This page is used to help every stay organized with their tasks. You can find each person's day-to-day tasks overviewed in their respective tabs, as well as contact information should you need it.
Nick Syiek
Founder
Start of the Month
Pay Contractors & Send Message about performance
Bart - $750 for x4 articles per week & telegram management
Patrick - $500 for stock & forex community analyst work
Pay rent
Pay office rent
Add Previous Month's YouTube revenue
- TraderNick YouTube channel
- A1 Trading YouTube channel
Add Previous Month's Broker Affiliates Revenue
- AxiTrader
- HugosWay
- BlueBerry Markets
- HYCM
End of the Month
Sale
Confirm all links are working, and promo codes are active
Review Revenue Performance
Review performance by owner, by source, by product
Confirm Dashboard Performance
Make sure final numbers on the dashboard are lining up and make sense
Team Member Check-ins
Review performance, address concerns, set goals. Ensure tasks being completed
Consider Team Incentives
Prizes, goal setting, etc.
Monday
YouTube
Livestream 9:00 AM
Scout for livestream guests, manage upcoming events
Record Videos & Create thumbnails
Community posts
Instagram
Create stories
Promote latest content
Management
Ensure sales tracking is up to date and working
Review latest analytics
Manage team members & workflow
Brainstorm & delegate
Discord
Manage trading positions
Ensure things are going smoothly
Interact with members
Promotion
Promote articles, newsletter, telegram, twtitter, instagram, or youtube somewhere
Tuesday
YouTube
Livestream 9:00 AM
Scout for livestream guests, manage upcoming events
Record Videos & Create thumbnails
Community posts
Instagram
Create stories
Promote latest content
Management
Ensure sales tracking is up to date and working
Review latest analytics
Manage team members
Brainstorm & delegate
Discord
Manage trading positions
Ensure things are going smoothly
Interact with members
Promotion
Promote articles, newsletter, telegram, twtitter, instagram, or youtube somewhere
Wednesday
Task
Livestream 9:00 AM
Scout for livestream guests, manage upcoming events
Record Videos & Create thumbnails
Community posts
Instagram
Create stories
Promote latest content
Management
Ensure sales tracking is up to date and working
Review latest analytics
Manage team members
Brainstorm & delegate
Discord
Manage trading positions
Ensure things are going smoothly
Interact with members
Promotion
Promote articles, newsletter, telegram, twtitter, instagram, or youtube somewhere
Thursday
YouTube
Livestream 9:00 AM
Scout for livestream guests, manage upcoming events
Record Videos & Create thumbnails
Community posts
Instagram
Create stories
Promote latest content
Management
Ensure sales tracking is up to date and working
Review latest analytics
Manage team members & workflow
Brainstorm & delegate
Discord
Manage trading positions
Ensure things are going smoothly
Interact with members
Promotion
Promote articles, newsletter, telegram, twtitter, instagram, or youtube somewhere
Wednesday
YouTube
Livestream 9:00 AM
Scout for livestream guests, manage upcoming events
Record Videos & Create thumbnails
Community posts
Instagram
Create stories
Promote latest content
Twitter
Create scheduled posts for the next weeks
Management
Ensure sales tracking is up to date and working
Review latest analytics
Manage team members & workflow
Brainstorm & delegate
Discord
Manage trading positions
Ensure things are going smoothly
Interact with members
Promotion
Promote articles, newsletter, telegram, twtitter, instagram, or youtube somewhere
Julie Syiek
Marketing
Tuesday
Facebook Page
Create Post (x2)
Facebook Group
Post Livestream Reminder
Post Frank's Analysis
Share New Articles
Post New Youtube Videos
Tiktok
Share any new videos
Instagram
Create Post (x2)
Twitter
Post Livestream Reminder
Post Frank's Analysis
Share New Articles
Post New Youtube Videos
Email Newsletter
Market analysis newsletter
Create/schedule trading tips email
Management
Schedule Friday's email
Thursday
Facebook Page
Create Post (x2)
Facebook Group
Post Livestream Reminder
Post Frank's Analysis
Share New Articles
Post New Youtube Videos
Tiktok
Share any new videos
Instagram
Create Post (x2)
Twitter
Post Livestream Reminder
Post Frank's Analysis
Share New Articles
Post New Youtube Videos
Email Newsletter
Market analysis newsletter
Management
Submit Hours to Adam (every other week)
Friday
Facebook Page
Create Post (x2)
Facebook Group
Post Livestream Reminder
Post Frank's Analysis
Share New Articles
Post New Youtube Videos
Tiktok
Share any new videos
Instagram
Create Post (x2)
Twitter
Post Livestream Reminder
Post Frank's Analysis
Share New Articles
Post New Youtube Videos
Email Newsletter
Market analysis newsletter
Create VIP Weekly Recap Email
Create Community Updates Email
Management
Submit Hours
Start of the Month
End of the Month
Update Marketing Analytics Spreadsheet
Go through the different social media platforms and update their analytics.
Emily Pestle
Sales & Customer Support
Monday
Youtube
9:00 AM Join the daily livestream and say hello to viewers
Telegram
Alert telegram Channel about current livestreams throughout the day, and delete old livestream links
Confirm promotional messages have been sent in both the forex and crypto channels
Facebook
Answer leads
Email/Support
Answer incoming help requests/questions and close sales where possible
Reach out to new & expiring members
Discord
Message new members who have not yet paid
Message all members with upcoming expirations using !upcomingexpirations in the #role-log tab in discord
Tuesday
Youtube
9:00 AM Join the daily livestream and say hello to viewers
Telegram
Alert telegram Channel about current livestreams throughout the day, and delete old livestream links
Confirm promotional messages have been sent in both the forex and crypto channels
Facebook
Answer leads
Email/Support
Answer incoming help requests/questions and close sales where possible
Reach out to new & expiring members
Discord
Message new members who have not yet paid
Message all members with upcoming expirations using !upcomingexpirations in the #role-log tab in discord
Thursday
Youtube
9:00 AM Join the daily livestream and say hello to viewers
Telegram
Alert telegram Channel about current livestreams throughout the day, and delete old livestream links
Confirm promotional messages have been sent in both the forex and crypto channels
Facebook
Answer leads
Email/Support
Answer incoming help requests/questions and close sales where possible
Reach out to new & expiring members
Discord
Message new members who have not yet paid
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
Telegram
Alert telegram Channel about current livestreams throughout the day, and delete old livestream links
Confirm promotional messages have been sent in both the forex and crypto channels
Facebook
Answer leads
Email/Support
Answer incoming help requests/questions and close sales where possible
Reach out to new & expiring members
Discord
Message new members who have not yet paid
Message all members with upcoming expirations using !upcomingexpirations in the #role-log tab in discord
Miles McCray
Video Editor & Producer
Monday
YouTube
Livestream moderation
Prep upcoming shows for the next day & send invite links
Edit YouTube video for TraderNick channel
Branding
Work on banners, livestream adjustments, branding, animations, etc.
Tuesday
YouTube
Livestream moderation
Create upcoming shows for the next day & send invite links
Other Socials
Create 3x clips
Branding
Work on banners, livestream adjustments, branding, animations, etc.
Wednesday
YouTube
Livestream moderation
Prep upcoming shows for the next day & send invite links
Edit YouTube video for TraderNick channel
Branding
Work on banners, livestream adjustments, branding, animations, etc.
Thursday
YouTube
Livestream moderation
Prep upcoming shows for the next day & send invite links
Other Socials
Create 3x clips
Branding
Work on banners, livestream adjustments, branding, animations, etc.
Friday
YouTube
Livestream moderation
Prep upcoming shows for the next day & send invite links
Edit YouTube video for TraderNick channel (If available)
Branding
Work on banners, livestream adjustments, branding, animations, etc.
Frank Cabibi
Writer & Market Analyst
Monday
Weekly Forecast
Make sure weekly forecast is complete. Notify Julie/Lillie
Telegram
Weekly crypto forecast
Website
Write content for education section
Convert market analysis newsletter into a website article.
Convert crypto forecast into article
"Market of the week" deep dive article
Discord Community
Update trade alerts for members, and answer any pressing questions members have for you.
Update stock market / crypto positions for members
Tuesday
Email Newsletter
Forex market analysis newsletter
Telegram
Chart markup/analysis for crypto channel
Website
Write an article covering the hottest moving market of the day
Discord
Update trade alerts for members, and answer any pressing questions members have for you.
Update stock market / crypto positions for members
Thursday
Weekly Forecast
Start the weekly market forecast using the website template
Telegram
Chart markup/analysis for crypto channel
Email Newsletter
Forex market analysis newsletter
Website
Write an article covering the hottest moving market of the day
Discord Community
Update trade alerts for members, and answer any pressing questions members have for you.
Update stock market / crypto positions for members
Friday
Email Newsletter
Forex market analysis newsletter
Weekly Forecast
Work on the weekly market forecast using the website template
Discord Community
Update trade alerts for members, and answer any pressing questions members have for you.
Update stock market / crypto positions for members
Payroll
Submit hours
Lillie Clark
Social Media Marketing Intern
Monday
YouTube
Prep upcoming shows by reaching out to new guests and scheduling invitations
Weekly Market Forecast
Create market forecast PDF version, upload to discord under #weekly-forecast
Make a teaser post in the #research section, remind members to message Emily to upgrade
Email Newsletter
Market forecast email (using Julie's template)
Instagram
Make weekly market forecast post
Facebook & Twitter
Share new articles, a creative post, and/or videos
Tuesday
YouTube
Prep upcoming shows by reaching out to new guests and scheduling shows
Website
Work on education section: create and organize new pages
Instagram
Make Instagram post
Discord
Collect positive reviews & testimonials for our public review pages
Update the #research section with Frank's latest article, with a brief teaser/description
Facebook & Twitter
Share new articles, a creative post, and/or videos
Thursday
YouTube
Prep upcoming shows by reaching out to new guests and scheduling invitations
Website
Work on education section: create and organize new pages
Instagram
Make Instagram post
Discord
Collect positive reviews & testimonials for our public review pages
Update the #research section with Frank's latest article, with a brief teaser/description
Facebook & Twitter
Share new articles, a creative post, and/or videos
Friday
YouTube
Prep upcoming shows by reaching out to new guests and scheduling shows
