FIDELIS

90 Day Rocks

Future Date: Sep 30, 2024
Q3 Revenue: $
Profit: $
Measurable: $ Rev/ FTE  

Company Rocks

TK:  Create and execute a plan to elevate the perception and esteem of the agency.
Chris:  Build and deploy automated sales system.
Phyllis: Evaluate and approve preferred vendors list


Individual Rocks

Mark

  1. Create a back-up office plan
  2. Develop a TK style guide
  3. Contribute to 3 newsletters with key value ads
  4. Plan the proposed structure and philosophy of the Fidelis app, including 3 use cases

T.K.

  1. Create and execute a plan to elevate the perception and esteem of the agency.
  2. Find solutions for video editors
  3. Systemize 1 behind the scenes and 1 production reel a week
  4. Golf 1 time with a VIP

Phyllis

1. Evaluate and approve preferred vendors list.
2. Facilitate and coordinate company networking events.

Thaddeus

1. Systemize and make frictionless the "no update" video check-in for clients at 1 once per month with TK
2. Produce and automate the distribution of 5 client education / faq videos to current and future clients
3. Create the process for using the statement of work document
4. Earn a 5 star google review from a retainer client

Chris

  1. Build and deploy automated sales system.
  2. Create the sales touch sequence
  3. Do one face-to-face with the entire BD team.

Samantha

  1. Redefine my role.
  2. Collaborate bi-weekly with Thaddeus on the process for using the statement of work document, including on all retainer clients as they renew.
  3. Identify and oversee the creation of a set of sales materials that will best support our sales cycle.

Hannah

1. Contribute 2+ hrs/week to brand strategy and oversight on the interior design management project for Daisy’s Table
2. Collaborate with TK to develop an outline for executive branding offering, meeting at least twice per month
3. Collaborate with Mark weekly on TK style guide and create sample executive branding deliverable for his executive brand

Josh

1. Add 5 commonly used elements to the Website starter template. (To increase efficiency for commonly built on site elements)
2. Study the feasibility of quickening our various roadmaps for visual id, website, etc.

Olivia

1. Take a course or do a deep dive into a new creative skill to keep the inspiration and creative juices flowing
2. Complete 5 post-op reports for website projects

Christina

1. Retake and pass Google Ads Certification
2. Retake and pass Google Analytics Certification

Ryan

  1. Facilitate creation and printing of V2 of the Social Media Strategy
  2. Create and post 3 trendy social media posts for Fidelis Creative Agency
  3. Meet bi-weekly with Thaddeus to properly define my role.