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1.4 Weekly Team Reports
1.4 RMSI Weekly Reports
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210730 Weekly Report

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Bill

Reports:
Bill
⁠
/
Dan
⁠
/
Mark
⁠
/
Liz
⁠
/
Terri
⁠
⁠

Weekly Top Accomplishments

Brand

Created timeline and task list for launch or 7PSI
Full coordination with Autonomy for 500 new names in Aug initiative
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
Re-wrote disclaimer statement for weekly videos
Oversaw production of Risk Rituals
Significant progress to launching the first paid 7PSI cohort
Provided direction and materials assisting resumption of MPP’s next project
Re-wrote copy for Risk Assessment lead magnet and provided art direction
Coordination with Justin/Richard on bonus app video integration in next workshop delivery

Operations

Completion of budget revision, delivering results to strategy committee
Weekly strategy meeting participation
Provided ongoing support and management for team
1:1 with R
Processed weekly invoices for payment
Hotel review and recommendations for R’s upcoming Cali visit

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 (The Shape of Risk)
Testimonial videos
Podcast Plan
YouTube plan
Obtain targets on next cohort task list
With Terri get complete list of DRS success stories for R

Organization

Budget vs. actual / accounting review and comment
Implement disclaimer in our videos
Content Meetings
Graphs/Metrics – get weekly stat sheet (Terri)
GTM Strategy Team Meeting
Process invoices

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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