1.5 Weekly Team Reports NEW

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210820 Weekly Report

Bill

Reports:

Bill⁠

Dan⁠

Liz⁠

Terri⁠

⁠

Weekly Top Accomplishments

Brand

Managed team and content meetings

Provide QA and approval for all social messages and list emails

Initiate Welcome video transcript for copywriting source material

Reviewed third round MPP 7P sales template, submitted comments

Helped produce Risk Rituals – Shape of Risk Part 2

Requested and received Josh Rhodes critique of course trailer and landing page, reviewed with Dan and implemented some of his suggestions

Moving along the testimonial project, both for testimonial ticker and video testimonials; 4 targeted for sales page

Productive Autonomy meeting gearing up for 7P sales launch

Moving book outline process along

Operations

Weekly meet with Josh Rhodes

Weekly strategy meeting participation

Provided ongoing support and management for team

1:1’s with R

Processed weekly invoices for payment

Help move along R’s replacement speaker for Vistage group in Tampa

Processed invoices

Received RiskSmith only budget for Justin’s review

FSC

Pulled together list of MM’s work-in-progress. Made recommendations as to temporary solution for keeping things rolling at FSC and for longer term

Worked out the Cycles Magazine printing and mailing with Margie with Terri assembling list of any “reserve copy” requests MM may have received

Email to Jake B to info him what the DRS team is doing to help the FSC.

Presentation of status of MM’s work to DRS

Initiated project to write a renewal series that should convert better for expiring FSC memberships and to ensure that automation is in place for

Proof renewal series

Initiate FSC monthly newsletter with tribute to Mark

Overseeing distribution of tasks to cover FSC functions with DRS team

Communication with Margie, Cycles Magazine designer, worked out plan for her to received printed copies of Cycles Mag, and help do the mail out as needed

Received detail FSC metrics from Liz, summarized them for R

Received current bank balance and outstanding obligations for FSC

2 Candidates for COO from Nathaniel

Top Weekly Objectives

Brand

Copywriting & Design solution (Getting closer to resolution)

MPP Landing Page templates

Ads and Landing page design

Find copywriter to punch up our landing page copy

Masterclass URL

Next Risk Rituals (The Shape of Risk part 2)

Testimonial videos

Podcast Plan

YouTube plan

Obtain targets on next cohort task list

Dig into and correct lead gen (breaking through)

Revise 7PSI extracurricular content / plan

Dive into Kara’s long form and Liz’s long form, develop plan

Name the Q&A

DRS Book

Organization

Budget vs. actual / accounting review and comment

Content Meetings

Graphs/Metrics – get weekly stat sheet (Terri)

Careful review of CFO Alliance reporting

GTM Strategy Team Meeting

Process invoices

Continue to develop brand/app pivot plan

Get RiskSmith budget to Justin for additions

CFO Alliance meeting

Liz’s payment split between FSC and DRS

Metric’s meeting with Dan/Terri to develop stat sheet and graphs

Find shared Content Team space and get used

Research if 7P transcriber editor was paid

FSC

Participate in FSC Ops meeting

Complete list of must-do FSC actions from survey of Mark’s work-in-progress

Put together a transition and hiring plan

Simple plan for R and FSC board

Proof/edit FSC renewal series

Obtain R’s signature on Harriman House contract and send to Craig, notify Jonas re: Mark

Bullpen

Secure URL for masterclasses

Podcast push

Establish Rocks for personal brand

Project management top task board established

Website update

New screens for App

Metrics meeting with Dan – new dashboard for brand

Finish Trademark filings

Reports:

Bill⁠

Dan⁠

Liz⁠

Terri⁠

⁠

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