1.6 Weekly Team Reports

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211029 Weekly Report

Dan

Reports:

Bill⁠

Dan⁠

Liz⁠

Terri⁠

⁠

Top weekly accomplishments

7PSI delivery

Edited and posted three additional app demo videos

Added landing pages for the videos

Edited final Friday Q&A and added to course

Beginnings of customer support — more on this in the coming week

Metrics

Pulled all survey responses into one doc for review

Thorough analysis of users:

How much of the course they watched

How many surveys they completed

Where the sale came from

Whether or not they’re using the app

Compiled all available demographic information on user base so far

Directed Bill on Zoom recording SOP

Recreated FSC letterhead, business cards, envelope template based on Richard’s notes; delivered update

Created Word template for VA compliance letter; worked with Terri to finalize that

Created new heatmap graphic for RISK Rituals

Weekly Targets

7P metrics

Wrap up learnings:

Final review of all email performance

Bring in last surveys

Compile report w/ Liz’s qualitative analysis of surveys

App focus

Work w/ Liz on customer service/questions line — develop SOP for responding to folks on Slack/Email/Kajabi

Rough out a content calendar for app promo

Email schedule

Social accounts

Need a new ad plan. Explore other platforms: Instagram, YouTube to start with

Map out creative assets needed for that

What do we have on the brand so far that we can pull in?

Potentially revise app demo videos into ads. New graphics?

7P accounting — get Autonomy and FSC paid

Tampa video shoot

Plan w/ Bill. Rough out what we need: how long, what format, intention, etc.

Pre-production w/ Stephen E.

Get back into active direction w/ Autonomy

Overhaul their reporting mechanism — NEED month over month for KPIs

Key terms to search and associated topics to create lookalike audiences

Map out additional ad creative needs for next round of ad spend

Post-Thanksgiving sales planning. What new assets do we need for that campaign?

RISK rituals for next Thursday — excerpt from webinar

Check w/ designer on revised lead magnet design

Reports:

Bill⁠

Dan⁠

Liz⁠

Terri⁠

⁠

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