1.5 Weekly Team Reports NEW

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210827 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

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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