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1.4 Weekly Team Reports
1.4 RMSI Weekly Reports
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210716 Weekly Report

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Clean up GoDaddy renewals to make sure we don’t have any extra charges for out of date services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