1.5 Weekly Team Reports NEW
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1.5 Weekly Team Reports NEW
210827 Weekly Report

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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
First volley of promotion for 7P directing people to waitlist
Helped produced Richard/Josh video session
Helped produce Risk Rituals – Shape of Risk Part 2
Received Josh Rhodes’ production of testimonial
Began reviewing 7 Principles email series
Productive Autonomy meeting gearing up for 7P sales launch
Good progress on sales page sequence

Operations

Weekly meet with Josh Rhodes
Weekly strategy meeting participation
Provided ongoing support and management for team
Tightened down schedule for 7P and presented target launch date to R and strategy committee
1:1’s with R
Processed weekly invoices for payment
Synch up with Eric Yaverbaum

FSC

Initiate FSC newsletter – to R for approval
Reviewed renewal rate data from FSC
Further refinement on FSC operations status report for R & Lars
Edited new renewal series
Overseeing distribution of tasks to cover FSC functions with DRS team

Top Weekly Objectives

Brand

Copywriting & Design solution (Getting closer to resolution)
MPP Landing Page templates
Get lead magnet approved from R
Ads and Landing page design
Find copywriter to punch up our landing page copy
Masterclass URL
Next Risk Rituals
Testimonial videos
Podcast Plan
YouTube plan
Obtain targets on next cohort task list
Detail schedule/task plan for 7P v.2
Dig into and correct lead gen (breaking through)
Revise 7PSI extracurricular content / plan
Name the Q&A – Richard’s rants – Risk Report
DRS Book
Idea for FSC newsletter / 7P promotion

Organization

Budget vs. actual / accounting review and comment
VA compliance
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

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
Ensure FSC renewals are automated in CRM
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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