1.5 Weekly Team Reports NEW
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210917 Weekly Report

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Bill

Reports:
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Weekly Top Accomplishments

Brand

Reached 1,000 name milestone with DRS list!
Managed team and content meetings
Provide QA and approval for all social messages and list emails
Thorough sort on 7P sales page, conceived big idea/theme of campaign
Review of 7P marketing theme and assets with R
Review and minor edit to Principles video series from Dan
Review and comment on production 7P landing page from MPP
Reviewed and commented on RiskSmith Niche Analysis
Received excellent “Big Idea” headlines from Liz’s husband
Analyzed and revised 7P funnel plan
Meet with Dan for Autonomy meeting agenda
Research checkout pages and sent info to Liz/Dan
Research of 7P graduates to find out biggest pain points that masterclass help alleviate

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

FSC

FSC operations meeting with Lars & Richard
Provided R source material and plan of action for his board letter/meeting
Thorough review and clarification of Lar’s FSC subscription/renewal estimates
New estimate of renewals for FSC
Edited R’s letter to board
Worked out split invoice for Liz and Lisa
Assisted on printed Cycles magazine logistic decisions
Received FSC income for Aug from Terri
Proofed and initiated FSC newsletter
Put together FSC monthly charge for R’s team to manage FSC (Terri, Dan, Liz & Bill)
Updated FSC expense budget

Top Weekly Objectives

Brand

Copywriting & Design solution (Getting closer to resolution)
MPP Landing Page templates go live
Ads and Landing page design
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

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