1.4 Weekly Team Reports

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210730 Weekly Report

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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