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

Welcome to the Task Management Page!

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

Website

Create marketing funnels & email collection campaigns

Instagram

Make Instagram post

Discord

Weekly market forecast update + promotional post to monthly members who are interested

Facebook & Twitter

Share new articles, a creative post, and/or videos

Bart Kurek

Writer & Market Analyst

Sunday

Website Article

"Weekly Forex Forecast" article

Discord

Update #research tab in discord for members: link to your new article, and provide a brief teaser

Telegram

Manage Telegram channel

Monday

Website Article

"Market Moving News" article

Discord

Update #research tab in discord for members: link to your new article, and provide a brief teaser

Discord

Manage Telegram channel

Wednesday

Website Article

"Deep Dive into XXX/YYY" article

Discord

Update #research tab in discord for members: link to your new article, and provide a brief teaser

Telegram

Manage Telegram channel

Friday

Website Article

"Trading Tip/Strategy of the week" article

Discord

Update #research tab in discord for members: link to your new article, and provide a brief teaser

Telegram

Manage Telegram channel

Other

Telegram

Manage Telegram channel

A1 Trading Company

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