Ticker tape by TradingView
Overview
Nick
Julie
Will 
Emily
Frank
Lillie
Bart

Task Management Sheet Overview

The task management sheet will allow our team to work together by organizing projects and their due dates. You can view any team members tasks or your own tasks and read their work bio by selecting from the tabs above. This keeps things organized for each person individually, and allows team members to see what other members will be working on during any given day.

The task management sheet should focus mostly on repeated tasks rather than novel tasks. 

Good examples:
- Checking and respond to incoming emails each day
- Making a post on Instagram on Tuesdays and Thursdays

Bad examples:
- Scheduling a specific phone conversation with someone Tuesday at 2:00 PM
- Scheduling an office party

Nick Syiek - Founder

Sunday
YouTube: "Sunday Special" video upload, going through technical and fundamental analysis in the FX market for the week ahead
Discord: Update trade alerts & analysis for members
Monday
YouTube: Market analysis livestream 9:00-10:00
YouTube: YouTube video upload
Instagram: Instagram post
Instagram: Instagram story promotion
Emails: Answer emails, sponsors, and share 
Discord: Update trade alerts & analysis for members
Tuesday
YouTube: Market analysis livestream 9:00-10:00
YouTube: YouTube community post on TraderNick
YouTube: Review & upload video to A1 Trading channel
Instagram: Instagram story promotion
Emails: Answer emails, sponsors, and share 
Discord: Update trade alerts & analysis for members
Wednesday
YouTube: YouTube video upload
YouTube: Market analysis livestream 9:00-10:00
YouTube: Review & upload video to A1 Trading channel
Filming: In office filming/collaboration for future content, advertisements, etc.
Emails: Answer emails, sponsors, and share 
Discord: Update trade alerts & analysis for members
Thursday
Thursday -
YouTube: Market analysis livestream 9:00-10:00
YouTube: YouTube video upload
YouTube: Review & upload video to A1 Trading channel
Emails: Answer emails, sponsors, and share 
Discord: Update trade alerts & analysis for members
Friday
YouTube: Market analysis livestream 9:00-10:00
YouTube: YouTube community post on TraderNick
Emails: Answer emails, sponsors, and share 
Discord: Update trade alerts & analysis for members
Facebook: Facebook ads planning and review
Saturday
Saturday -
Relax boss!
Start of the Month
Payroll: Pay contractors
YouTube ads: Add to revenue tracking system
Broker affiliates: Add to revenue tracking system
Rent: Pay rent
End of the Month
End of the month sale: Set up promo codes on JotForm

About Nick

boss

Marketing + Customer Relations

Julie Syiek

Monday

Instagram
Create Post/Stories
Newsletter
Send Frank's Newsletter
Facebook
Post Frank's Analysis in Group
Share Livestream
Share additional Articles
Twitter
Share Frank's Analysis
Share Livestream
Linkedin
Share Articles
Management 
Check Team Discord Updates

Wednesday

Instagram
Create Post/Stories
Newsletter
Send Frank's Newsletter
Facebook
Post Frank's Analysis in Group
Share Livestream
Share additional Articles
Twitter
Share Frank's Analysis
Share Livestream
Linkedin
Share Articles
Management 
Check Team Discord Updates
Schedule Email for Friday

Friday

Instagram
Create Post/Stories
Newsletter
Send Frank's Newsletter
Schedule Youtube Updates Email
Send VIP Recap Email
Facebook
Post Frank's Analysis in Group
Share Livestream
Share additional Articles
Twitter
Share Frank's Analysis
Share Livestream
Linkedin
Share Articles
Management 
Check Team Discord Updates
Schedule Email for Friday

About Julie

Julie is the marketing manager at A1 Trading Company since September of 2019. She is in charge of managing and creating content for our A1 Trading pages (Instagram, Facebook, Twitter + Linked in). She also creates and manages the email newsletters for subscribers. 

Aside from marketing, Julie helps with other managerial tasks such as  submitting all staff's hours to our accountants and editing the website. Lastly, she helps assist with sales and customer support when needed. 

Julie is a part time employee working Monday, Wednesdays and Fridays. 

If you have questions about sales, canva designs, editing the website, social media pages or your payroll contact Julie!

Email: julie@a1trading.com
Phone number: 678-580-9999

Social Media Manager & Editor

Will + Cindy Anderson

Sunday

Instagram:
Trader fails 2x uploads

Monday

YouTube:
TraderNick video upload
Instagram:
A1 Trading Team upload (from Nick's video)
Facebook/Twitter:
TraderNick page upload (from Nick's video)

Tuesday

YouTube:
A1 Trading video upload (US30, SPX500, NAS100 technical and news analysis)
Instagram:
A1 Trading Team upload (US30, SPX500, NAS100 technical and news analysis)

Wednesday

YouTube:
TraderNick video upload, A1 Trading Team video upload (stock of the week)
Instagram:
A1 Trading Team upload (from Nick's video)
Facebook/Twitter:
TraderNick page upload (from Nick's video)
Filming:
In office filming/collaboration for future content, advertisements, etc.

Thursday

YouTube:
TraderNick video upload, A1 Trading Team video upload (livestream highlights)
Instagram:
Traderfails 2x uploads

Friday

YouTube:
Weekly courtesy recap for members video, posted to announcements**

Saturday

Instagram:
TraderFails 2x uploads
**: Things to include: a quick recap of Joe’s webinars, any super major news in the markets overall, notable articles published on the A1 Trading website this week, a motivational quote of the week, and remind them to send any messages they have to Julie or Emily. Video should be 1-2 minutes long.

About Will + Cindy

Will has been The A1 Trading Company since January of 2020. Him and his wife, Cindy are responsible for editing all videos from our YouTube channels to our social media pages. Will also appears in videos sharing his analysis and breakdowns on our A1 Trading YouTube channel. On top of video editing and filming, Cindy and Will manage Nick's Facebook and Twitter pages and our Traderfails meme page.

Will and Cindy are contractors for A1 Trading so Will only come in for short hours on Wednesdays to help film and touch base with any new projects. 

Sales + Customer Relations

Emily Pestle

Monday

Youtube
9:00 AM Join the daily livestream and say hello to viewers
9:30-10:00 AM remind chat how they can reach out with questions (@a1tradingteam on IG)
Telegram
Alert telegram Channel about Nick's Live Stream with a link
Confirm that promotional message has been sent and answer any leads
Circle back to leads that went quiet
Facebook
Confirm that promotional message has been sent and answer any leads
Email/Support
Answer incoming help requests/questions and close sales where possible
Send out scheduled emails to new monthly members 
Discord
Answer new leads
Direct message new discord members who have not yet paid, asking if you can answer questions
Make an announcement reminding members that if they have any questions they can reach out to you
Message all members with upcoming expirations using !upcomingexpirations in the #role-log tab in discord

Wednesday

Youtube
9:00 AM Join the daily livestream and say hello to viewers
9:30-10:00 AM remind chat how they can reach out with questions (@a1tradingteam on IG)
Telegram
Alert telegram Channel about Nick's Live Stream with a link
Confirm that promotional message has been sent and answer any leads
Circle back to leads that went quiet
Facebook
Confirm that promotional message has been sent and answer any leads
Email/Support
Answer incoming help requests/questions and close sales where possible
Send out scheduled emails to new monthly members 
Discord
Answer new leads
Direct message new discord members who have not yet paid, asking if you can answer questions
Make an announcement reminding members that if they have any questions they can reach out to you
Message all members with upcoming expirations using !upcomingexpirations in the #role-log tab in discord

Friday

Youtube
9:00 AM Join the daily livestream and say hello to viewers
9:30-10:00 AM remind chat how they can reach out with questions (@a1tradingteam on IG)
Telegram
Alert telegram Channel about Nick's Live Stream with a link
Confirm that promotional message has been sent and answer any leads
Circle back to leads that went quiet
Facebook
Confirm that promotional message has been sent and answer any leads
Email/Support
Answer incoming help requests/questions and close sales where possible
Send out scheduled emails to new monthly members 
Discord
Answer new leads
Direct message new discord members who have not yet paid, asking if you can answer questions
Make an announcement reminding members that if they have any questions they can reach out to you
Message all members with upcoming expirations using !upcomingexpirations in the #role-log tab in discord

About Emily

Emily has been with the A1 Trading Team since October 2020 assisting with Sales and Marketing. She is in charge of responding to incoming messages from potential customers on telegram, facebook, discord, instagram and on our website. Emily also helps with posting on our Instagram, Facebook and telegram. 

Emily is a part time employee working Monday, Wednesdays and Fridays.

She is very knowledgeable on our services, sales, customer support and our social medias. If you have any questions about any of these areas, talk to Emily!


Email: Emily@a1trading.com
Phone number: 404-432-8879

Staff Writer & Market Analyst

Frank Cabibi

Monday

Email newsletter - Content for market newsletters (fx & stocks)
Website Article - Convert newsletter content to site article
Website Article - "Markets to Watch this Week: ..." article*
Website Article - Make sure articles have featured images / covers
Discord - Ask premium stock market group chat what stocks they would like researched, answer any questions they may have
Discord - Update #research tab in discord for members: link to your new article, and provide a brief teaser
Discord - Update #franks-trades with your latest ideas/alerts

Tuesday

Email Newsletter - Create promotional guide/tip/content for the newsletter (work with Julie).
Website Article - "Technical Tuesdays: ..." article**
Website Article - Make sure articles have featured images / covers
Discord - Update #research tab in discord for members: link to your new article, and provide a brief teaser
Discord - Update #franks-trades with your latest ideas/alerts

Wednesday

Email newsletter - Content for market newsletters (fx & stocks)
Website Article - Convert newsletter content to site article
Website Article - "Weekly Fundamental Forecast" article*
Website Article - Make sure articles have featured images / covers
Discord - Update #research tab in discord for members: link to your new article, and provide a brief teaser
Discord - Update #franks-trades with your latest ideas/alerts

Thursday

Website Article - "Deep Dive into XXX/YYY" article
Website Article - Convert stock market newsletter content to site article
Website Article - Make sure articles have featured images / covers
Discord - Update #research tab in discord for members: link to your new article, and provide a brief teaser
Discord - Update #franks-trades with your latest ideas/alerts

Friday

Email newsletter - Content for market newsletter
Website Article - Convert newsletter content to site article
Website Article - "Stocks to watch next week" article
Website Article - Make sure articles have featured images / covers
Discord - Update #research tab in discord for members: link to your new article, and provide a brief teaser

Additional

About Frank

Staff writer & PR Intern

Lillie Clark

Monday
Discord:
Ask members to submit their questions for your "Answering Trader Questions" article in the #announcements tab
Update #research tab in discord for members: link to your new article, and provide a brief teaser
Encourage members who need help to send in their questions. Answer incoming questions, and collect positive reviews where possible for TrustPilot, Google reviews, and forex peace army.
Instagram:
Create a "swipe through" post based on your latest interview article for the A1 Trading team instagram
Youtube:
Respond to recent comments on with links, resources, or helpful responses. (TraderNick and A1 Trading's YouTube channel)
Create a pinned message for any new videos, linking to a helpful resource, follow up video, etc. (TraderNick and A1 Trading's YouTube channel)
Article Proofreading & Optimizing:
Review and revise any new article titles, proof read for errors, check category tags, create thumbnails, and add links wherever possible to direct readers to more content
Website Article:
Key takeaways article on a recent A1 Trading or TraderNick video, summarizing the main points and posting onto the site using good SEO practices
Education Section
Update, add to, and organize the new education section on the website with recent tips and strategies posted as articles on the site.
Tuesday
Wednesday
Discord:
Encourage members who need help to send in their questions. Answer incoming questions, and collect positive reviews where possible for TrustPilot, Google reviews, and forex peace army.
Youtube:
Respond to recent comments on with links, resources, or helpful responses. (TraderNick and A1 Trading's YouTube channel)
Create a pinned message for any new videos, linking to a helpful resource, follow up video, etc. (TraderNick and A1 Trading's YouTube channel)
Website Article
"Answering Trader Questions" article, proving answers, examples, and resources for questions asked by members
Key takeaways article on a recent A1 Trading or TraderNick video, summarizing the main points and posting onto the site using good SEO practices
Article Proofreading & Optimizing
Review and revise any new article titles, proof read for errors, check category tags, create thumbnails, and add links wherever possible to direct readers to more content
Education Section
Update, add to, and organize the new education section on the website with recent tips and strategies posted as articles on the site.
Thursday
Friday
Youtube
Respond to recent comments on with links, resources, or helpful responses. (TraderNick and A1 Trading's YouTube channel)
Create a pinned message for any new videos, linking to a helpful resource, follow up video, etc. (TraderNick and A1 Trading's YouTube channel)
Linkedin
Post on A1 Trading's LinkedIn, promoting what's going on behind the scenes, a quote from a recent interview, a teaser for a recent article, or an interesting trading fact that could be interesting.
Website Article
Experienced trader interview article for the site. Find, create unique questions for, and publish on the site
Key takeaways article on a recent A1 Trading or TraderNick video, summarizing the main points and posting onto the site using good SEO practices
Article Proofreading & Optimizing:
Review and revise any new article titles, proof read for errors, check category tags, create thumbnails, and add links wherever possible to direct readers to more content
Education Section:
Update, add to, and organize the new education section on the website with recent tips and strategies posted as articles on the site.
Idea: Build brand partnerships with brokers, promotional opportunities, and big names in the industry
Idea: Build partnerships with content creators to promote our products/services
Idea: Promotional banners/prep for upcoming events / webinars
Idea: Experienced trader features/interview articles
Idea: Helping members
Idea: Posting to LinkedIn
Idea: Finding new sites to get A1 Trading talked about / featured
Idea: Star member article/interview article
Idea: Collect Trust Pilot/google/forex peace army reviews
LinkedIn: Post on A1 Trading's LinkedIn, promoting what's going on behind the scenes, a quote from a recent interview, a teaser for a recent article, or an interesting trading fact that could be interesting.
Website Article: "What's new with A1 Trading" article, proving answers, examples, and resources for questions asked by members
Instagram: Convert article into instagram post 

Staff Writer & Market Analyst

Bart Kurek

Sunday
Website Article:
"Market-Moving News" segment*
Discord:
Update #research tab in discord for members: link to your new article, and provide a brief teaser
Telegram:
Manage telegram
Monday
Website Article:
"Weekly Forex Forecast" segment**
Discord:
Update #research tab in discord for members: link to your new article, and provide a brief teaser
Telegram:
Manage telegram
Wednesday
Website Article:
"Deep Dive into XXX/YYY" segment***
Discord:
Update #research tab in discord for members: link to your new article, and provide a brief teaser
Telegram:
Manage telegram
Friday
Website Article:
"Trading Tip/Strategy of the Week" segment****
Discord:
Update #research tab in discord for members: link to your new article, and provide a brief teaser
Telegram:
Manage telegram

A1 Trading Company

A1 Trading Company is a financial services and media business founded in Atlanta, USA.
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