1.5 Weekly Team Reports NEW
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210820 Weekly Report

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Bill

Reports:
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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

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