Instructions: Each day contains CEO tasks, staff tasks, tools, procedures, and metrics. Check completed items and fill metrics. Weekly totals auto-calculate.
Week 1: Take Action / Start Selling
Day 1
CEO Tasks
Tools: Headspace, Calm, Journal, Audio affirmations
Procedure: 5–10 min meditation → Read affirmations → Write 3 wins + 3 goals
Tools: Camera, Tripod, Ring Light, Music (licensed), Video Editing Software
Procedure: Warm-up 5–10 min → Record 15–30 min class → Export & save → Edit → Upload to library
Tools: CRM (HubSpot), Email Automation (MailerLite), Payment (Stripe/PayPal)
Procedure: Identify 1–3 prospects → Send email/messenger pitch → Track responses → Follow-up in 48h → Confirm sale & invoice
Tools: Google Sheets, Notion
Procedure: Enter daily metrics → Identify bottlenecks → Plan next day
Staff Tasks
- Marketing Assistant: Schedule 3 social media posts, create content snippets
- Operations Coordinator: Upload class & update licensing library
- Sales Manager: Contact 3 leads, update CRM
- Support Staff: Respond to partner inquiries, prepare onboarding material
Day 2
Tools: Headspace, Calm, Journal, Audio affirmations
Procedure: 5–10 min meditation → Read affirmations → Write 3 wins + 3 goals
Tools: Video Editing Software, Camera, Music
Procedure: Edit yesterday's class → Record new content → Upload to library → Update SOP templates
Tools: CRM, Email Automation
Procedure: Contact leads → Track in CRM → Confirm deals → Deliver license access
Tools: Notion / Google Sheets
Procedure: Enter metrics → Reflect on improvement → Plan next day
Staff Tasks
- Marketing Assistant: Create 1 video snippet for social media
- Operations Coordinator: Update class library & check automation
- Sales Manager: Follow-up leads & close deals
- Support Staff: Update FAQs & prepare onboarding emails
Week 1 Totals:
Skill Practice Minutes: 0
Prospects Contacted: 0
Offers Sold: 0">