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1.4 Weekly Team Reports
1.4 RMSI Weekly Reports
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210813 Weekly Report

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Bill

Reports:
Bill
⁠
/
Dan
⁠
/
Liz
⁠
/
Terri
⁠
⁠

Weekly Top Accomplishments

Brand

Managed team and content meetings
Approved and provided QA for all social messages and list emails
Detailed analysis of lead generation efforts; working on overhaul
Reviewed second round MPP 7P sales template, submitted comments
Implementing team pivot plan, 2 meetings with Justin regarding brand/app integration
Produced weekly Q&A with Richard/Josh
Productive conversation with Josh re: his role moving forward, tightened down functions
Helped produce RISK Rituals – Shape of Risk

Operations

Meeting with CFO Alliance going over the reporting and making refinements
Weekly strategy meeting participation
Provided ongoing support and management for team
1:1’s with R
Processed weekly invoices for payment
Disseminated ’21 marketing budget for brand – establishing list growth targets and spend

FSC

Began pulling together Mark’s work in progress, gaining access to his emails and weekly reports
Spoke to Nathaniel about his ideas for moving forward
Helped with Mark announcement to FSC members and tribute in Risk Rituals

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 part 2)
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
Name the Q&A

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
Compile list of must-do FSC actions from survey of Mark’s work-in-progress
Put together a transition and hiring plan

Bullpen

Secure URL for masterclasses
Podcast push
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
⁠
/
Liz
⁠
/
Terri
⁠
⁠


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