Dan

Reports:

Bill⁠

Dan⁠

Mark⁠

Liz⁠

Terri⁠

⁠

Top weekly accomplishments

Compiled all available demographic data on masterclass beta cohort

Presented in spreadsheet w/ accompanying charts

Edited 4 Q+A videos for social content; Liz will use over the coming weeks

Delivered to Justin updated list of masterclass beta users who completed course

Delivered latest Qs from beta cohort for Richard to answer on Thursday

Tagged beta cohort users in Kajabi — allows us to email them as a group

Coordination meeting w/ Autonomy

Supplied them with demographic data for their own analysis

Started review of their long-form sales page text for masterclass sales

Weekly Targets

Masterclass planning

Update demographics as needed

Risk assessment overhaul in Typeform — and look at revising the point scale. Almost all users are coming out as “aggressive.”

Review Autonomy’s sales page text with Bill

See about cutting a course trailer

Get disclaimer onto Q+A videos

Decide on a subdomain name for the courses and set up our Kajabi install

Do an audit of our email subject lines. Want to maintain our current high open rates

Figure out how coupons / affiliates work in Kajabi

Email admin

Work out the communication flow coming from Dr. Smith vs. RiskSmith

Support lines and autoresponders in place for app

With Autonomy

Get Joshua the Facebook access he mentioned

Set up Google AdWords so they can start incorporating Google ads

Dive into their social media plans. If their content in Planable isn’t working, we need to redirect that time and energy to something more productive

List-building

Work out tag structure for Kajabi — we need to be able to segment effectively

Review list onboarding process — set active consent for subscription

Share button for all emails and on websites

Create graphics for this week’s Risk Rituals

Metrics dashboard up to date

Accounts administration

Clean up GoDaddy renewals to make sure we don’t have any extra charges for out of date services

Same on BlueHost

Reports:

Bill⁠

Dan⁠

Mark⁠

Liz⁠

Terri⁠

⁠

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