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1.4 Weekly Team Reports
1.4 RMSI Weekly Reports
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210709 Weekly Report

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Clean up GoDaddy renewals to make sure we don’t have any extra charges for out of date services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