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210806 Weekly Report

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Bill

Reports:
Bill
⁠
/
Dan
⁠
/
Mark
⁠
/
Liz
⁠
/
Terri
⁠
⁠

Weekly Top Accomplishments

Brand

Did full realignment with Josh Rhodes sending list of tasks
Managed team, Content, Autonomy, meetings
Approved and provided QA for all social messages and list emails this week
Detailed analysis of lead generation efforts; working on overhaul
Significant progress to launching the first paid 7PSI cohort
Conceived plan for content team pivot, received R approval, communicated plan to team

Operations

Thorough review of CFO Alliance reporting package/detailed notes and corrections to Terri
Weekly strategy meeting participation
Presented to R our strategy moving forward with pivot
Provided ongoing support and management for team
1:1 with R
Processed weekly invoices for payment

FSC

Reviewed backlogged FSC communications

Top Weekly Objectives

Brand

Copywriting & Design solution (Getting closer to resolution)
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
Dig into and correct lead gen
Revise 7PSI extracurricular content / plan
Dive into Kara’s long form and Liz’s long form, develop plan

Organization

Budget vs. actual / accounting review and comment
Content Meetings
Graphs/Metrics – get weekly stat sheet (Terri)
GTM Strategy Team Meeting
Process invoices
Continue to develop brand/app pivot plan
Get RiskSmith budget to Justin for additions
CFO Alliance meeting
Liz’s payment split between FSC and DRS
Metric’s meeting with Dan/Terri to develop stat sheet and graphs

FSC

Participate in FSC Ops meeting
Speak to Nathaniel

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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