1.5 Weekly Team Reports NEW
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1.5 Weekly Team Reports NEW
211001 Weekly Report

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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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