1.4 Weekly Team Reports

Explore

210730 Weekly Report

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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