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1.4 Weekly Team Reports
1.4 RMSI Weekly Reports
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210730 Weekly Report

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Dan

Reports:
Bill
⁠
/
Dan
⁠
/
Mark
⁠
/
Liz
⁠
/
Terri
⁠
⁠

Top weekly accomplishments

7PSI promo + planning
Built two new lead-gen tools with the Risk Tolerance Assessment; Autonomy is driving traffic through them now
Design meeting w/ MPP
Delivered 7PSI videos to MPP to assist in building landing page
Strategy meetings w/ Autonomy
All targets set on building list to 1,000 by end of August, to launch paid version of the course
Edited first cut of the trailer; delivering on Monday
Landing page planning w/ Bill, based on Liz’s copy
Edited and posted Friday Q&A with Richard
Brought all questions from the course into a spreadsheet; delivered to Josh Rhodes
Posted for public viewing as blog post on the site
Wrote email and delivered to full list
Got disclaimer into the template for these videos
Content
Created visuals for RISK Rituals
Proofed copy for the newsletter
Created email and delivered to full list
Added to website as a blog post
Added Risk Assessment quiz to a page on the website; we’ll be using this as a lead-gen tool
Built
histogram generator
⁠
in Google sheets as a quick reference
Posted to social media throughout the week

Weekly Targets

Masterclass promo
Assess performance of Risk Tolerance quiz lead gen
Build funnel around that tool w/ assistance from Autonomy
Deliver working version of landing page copy to MPP and Autonomy
Direct MPP as they build landing page (first draft due Aug. 6)
Pursue linking into Autonomy’s affiliate network. Generate the assets needed for that.
Finish cutting a course trailer (delivering on Monday)
Get in testimonials from the most engaged course users
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
Review current Google ads. Are keywords correct for the offer?
Revisions to course
Compile list of additional materials needed to align course with the current iteration of the app
Updates should emphasize the value of the app
Build an onboarding survey for the next cohort
Review Udemy for possibly syndicating course materials
Pursue new designer that MPP recommended (no reply yet, need to get this handled)
YouTube channel re-initiated w/ Q+As and social videos
Work out branding for Q+A videos
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
Review proposed tag structure for Kajabi — we need to be able to segment effectively
Review list onboarding process — set active consent for subscription
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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