1.4 Weekly Team Reports

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210813 Weekly Report

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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