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210827 Weekly Report

Dan

Reports:

Bill⁠

Dan⁠

Liz⁠

Terri⁠

⁠

Top weekly accomplishments

7PSI Promo

Conceived and executed new lead magnet: investment “gut check”

Drafts of “principles” promo videos, to be used in ads and email

Got in 2 additional testimonials from Alec; delivered to Autonomy

Continued directing MPP on landing page; production version done by Tuesday

Nearly done with two new trailer versions: updated based on notes + 15-second-cut of trailer

Created showcase PDF of all course rave reviews from first cohort

Created email sequences in Kajabi for 7PSI course delivery and promo

Worked out segmentation of current list for promo sequence

Mapped promo needs based on current funnels

Produced Richard’s new video setup for Friday calls

Edited and sent cut of video with the new setup

App

Secured

ShapeofRisk.com⁠

⁠

Got both that and

TheShapeofRisk.com⁠

directed over to app’s Cloudflare

Both now redirect to the histogram landing page

RISK Rituals: graphics done; posted article to site (directs to histogram landing page)

Updated course wait list CTA on site

Got source of brand illustrations and identified several additional examples for future use

Weekly Targets

7PSI promo

All-out focus on building assets needed for sales campaign

Email sequences populated w/ current text

Landing page DONE (draft by Tuesday; final by Friday)

Both trailers done and on landing page (get these by Tuesday latest)

Testimonials done and in place on the landing page

Principles videos done and in place on the landing page

Also delivered to Autonomy for use as ads

Checkout page done

All sequences tested — bring in Autonomy for this as well

“Ad” in FSC newsletter?

Autonomy: lookalike audiences for FSC list and scraping

Revisions to course

Make all edits needed to course to align with the app — including portfolio update

Check out all “forum” options. Native in Kajabi? Telegram? Discord?

Prepare transcripts for download

3 tiers all identified and locked in; Kajabi products set up and tested

Build an onboarding survey for the next cohort

Add captions to videos on Kajabi

Review Udemy for possibly syndicating course materials (lower priority but keep on the list)

New lead magnet up and ready for use

App

Record tutorial videos for the app w/ Alec

Explore histogram widget as a lead generation tool

Ads

New lead magnet design from designer on the way next week; get that in place ASAP

Streamline ad results reporting. Eliminate all confusions

Google ads as well — get access to full performance stats from Joshua

List-building

Review proposed tag structure for Kajabi — we need to be able to segment effectively

Quick revision to current lead magnet

Get “Dr. Smith” branding on the site so we can secure the TM

See if Medium makes sense as an outlet for Richard’s “rabbit hole” pieces

Do an audit of our email subject lines. Want to maintain our current high open rates

Reports:

Bill⁠

Dan⁠

Liz⁠

Terri⁠

⁠

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