1.4 Weekly Team Reports

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210716 Weekly Report

Dan

Reports:

Bill⁠

Dan⁠

Mark⁠

Liz⁠

Terri⁠

⁠

Top weekly accomplishments

Set up Google Ads account; Autonomy is testing ads there against performance of Facebook campaigns so far

Original graphics for RISK Rituals newsletter

Edited and posted Friday Q&A with Richard

Added a “share on social” link to our email templates, and on the website

Devised new scoring system for the Risk Assessment; got approval from Richard

Built public-facing version of that tool; we’ll be using it for lead generation

7 Principles promo planning with Bill

Meetings w/ Autonomy

Got in revised app screenshots from Justin; will be adding to the website first thing on Monday

Started revising metrics presentation; high priority for next week

Weekly Targets

Masterclass promo

Finish new lead-gen version of Risk Assessment

Build funnel around that tool w/ assistance from Autonomy

Review and revise Autonomy’s sales page with Liz, Bill

Pursue linking into Autonomy’s affiliate network. Generate the assets needed for that.

Continue 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

YouTube channel re-initiated w/ Q+As and social videos

Metrics presentation

Get all of Bill’s requested stats on the dashboard

Get Autonomy an easy workflow for reporting our performance on a weekly basis

Hat Terri on collecting all stats possible

Email admin

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

Support lines and autoresponders in place for app

With Autonomy

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 next week’s Risk Rituals

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Clean up GoDaddy renewals to make sure we don’t have any extra charges for out of date services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