1.6 Weekly Team Reports

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211217 Weekly Report

Dan
Dan

Reports:

Bill⁠

Dan⁠

Liz⁠

Terri⁠

⁠

Top weekly accomplishments

App content

Delivered “script” outline to Justin for his voiceovers

Copy review of onboarding materials for the site

Content meeting w/ Justin—identified 4 areas we’ll be supporting:

Onboarding welcome screens

“Tips” placed strategically throughout the app

New one-page site copy revisions

Email communications w/ current users and waitlist

Landing page for 5-minute version is in the works—I directed Justin on formatting and he built the page on RS site

Metrics

Met w/ Terri to walk her through collecting several weekly metrics not currently automated

Got Terri access to FB page, Twitter and ActiveCampaign (FSC email system) so she can pull stats weekly on Thursdays EOD

Roughed out simple metrics dashboard so we can track progress week over week on all top-line stats

Got designer started on lead magnet redesign (1 week turnaround time)

Autonomy meeting to realign priorities around app ads

Edited social video from Friday’s Q&A session with Josh

FSC

Drafted landing page for Market Forecast summit

Modified the page to eliminate “blank” header space on homescreen

Added Wordpress plugin to integrate WooCommerce w/ Zoom

Weekly Targets

Highest priority

FSCs

Finish landing page—Liz and Bill to review copy

Test integration between WooCommerce and Zoom

Set up Zoom Webinar—get presenters invited and event scheduled

Set up separate landing page for current members so they can register for free (without seeing the $99 pricing)

Deploy that promo to the list

App videos + promo

Get landing page for 5-minute video done and published. This is the first page we’ll be pushing leads to

Full webinar, 20 min or so, with the addition of screen recordings

Finish all screen recordings with with Justin (should be done this week, according to Justin)

Particular focus on audio quality. Match it as close as possible to lav mics from Friday

App content

w/ Liz and Bill, finalize usable text for 4 areas described above:

Onboarding

Tips

One-page site copy

Initial round of email communications

All of these are CLOSE even from Justin’s drafts. Needs a couple hours’ attention, then ready for primetime

Metrics

Rectify FSC membership stats and get those into the current metrics dashboard

Get Terri’s

Check back with lead magnet designer—invoice paid? Good on progress?

Redirect Autonomy on next iteration of ad plan, expanding beyond FB: Instagram, YouTube to start with

Map out creative assets needed for that

Pull latest style guide from Justin’s site redesign to match new ads

Potentially revise app demo videos into ads. New graphics?

7P accounting — get Autonomy and FSC paid

Near term

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

Bullpen

Work out messaging on the app’s “free trial” period for current users

App metrics

Work out Firebase and Google Analytics targets to get a dashboard of KPIs going — always up to date, automated

Overhaul Autonomy 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

Project management tool through the end of the year

Get R set up as premium instructor on Udemy

Reports:

Bill⁠

Dan⁠

Liz⁠

Terri⁠

⁠

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