Past Week -- Sofia
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The Front
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8 Keys to a 5-Star Experience
Excellence is non-negotiable. Our #1 competitor is AI.
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1
Obsess Over the Details
Small things matter. Trust is fragile.
2
Be Proactive
Anticipate needs. Not reactive.
3
Respond Quickly
Reply within 24 hours. No exceptions.
4
Follow Through
Do what we say, when we say.
5
Make it Easy
Simple. No confusion. Respect their time.
6
Over Communicate
Never let clients wonder where things stand.
7
Relentless Follow-Up
Chasing is our responsibility. Never stop.
8
Be Human
Our #1 competitor is AI. Be human.
Past Weeks
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Your Week By The Numbers
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Week (Mon - Sun)
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Q1 -- Jan to Apr
Q2 -- Apr to Jul
Q3 -- Jul to Oct
Q4 -- Oct to Jan
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Client narrative this week
Numbers auto-pulled · share wins, roadblocks, action plan
Chord
Status...
Code Red
Warning
Crushing
Wins this week
Roadblocks
Action plan this week
Definity
Status...
Code Red
Warning
Crushing
Wins this week
Roadblocks
Action plan this week
GTM Council
Status...
Code Red
Warning
Crushing
Wins this week
Roadblocks
Action plan this week
Liberate
Status...
Code Red
Warning
Crushing
Wins this week
Roadblocks
Action plan this week
Miris
Status...
Code Red
Warning
Crushing
Wins this week
Roadblocks
Action plan this week
Nexla
Status...
Code Red
Warning
Crushing
Wins this week
Roadblocks
Action plan this week
Phamily
Status...
Code Red
Warning
Crushing
Wins this week
Roadblocks
Action plan this week
Promethium
Status...
Code Red
Warning
Crushing
Wins this week
Roadblocks
Action plan this week
Sedai
Status...
Code Red
Warning
Crushing
Wins this week
Roadblocks
Action plan this week
Seismic
Status...
Code Red
Warning
Crushing
Wins this week
Roadblocks
Action plan this week
Tulsa Innovation Labs
Status...
Code Red
Warning
Crushing
Wins this week
Roadblocks
Action plan this week
Whispered
Status...
Code Red
Warning
Crushing
Wins this week
Roadblocks
Action plan this week
Weekly checklist
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tasks
3
Weekly task checklist
LinkedIn Outreach
-- Update status of each LI list worked on this week
Chord
Definity
GTM Council
Liberate
Miris
Nexla
Phamily
Promethium
Sedai
Seismic
Tulsa Innovation Labs
Whispered
Guest Updates
-- Guest Tracking Sheet is up to date
Guest Comms
-- No outstanding emails in inboxes
Client Comms
-- All CC'd emails handled
In Studio
-- Studio Bookings confirmed for next week
Dashboards
-- All client dashboards reviewed
Anyone marked Interested followed up with
Chord
Definity
GTM Council
Liberate
Miris
Nexla
Phamily
Promethium
Sedai
Seismic
Tulsa Innovation Labs
Whispered
Trello
-- Cards updated and briefs made
Graphics
-- All graphics made 2+ weeks in advance
Shownotes
-- All shownotes created for next 2 weeks
Quality Control
-- All Tuesday episodes QC'd
Distribution
-- FLV and clips uploaded to YouTube
Distribution
-- All social clips added to LinkedIn
Distribution Backlog
-- Clip backlogs uploaded to YouTube
Chord
Definity
GTM Council
Liberate
Miris
Nexla
Phamily
Promethium
Sedai
Seismic
Tulsa Innovation Labs
Whispered
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