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Admissions / Marketing = BLUE
ACLE = RED
XC TEAM = YELLOW
COMMUNITY = GREEN
OPS = PURPLE

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Duplicate The 101 workshops with other facilitators

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Duplicate The 101 workshops with other facilitators

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Get 1-2 more people doing these

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Fully Update Our Rocks for full transparency and clarity

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Fully Update Our Rocks for full transparency and clarity

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Continue to grow, mature and model the best of how a growing business and team can organize and operate

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Line Up Private Workshops through March 2022

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Line Up Private Workshops through March 2022

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Heartmath, Ben Hardy, Hal, Julianna, Cutco, EOS, Etc

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Strengthen Thought Leadership / Brand Positioning
for both ACL and OXE
Update OXE/ACL Sales Pages, 101 Pages
Increase number of high level affiliates
Updates to our content strategy - book, podcast, content pieces

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Implementation of Hawke identified opportunities for marketplace positioning

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Implementation of Hawke identified opportunities for marketplace positioning

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Review of our Event Registration and Confirmation process for VLO and Deep Dive - What matters most?

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Review of our Event Registration and Confirmation process for VLO and Deep Dive - What matters most?

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Migrating the way we use or Moving off Facebook events?
Migration to a true Event Platform?
Changes needed for Attendance/certification tracking
NPS score at all events?
How do we leverage the directory?

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Strategy to scale Design Studios in 2022

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Strategy to scale Design Studios in 2022

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Strategy for largely self-managed Circles conceptualized

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Strategy for largely self-managed Circles conceptualized

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How / who will support moving forward so we can effectively scale this in 2022

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ACL and XC 101 workshops

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Tactical tracking for segmentation and nurture list sequences

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Tactical tracking for segmentation and nurture list sequences

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Onboarding
Circles
Ascension Strategy (CM - UNL - IC)

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How are they positioned (who has access & price $$) and what are the goals/outcomes?

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Landing page process handoff to marketing logistics team

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Landing page process handoff to marketing logistics team

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Meeting with Dr Danny and helping with the vision of ACL- SH

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Meeting with Dr Danny and helping with the vision of ACL- SH

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Have our highest membership conversion percentage at OXE

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Have our highest membership conversion percentage at OXE

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Generation of Opportunities and Nurturing of our current list

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Automate client onboarding as much as possible

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Automate client onboarding as much as possible

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Workshop->OXE->Discovery->Membership

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Launch OXE Sales Page - Ready To Measure Success

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Launch OXE Sales Page - Ready To Measure Success

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ACL Partnership 1 Year Plan & Team in Place (JB)

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ACL Partnership 1 Year Plan & Team in Place (JB)

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Minimalist Funnel
Thought Leadership Strategy
Team to Execute
Client Work Opportunity
Certification / Training Support

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coming into the group and up to speed + adding value and taking some rocks off of others plates.

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Dates for OXE, ACLE, Deep Dives (maybe reimagined), In-person events??

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Q4 Deep Dive Delivery/format Innovations?

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Q4 Deep Dive Delivery/format Innovations?

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Are we going to test any innovations to the way we deliver DD's in Q4 or wait until Q1? Which DD could be a test for a format change?

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Update our Guide Certification Standards & Process (JB)

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Update our Guide Certification Standards & Process (JB)

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OXE Level 2
Consistent Deep Dives
Modular Trainings

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OXE and ACLE next session Onboarding review

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OXE and ACLE next session Onboarding review

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KOE's?  Intake?  Leadership Team?   Pre-learning Course in Lab?

Will ACLE have a community in 2022?

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Amazing client onbarding journey update progress on the training page.

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ACLE = Leads to OXE and Membership Sales
Define - Duplicate

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XC 101 Workshop Conversion Upgrade 10% to 17%

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XC 101 Workshop Conversion Upgrade 10% to 17%

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Dial in Session Lab, Timing of CTA, Duplication

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SH- Alignment with working EOS but bringing in conscious leadership + connection

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SH- Alignment with working EOS but bringing in conscious leadership + connection

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We have identified huge potential for growth in the existing processes.

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Build a podcast launch/share strategy internal and external

This task involves marketing.

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SH-consistency in the leadership team knowing there are awesome growth opportunities

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SH-consistency in the leadership team knowing there are awesome growth opportunities

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I've tested the four agreements and found a level of acceptance that will carry welcome creativity into our marketplace.

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hiring & tapping into our network for rockstars

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hiring & tapping into our network for rockstars

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Q2: What matters most - priorities for the next 90-days?

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Q2: What matters most - priorities for the next 90-days?

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What are the critical few most important things we should consider focusing on over the next 90-days (i.e. first pass at Q4 Rocks)?

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Q1: What's worked well over the last 90-days? 

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Q1: What's worked well over the last 90-days? 

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Reflecting on the past 90-days, what's working well?