FIDELIS

90 Day Rocks

Future Date: May 11, 2023
Revenue - Q1'23 $350,000 | Q2 '23 $467,000
Profit -Q1 '23 $17,500 | Q2 '23 $46,700
Measurables - Q1 '23 - 24 clients @$5500 avg | Q2 '23 - 21 clients @ $5700 avg plus 25% of Design/ Media

Company Rocks

Tim - Implement process to present marketing to 100% clients 7 times 
Tim - Marketing strategist hired 
Mark - Concept 3 podcast shows & find an operator 
Mark - Determine if retainer works fits and define guard rails


Individual Rocks

Mark

- Concept 3 podcast shows & find an operator 
- Determine if retainer works fits and define guard rails
- Spend one day a month in Austin
- Do three more 'charge!' culture videos
- make our offices more LUXE with Phyllis approved budget

T.K.

- Implement process to present marketing to 100% clients 7 times 
- Marketing strategist hired 
- Integrate Thaddeus & Christina into Seats
- Draft Sales Meeting Processes & Materials

Phyllis

 - Define HR Process
 - Write financial policies for company wide
 

Chris

-Implement rock solid marketing for Fidelis 

Thaddeus

- Have face-to-face time with all team members and leaders

Josh

- Deploy brand delivery platform with 5 clients.
- Deploy version 2 of new brand workshop direction in an actual workshop.
- Outfit Chris with drive folder of sales materials.

Samantha

- Identify percent of time currently devoting to biz-dev, project work, and true traffic control.
- Fully onboard chosen traffic control tool.
- Define the 5 roles of traffic control seat.

Hannah

- Develop maternity leave plan - delegate all responsibilities for June-Aug.
- Complete rough draft of new brand workshop direction deck with Josh. 
- Establish regular meeting schedule for media department.
- Record/edit video in the deep dark to post on socials to promote new podcast setup.

Rania

- Create a black box marketing strategy for Fidelis and get the quarterly plan signed off by C-Suite.
- Adjust marketing strategy on 2 separate marketing accounts with a goal of a 2-5% increase in website users by the end of 90 days (currently down to 81 days)
- Create a Marketing Strategist Position Description and get approved by C-Suite
- Hand off all accounts to a marketing strategist before she leaves.

Ryan

- Adjust marketing strategy on 2 separate marketing accounts with a goal of a 2-5% increase in website users by the end of 90 days (currently down to 81 days)
- Create Master Marketing Workshop slide deck (The Lux Version) and get it approved by C-Suite.
- Create a templated deliverable for the Marketing Workshop and get it approved by C-Suite.

Christina

- Decide on conversion tracking system that accurately tracks data for at least a month by testing it on the Fidelis Creative client account.
- Hire 1-2 Marketing Strategists.
- Build out an organic social media product that Sales could sell that can be clearly defined by a task order and present to C-Suite.

Olivia

- Complete 3 client presentations of any kind.
- Fully quote and build out post-op report for a project.
- Experiment with and make decision on Fidelis Creative Shared Drive.

Ava

- Implement logo animation to brand asset deliverables for future clients. 
- Manage client communication on an entire project. 
- Fully implement Kontentino.

Conley

 -

Macy

- Create a schedule, strategy, and list of best practices for being a brand ambassador. 
- Ideate & produce 6 reels for clients/Fidelis. 
- Create a permanent zoom room setup.
- Coordinate ordering media from Justin.