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Plans & Tasks
Task Planner
Projects (Q3)
Project
Lead
KPI
Task completion
Progress
Priority
🎯 Outreach/Inbound Agencies
10 Agencies
69.23%
P2
🎯 Engage the existing agencies + affilaites
5 clients
53.85%
P1
Tracking and CRM
NA
75%
VC Partners/Early accelerators/communities
3 partners
14.29%
Report
None
0%
There are no rows in this table
July
Project
Initiatives
Task
Owner
Status
Due date
Priority
🎯 Outreach/Inbound Agencies
Find agencies from existing customers
Get the list from HS and check for agencies from crunchbase etc
Done
6/21
P0
Manually check for agency operated clients
Not started
6/20
P2
Finalize offer for these existing clients
Not started
P1
Set up flow for agency operated clients under deals module - with Nishit
Done
6/20
P0
Communicate the process with Sales team
Done
6/24
Acquire agencies via cold outreach
Vyshag to pull out Mailchimp agency list with contact data
Done
Vyshag to pull out list from Clutch with contact data
Done
Clean the outreach data
Done
Finalize/Review the copy for outreach
Done
P1
Audit the performance so far and fix if required
Done
Start Outreach for Mailchimp and Clutch data
Done
Filter out the clutch data with correct agency types
Not started
8/5
P0
Linkedin reach out
In progress
🎯 Engage the existing agencies + affilaites
Understand agencies’ motivations for startegy
Set up a call and speak with all existing agencies who are active - FOLLOW UP
Done
7/20
P1
Improve resources for enablement
Onboarding kit
Done
6/15
P0
List all resources in the Resources page of Coda with audit (Ok, Revise/Update, Create)
Done
6/19
Start sharing onboarding kit with existing partners
Not started
8/6
P0
Complete the interactive email examples deck
Not started
Build expertise/thought leadership for them
List down items to help agencies build their expertise
Done
P2
Create a plan for 6 months/half yearly for partners
Done
6/25
P0
Implement checklist on existing partners
In progress
6/27
P0
Help agencies get leads
Create a plan/checklist for helping agencies with leads
Done
6/25
P0
Create a process map around this checklist
Not started
Implement checklist on existing partners
Not started
Activate partners
Create a list of action items for actiavtion for agenies
Not started
P4
Tracking and CRM
Create pipeline for better process/impact
Create a Campaign in First promoter for Agencies
Done
7/3
P0
Update the All Promoters Pipeline Sheet
Done
7/3
P0
Move agencies to agencies campaign
Done
Check email automations in FPR
Not started
VC Partners/Early accelerators/communities
Activate/Engage VC partnerships
Organize a mixer in Bangalore
Not started
Have a call with Aquib to finalize which ones to pick up
Not started
Talk to current partners
Not started
Outbound
Find out data of accelerators/VCs
Done
Start outreach
Not started
Community Program
Webinar for communities
In progress
Community outreach
In progress
Report
Monthly agencies
Not started
Monthly affiliate
Not started
Monthly referrals (TBD)
Not started
August Task Tracker
Project
Initiatives
Task
Owner
Status
Due date
Priority
🎯 Outreach/Inbound Agencies
Find agencies from existing customers
Manually check for agency operated clients
Not started
6/20
P2
Finalize offer for these existing clients
Not started
P1
Acquire agencies via cold outreach
Filter out the clutch data with correct agency types
Not started
8/5
P0
Linkedin reach out
In progress
Start outreach for Clutch data
Not started
Find out Hubspot agencies
Not started
Create Partner ICP
Not started
Start with an ABM approach - select 100 agencies we want
Not started
🎯 Engage the existing agencies + affilaites
Improve resources for enablement
Create onboarding kit for all partners
Not started
Start sharing onboarding kit with existing partners
Not started
8/6
P0
Complete the interactive email examples deck
Not started
Build expertise/thought leadership for them
List down items to help agencies build their expertise
Done
P2
Create a plan for 6 months/half yearly for partners
Done
6/25
P0
Implement checklist on existing partners
In progress
6/27
P0
Help agencies get leads
Create a plan/checklist for helping agencies with leads
Done
6/25
P0
Create a process map around this checklist
Not started
Implement checklist on existing partners
Not started
Activate partners
Create a list of action items for actiavtion for agenies
Not started
P4
Tracking and CRM
Create pipeline for better process/impact
Check email automations in FPR
Not started
VC Partners/Early accelerators/communities
Activate/Engage VC partnerships
Organize a mixer in Bangalore
Not started
Have a call with Aquib to finalize which ones to pick up
Not started
Talk to current partners
Not started
Outbound
Find out data of accelerators/VCs
Done
Start outreach
Not started
Community Program
Webinar for communities
In progress
Community outreach
In progress
Report
Monthly agencies
Not started
Monthly affiliate
Not started
Monthly referrals (TBD)
Not started
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