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1.4 Weekly Team Reports
1.4 RMSI Weekly Reports
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210806 Weekly Report

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Dan

Reports:
Bill
⁠
/
Dan
⁠
/
Mark
⁠
/
Liz
⁠
/
Terri
⁠
⁠

Top weekly accomplishments

7PSI promo + planning
Finished
new video trailer
⁠
for the course
Revised risk assessment quiz as a lead magnet
Broke landing page text into modules for design
Directed MPP in their first design iteration for the sales page
Updated website with RiskSmith branding (completely removed StockSavvy)
Ads
Collected and reviewed current ads that Autonomy are running
Started gathering new creative for those ads
Ad metrics review with Bill
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
new social video for Friday
⁠
⁠
Graphics planning for RISK Rituals
Introductory call w/ a new designer for quick-turnaround projects
Updated website themes + plugins

Weekly Targets

7PSI promo
Assess performance of Risk Tolerance quiz lead gen
Review first presentation of landing page from MPP; reply by Aug. 10
Pursue linking into Autonomy’s affiliate network. Generate the assets needed for that.
Get in testimonials from Autonomy and Alec
Decide on a subdomain name for the courses and set up our Kajabi install
Map all assets needed for campaign — all email sequences, graphics and design/copy needs identified and deadlines assigned
App
Meeting w/ Bill and Justin to identify content needs for app
Potential content goals include instructional videos and a blog on the site
w/ Bill, work out best new role for Josh Rhodes
Explore histogram widget as a lead generation tool
Ads
Revise across the board. Get Autonomy feedback from Liz’s text revisions
Overhaul the metrics. There are lingering confusions. Streamline the reporting
Engage the new designer with a fix for current ads
Google ads as well — get access to full performance stats from Joshua
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
RISK Rituals graphics
List-building
Review proposed tag structure for Kajabi — we need to be able to segment effectively
Quick revision to current lead magnet
Do an audit of our email subject lines. Want to maintain our current high open rates
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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