1.5 Weekly Team Reports NEW

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211001 Weekly Report

Bill

Reports:

Bill⁠

Dan⁠

Liz⁠

Terri⁠

⁠

Weekly Top Accomplishments

Brand

8 additional sales for a total of 38, $6,732 in revenue

Proofed, edited, directed 8 7P emails

Managed team and content meetings

Provide QA and approval for all social messages and list emails

Prepped and held meeting with Dan and Autonomy

Watched RiskSmith branding meeting videos

EOW 7P organization meet with Dan & Liz, set targets for upcoming week and beyond

DRS list grew to 1,491

Create plan and creative for DRS webinar for 7P

Arranged for Josh to host the webinar

Researched and conceived concept for FB ads for webinar

Disseminated To 10 LinkedIn Tips to content team

Provided link and emails for R to use in obtaining affiliate

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

Worked on email campaign metrics with Dan

FSC

Initiated and proofed FSC newsletter

FSC meet with R

Top Weekly Objectives

Brand

Get a grip on ads, social, retargeting from Autonomy

Review heat map

Ensure email schedule is adhered to

Webinar plan executed

Plan to film Justin’s bonus videos and schedule

Webinar FB ads to Autonomy and sent

Write affiliate email

Podcast Plan

YouTube plan

Revise 7PSI extracurricular content / plan

Name the Q&A – Richard’s rants – Risk Report

DRS Book

Idea for FSC newsletter / 7P promotion

Justin/Josh/Richard Friday Q&A’s

Risk Smith Audience

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

FSC Cycles TV with Dr. Richard Smith

Participate in FSC Ops meeting

Find, recruit, onboard a Marketing Manager for FSC

Put together a transition and hiring plan

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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