, content, Autonomy, meetings
Approved and provided QA for all social messages and list emails this week
Produce the weekly R/Josh Q&A
Wrote masterclass survey questions for Alec in his focus group with new app cohort
Reviewed Orchard Black’s summary of cohort survey/demographics
Significant progress to launching the first paid 7PSI cohort

Operations

Thorough review of last 6 months actual budget numbers across Smith entities. Provided CFO Alliance direction on present the accounting for management understanding
Working with Terri, provided R a rough estimate of monthly burn rate moving forward—tighten that down this coming week after CFO Alliance provides updated actuals
Provided ongoing support and management for team
1:1 with R
Worked with Dan to revamp the new metrics dashboard

FSC

Participated in FSC Ops weekly meeting
Harriman contract signed

Top Weekly Objectives

Brand

Copywriting & Design solution
MPP Landing Page templates / Social Ad Templates / Lead Magnet templates
Masterclass URL
Next Risk Rituals
Review Black Orchid summary of cohort survey
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

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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